DescriptionThe TeamA&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 assess are in the upper middle market 50 million to 1 billion plus range.
How you will contribute Our Technology Industry Group offering brings a structured and disciplined approach to create and capture value. We provide corporate and equity buyers with a broad continuum of knowledge and tools for performance management, mergers, acquisitions, carve-outs, joint ventures and alliances.
The team works across the full spectrum of the deal lifecycle from pre-deal operational and synergy reviews to 'Day 1' planning and post deal implementation. In addition, the team has expertise in developing and reviewing restructuring and turnaround plans and identifying operational risks. Our services include buy-side and sell-side due diligence (commercial, operational), Integration Management Office, synergy, performance improvement, TSA, integration and separation planning, Day 1 Readiness, and post-close execution.
Responsibilities will include:
- Preparation of major client deliverables, including full ownership of the financial model and presentation with limited support by senior project team
- Actively leading detailed analyses to support project objectives and client needs
- Design and implement tailored cost optimization initiatives that align with the unique needs and strategic goals of each business
- Lead workstreams, including but not limited to synergy assessment, cost savings initiatives, org design, financial baseline, etc.
- Assist in the core operational due diligence and performance improvement, helping identify key risks, assess the overall business and create key analyses to support the engagement
- Develop project plans, timelines, and deliverables, ensuring alignment with client objectives and expectations
- Support business development efforts by contributing to proposals and client presentations
How will you be supported?
We offer excellent opportunities for career advancement and leadership development. Our leadership team provides career growth, training, and exposure to international business assignments.
Build your skillset by providing valuable insight into how an entire business goes through the change process. And as we help our TIG focused PE and corporate clients outperform the market, you will add real value too. All the while, you can broaden your technology experience across the TIG industry groups and enjoy unlimited opportunities to progress as part of a fast-growing team.
Qualifications- Bachelor's degree with outstanding academic performance
- 5 - 9+ years of professional consulting experience with software and technology-oriented clients specializing in buy-side and sell-side operational due diligence, financial due diligence, synergy and carve-out assessments, performance improvement, transaction execution (merger integration, separation planning), TSAs, Day 1 Readiness, and post-close execution
- Experience leading work streams in a business transformation
- Functional involvement leading one or more of the following areas:
- Experience in Finance, Accounting, HR, and Organizational Design
- Expertise in Role & Job Analysis, Leadership, and Stakeholder Engagement
- Skilled in Communications Planning, Supply Chain, and Operations
- Proficient in Salesforce, Marketing, Pricing, and Margin Optimization
- Strong background in Knowledge Management and Program Leadership
- Technology sector experience in M&A and performance improvement
- Team-oriented, adaptable, curious, and quick learner
- Advanced Excel and PowerPoint skills; excellent communication abilities
- Driven, critical thinker with strong initiative
- Willing to travel up to 25%
Your journey at A&MAt A&M, professional growth is tied directly to performance, not tenure. Our people take on meaningful, hands-on work supported by a performance development process that rewards contribution and fosters a culture of meritocracy. Stretch roles, evolving business needs, and firm growth create ongoing opportunities for ownership and building new skills, while direct access to senior leaders provides mentorship and real-time coaching along the way. We also prioritize your wellbeing through comprehensive benefits and resources. Together, these elements create an environment where high-performing professionals can continue to grow and advance from day one.
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 here 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.
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