Investment Director

Responsibilities

• Deal Execution - Start to Finish
• Building and scaling our proprietary M&A agents and AI product suite
• Collaborate with Beacon leadership to shape Beacon's investment process, philosophy, theses, and capital allocation plan
• Present acquisition opportunities and recommendations to Beacon’s leadership, providing detailed financial models and analysis to support your recommendations
• Lead the end to end deal process by overseeing the financial, operational, commercial, product, and technical diligence process with full autonomy
• Manage relationships with software company founders, entrepreneurs, and other stakeholders, ensuring a smooth transition throughout the acquisition process
• Collaborate with internal teams, including finance, legal, and operations, to ensure successful integration of acquired companies
• Assist in the finance, operations, and integration of newly acquired businesses

Qualifications

• Seasoned M&A and / or investment professional with 6+ years of experience in mergers and acquisitions, private equity, investment banking, corporate development or strategic finance
• Strategic thinker who can identify growth opportunities and contribute to Beacon’s long-term vision of building a generational software holding company
• Proven experience leading and closing M&A transactions, with a deep understanding of the full deal cycle from sourcing to integration
• Agile generalist: comfortable working in a fast-paced environment and managing multiple deals across various industries simultaneously
• Strong academic record from a competitive institution with a degree in Business or Finance
• Deep interest in technology and learning about different businesses across diverse industries
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus
• Strong ability to synthesize complex systems
• Excellent interpersonal and communication skills to be able to interact with stakeholders at all levels of the Company and targets
• Ability to translate high level objectives into actionable work plans and strategies
• High attention to detail, and the ability to manage multiple priorities and meet tight deadlines
• Extremely organized
• Conduct interactions with a high level of integrity and trust
• Possesses a growth mindset, consistently seeking personal and process improvement