Technology M&A Due Diligence Manager driving due diligence for private equity clients at RSM. Leading financial models, evaluations, and post-close engagements in a growing award-winning practice.
Responsibilities
Lead client-facing meetings, manage project timelines and deliverables, and oversee budget adherence
Develop and analyze financial models to evaluate impact of transactions including bottom-up and top-down IT cost analysis (e.g., cost synergies, TSA replacement) across the P/L evaluating cost pools / vendors and develop one-time cost estimates
Manage transaction one-time cost and business run-rate cost models and provide executive level readouts on all cost drivers
Analyze key business applications (e.g., ERP, CRM, HRIS) with respect to business / industry requirements (e.g., capabilities, modules, pricing) and complete application dispositioning with input from application leaders
Lead technology workstreams (business applications, infrastructure, cybersecurity, etc.) in a post-close engagement while working with a broader Integration/Separation team
Support scoping, building, and pricing Transition Service Agreements (TSAs)
Determine and document entanglements among people, process, technology, assets, and contracts between Parent (carveout) and NewCo
Manage fast-paced technology due diligence engagements for private equity (PE) and strategic clients
Produce high quality, value-driven diligence reports and experience participating with clients in meetings critical to closing the transaction (e.g., RWI, buyer calls (sell-side) …etc.)
Requirements
Proven track record of success with operating in a professional services firm or large consultancy
6+ years of business process and/or IT experience working with external client facing teams on fast paced consulting engagements
Experience working with private equity clients, leading and executing carve-out due diligence and post close carve-out execution on deals in the range of $100M to $1B in enterprise value
3-4 years leading complex operational/IT diligence projects and/or experience with execution of over 15-20 carve-out diligence projects across a broad range of industries
Experience with building out/leveraging AI to drive efficiency in the due diligence process (MS Copilot, ChatGPT, Claude…etc.)
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