Senior Associate - Software Due Diligence

Overview

Opportunity

Department:
Advisory

Location:

Tysons Corner, Virginia

Function:
Transaction and Valuation Advisory

Role:
Senior Associate - Software Due Diligence, in the Transaction Advisory Services practice

This position supports the rapidly growing Transaction Advisory Services group. The team conducts due diligence and supports clients across a wide range of industries. You will interact with clients and with team members across all levels within the practice.

Responsibilities include but are not limited to:

• 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-driven analysis
• 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 Day 1 readiness, integrations, carveouts, and value creation programs
• Contribute to internal methodologies, tools, and practice development initiatives
• Supervise and mentor junior professionals

The successful candidate will have:

• Passion for software and technology
• 3–5 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 modern software architecture, software development, Agile transformation, cloud/hosting operations, platform engineering, Dev Ops, software testing, and AI/ML technologies
• Prior working experience in enterprise technologies such as .NET, Java, Python, React, Angular, and other enterprise development technologies
• Prior exposure to software due diligence, M&A, private equity, or integration projects
• Ability to synthesize complex technical topics and translate them into business and investment implications
• 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
• Flexibility to travel and work in a hybrid, in-person model based on engagement needs

In addition, please review our Universal Job Standards. We are committed to a diverse, equitable, and inclusive workplace and encourage applicants even if not every qualification is met.

In New York, the salary range for a Transaction Advisory Services Senior Associate is $85,000 to $140,000. Salary includes a discretionary performance bonus, generous paid time off, parental benefits, and access to learning and development platforms.

Cohn Reznick is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see Equal Employment Opportunity Posters.

If you are an individual with a disability in need of assistance during our recruitment process, please contact CR This email address is for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.