M&A Practice Director

Chicago, IL

Post Date: 10/17/2017 Job ID: 9600 Category: Management

M&A Practice Director 

A Growing Management Consulting Firm has an immediate opportunity for a former CTO/CIO and strategic technology leader to join the Mergers & Acquisitions practice as a Director specializing in M&A in the HighTech/Product/SaaS sector.  This role will focus on providing technology-centric M&A services and thought leadership to leading private equity investors and operating partners in a due diligence and post-close technology advisory capacity. This technology leader will be responsible for being an expert in evaluating and improving HighTech/Product/SaaS businesses.

Client Delivery
  • Lead teams serving the Private Equity industry while demonstrating strategic advisory capabilities with high level client counterparts such as CTOs, CIOs, and Operating Partners
  • Interface with all levels of business and technology leadership at clients
  • Evaluate and recommend initiatives to improve SaaS organizations, particularly Product Management and R&D / Product Development functions to support Client’ s investment theses
  • Lead strategy engagements in complex transactions (post-merger integration and carve-out/divestitures) focused on Product Strategy, Target Operating Model development, Cloud, Digital and other value-based initiatives
  • Interface and lead strategic conversations with CIO Operating Executives and CTO/CIOs

Practice Development
  • Collaborate with team leadership to ensure alignment with culture, define the strategic direction of the M&A team, and actively lead entrepreneurial activities to expand offerings and the skills of the team
  • Build data-driven methodologies for evaluating software businesses in a due diligence capacity
  • Collaborate with Technology and Security/Infrastructure team leadership to provide consistency across entire software due diligence processes/deliverables
  • Coach and manage a team of software architects and consultants in order to elevate the technology advisory capabilities of the M&A team 
  • Actively participate in the performance management process
  • Actively participate in recruiting and retaining top quality consultants

Business Development
  • Initiate and lead business development meetings with prospective clients
  • Actively participate in Technology M&A industry events and speak at industry conferences & events
  • Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs
  • Identify and initiate opportunities to provide post-close technology advisory for middle-market technology businesses; collaborate with practice partners to support these opportunities
  • Create work plans, pricing estimates, and risk assessments for prospects
  • Attend networking events and actively build and leverage a professional network and affiliate network in the local community 

Qualifications:
  • Minimum of 15-18 years participating in team-based, client-facing business and technology consulting services or CTO/CIO roles
  • Must have experience in a CTO, CIO, and/or software product executive role in a SaaS product business
  • Experienced in specific technology sub-sectors (e.g. FinTech, Healthcare IT, Marketing Tech, etc.)
  • Experience in a M&A-centric role, preferably with Private Equity investors, and with experience in SaaS or software company mergers/integrations, and/or carve-outs/divestitures
  • Strong experience in strategic and financial investment planning with a software organization
  • Proven leader with extensive ability to build collaborative relationships with team members, foster a productive team environment, and coach staff with timely, meaningful written and verbal feedback
  • Excellent organizational, verbal and written communication skills
  • In-depth knowledge of project planning methodologies and software development life cycles 
  • Experience farming new business from existing clients and managing client relationships
  • Strong analytical, problem solving, and quality assurance experience
  • Membership and visibility in relevant professional organizations
  • Strong communication skills to be able to work with C-level clients
  • A Bachelor’ s degree in Computer Science, MIS or equivalent
  • Ability to travel a minimum of 40%+ is required
CTO of SAAS companies

Kelly Hallgren


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