Pepi - Manager, Software & Tech M&A

Description

Alvarez & Marsal Private Equity Performance Improvement

Manager, Software Product and Tech Diligence

Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) – Software Product and Tech Diligence team. With more than 4,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

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.

Our PEPI services include:

• Merger Integration & Carve-outs
• IT- pre-acquisition diligence
• Commercial Due Diligence/Strategy
• Rapid Results
• CFO Services
• IT- post-acquisition implementations and integration
• Supply Chain
• Interim Management

Private Equity Focused Professionals

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.

The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments.

Manager:

We are seeking individuals that can be part of a team that conducts software product and technology due diligence assessments on target organizations for private equity clients and their portfolio companies. In this role, managers conduct software product and technology assessments focused on the following key areas: 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

These assessments will be conducted across the following types of engagements:

• Pre-transaction, sell-side software product and tech due diligence.
• Post-acquisition, software product and tech related value creation and performance improvement, working with the recently acquired target or an existing portfolio company.
• Pre-acquisition, synergy and cost take-out assessment, related to software product and tech, for roll-up and tuck-in acquisitions.
• Pre-acquisition, buy-side software product and tech due diligence.

A manager will have several roles on the engagement team including:

• Develop and manage the data request list that identifies key data, artifacts, and documentation required from the target for the assessment; includes managing related interactions with the bankers managing the process and the client.
• Supervise and mentor junior staff
• Summarize key insights into client-ready exhibits, pages, sections of the interim and final deliverables.
• Actively participate in key target and client interactions, including interviews, interim updates, final readouts and any follow-ups.
• Conduct detailed analysis of the target across all areas of assessment, focusing on quantitative and qualitative data gathering, organizing, and analysis.
• Ensure the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance.

Qualifications:

• Flexibility to travel at least 75% of time.
• 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.
• 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.
• 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, including proven ability to directly develop and deliver executive-level, client-ready written communication materials, including interim updates and final deliverables.
• 5-8 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.
• 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.