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PEPI Senior Associate - IT M&A

Phoenix, AZ, US💼 Full-time💰 $100,000–$150,000🗓 2026-05-12 → 2026-07-27

Core

Senior Associate in IT M&A and Merger Integration supporting private equity firms and their portfolio companies with pre-acquisition diligence, post-acquisition implementation, and Day-1 planning.

Role type

Senior IC IT M&A and Merger Integration Consultant

Builds

IT due diligence reports, merger integration plans, ERP implementations, and Day-1/100-day execution strategies for private equity portfolio companies

Domain

Private Equity, IT Mergers & Acquisitions, Enterprise Architecture

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

IT pre-acquisition diligence, IT merger integration and carve-out, ERP implementation, business transformation program management, solution architecture, enterprise architecture, IT operations, change management, business process mapping, quantitative analysis

Preferred skills

IT assessment and strategy development, IT performance improvement and cost reduction, designing change/communications strategy

Technologies

ERP, WMS, CRM, BI/reporting tools

Responsibilities

Conduct IT pre-acquisition diligence on business systems, infrastructure, and architecture; execute merger integration and carve-out plans; lead Day-1 and 100-day planning and performance improvement initiatives; manage client relationships and deliverables quality

Seniority

Senior, hands-on IC

Rewrite
## About the Role Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services, is seeking to expand its Private Equity Performance Improvement (PEPI) - Information Technology & Merger Integration team. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range. Our PEPI services include: - Merger Integration & Carve-outs - IT- pre-acquisition diligence - IT- post-acquisition implementations and integration - Interim Management - Rapid Results - Supply Chain - CFO Services Private Equity Focused Professionals We bring a structured and disciplined approach to create and capture value. We provide private equity buyers with a broad continuum of knowledge and tools for mergers, acquisitions, carve-outs, joint ventures and alliances. The team works across the full spectrum of the deal lifecycle from pre-deal technology, operational and synergy reviews, through 'Day-1' planning, to post-deal implementations. Our services include due diligence (IT and operational), merger integration / carve-out planning and execution, transition service agreement negotiation & governance, ERP implementations, IT operations & cost reduction, and enterprise architecture. The PEPI IT group is a growing business targeting high growth in the next two to four years. We offer excellent opportunities for career advancement and build leadership skills. The leadership team is focused on providing development opportunities, training and exposure to international business assignments. Senior Associate: We are seeking individuals that can be part of a team that delivers large, complex client engagements that identify, design, and implement creative business and technology solutions for private equity clients and their portfolio companies. A&M Managers frequently work on the following types of engagements: - Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment - Merger-integration and carve-out execution - Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required - Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance. ## Responsibilities - Pre-acquisition IT diligence assignments focused on the following key areas: Business systems (e.g., ERP, WMS, and CRM); IT Infrastructure; Enterprise Architecture; Software Development Lifecycle; Budgetary analysis; and Organizational / Personnel assessment - Merger-integration and carve-out execution - Day-1 and 100-day planning and execution - driving performance improvement in key areas such as ERP; back office ; supply chain; BI / reporting integration; customer and channel management; track progress against Day-1 and Day-100 objectives, adjusting strategies or personnel as required - Implement the quality of deliverables and effectively manage the day-to-day relationships to ensure exceptional performance. ## Requirements - 3-6 years of professional consulting or relevant industry experience, with a minimum of three years specializing in systems implementations, merger integration, business transformation, and change management - Deep functional expertise in one of more of the following areas: - IT Pre-Acquisition Diligence - IT merger integration and carve-out - Business / IT transformation program / project management (e.g., ERP) - Collaboration and leading change to improve key business functions, such as supply chain and/or finance/accounting - IT operations - Solution architecture - Enterprise architecture and infrastructure - IT assessment and strategy development - IT performance improvement and cost reduction - Proven writing skills with a desire to produce polished client-facing documents - Excellent fact-gathering and analytical skills, including business process mapping and quantitative analysis - Specific experience designing and supervising the execution of internally-focused and externally-focused change/communications strategy. - Bachelor's degree required - Flexibility to travel at least 75% of time ## What We Offer In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details. Full-time Positions and Part-time Positions Over 30 hours Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs. ## About the Company Alvarez & Marsal is a leading independent global professional services firm, specializing in providing turnaround management, performance improvement and corporate advisory services. With more than 3,000 professionals based in 40 locations across North America, Europe, Asia, and Latin America, our firm excels in problem solving and value creation. Drawing on a strong operational heritage and hands-on-approach, our professionals work closely with organizations and stakeholders to help tackle complex business issues and maximize value. A&M's Private Equity Performance Improvement Services (PEPI) practice, with offices throughout the US, focuses on serving upper middle market and large cap private equity firms who have engaged A&M to help improve operating results at their portfolio companies. The companies we serve are upper middle market in the $50 million to $1 billion plus range.
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