Director PEPI - Software Product and Tech Diligence (Open to All US locations)

Description Director, Software Product and Tech Diligence About Alvarez & Marsal Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results‑oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M. The Team A&M’s Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range. PEPI Services Merger Integration & Carve‑outs IT‑pre‑acquisition diligence IT‑post‑acquisition implementations and integration Interim Management Commercial Due Diligence/Strategy Rapid Results Supply Chain CFO Services Role Overview We bring a structured and disciplined approach to create and capture value. We provide private equity buyers and their portfolio companies with a broad continuum of knowledge and tools for mergers, acquisitions, carve‑outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre‑deal technology, operational and synergy reviews, through “Day‑1” planning, to post‑deal implementations. Our services include due diligence (software product and tech, IT and operational), merger integration / carve‑out planning and execution, transition service agreement negotiation & governance, ERP implementations, IT operations & cost reduction, and enterprise architecture. Responsibilities Lead the execution of software product and technology due diligence assessments focused on product features / functionality and product roadmaps; technology and architecture; intellectual property and open source; R&D organization and processes, including the software development lifecycle; R&D OpEx and CapEx expenditures; and hosting infrastructure. Define the objectives, scope and approach for software product and tech diligence engagements, in consultation with the Managing Director. Actively lead and participate in key target and client interactions, including interviews, interim updates, final readouts and follow‑ups. Provide oversight for the development and management of the data request list that identifies key data, artifacts, and documentation required from the target for the assessment; manage interactions with the bankers and client. Lead detailed analysis of the target across all areas of assessment, focusing on quantitative and qualitative data gathering, organization, 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 day‑to‑day relationships to ensure exceptional performance. Coach and develop people, provide input into staffing, participate in recruitment and retention, and provide leadership and support for delivery teams in local offices. Assist in the development and evolution of deliverables and methodology. Engagement Types Pre‑acquisition, buy‑side software product and tech due diligence. Pre‑transaction, sell‑side software product and tech due diligence. Pre‑acquisition, synergy and cost take‑out assessment, related to software product and tech, for roll‑up and tuck‑in acquisitions. Post‑acquisition, software product and tech related value creation and performance improvement, working with the recently acquired target or an existing portfolio company. Firm Leadership Roles Play a leadership role in developing and growing the Software Product and Tech diligence offering group. Drive business development activities with target private equity funds, in coordination with Managing Directors and other resources. Develop and foster client relationships, including key decision makers at key private equity funds. Qualifications 10+ 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, with proven ability to 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. Specific experience designing and leading the execution of software product and tech assessments. Demonstrated ability to translate tech insights into commercial implications. Bachelor’s degree in Computer Science, Engineering, Economics or another highly analytical and rigorous field. Flexibility to travel at least 75% of time. Your Journey at A&M We recognize that our people are the driving force behind our success. Our employee experience promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career. We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Benefits Summary Full‑time Positions and Part‑time Positions Over 30 hours. Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including 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, 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. The salary range is $150,000 – $225,000 annually, dependent on education, experience, skills and geography. A&M offers a discretionary bonus program based on individual and firm performance. Legal Disclosure A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #J-18808-Ljbffr Alvarez & Marsal Deutschland GmbH