Director PEPI - Software Product and Tech Diligence (Open to All US locations)

Alvarez & Marsal; Miami (FL); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Healthcare plans

Flexible spending and savings accounts

Life insurance

Disability coverage

401(k) with employer matching

Paid time off and holidays

Floating holiday and parental leave

Job summary

Alvarez & Marsal (A&M) is a global consulting firm seeking a Director of Software Product and Tech Diligence in the Miami, FL area. You will lead engagements in pre‑acquisition and post‑acquisition settings, shaping scope, methodology, and client interactions to drive performance improvements.

The role requires 10+ years in consulting or software/tech services, with strong communication, analytical, and leadership skills.

Qualifications

• 10+ years in consulting or relevant industry, with ≥5 years in tech/software.
• Experience with private equity sponsors or transaction due diligence is desirable.
• Proven ability to deliver executive-level client deliverables.
• Track record working with business leaders and PE deal staff.
• Strong data gathering and analytical skills, both quantitative and qualitative.
• Prior software or product experience within a software organization or advisory firm.
• Experience designing and leading the execution of software product and tech assessments.
• Ability to translate technical insights into commercial implications.
• Bachelor's degree in CS, Engineering, Economics or another analytical field.
• Flexibility to travel at least 75% of the time.

Responsibilities

• Define objectives, scope, and approach for software product and tech due diligence engagements in consultation with the Managing Director.
• Lead teams in the execution of these engagements and actively participate in client interactions, including interviews, interim updates, final readouts, and follow-ups.
• Oversee the development and management of the data request list, coordinating with bankers and clients to secure necessary artifacts.
• Guide detailed analysis of target organizations across product features, technology architecture, intellectual property, R&D organization, cost structure, and hosting infrastructure.
• Summarize key insights into client-ready exhibits and deliverables.
• Ensure the quality of deliverables and maintain robust day-to-day relationships to guarantee exceptional performance.
• Coach and develop staff, participating in recruitment, retention, and staffing decisions.
• Help evolve deliverables and methodology for the Software Product and Tech diligence offering.
• Lead business development activities with private equity funds and foster client relationships with key decision makers.

Skills

Oral and written communication

Analytical skills

Leadership

Client relationship building

Strategic thinking

Education

Bachelor's degree in Computer Science, Engineering, Economics, or analytical field

Job description

Director, Software Product and Tech Diligence

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. A&M is known for a hands‑on approach to solving client problems, guided by core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity.

The Private Equity Performance Improvement Services (PEPI) practice works with upper middle market and large‑cap private equity firms. The practice’s IT team focuses on leading software product and technology due diligence across the entire deal lifecycle, from pre‑deal reviews through post‑acquisition implementation and performance improvement.

Responsibilities

• Define objectives, scope, and approach for software product and tech due diligence engagements in consultation with the Managing Director.
• Lead teams in the execution of these engagements and actively participate in key client interactions, including interviews, interim updates, final readouts, and follow‑ups.
• Oversee the development and management of the data request list, coordinating with bankers and clients to secure necessary artifacts.
• Guide detailed analysis of target organizations across product features, technology architecture, intellectual property, R&D organization, cost structure, and hosting infrastructure.
• Summarize key insights into client‑ready exhibits and deliverables.
• Ensure the quality of deliverables and maintain robust day‑to‑day relationships to guarantee exceptional performance.
• Coach and develop staff, participating in recruitment, retention, and staffing decisions.
• Help evolve deliverables and methodology for the Software Product and Tech diligence offering.
• Lead business development activities with private equity funds and foster client relationships with key decision makers.

Engagement Types

• Pre‑acquisition buy‑side software product and tech due diligence.
• Pre‑transaction sell‑side software product and tech due diligence.
• Pre‑acquisition synergy and cost take‑out assessment for roll‑up and tuck‑in acquisitions.
• Post‑acquisition value creation and performance improvement for existing portfolio companies.

Qualifications

• 10+ 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.
• Experience with private equity sponsors, portfolio companies, or transaction due diligence is desired.
• Exemplary oral and written communication skills, with a proven ability to produce executive‑level client deliverables.
• Track record of working with business leaders and private equity deal staff.
• Strong fact‑gathering and analytical skills, both quantitative and qualitative.
• Prior software or product experience within a software organization or advisory firm.
• Experience designing and leading the execution of software product and tech assessments.
• Ability to translate technical insights into commercial implications.
• Bachelor’s degree required, majoring in Computer Science, Engineering, Economics, or another highly analytical field.
• Flexibility to travel at least 75% of the time.

Your Journey at A&M

We prioritize an employee experience that fosters professional and personal development. Our performance development process encourages continuous learning, rewards contributions, and promotes meritocracy. Training and on‑the‑job learning opportunities help you acquire new skills and advance your career. We also focus on well‑being, offering benefits and resources to support your personal journey.

Benefits Summary

Full‑time employees working 30 or more hours per week are eligible for healthcare plans, flexible spending and savings accounts, life insurance, and disability coverage. Eligible employees receive a 401(k) plan with employer matching, paid time off, vacation, personal days, sick time, federal holidays, a floating holiday, and parental leave. Compensation ranges from $150,000 to $225,000 annually, plus a discretionary bonus program based on individual and firm performance.

A&M does not require or administer lie detector tests as a condition of employment. This requirement is unlawful in Massachusetts; violations may result in criminal penalties and civil liability.