Technology M&A Due Diligence Manager

RSM US LLP • Los Angeles, CA

2d

About The Position

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. RSM is seeking an Technology M&A Due Diligence Manager to join the Deal Services (DS) practice. This is an exciting opportunity to join an established, nationally award-winning practice that is experiencing exceptional growth.

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.)
• Bachelors degree required, Masters degree preferred
• Successful track record of building and growing a transaction focused advisory service practice
• Experience with developing and supervising staff both on engagements and in developing their skills and career
• Demonstrated capability identifying and addressing client needs, including the development of sustained meaningful client relationships.
• Up to date with the transaction and advisory services industry, and in particular, Private equity, with knowledge of PE processes, value propositions and challenges
• Must possess a high degree of integrity and confidentiality
• Able to travel 50%, as necessary

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.)

Benefits

• At RSM, we offer a competitive benefits and compensation package for all our people.
• We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients.
• Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager