Manager, PEPI - Software & Tech M&A (Open to all US locations)

Alvarez & Marsal; Charlotte (NC); On-site; USD 125,000 - 190,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement plan

Paid time off

Job summary

Alvarez & Marsal seeks a seasoned manager for private equity performance improvement, focusing on software product and tech due diligence. You will assess product features, architecture, IP, and R&D processes while engaging with PE sponsors and portfolio companies.

Responsibilities include leading target engagements, data requests, analysis, and delivering client-ready insights. Travel up to 75% and mentorship of junior staff are expected components of the role.

Qualifications

• 5–8 years of consulting or relevant experience, with at least five years focused on tech consulting, software/tech‑enabled services, or product management.
• Experience with private equity sponsors, portfolio companies, or transaction/tech due diligence (desired).
• Exemplary oral and written communication skills for executive‑level deliverables.
• Background in software/product development or advisory from top‑tier firms or Big‑4.
• Ability to translate technical insights into commercial implications.
• Willingness to travel at least 75% of the time.

Responsibilities

• Participate in target/client interactions, including interviews and readouts.
• Develop and manage data request lists with bankers and client.
• Analyze target data and summarize insights into client‑ready exhibits.
• Ensure deliverable quality and manage day‑to‑day relationships.
• Supervise and mentor junior staff.

Skills

Consulting experience

Tech due diligence

Communication skills

Stakeholder management

Education

Bachelor's degree in CS/Engineering/Economics/analytic field

Tools

ERP implementations

Job description

Alvarez & Marsal Private Equity Performance Improvement

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 professionals in more than 40 countries. We take a hands‑on approach to solving our clients’ problems and helping them reach their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. A&M’s core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity inspire the collaborative environment in which we work.

The Team

A&M’s Private Equity Performance Improvement Services (PEPI) practice focuses on serving upper mid‑market and large‑cap private equity firms. We help improve operating results for their portfolio companies, which typically range from $50 million to over $1 billion.

Our PEPI Services Include

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

How You Will Contribute

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: pre‑deal technology, operational and synergy reviews, “Day‑1” planning, and post‑deal implementations. Our services include due diligence (software product and technology, IT and operational), merger integration / carve‑out planning and execution, transition service agreement negotiation & governance, ERP implementations, IT operations & cost reduction, and enterprise architecture.

Responsibilities

In this role, managers conduct software product and technology due diligence assessments on target organizations for private equity clients. Assessments focus on:

• Product features, functionality and roadmap
• Technology and architecture
• Intellectual property and open‑source usage
• R&D organization and processes, including the software development lifecycle
• R&D OpEx and CapEx expenditures
• Hosting infrastructure

Assessments are performed in the following engagements:

• 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, software product and tech related value creation and performance improvement

Key engagement responsibilities include:

• Participate in key target and client interactions, including interviews, interim updates, final readouts and follow‑ups
• Develop and manage the data request list, coordinating with bankers and the client
• Conduct detailed analysis of the target, gathering quantitative and qualitative data
• Summarize insights into client‑ready exhibits and deliverable sections
• Ensure deliverable quality and manage day‑to‑day relationships for exceptional performance
• Supervise and mentor junior staff

Qualifications

• 5‑8 years of consulting or relevant industry experience, with at least five years focused on tech consulting, software/tech‑enabled services, or product management
• Experience working with private equity sponsors, portfolio companies, or transaction/tech due diligence (desired)
• Exemplary oral and written communication skills, including the ability to produce executive‑level client deliverables
• Track record working with business leaders (directors and above) and private equity deal staff
• Strong fact‑gathering and analytical skills, both quantitative and qualitative
• Background in software/product development or advisory experience from a top‑tier strategy firm, specialist advisory firm, or Big‑4 consultancy
• Ability to translate technical insights into commercial implications
• Bachelor’s degree 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 employee experience and provide opportunities for continuous learning, performance development, and career advancement. Our training and on‑the‑job learning support the growth of high‑performing professionals.

Benefits Summary

Regular employees working 30+ hours per week have access to healthcare plans, flexible spending and savings accounts, life and disability coverage, a 401(k) retirement plan with annual discretionary contributions, paid time off (vacation, personal days, sick time, federal holidays, floating holiday, parental leave) and other fringe benefits. Salary ranges from $125,000 to $190,000 annually, with discretionary bonuses based on performance.

Alvarez & Marsal does not require or administer lie detector tests. In Massachusetts, it is unlawful to require a lie detector test as a condition of employment; violations can lead to criminal penalties and civil liability.