Director PEPI - Software Product and Tech Diligence; US locations

Director, Software Product and Tech Diligence

A&M’s Private Equity Performance Improvement Services (PEPI) practice focuses on serving upper middle‑market and large‑cap private‑equity firms in improving operating results at their portfolio companies. This role delivers software product and technology due diligence assessments for private‑equity clients and their portfolio companies.

• Define the objectives, scope, and approach for software product and tech diligence engagements in consultation with the Managing Director.
• Lead teams in the execution of software product and tech diligence engagements.
• Actively lead and participate in key target and client interactions, including interviews, interim updates, final readouts and any 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 and manage related interactions with bankers and the client.
• Lead and guide detailed analysis of the target across all areas of assessment, focusing on quantitative and qualitative data gathering, organizing, 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.
• Continue to develop people through coaching; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; and provide leadership and support for delivery teams and staff in local offices.
• Assist in the development and evolution of deliverables and methodology.
• Play a leadership role in helping to develop and grow 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.

• 10+ years of professional consulting or relevant industry experience, with at least 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 oral and written communication skills, including proven ability to directly develop and deliver executive‑level, client‑ready written communication materials.
• 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 or 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 required, with a major in Computer Science, Engineering, Economics, or another highly analytical and rigorous field.
• Flexibility to travel at least 75% of the time.

Full‑time positions and part‑time positions (over 30 hours) provide access to A&M’s fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverage. Employees also receive an annual discretionary contribution to a 401(k) retirement savings plan, paid time off (vacation, personal days, 72 hours of sick time prorated for part‑time employees, ten federal holidays, one floating holiday, and parental leave), and other benefits described in the A&M benefits program.

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.

Alvarez & Marsal’s practice provides and promotes…