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

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

Benefits offered by this job

Healthcare plans

401(k) retirement savings

Paid time off

Job summary

Alvarez & Marsal in Chicago is seeking a Manager, Software Product and Tech Diligence to join the Private Equity Performance Improvement team. You will lead software product and tech diligence assessments for PE clients and portfolio companies, focusing on features, architecture, IP, and development lifecycle.

The role requires 5–8 years in consulting or tech product/due diligence, strong executive communication, and travel up to 75%.

Qualifications

• 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.
• Desirable: experience working for or with private equity sponsors, portfolio companies, or related transaction / product and tech due diligence.
• Exemplary communication skills, both oral and written, including ability to deliver executive-level client-ready materials.
• Proven track record working with business leaders and PE deal staff.
• Bachelor’s degree in a technical or analytical field.

Responsibilities

• Actively participate in target and client interactions, including interviews and readouts.
• Develop and manage the data request list for the assessment.
• Conduct detailed analysis across assessment areas, focusing on data gathering and analysis.
• Summarize insights into client-ready exhibits and deliverables.
• Ensure quality of deliverables and manage day-to-day relationships.
• Supervise and mentor junior staff.

Skills

Tech due diligence

Software/product management

Executive communication

Client leadership

Travel 75%

Education

Bachelor's degree in Computer Science / Engineering / Economics

Job description

Description

Alvarez & Marsal Private Equity Performance Improvement

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands‑on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

Manager, Software Product and Tech Diligence

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.

The Team

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
• 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 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

• Actively participate in key target and client interactions, including interviews, interim updates, final readouts and any follow‑ups.
• 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.
• Conduct detailed analysis of the target across all areas of assessment, focusing on quantitative and qualitative data gathering, organizing, and analysis.
• Summarize key insights into client‑ready exhibits, pages, sections of the interim and final deliverables.
• Ensure the quality of deliverables and effectively manage the day‑to‑day relationships to ensure exceptional performance.
• Supervise and mentor junior staff

Qualifications

• 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.
• 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.
• 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.
• 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.
• 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.
• Flexibility to travel at least 75% of time.

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person’s unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top‑notch training and on‑the‑job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well‑being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high‑performing and passionate professionals.

Benefits Summary

Full‑time Positions and Part‑time Positions Over 30 hours

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings’ fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy‑two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click Work Well. Live Well. for more information regarding A&M’s benefits programs.

The salary range is $125,000 - $190,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

A&M does not require or administer lie detector tests as a condition of employment or continued employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.