Senior Associate - Software Due Diligence

About the role

This position will support our rapidly growing Transaction Advisory Services group. This team conducts due diligence and supports clients across a wide range of industries. As a member of this team, you’ll not only have the opportunity to interact with clients but also to interact with team members across all levels within the practice.

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 Day1 readiness, integrations, carveouts, and value creation programs
• Contribute to internal methodologies, tools, and practice development initiatives
• Supervise and mentor junior professionals

Requirements

• 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 areas such as 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
• 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 related field

Qualifications

• Flexibility to travel and work in a hybrid, in person model based on engagement needs

Skills

• Software and technology expertise
• Transaction advisory and consulting experience
• Enterprise technology proficiency
• Data analysis and presentation skills
• Project management and leadership abilities

Benefits

• Flexible work environment
• Expanded parental leave
• Extensive learning & development
• Paid time off for volunteering

Pay

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 and location, and applicable employment laws.

Schedule

Hybrid, in person model based on engagement needs.