Tech M&A & Performance Lead for Private Equity

Alvarez & Marsal; City of Rochester (NY); On-site; USD 125,000 - 190,000; Full time

Benefits offered by this job

Healthcare plans

401(k) retirement savings

Paid time off

Life and AD&D

Disability coverages

Holidays and leave

Job summary

Alvarez & Marsal (A&M) is a global consulting firm providing hands-on performance improvement services. Within PEPI, the team supports upper middle market and large-cap private equity portfolio companies across the deal lifecycle, including due diligence, integration, and post-close execution.

The role emphasizes ownership of financial models, cost optimization, and cross-functional leadership. You will collaborate with senior leaders, develop project plans, and contribute to business

Qualifications

• Bachelor's degree required with outstanding academics.
• 5–9+ years of professional consulting experience with software/tech clients.
• Experience leading work streams in business transformation.
• Strong Excel and PowerPoint skills; excellent communication abilities.

Responsibilities

• Prepare major client deliverables with ownership of financial models and presentations.
• Lead detailed analyses to support objectives and client needs.
• Design and implement cost optimization initiatives aligned with client goals.
• Lead workstreams on synergy assessment, cost savings, org design, and financial baselines.
• Support in due diligence and performance improvement activities.
• Develop project plans, timelines, and deliverables; ensure alignment with client objectives.
• Support business development with proposals and client presentations.

Skills

Consulting experience

Leadership of work streams

Analytical thinking

Advanced Excel/PowerPoint

Communication skills

Education

Bachelor's degree with outstanding academic performance

Tools

Salesforce

Pricing

Margin optimization

Job description

Alvarez & Marsal (A&M) is a global consulting firm providing hands-on performance improvement services. Within PEPI, the team supports upper middle market and large-cap private equity portfolio companies across the deal lifecycle, including due diligence, integration, and post-close execution.

The role emphasizes ownership of financial models, cost optimization, and cross-functional leadership. You will collaborate with senior leaders, develop project plans, and contribute to business