Investment Lead

Responsibilities

• Deal Execution - Start to Finish
• Building and scaling our proprietary M&A agents and AI product suite
• Collaborate with Beacon’s Investment Directors, executive team and value creation team to evaluate and close acquisitions.
• Lead and manage conversations and relationships with owners, advisors, and bankers.
• Prepare and analyze financial and non-financial information, valuation, and operational models.
• Drive the entire M&A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for the Investment Committee and crafting the integration strategy.
• Manage diligence processes and engage with internal/external advisors across legal, technology, HR, and tax.
• Aid in the finance, operations, and integration of newly acquired businesses.

Qualifications

• Strong academic record from a competitive institution with a degree in Business or Finance.
• A strong understanding of technology and a passion for the software industry.
• Minimum 1-6 years of M&A experience, working in private equity, investment banking, consulting, corporate development, or strategic finance.
• Familiarity with a buy-and-build model and experience/knowledge in VMS, software, and technology is a plus.
• Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
• 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.
• Advanced written and verbal communication skills.
• Demonstrated interest in learning about different businesses across diverse industries.