Lead client-facing meetings, manage project timelines and deliverables, and oversee budget adherence
Develop and analyze financial models to evaluate impact of transactions including bottom-up and top-down IT cost analysis (e.g., cost synergies, TSA replacement) across the P/L evaluating cost pools / vendors and develop one-time cost estimates
Manage transaction one-time cost and business run-rate cost models and provide executive level readouts on all cost drivers
Analyze key business applications (e.g., ERP, CRM, HRIS) with respect to business / industry requirements (e.g., capabilities, modules, pricing) and complete application dispositioning with input from application leaders
Lead technology workstreams (business applications, infrastructure, cybersecurity, etc.) in a post-close engagement while working with a broader Integration/Separation team
Support scoping, building, and pricing Transition Service Agreements (TSAs)
Determine and document entanglements among people, process, technology, assets, and contracts between Parent (carveout) and NewCo
Manage fast-paced technology due diligence engagements for private equity (PE) and strategic clients
Produce high quality, value-driven diligence reports and experience participating with clients in meetings critical to closing the transaction (e.g., RWI, buyer calls (sell-side) …etc.)

Proven track record of success with operating in a professional services firm or large consultancy
6+ years of business process and/or IT experience working with external client facing teams on fast paced consulting engagements
Experience working with private equity clients, leading and executing carve-out due diligence and post close carve-out execution on deals in the range of $100M to $1B in enterprise value
3-4 years leading complex operational/IT diligence projects and/or experience with execution of over 15-20 carve-out diligence projects across a broad range of industries
Experience with building out/leveraging AI to drive efficiency in the due diligence process (MS Copilot, ChatGPT, Claude…etc.)
Bachelors degree required, Masters degree preferred
Successful track record of building and growing a transaction focused advisory service practice
Experience with developing and supervising staff both on engagements and in developing their skills and career
Demonstrated capability identifying and addressing client needs, including the development of sustained meaningful client relationships.
Must possess a high degree of integrity and confidentiality
Able to travel 50%, as necessary

Technology M&A Due Diligence Manager

Key skills