Manager, PEPI - Software & Tech M&A; US locations

Alvarez & Marsal Private Equity Performance Improvement

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. We take a hands‑on approach to solving our clients’ problems and helping them reach their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity inspire the collaborative environment in which we work.

A&M’s Private Equity Performance Improvement Services (PEPI) practice focuses on serving upper mid‑market and large‑cap private equity firms. We help improve operating results for their portfolio companies, which typically range from $50 million to over $1 billion.

• 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: pre‑deal technology, operational and synergy reviews, “Day‑1” planning, and post‑deal implementations. Our services include due diligence (software product and technology, IT and operational), merger integration / carve‑out planning and execution, transition service agreement negotiation & governance, ERP implementations, IT operations & cost reduction, and enterprise architecture.

In this role, managers conduct software product and technology due diligence assessments on target organizations for private equity clients. Assessments focus on:

• Product features, functionality and roadmap
• Technology and architecture
• Intellectual property and open‑source usage
• R&D organization and processes, including the software development lifecycle
• R&D OpEx and Cap Ex expenditures
• Hosting infrastructure

Assessments are performed in the following engagements:

• 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 for roll‑up and tuck‑in acquisitions
• Post‑acquisition, software product and tech related value creation and performance improvement

Key engagement responsibilities include:

• Participate in key target and client interactions, including interviews, interim updates, final readouts and follow‑ups
• Develop and manage the data request list, coordinating with bankers and the client
• Conduct detailed analysis of the target, gathering quantitative and qualitative data
• Summarize insights into client‑ready exhibits and deliverable sections
• Ensure deliverable quality and manage day‑to‑day relationships for exceptional performance
• Supervise and mentor junior staff

• 5‑8 years of consulting or relevant industry experience, with at least five years focused on tech consulting, software/tech‑enabled services, or product management
• Experience working with private equity sponsors, portfolio companies, or transaction/tech due diligence (desired)
• Exemplary oral and written communication skills, including the ability to produce executive‑level client deliverables
• Track record working with business leaders (directors and above) and private equity deal staff
• Strong fact‑gathering and analytical skills, both quantitative and qualitative
• Background in software/product development or advisory experience from a top‑tier strategy firm, specialist…