Manager - Financial Due Diligence - Private Equity Advisory

Role Overview West Monroe Partners is seeking a Senior Consultant focused on Mergers & Acquisitions in the high-tech and software private equity sectors. This position is available in Chicago, Los Angeles, New York, or San Francisco. What You Will Do Work closely with clients in high-tech and software private equity to support complex transactions and strategic partnerships. Apply analytical skills and industry knowledge to deliver solutions that address client needs. Contribute to projects that help clients navigate mergers, acquisitions, and related challenges. Who We’re Looking For Experience in M&A within high-tech or software private equity sectors. Strong analytical approach and familiarity with transaction processes. Ability to collaborate with clients and internal teams on high-impact projects.

Are you ready to drive transformative change in the tech industry?West Monroe is on the lookout for a Senior Manager with extensive experience and a fervent interest in the Software and High-Tech sectors to enhance our national practice. Our team collaborates with a diverse range of dynamic Software and High-Tech, Private Equity, and Corporate Strategic clients across the country.In your role as a Senior Manager, you will provide strategic guidance to Software and High-Tech clients as well as Private Equity investors, emphasizing software, SaaS, TMT, and tech-enabled services businesses. Your engagements will cover value creation initiatives, including product and growth strategy, technological innovation, operational enhancements, and due diligence—spanning product, technology, and operational assessments, along with merger integrations and carve-outs.Beyond client delivery, you will play a vital role in business development—seeking new clients and nurturing existing relationships—while also contributing to the internal leadership of our practice. Senior Managers at West Monroe are entrusted with three primary responsibilities:Client DeliveryLead rapid due diligence engagements for Private Equity and Corporate Strategic clients investing in Software and High-Tech, assessing market opportunities, product technologies, operating models, and their impact on margins, revenues, growth, and overall value creation.Evaluate functional and technology investment strategies, benchmarking operational models and organizational structures against industry-leading practices.Oversee teams serving Software and High-Tech clients while showcasing advisory skills with high-level client executives, including C-suite leaders, Business Unit GMs, and Private Equity Deal and Operating Partners.Drive value creation projects for Software and High-Tech companies and Private Equity clients.Engage in complex transactions within the Software and High-Tech sector, focusing on initiatives like post-merger integration, carve-outs/divestitures, operating model transformations, product strategy, target operating model development, and enhancements in post-sales operations and retention.Practice DevelopmentCreate data-driven methodologies and resources for effective practice development.

Join West Monroe as a Senior Consultant in Mergers & Acquisitions, focusing on exit-readiness strategies that drive impact and deliver value to clients. In this pivotal role, you will leverage your deep expertise in M&A to guide organizations through the complexities of preparing for successful exits. You will collaborate closely with cross-functional teams to develop tailored solutions, ensuring that clients are positioned for optimal outcomes.

At CrossCountry Consulting, we aim to redefine the advisory landscape by prioritizing our Core Values and ensuring a positive impact for both our clients and our team members. We strongly advocate for collaboration, enthusiasm, generosity, and perseverance as the cornerstones of our success. Our advisory services encompass accounting and risk management, technology-driven transformation, and transactional support, enabling us to partner effectively with clients to address their current challenges while delivering sustainable value into the future.Our dedication to our team has garnered us prestigious accolades, including recognition in Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover our vibrant culture through the insights shared by our employees by visiting here.As a key member of our dynamic Financial Due Diligence practice, you will act as a trusted advisor to our clients, leveraging your hands-on experience and unique insights to provide customized, integrated solutions. You'll address today's pressing issues while establishing a foundation for future achievements. With mentorship from seasoned leaders and a supportive team, you'll join a collaborative environment that encourages contributions beyond client engagements.This position involves working on intricate M&A transactions, equipping clients with essential analyses regarding financial performance and associated risks. You will engage in significant projects, including large-scale transactions, high-volume roll-ups, carve-outs, divestitures, and sell-side engagements, collaborating with private equity firms, corporate acquirers, and lenders to deliver meticulous analyses that inform strategic decision-making.

Are you prepared to make a significant impact in the high-tech landscape?West Monroe is on the lookout for a Senior Consultant with extensive experience and a deep-seated enthusiasm for the Software & High-Tech sector to join our teams in Chicago, New York, or San Francisco. Our offices cater to a diverse range of dynamic Software & High-Tech, Private Equity, and Corporate Strategy clients nationwide.In your role as a Senior Consultant, you will collaborate in small teams to deliver value to Software & High-Tech clients as well as Private Equity investors, focusing on areas such as software development, TMT (Technology, Media, and Telecommunications), and tech-enabled services. Projects will encompass market growth strategies, product strategy, operational enhancements across functions like R&D/Engineering, Customer Support, and Customer Success, margin optimization, due diligence, and merger integrations/carve-outs.Beyond client delivery, you will also engage in business development activities, cultivating new client relationships while enhancing existing ones, and contribute to the leadership within our internal practice development initiatives. Senior Consultants at West Monroe have three primary responsibilities:Client DeliverySupport teams that cater to Software & High-Tech and Private Equity clients while showcasing advisory skills with high-level client counterparts, including C-level executives and Business Unit General Managers.

Ready to make a significant impact in the tech industry?At West Monroe, we are on the lookout for an Experienced Consultant who possesses a profound enthusiasm for the Software & High-Tech sector. Join our dynamic teams in Chicago, New York, or San Francisco, where we cater to a diverse range of innovative Software & High-Tech, Private Equity, and Corporate Strategic clients nationwide.As an Experienced Consultant, you will collaborate within small teams to deliver exceptional services to Software & High-Tech clients and Private Equity investors, concentrating on software, technology, media, and telecommunications (TMT), as well as tech-enabled services. Your engagements will encompass market growth strategy, product strategy, operational improvements within various functions such as R&D/Engineering, Customer Support, Customer Success, margin optimization, due diligence, and merger integrations/carve-outs.Beyond client delivery, you will have the chance to engage in business development activities, including pursuing new clients and nurturing relationships with existing ones, while also contributing to the internal development of our practice. Within West Monroe, Experienced Consultants have three primary responsibilities:Client DeliverySupport teams serving Software & High-Tech and Private Equity clients with critical projects and strategic initiatives.

About Our TeamAt OpenAI, our Legal team is integral to advancing our mission by addressing groundbreaking legal challenges in artificial intelligence and facilitating our growth. If you are eager to engage in impactful and innovative work, this is the perfect team for you. Our team consists of professionals with diverse expertise across technology, AI, privacy, intellectual property, corporate law, employment law, tax law, regulatory compliance, and litigation.About the PositionAs a Senior Corporate Counsel specializing in Mergers and Acquisitions, you will lead and manage various corporate transactions including mergers, acquisitions, joint ventures, investments, and infrastructure financing. You will provide strategic counsel to the business on a wide array of transactional matters throughout the entire transaction lifecycle. This is an exceptional opportunity to be at the intersection of the legal and technology sectors. You will collaborate closely with our Corporate Development, Finance, Product & Research, Human Resources, and other teams, reporting directly to our Deputy General Counsel for M&A, Investments, and Strategic Transactions.This role is based in San Francisco, CA, utilizing a hybrid work model requiring three days in the office per week, along with relocation assistance for new hires.Key Responsibilities:Lead and support mergers, acquisitions, joint ventures, investments, partnerships, and other strategic corporate transactions through all phases, including opportunity assessment, deal structuring, negotiation, due diligence, and execution.Draft, review, and negotiate transaction documents, including definitive agreements, letters of intent, and supporting documentation.Provide strategic guidance to the corporate development team, senior management, and other internal stakeholders regarding transaction strategies and execution of M&A deals.Collaborate with cross-functional teams across the organization on post-transaction matters and integration processes.Assist the corporate legal team with various corporate matters, including financing, liquidity events, corporate governance, and international expansion.Qualifications:Minimum of 8 years of experience in transactional law, preferably with fast-paced technology companies and law firms.Demonstrated sense of ownership and an enthusiastic approach to technology and innovation.

Are you prepared to drive significant change?We are seeking a dynamic Senior Manager to join our esteemed Mergers & Acquisitions (M&A) team at West Monroe. Our award-winning Sell-Side Advisory (SSA) consultants excel in exit readiness, guiding organizations through the strategic and operational nuances that influence recapitalization, financing, or transitions to strategic and financial purchasers.Our approach utilizes the expertise of seasoned entrepreneurs, operators, and deal professionals to proactively seize opportunities while managing risks. You will provide targeted coaching for management teams and collaborate with investment banks to enhance narratives regarding technology and operations.In this pivotal role, you will collaborate with our national M&A practice, primarily supporting portfolio companies of venture capital and private equity firms. You will lead operational and technology assessments during due diligence and facilitate exit readiness exercises for company leadership and their investors.As a key member of our team, you will contribute to shaping our culture, engaging in the entrepreneurial journey of expanding our services, including strategy formulation, recruitment, team development, and practice enhancement.Your Responsibilities:Lead Transaction Services teams to support clients across various industries, demonstrating executive presence with C-suite executives and private equity teams.Engage with stakeholders involved in the sell-side process, including advisors, investment banks, private equity or corporate owners, and C-level executives.Confidently coach client executives on articulating the value derived from technology and operations and navigating complex diligence topics.Facilitate sell-side due diligence projects focusing on operational and technology strategy, organizational structures, and current business processes and supporting technology.Mitigate risks in exit processes through diligent efforts and strategies for critical issue remediation.Identify strategic opportunities and quantify potential areas for value creation.Guide engagement teams on transaction advisory, ensuring excellence in delivery.

Are you prepared to make a significant impact in the technology space?Technical Enterprise Solution Architect – High Tech & SoftwareTechnology & Experience Practice Role Overview West Monroe is on the lookout for a seasoned Technical Solution Architect to join our Technology & Experience (TechEx) practice. This role is pivotal in shaping and overseeing extensive, partner-led system integration initiatives for our High Tech and Software clientele. We collaborate with clients and system integrators to build comprehensive, future-proof technology solutions ranging from modern SaaS platforms to data-driven and AI-powered products. This position is tailored for experienced technologists who thrive at the crossroads of pre-sales, architectural strategy, and large-scale project management. Key Responsibilities As a Technical Solution Architect for High Tech & Software, you will play a crucial role in supporting pre-sales initiatives and shaping deals by crafting end-to-end solution architectures for intricate SaaS, software, data, and AI projects that are executed through system integration partners. Your role will also involve contributing to architectural governance, ensuring quality standards, and mitigating risks.

Join Decagon as a Private Equity Lead within our Founder's Office, where you will play a pivotal role in shaping our investment strategies and driving growth initiatives. Your expertise in private equity will be crucial in identifying new opportunities and optimizing our existing portfolio. Collaborate with our executive team to align our investment goals with the overall vision of the company.

About aptura aptura partners with Mentis AI, a team combining deep asset management experience with advanced machine learning research. Drawing on backgrounds from firms such as Lazard and Partners Group, the group operates in both London and San Francisco. Together, they work with leading AI labs to improve model reasoning, generalization, and decision-making for institutional investment settings. Part-time AI Residency: Role Overview This part-time residency is designed for senior research analysts and portfolio managers interested in the intersection of AI and private markets. The program offers hands-on exposure to advanced AI systems and their impact on investment workflows. Key Responsibilities Prompt Development: Design and refine prompts for junior staff to use in evaluating AI-generated insights. Human vs. Machine Evaluation: Analyze differences between professional investment logic and AI output. Framework Design: Translate investor decision-making into structured challenges for testing AI reasoning. Expert Benchmarking: Build and validate real financial models, return analyses, and case studies to assess advanced AI systems. What Makes This Residency Distinct Direct exposure to how AI is reshaping deal processes, from screening and due diligence to portfolio management and exits. Be among the first investment professionals to work hands-on with AI models analyzing private market scenarios. Who Should Apply 3 to 7 years of experience in Private Equity or Growth Equity at a large-cap or upper-middle market fund in Europe or the US. Currently at the Associate, VP, or Principal level (industry focus is flexible). Strong skills in financial modeling and valuation across the deal lifecycle. Demonstrated curiosity about how AI can be applied in finance. Residency Details This is a part-time role requiring approximately 15 hours per week. Location: USA.

At Slash Financial, we are reimagining the future of business banking, crafting tailored financial infrastructure that meets the unique operational needs of various industries. By merging the dependability of traditional banking with specialized financial tools, we empower businesses to enhance their operational efficiency.Founded in 2021, Slash is among the fastest-growing fintech companies globally, facilitating over ten billion dollars in annual business purchasing across diverse sectors.We are actively seeking a Partnerships Lead to forge and nurture relationships with private equity firms and investment groups.

About Our TeamJoin the Technical Success team at OpenAI, where we prioritize our customers' experience with our cutting-edge suite of AI products. Our mission is to empower developers and enterprises to unlock the full potential of our advanced models, catering to a diverse clientele that ranges from innovative startups to established global corporations.About the OpportunityWe are on the lookout for a Solutions Engineer to collaborate with our key Private Equity clients, ensuring they derive measurable business outcomes from our AI solutions. In this role, you will engage with senior business leaders to assess their pre-sales requirements, shape their AI strategies, and pinpoint the most impactful use cases. You will partner with both business and technical teams to illustrate the value of our offerings, suggesting architectural frameworks to facilitate their implementation. This role requires close interaction with our Private Equity and Large Enterprise Sales, Security, and Product teams.This position is available in San Francisco, CA, or New York, NY, and follows a hybrid work model of three days in the office each week. We also provide relocation assistance to new team members.Your Responsibilities Will Include:Delivering an outstanding pre-sales experience for major Private Equity prospects by offering technical insights, articulating the value proposition, and addressing queries related to our products, APIs, and language models.Demonstrating how OpenAI's product suite can fulfill customer business objectives and yield significant value, which includes creating and showcasing demos, scoping relevant use cases, recommending architectural strategies, and providing comprehensive technical guidance.Documenting and maintaining guides, FAQs, and resources that address common inquiries and requirements identified during the pre-sales phase.Building and nurturing robust customer relationships throughout the evaluation, validation, and purchasing phases.Advocating for customers and ensuring their voices are heard internally by collecting feedback, identifying common themes, and integrating insights into product development.Serving as the initial contact for security and compliance inquiries, providing standardized information, guiding customers to relevant resources (such as the trust portal), and escalating complex issues to specialized teams.You Will Excel in This Role If You Have:Strong technical background in AI and machine learning.Exceptional communication skills, with the ability to simplify complex concepts for diverse audiences.Experience in pre-sales or customer-facing technical roles.Proven ability to build relationships and influence stakeholders.Capacity to thrive in a fast-paced and collaborative environment.

Join Us in Transforming Healthcare AccessAt Assort Health, our mission is to make exceptional healthcare accessible anytime, anywhere, for anyone. We envision a healthcare experience that feels seamless and connected—quick responses, clear communication, and easy access to care. Our innovative platform builds a new foundation for patient-provider interactions, powered by AI and tailored to meet the unique complexities of the healthcare landscape.As the most comprehensive patient experience platform, we leverage specialty-specific agentic AI to enhance interactions. Our omnichannel AI agents integrate effortlessly with EHR/PMS systems to minimize wait times and streamline processes, ensuring patients receive the care they need without hassle.Since our inception in 2023, we have facilitated over 125M+ patient interactions, reducing average hold times from 11 minutes to just 1 minute. Our platform supports thousands of providers, boasting a 98%+ resolution rate and 99% scheduling accuracy. We take pride in a patient satisfaction score of 4.5/5 from over 52K reviews and have experienced 20× revenue growth in 2025. With rapid scaling, we are expanding our footprint across the healthcare industry.About the RoleWe are seeking a Principal, Strategic Partnerships (Private Equity) to spearhead and scale one of Assort’s key growth channels. This high-impact role combines elements of private equity, enterprise sales, and operator-led go-to-market strategy. You will cultivate and manage relationships with healthcare-focused private equity firms, converting these connections into a consistent pipeline of high-value opportunities across their portfolio companies.Your objectives are twofold:Generate immediate revenue by sourcing and converting opportunities derived from private equity.Create a scalable playbook that positions Assort as the preferred AI partner for healthcare-focused private equity firms.This role transcends traditional partnerships; you will act as a hybrid of an enterprise seller, strategic operator, and relationship builder.

Lyft is looking for a Senior Staff Technical Program Manager focused on Mergers & Acquisitions within Enterprise Systems. This San Francisco-based role centers on integrating newly acquired companies and their people into Lyft’s systems and culture, ensuring a smooth transition for all employees involved. Role Overview This position takes full ownership of the integration process when Lyft acquires a company. The work begins during due diligence and continues through planning, execution, and stabilization. The goal: unify two organizations into one cohesive team, with seamless operations and a positive employee experience. Key Responsibilities Develop and execute integration strategies for acquired companies, covering identity management, financial systems, HR, and IT frameworks. Own the integration plan, timeline, risk management, and delivery of results. Support due diligence activities before deal closure, identifying technical and operational requirements. Create and maintain a comprehensive integration playbook. Lead cross-functional teams across Finance, People, IT, Legal, Marketing, Sales, and Operations. Guide each integration workstream from initial planning through to operational stability. Work with modern enterprise platforms, including Workday, Okta, Google Workspace, Oracle Fusion, and Salesforce, to bring acquired companies into Lyft’s environment quickly and accurately. Who Succeeds in This Role Comfortable navigating ambiguity and shifting priorities. Builds trust across diverse teams and company cultures. Takes deep ownership of outcomes that affect employees’ work lives. Reporting Structure This role reports to the Head of Central TPM and works closely with leaders across multiple business units.

The Company You’ll JoinCarta revolutionizes the connection among founders, investors, and limited partners through cutting-edge software crafted for stakeholders in venture capital, private equity, and private credit. Trusted by over 65,000 companies in more than 160 countries, Carta’s comprehensive platform of software and services empowers you to build, invest, and scale with assurance.Carta’s Fund Administration platform manages over 9,000 funds and SPVs, representing nearly $185 billion in assets under management, equipped with tools designed to amplify the strategic influence of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc., and Great Places to Work, Carta is at the forefront of transforming private market infrastructure.Together, we are developing an all-encompassing ERP platform tailored for private markets. Traditional ERP systems fall short for Private Funds; the private capital markets demand a holistic software solution that supersedes outdated spreadsheets and disjointed service providers. Carta’s software for the Office of the Fund CFO meets this need, creating a new category of software that aligns private markets with the efficiency of public markets—a cohesive ERP for private capital.For insights into our offices and culture, visit our Carta careers page.The Team You’ll Work WithThe Sales Development Representative teams are the engine of Carta’s growth trajectory. In this role, you will directly contribute to private equity pipeline development by identifying and qualifying leads within the PE sector. We are committed to investing in our team and fostering internal advancement. All SDRs undergo comprehensive training on Carta software, private market finance, and equity administration, coupled with continuous education in consultative sales, client management, negotiation, and sales operations.The Problems You’ll Solve Identify and qualify leads from PE-backed companies Develop expertise on Carta’s core product suite and essential private equity principlesEngage actively with new and existing leads through innovative follow-up, fostering heightened interest and enthusiasm in CartaCollaborate with cross-functional teams to optimize top-of-funnel acquisition By supporting the SDR teams, you will enhance the overall company pipelineDeliver prompt and precise front-line support for all prospective customers interested in Carta Interact with potential customers in real-time via phone or video conferencingImplement cold outreach campaigns using a "customer-first" approach targeting finance leaders

Join New Relic as a Senior Manager of Equity, where you will play a pivotal role in shaping our equity strategies and ensuring equitable practices across our organization. You will lead a dedicated team, providing guidance and fostering a culture of transparency and fairness in equity-related initiatives.

Senior Software Engineer - Data AcquisitionOverview:Join the dynamic Data Acquisition team at OpenAI, where we spearhead the data collection efforts essential for powering our advanced model training operations. Our team plays a pivotal role in managing web crawling and GPTBot services, collaborating closely with Data Processing, Architecture, and Scaling teams. We are seeking a talented Senior Software Engineer to enhance our Data Acquisition initiatives.Key Responsibilities:Lead engineering projects focused on data acquisition, including web crawling, data ingestion, and search optimization.Collaborate effectively with cross-functional teams to maintain seamless data flow and system performance.Engage with the legal team to navigate compliance and data privacy regulations.Design and implement robust distributed systems capable of processing petabytes of data.Develop algorithms for efficient data indexing and search functionalities.Build and sustain backend services for data storage, including experience with key-value databases and data synchronization.Deploy solutions in a Kubernetes Infrastructure-as-Code environment while conducting regular system audits.Conduct experiments on data to derive insights that drive system enhancements.Qualifications:Bachelor's, Master's, or PhD in Computer Science or a related discipline.A minimum of 6 years of professional experience in software development.Prior experience with large-scale web crawlers is a significant advantage.In-depth knowledge of large stateful distributed systems and data processing techniques.Expertise in Kubernetes and familiarity with Infrastructure-as-Code practices.A proactive approach to exploring new technologies and methodologies.Strong ability to juggle multiple tasks and adapt to changing priorities.Excellent communication skills, both written and verbal.About OpenAI:OpenAI is at the forefront of artificial intelligence research and deployment, dedicated to ensuring that the benefits of general-purpose AI are shared by all of humanity. We strive to push the boundaries of innovation while adhering to ethical standards.

At Forge, we recognize that our team is our most valuable asset. As pioneers in technology within the private market, our mission is to create a brighter future for everyone. We embody this mission through our core values of boldness, accountability, and humility. Every day, we witness the significant impact of our vision, supporting the teams that are driving the greatest innovations of our era, from space exploration to artificial intelligence, and beyond.Our aim is to construct a top-tier technology infrastructure that facilitates a global private market, characterized by transparency, accessibility, and seamless transactions for companies, their employees, and investors. Through Forge, employees can liquidate their private shares, employers can provide pre-IPO liquidity as a reward for shareholders, and both individual and institutional investors can engage in the growth of private unicorns.Forge's unique global marketplace is designed to meet the increasing demand from individual and institutional investors seeking exposure to private company stocks, fostering a growing network effect.The immense interest from investors and the demand from our clients necessitate the expansion of our team to better serve the needs of more companies, teams, and innovators.Role Overview:Our software engineering team is driven by a passion for innovation and the development of scalable solutions that promote liquidity and growth in the private market. We utilize a wide array of cutting-edge technologies and consistently deliver high-quality, innovative solutions. We thrive on agility, value delivery, and uphold our values of boldness, humility, and accountability.We are on the lookout for enthusiastic engineers with a minimum of 8 years of experience in creating innovative, scalable, secure, and maintainable software solutions. The ideal candidate excels in collaborative environments, enjoys mentoring fellow engineers, and is dedicated to delivering impactful results.