M&A Integration and Carve-Out Practitioner

Accountabilities

• Lead technology due diligence: Assess technology integration and separation requirements before signing or closing, partnering with private equity deal teams, operating partners, and target company leadership to identify critical risks and opportunities.

• Evaluate technology environments: Review enterprise applications, infrastructure, cloud platforms, cybersecurity, identity management, data, integrations, IT service management, vendors, organizational structures, and operating models.

• Identify transaction risks and value drivers: Analyze technology dependencies, shared services, stranded costs, key-person risks, and operational constraints that could affect deal valuation, transaction terms, Day 1 readiness, or the value creation plan.

• Assess feasibility and financial implications: Determine whether proposed integration, separation, or standalone technology models are achievable, estimating one-time costs, ongoing operating expenses, investment requirements, potential synergies, and realistic delivery timelines.

• Review transition service agreements: Evaluate proposed technology TSAs, identifying gaps in scope, service levels, duration, cost, business continuity, and exit feasibility.

• Develop sign-to-close plans: Translate diligence findings into actionable plans with clear milestones, responsibilities, dependencies, costs, decisions, and escalation procedures.

• Define Day 1 technology readiness: Establish requirements for applications, infrastructure, cybersecurity, identity and access, data, integrations, service support, and vendor continuity.

• Shape technology transition strategies: Develop or challenge application disposition, infrastructure consolidation or separation, data migration, identity transition, cybersecurity, and vendor transition plans.

• Design operating models and governance: Help define interim and target technology operating models, organizational structures, sourcing decisions, leadership requirements, and governance frameworks.

• Lead post-close execution: Where follow-on engagements are awarded, manage technology integration or separation workstreams through stabilization, critical milestones, and TSA exit.

• Provide senior transition leadership: Take on Integration Management Office or Separation Management Office responsibilities, or serve as an interim or fractional CIO or senior technology leader when clients need hands-on operational leadership.

• Drive accountability and business continuity: Hold internal teams, vendors, and implementation partners accountable for results while protecting operational stability and the transaction's investment objectives.

• Collaborate with senior stakeholders: Communicate complex technical findings and recommendations clearly to investment committees, boards, CIOs, CTOs, CISOs, and technical delivery teams.

• Contribute to engagement development: Support project scoping and proposals with practical delivery insights while maintaining primary responsibility for client work and outcomes.

• Build expertise in the delivery approach: Complete an initial apprenticeship across at least two engagements, learn established transaction methods and quality standards, and progress toward leading assignments independently.

Requirements

• At least 15 years of technology experience, including significant responsibility for enterprise technology strategy, operations, transformation, or delivery.

• Demonstrated personal accountability for multiple technology integrations, separations, or carve-outs, including at least one transaction involving meaningful pre-close planning and post-close execution.

• Broad working knowledge of enterprise applications, infrastructure, cloud, cybersecurity, identity, data, integrations, IT service management, vendor management, organizational design, and technology operating models.

• Strong judgment when assessing architecture, technical dependencies, operational risks, and transition feasibility, with the confidence to challenge senior technology leaders and make practical decisions across multiple technical domains.

• Hands-on experience developing or challenging Day 1 readiness plans, TSA strategies, application disposition decisions, target operating models, technology roadmaps, and execution plans.

• Commercial and financial fluency, including the ability to estimate and explain one-time transaction costs, recurring operating expenses, investment needs, potential synergies, and underlying assumptions.

• Excellent written and verbal communication skills, with the ability to turn complex technical information into concise, actionable recommendations for investment and operational decisions.

• A self-directed, pragmatic, and accountable working style, with a strong commitment to quality, delivery, and client outcomes.

• Ability to operate effectively in fast-moving transaction environments with incomplete information, compressed timelines, and changing assumptions.

• Willingness and ability to work remotely, collaborate across time zones, and travel to client sites when required.

• Preferred experience: Previous leadership as a CIO, CTO, Technology Director, Head of IT, Head of Technology Transformation, M&A Technology Lead, Integration or Separation Technology Lead, enterprise architect, or senior leader in enterprise applications, infrastructure, or cybersecurity.

• Preferred experience: Exposure to private equity investors, operating partners, or private-equity-backed management teams.

• Preferred experience: Buy-side and sell-side transactions, including corporate divestitures, platform acquisitions, and add-on acquisitions.

• Preferred experience: Establishing standalone technology environments, exiting TSAs, consolidating application or infrastructure estates, and leading complex data or identity transitions.

• Preferred experience: Advisory or consulting experience; however, direct operational experience and personal responsibility for delivery are particularly valued.

• Preferred education: A bachelor's degree in computer science, engineering, information systems, business, or a related field. Equivalent professional experience is also highly valued.

• Preferred qualifications: Relevant certifications in technology, enterprise architecture, cybersecurity, cloud computing, or program leadership are advantageous but not mandatory.

Benefits

• The opportunity to work on high-impact mergers, acquisitions, integrations, and carve-outs that shape technology strategy and private equity value creation.

• Exposure to senior decision-makers, including private equity investors, operating partners, boards, and executive technology leaders.

• A varied scope of work spanning transaction diligence, integration and separation planning, post-close execution, and interim technology leadership.

• Collaboration with experienced practitioners in small, senior teams, with access to specialist expertise when deeper technical knowledge is required.

• An initial apprenticeship across at least two engagements, providing structured exposure to established methodologies, tools, and quality standards.

• Opportunities to take ownership of client engagements and progress toward independent leadership of complex assignments.

• The chance to apply direct operating experience to challenging technology and business problems, with a focus on measurable outcomes rather than process alone.

• A remote-working setup with opportunities to collaborate across time zones and travel to client locations as engagement needs require.