PEPI Senior Associate - IT M&A

Alvarez & Marsal; San Francisco (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Alvarez & Marsal is expanding its Private Equity Performance Improvement (PEPI) – Information Technology & Merger Integration team. We seek a Senior Associate to deliver IT diligence, integration, and post‑acquisition programs across portfolio companies, including ERP, WMS, CRM, and infrastructure initiatives.

You will contribute to Day‑1/Day‑100 planning, drive cost efficiency, and lead client-facing deliverables while traveling up to 75% as required.

Qualifications

• 3–6 years of professional consulting or relevant industry experience.
• Minimum of three years specializing in systems implementations, merger integration, business transformation, and change management.
• Deep functional expertise in IT pre-acquisition diligence, IT merger integration, or ERP transformation.
• Proven writing skills for polished client-facing documents.
• Excellent fact gathering and analytical skills including business process mapping and quantitative analysis.
• Experience designing and supervising change/communications strategies.
• Bachelor’s degree required.
• Willingness to travel at least 75% of the time.

Responsibilities

• Deliver large, complex client engagements identifying and implementing IT solutions for PE clients and their portfolio companies.
• Conduct pre-acquisition IT diligence focusing on ERP, WMS, CRM, IT infrastructure, architecture, and budgeting.
• Execute merger integrations and carve-outs.
• Plan Day-1 and Day-100 actions, driving ERP, back office, supply chain, BI and reporting integration.
• Manage day-to-day relationships to ensure exceptional performance.

Skills

IT diligence

Merger integration

ERP project mgmt

Change management

Supply chain

Finance/Accounting

IT operations

Solution architecture

Enterprise architecture

IT strategy

IT cost reduction

Education

Bachelor's degree

Tools

ERP systems

CRM platforms

Job description

Senior Associate, IT & Merger Integration

Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services. We are expanding our Private Equity Performance Improvement (PEPI) – Information Technology & Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands‑on‑approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value.

A&M’s Private Equity Performance Improvement Services (PEPI) practice 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, typically 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
• Rapid Results
• Supply Chain
• CFO Services

Senior Associate

We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&M Managers frequently work on the following types of engagements:

• Pre‑acquisition IT diligence assignments focused on: business systems (ERP, WMS, CRM), IT infrastructure, enterprise architecture, software development lifecycle, budgetary analysis, and organizational/personnel assessment.
• Merger‑integration and carve‑out execution.
• Day‑1 and 100‑day planning and execution – driving performance improvement in key areas such as ERP, back office, supply chain, BI/reporting integration, customer and channel management; tracking progress against Day‑1 and Day‑100 objectives and adjusting strategies or personnel as required.
• Ensuring quality deliverables and effectively managing day‑to‑day relationships to ensure exceptional performance.

Qualifications

• 3–6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management.
• Deep functional expertise in one or more of the following areas:
• IT pre‑acquisition diligence
• IT merger integration and carve‑out
• Business/IT transformation program/project management (e.g., ERP)
• Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting
• IT operations
• Solution architecture
• Enterprise architecture and infrastructure
• IT assessment and strategy development
• IT performance improvement and cost reduction
• Proven writing skills with a desire to produce polished client‑facing documents.
• Excellent fact‑gathering and analytical skills, including business process mapping and quantitative analysis.
• Specific experience designing and supervising the execution of internally‑focused and externally‑focused change/communications strategy.
• Bachelor’s degree required.
• Flexibility to travel at least 75% of the time.

Salary range: $100,000 – $150,000 annually, dependent on education, experience, skills, and geography. A&M offers a discretionary bonus program based on multiple factors, including individual and firm performance. Please discuss details with a recruiter.

Benefits

Regular full‑time employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverage, as well as a 401(k) retirement plan with discretionary contributions. Eligible employees also receive paid time off, including vacation, personal days, 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 varies by tenure and role type. Click here for more information regarding A&M’s benefits programs.