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.
• 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

• 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.
• Demonstrated ability to translate tech insights into commercial implications.
• 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.
• 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.