Title: Senior Associate, M&A Technology
Location: Remote
Client Industry: Professional Services — supports private equity and corporate acquirers across sectors
Compensation: $70 - $85/hr. (Contract)
We have partnered with our client in their search for a Senior Associate, M&A Technology. The Senior Associate, M&A Technology supports buy-side, sell-side, and merger integration engagements by analyzing target technology environments, quantifying risks, costs, and value drivers, and turning findings into clear, executive-ready deliverables. Partnering with Corporate Development, IT, and private equity clients—as well as cross-functional leaders in Finance, HR, Operations, and Procurement—the role builds models, drafts Day 1/Day 100 plans, and keeps Project Management Office (PMO) artifacts current to enable timely decisions. Success is measured by accuracy of diligence insights, clarity of materials, on-time milestones and transition service agreement (TSA) exits, and realized synergy tracking.
Responsibilities
Support technology due diligence for buy-side, sell-side, and merger integrations by collecting and analyzing data on applications, infrastructure, data, and cyber posture
Build Excel-based cost to integrate/separate and total cost of ownership (TCO) models, quantifying near-term investments, synergies, and risk mitigations for manager review
Draft Day 1/Day 100 plans and transition service agreement (TSA) schedules, tracking TSA exits and dependencies across workstreams
Maintain Project Management Office (PMO) artifacts including risks, assumptions, issues, and decisions (RAID) logs, milestones, key performance indicators (KPIs), and cutover plans
Assist with application rationalization decisions (keep/retire/migrate/harmonize), data migration planning and master data management (MDM) approach, and process/control harmonization
Prepare executive-ready materials, synthesizing findings into clear options, implications, costs, and recommendations
Perform vendor and license inventories, support contract analysis and right-sizing recommendations, and coordinate with procurement and legal
Contribute to playbooks, templates, and benchmarks, capturing lessons learned to improve diligence and integration frameworks
Skills Required
3–5 years in technology consulting, transaction advisory, or corporate M&A technology with participation in 2+ transactions
Working knowledge of applications portfolios, IT infrastructure and cloud (AWS or Azure), data architecture, and basic cyber hygiene, assessed against structured checklists
Advanced Excel and PowerPoint, including financial modeling, pivot tables, and clear slide storylining
Experience with Jira, Confluence, or Smartsheet for status cadence and maintaining RAID and KPI tracking across 2+ workstreams
Ability to quantify TCO, synergies, cost to integrate/separate, and impacts to profit and loss (P&L) and earnings before interest, taxes, depreciation and amortization (EBITDA) with manager oversight
Familiarity with transition service agreements (TSAs), Day 1/Day 100 planning, interim solutions, cutover planning, and stabilization
Exposure to application rationalization and data migration or MDM strategy, with basic SQL or business intelligence (Power BI, Tableau, or Alteryx) a plus
Clear written and verbal communication to translate technical detail for non-technical executives
Strong organization and prioritization to manage competing deadlines in a deal environment
Understanding of vendor and software licensing models and fundamentals of IT financial management
Education & Work Experience
Relevant degree or equivalent experience in information systems, computer science, engineering, or related field
3–5 years of relevant experience in technology consulting or M&A technology roles
Participation in at least 2 end-to-end deal engagements across diligence or integration/separation
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