Commercial Due Diligence Engagement Lead and Director
About The Position
Alpha FMC is a global consulting firm specializing in the financial services industry, with over 1,500 consultants across 19 offices worldwide. They are expanding their Commercial Due Diligence (CDD) practice within the Strategy & Deals team and are seeking a senior leader to drive high-profile buy-side and sell-side engagements in New York. This role focuses on market strategy, growth diagnostics, and commercial risk, providing investors and corporate clients with the insight needed to underwrite and defend transaction decisions. The responsibilities are structured to allow candidates to position themselves at the appropriate level (Engagement Lead: 7-10 years experience; Engagement Director: 10+ years experience) based on their experience, subject-matter depth, and deal ownership.
Requirements
- 7+ years of direct, relevant experience in Commercial Due Diligence, growth strategy, and M&A strategic advisory at a senior level.
- Strong track record leading or materially contributing to buy-side and sell-side CDD engagements within M&A or private equity transactions.
- Sector depth in Financial Services, FinTech, Insurance, Wealth/Asset Management, or FS-related B2B Tech/Services.
- Strong analytical grounding in market sizing, growth diagnostics, customer economics, and competitive positioning.
- Proven ability to translate commercial findings into investment-grade insights and recommendations.
- Strong client leadership and stakeholder management skills, capable of engaging senior PE and portfolio-company executives.
- Experience managing teams and mentoring high-performing consultants.
- MBA preferred (or equivalent advanced degree/experience).
Responsibilities
- Lead Commercial Due Diligence engagements end-to-end, covering market attractiveness, competitive positioning, customer economics, and growth strategy.
- Frame and test investor hypotheses on market growth, competitive dynamics, and commercial risk, identifying structural headwinds, customer concentration, and go-to-market constraints that could affect investment value.
- Advise clients on growth strategy, market positioning, and commercial risk mitigation, translating findings into actionable commercial and investment insights.
- Assess target’s maturity relative to market best practice and peers within Financial Services, FinTech, and related B2B Services (commercial strategy, growth trajectory, customer economics, and competitive positioning).
- Partner with Alpha's Technology DD, Operations DD, and Strategy teams to provide integrated perspectives on value creation and risk.
- Build and maintain senior client relationships, engaging with PE deal teams, portfolio company management teams, and bankers to inform transaction decisions and support value creation.
- Take a lead role in shaping client communications, engagement direction, and IC-ready deliverables.
- Structure and present conclusions clearly to both commercial and non-technical, IC-level audiences.
- Manage and mentor engagement teams, ensuring delivery excellence, fostering analytical rigor, and guiding junior colleagues through complex CDD workstreams.
- Contribute to practice growth through thought leadership, business development, and the advancement of Alpha's CDD frameworks and AI-enabled analytics.
Benefits
- Opportunity to work directly with senior leaders and blue-chip clients in the financial services and private equity sectors.
- Entrepreneurial, collaborative environment with significant responsibility early on.
- Ability to work on projects for clients across North America and Europe.
- Competitive salary with annual profit-sharing opportunity and a clear path for career progression.
- 401(k) matching.
- 25 days of annual paid time off.
- Supplemented medical, dental, and vision coverage.
- Comprehensive training and development programs, including support for professional qualifications such as the CFA and IMC.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
