Investment Lead — Buy & Build M&A in SF

Beaconholdings; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

Beacon Software is seeking a growth-oriented M&A professional in San Francisco to drive end-to-end deal execution. You will work with senior leadership to source and underwrite acquisitions, manage relationships with owners, advisors, and bankers, and develop financial and operational models for investment decisions.

You will collaborate with Silicon Valley product and engineering teams, contribute to diligence processes, and help craft integration strategies in a fast-paced, AI-driven

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 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.

Responsibilities

• Deal Execution - Start to Finish across sourcing, underwriting, and closing acquisitions.
• Collaborate with Investment Directors, executive team and value creation 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 diligence and drafting investment memorandums.

Skills

M&A experience

Financial modeling

Stakeholder management

Attention to detail

Strategic thinking

Education

Bachelor's degree in Business or Finance

Tools

Excel

PowerPoint

Job description

Beacon Software is seeking a growth-oriented M&A professional in San Francisco to drive end-to-end deal execution. You will work with senior leadership to source and underwrite acquisitions, manage relationships with owners, advisors, and bankers, and develop financial and operational models for investment decisions.

You will collaborate with Silicon Valley product and engineering teams, contribute to diligence processes, and help craft integration strategies in a fast-paced, AI-driven