Senior Consultant –Technology Due Diligence
Role Overview
We are seeking a manager to join our M&A TechnologyDue Diligence practice. The successful candidate will lead technology due diligence engagements for private equity and strategic clients across buy-side and sell-side transactions, including acquisitions, divestitures, integrations, carve-outs, and other transaction situations.
The role requires strong experience in IT Due Diligence, transaction execution, and client relationship management. The candidate should be comfortable leading management discussions, synthesizing complex findings, and presenting clear, decision-oriented insights to senior stakeholders and investment committees.
Key Responsibilities
- Lead end-to-end TECH Due Diligence engagements for private equity and strategic clients, including both buy-side and sell-side TECH VDD.
- Assess the target’s corporate IT landscape, including:
- IT applications and enterprise architecture
- Infrastructure, hosting, networks, and cloud environment
- IT operating model, organization, and resourcing
- IT strategy, roadmap, and governance
- IT processes, policies, controls, and service management
- IT contracts, vendors, licenses, and third-party dependencies
- IT spend, cost structure, allocation, and cost drivers
- Evaluate technology risks, scalability, resilience, technical debt, operational maturity, and future investment requirements.
- Lead TECH Integration Due Diligence, including:
- IT integration strategy and roadmap
- IT synergy assessment and validation
- Integration cost and effort assessment
- Day 1 and Day 2 planning
- Post-close technology priorities and value creation opportunities
- Lead TECH Carve-out Due Diligence, including:
- Identification of technology entanglements and dependencies
- TSA requirements and service considerations
- Standalone technology requirements
- Development of standalone IT cost models
- Day 1 readiness assessment and planning
- Separation roadmap, risks, and execution priorities
- Lead target management sessions, including preparation of discussion materials, facilitation of interviews, and follow-up on information requests.
- Lead client readouts and present findings, risks, implications, and recommendations to senior client stakeholders, deal teams, investment committees, and executive leadership.
- Develop executive-ready reports, presentations, diligence findings, investment perspectives, and post-close technology roadmaps.
- Coordinate with broader M&A, commercial, operational, cybersecurity, finance, and functional diligence teams.
- Manage engagement economics, timelines, deliverables, quality, and team performance.
- Coach and develop consultants and junior team members through day-to-day leadership, feedback, and mentoring.
- Contribute to proposals, client development, thought leadership, and the continued growth of the Technology M&A practice.
Required Experience and Skills
- Demonstrated experience leading Tech Due Diligence projects for both private equity and strategic clients.
- Experience delivering both buy-side and sell-side Tech VDD.
- Experience in Tech Integration Due Diligence, including IT synergy assessment, integration planning, and Day 1 / Day 2 planning.
- Experience in Tech Carve-out Due Diligence, including entanglement analysis, TSA assessment, standalone cost modeling, and Day 1 readiness planning.
- Strong experience assessing corporate IT landscapes across applications, infrastructure, cloud, operating model, strategy, governance, processes, policies, contracts, and spend.
- Experience identifying IT cost optimization and value creation opportunities.
- Demonstrated experience driving target management sessions and leading client readouts.
- Ability to translate complex technology findings into clear business, operational, and investment implications.
- Strong project management skills, including the ability to manage multiple workstreams and deliver high-quality work under tight transaction timelines.
- Strong written, verbal, analytical, and presentation skills.
- Demonstrated experience mentoring and developing junior professionals.
- Willingness to travel based on client and engagement needs.
Qualifications
- Bachelor’s degree, preferably in Information Technology, Computer Science, Engineering, or a related discipline.
- 6+ Years of experience in the relevant field
- MBA from a Tier 1 business school preferred.
- Equivalent combinations of education and relevant transaction, technology consulting, or industry experience may be considered.
- Relevant certifications in cloud, cybersecurity, enterprise architecture, project management, or related disciplines are a plus.
What Success Looks Like
In this role, you will:
- Deliver high-quality, decision-useful diligence under demanding transaction timelines.
- Build trusted relationships with clients, target management teams, deal teams, and senior stakeholders.
- Help clients understand the technology risks, investment requirements, integration or separation complexities, and value creation opportunities associated with a transaction.
- Lead high-performing teams and create a collaborative, supportive team environment.
- Contribute to the continued growth and momentum of the Tech Due Diligence practice.