Investment Director

Beacon Holdings • San Francisco, CA

5h

About The Position

Beacon is seeking an Investment Director to lead acquisitions of vertical market software companies and support their growth as part of a permanent-hold software business. The role spans sourcing and selling (15%), underwriting and execution (70%), and portfolio work (15%). It also includes building and scaling proprietary M&A agents and AI products, and helping Beacon shape its investment process, philosophy, theses, and capital allocation plan.

The Investment Director presents acquisition opportunities and recommendations to Beacon leadership, supported by detailed financial models and analysis. The role leads the full deal process with autonomy, overseeing financial, operational, commercial, product, and technical diligence. It also manages relationships with founders, entrepreneurs, and other stakeholders through acquisitions, collaborates with finance, legal, and operations teams on integration, and assists with the finance, operations, and integration of newly acquired businesses.

Beacon describes itself as a technology entrepreneur and operator, not a financial firm. It acquires, operates, and grows founder-built vertical market software companies, investing in their continued growth and holding them permanently. The company says it is backed by investors and has raised more than $550 million to date.

Requirements

• At least 6 years of experience in mergers and acquisitions, private equity, investment banking, corporate development, or strategic finance.
• Proven experience leading and closing M&A transactions, with understanding of the full deal cycle from sourcing to integration.
• Strong academic record from a competitive institution and a degree in Business or Finance.
• Ability to identify growth opportunities and contribute to Beacon’s long-term vision.
• Comfort managing multiple deals across industries in a fast-paced environment.
• Strong ability to synthesize complex systems.
• Excellent interpersonal and communication skills for interacting with stakeholders at all levels.
• Ability to turn high-level objectives into actionable work plans and strategies.
• High attention to detail, ability to manage multiple priorities and meet tight deadlines, and strong organization.
• Ability to conduct interactions with integrity and build trust.
• Growth mindset and willingness to pursue personal and process improvement.

Nice To Haves

• Familiarity with a buy-and-build model.
• Experience or knowledge in vertical market software, software, and technology.
• Deep interest in technology and learning about businesses across diverse industries.

Responsibilities

• Source acquisition opportunities and engage with founders and business owners.
• Underwrite and execute acquisitions, including leading the full deal process from sourcing through integration.
• Oversee financial, operational, commercial, product, and technical diligence with autonomy.
• Present acquisition opportunities and recommendations to Beacon leadership, supported by detailed financial models and analysis.
• Build and scale Beacon’s proprietary M&A agents and AI product suite.
• Collaborate with Beacon leadership to shape the investment process, philosophy, investment theses, and capital allocation plan.
• Manage relationships with software company founders, entrepreneurs, and other stakeholders throughout the acquisition process and transition.
• Collaborate with finance, legal, and operations teams to integrate acquired companies.
• Assist with the finance, operations, and integration of newly acquired businesses.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior