Manager, Technology, Data and AI Advisory, Energy & Utilities

Leo Berwick

9d•Remote

About The Position

The Energy & Utilities Technology Advisory Manager leads OT and infrastructure workstreams across the private equity investment lifecycle for energy and utilities assets. The role is suited to a Solutions Architect with deep operational technology experience designing and delivering across IT and OT environments, and knowledge of utility systems, control networks, industrial protocols, and hosting models. The position leads diligence, integration, and value-creation workstreams for transactions involving utilities, power generation, transmission and distribution, renewables platforms, energy services, midstream, and critical infrastructure. It translates technical complexity into actionable financial narratives and partners with target IT and operations teams on Day 1 readiness plans that protect business continuity and deal value. The manager evaluates OT environments and complex hybrid IT/OT architectures; identifies technical debt, regulatory exposure, security gaps, scalability bottlenecks, and opportunities to improve operating costs and reliability; and supports transition planning and post-close modernization. The role also presents findings to executives, leads discovery and site visits, contributes to business development, and owns project scoping, workstream planning, delivery, and consulting-team quality.

Requirements

6–12 years of experience in technology advisory, OT/IT consulting, solutions architecture, or technology leadership roles.
Deep asset-class exposure across regulated or unregulated utilities, power generation, transmission and distribution, renewables, midstream, or critical infrastructure.
Strong working knowledge of the private equity transaction lifecycle and practical understanding of carve-outs, integrations, standalone readiness, and hold-period value creation.
Hands-on experience designing or assessing industrial control systems, including SCADA, DCS, PLCs, and historians.
Experience with industrial protocols including Modbus, DNP3, and OPC-UA, and major vendor ecosystems.
Practical working knowledge of the Purdue Reference Model, IEC 62443, and NERC CIP frameworks.
Strong grasp of hybrid cloud hosting, major hyperscalers, and connecting operational systems with enterprise IT platforms.
Ability to identify technical, infrastructure, and operational levers that preserve deal value or improve portfolio company EBITDA and reliability KPIs.
Ability to deliver concise, confident technical perspectives to C-level executives and collaborate effectively with field engineers across the IT/OT boundary.
Track record of managing professional services teams and driving workstream accountability under deal-cycle pressure.

Nice To Haves

Interest in helping build and shape practice offerings.
Interest in equity participation tied to value created.
Comfort working across industries, deal stages, and problem types with C-suite portfolio company leaders and private equity sponsors.

Responsibilities

Lead buy-side and sell-side technology diligence workstreams for energy and utilities assets.
Evaluate target OT environments, including SCADA, DCS, PLCs, and networks, and identify technical debt, regulatory exposures, and technology-driven opportunities to reduce OpEx and improve asset reliability.
Partner with target IT and operations teams to execute Day 1 readiness plans, including network cutovers, TSA exits, and control system continuity.
Collaborate with portfolio company leadership during the hold period to drive post-close modernization and AI-driven efficiencies.
Evaluate complex hybrid IT/OT environments, including plant and substation networks, cloud footprints, and integration patterns.
Produce high-fidelity architectural diagrams that identify scalability bottlenecks and security gaps.
Translate technical and OT findings into Board-ready presentations connecting technical metrics with EBITDA, CapEx/OpEx, and ROI impacts.
Lead discovery sessions, site visits, and control room walkthroughs to gather information from unstructured environments.
Contribute to business development through pitch decks and scoping proposals.
Own end-to-end project scoping, workstream planning, and on-time delivery.
Manage consulting teams and maintain premium quality control under transaction timelines.