Director PEPI - Software Product and Tech Diligence; US locations

Description

Director, Software Product and Tech Diligence

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.

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.

• 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

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.

• 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 Cap Ex 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.

• 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.

• 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…