Senior Associate - Software Due Diligence

About the role

This position supports CohnReznick’s rapidly growing Transaction Advisory Services group within the Merger Integration and Carve-out Services (MICO) practice. The MICO team is a national practice; this role can be located in any CohnReznick office or worked remotely. As a Senior Associate, you will conduct technology and software due diligence engagements for private equity and corporate transactions, interact with clients and colleagues across all levels, and contribute to post-close integration, carve-out, and value-creation initiatives.

Responsibilities

• Perform and participate in technology and software due diligence engagements for private equity and corporate transactions
• Assess software products, technology architecture, infrastructure, cybersecurity, data, and SDLC maturity
• Evaluate technology strategy, scalability, operating model, and alignment to the client’s investment thesis
• Identify transaction risks, synergies, and value creation opportunities across product, engineering, and IT
• Conduct structured, hypothesis-driven analysis using management interviews, data reviews, and market research
• Develop and manage data request lists, workplans, and diligence timelines
• Prepare client-ready deliverables, including executive summaries, diligence reports, and presentations
• Present findings to deal teams, investment committees, and senior client stakeholders
• Support post-close initiatives, including Day 1 readiness, integrations, carve-outs, and value creation programs
• Contribute to internal methodologies, tools, and practice development initiatives
• Supervise and mentor junior professionals

Your Experience

• Passion for software and technology
• 2–3 years of experience in transaction advisory, consulting, technology, or a related client-facing role
• Experience working with software, IT, or technology-enabled businesses, with strong exposure to modern software architecture, software development, Agile transformation, cloud/hosting operations, platform engineering, DevOps, software testing, and AI/ML technologies
• Prior working experience in enterprise technologies such as .NET, Java, Python, React, Angular, or other enterprise development technologies
• Proficiency with Excel and PowerPoint
• Prior exposure to software due diligence, M&A, private equity, or integration projects strongly preferred
• Ability to synthesize complex technical topics and translate them into business and investment implications
• Strong analytical, problem-solving, and project management skills
• Excellent written and verbal communication skills, including executive-level presentations
• Proven ability to work effectively in team-based, deadline-driven environments
• Bachelor’s degree in Computer Science, Engineering, Information Systems, Business, Economics, or a related field
• Flexibility to travel and work in a hybrid, in-person model based on engagement needs

Pay

In Illinois, the salary range for an Advisory Senior Associate is $80,000 to $130,000. Actual compensation within the range will be dependent upon the individual’s skills, experience, qualifications, location, and applicable employment laws. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms.