Manager, PEPI - Software & Tech M&A (Open to all US locations)

About the role

We are seeking individuals that can be part of a team that conducts software product and technology due diligence assessments on target organizations for private equity clients and their portfolio companies.

Responsibilities

• Actively participate in key target and client interactions, including interviews, interim updates, final readouts and any follow-ups.
• Develop and manage the data request list that identifies key data, artifacts, and documentation required from the target for the assessment; includes managing related interactions with the bankers managing the process and the client.
• Conduct detailed analysis of the target across all areas of assessment, focusing on quantitative and qualitative data gathering, organizing, and analysis.
• Summarize key insights into client-ready exhibits, pages, sections of the interim and final deliverables.
• Ensure the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.
• Supervise and mentor junior staff.

Requirements

• 5-8 years of professional consulting or relevant industry experience, with a minimum of five years consulting to the tech industry or specializing in software/tech-enabled services product management or software development.
• Desired - experience working for or with private equity sponsors, portfolio companies, or related transaction / product and tech due diligence experience.
• Exemplary communication skills, both oral and written, including proven ability to directly develop and deliver executive-level, client-ready written communication materials, including interim updates and final deliverables.
• Demonstrated track record working with business leaders (directors and above) as well as private equity deal staff.
• Excellent fact-gathering and analytical skills, including quantitative and qualitative analysis.
• Previous software / product experience, either in a software organization or related advisory experience from a top-tier strategy firm, leading specialist, niche advisory firm, or Big-4 consultancy.
• Demonstrated ability to translate tech insights into commercial implications.
• Bachelor’s degree required, with a major in Computer Science, Engineering, Economics or another highly analytical and rigorous field.
• Flexibility to travel at least 75% of time.

Qualifications

• 5-8 years of professional consulting or relevant industry experience, with a minimum of five years consulting to the tech industry or specializing in software/tech-enabled services product management or software development.
• Desired - experience working for or with private equity sponsors, portfolio companies, or related transaction / product and tech due diligence experience.
• Exemplary communication skills, both oral and written, including proven ability to directly develop and deliver executive-level, client-ready written communication materials, including interim updates and final deliverables.
• Demonstrated track record working with business leaders (directors and above) as well as private equity deal staff.
• Excellent fact-gathering and analytical skills, including quantitative and qualitative analysis.
• Previous software / product experience, either in a software organization or related advisory experience from a top-tier strategy firm, leading specialist, niche advisory firm, or Big-4 consultancy.
• Demonstrated ability to translate tech insights into commercial implications.
• Bachelor’s degree required, with a major in Computer Science, Engineering, Economics or another highly analytical and rigorous field.
• Flexibility to travel at least 75% of time.

Skills

• Structured and disciplined approach to creating and capturing value.
• Knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances.
• Experience in pre-acquisition, post-acquisition, and synergy reviews.
• Experience in ERP implementations, IT operations & cost reduction, and enterprise architecture.

Benefits

Full-time Positions and Part-time Positions Over 30 hours Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click Work Well. Live Well. for more information regarding A&M’s benefits programs.

Pay

The salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography.

Schedule

The position requires flexibility to travel at least 75% of the time.