crosslaketech - Crosslake Technologies LLC - M&A Integration and Carve-Out Practitioner
Requirements
• 15+ years of technology experience, including substantial responsibility for enterprise technology strategy, operations, transformation or delivery. • First-hand accountability for multiple technology integrations, separations or carve-outs. At least one should include meaningful pre-close planning and post-close execution. • Broad working knowledge across applications, infrastructure, cloud, cybersecurity, identity, data, integrations, IT service management, vendors, organisation and operating model. • The judgement to assess architecture and dependencies, challenge senior technology leaders and make practical decisions without being the deepest specialist in every domain. • Experience developing or challenging Day 1 plans, TSAs, application disposition decisions, target operating models, technology roadmaps and execution plans. • Commercial and financial fluency sufficient to estimate and explain one-time costs, run-rate costs, investment requirements, synergies and key assumptions. • Strong written and verbal communication, including the ability to turn complex technology facts into clear implications for investment and execution decisions. • A hands-on, self-directed approach with high accountability for output quality and client outcomes. • Ability to work remotely, collaborate across time zones and travel to client sites when engagement needs require. • Prior service as a CIO, CTO, Technology Director, Head of IT, Head of Technology Transformation, M and A Technology Lead, Integration or Separation Technology Lead, enterprise architect, or senior leader across enterprise applications, infrastructure or cybersecurity. • Experience working with private equity investors, operating partners or PE-backed management teams. • Buy-side and sell-side transaction experience, including corporate divestitures, platform acquisitions and add-ons. • Experience standing up a standalone technology environment, exiting TSAs, consolidating application or infrastructure estates, or leading complex data and identity transitions. • Previous advisory or consulting experience is useful, but direct operating experience and personal accountability for delivery are more important. • Bachelor's degree in computer science, engineering, information systems, business or a related field is preferred. Equivalent experience is valued more highly than a specific degree. • Relevant technology, architecture, cybersecurity, cloud or programme leadership certifications are useful but not required. • What we believe • Technology is no longer just an enabler of business strategy. It is the business strategy. And with AI reshaping how companies operate, compete and grow — while rapidly accelerating the pace of change — the stakes have never been higher. • We’re focused on helping private equity investors and portfolio company leaders drive value creation through technology. In a world where investors deploy trillions annually into software and tech-enabled businesses, we're the team that makes sure the underlying technology actually delivers. • The expert judgment of our experienced practitioners is complemented by proven frameworks, tech-enabled solutions, and objective data to help organizations navigate critical technology decisions across diligence, transformation, growth, cybersecurity, AI, and operational execution. • Everything we do is grounded in five core values: Service. Curiosity. Credibility. Commitment. Creativity. • If you're energized by solving complex technology challenges and helping others succeed in critical moments, you'll fit right in.
Responsibilities
• Pre Sign Assessment and Diligence • Lead or contribute to technology due diligence with an explicit integration or separation lens, working directly with private equity deal teams, operating partners and target company leaders. • Assess the technology estate across enterprise applications, infrastructure, cloud, cybersecurity, identity, data, integrations, IT service management, vendors, organisation and operating model. • Identify technology entanglements, shared services, stranded costs, critical dependencies, key-person risks and constraints that could affect valuation, deal terms, Day 1 or the value creation plan. • Test the feasibility of the proposed integration, separation or standalone model and identify the decisions that must be made before signing or close. • Estimate one-time technology costs, recurring standalone costs, investment requirements, potential synergies and realistic timing using the best information available. • Review draft or proposed technology TSAs and identify gaps in scope, service levels, duration, cost, exit feasibility and Day 1 continuity. • Produce concise, investment-grade findings that distinguish material deal issues from matters that can be addressed through planning and execution. • Turn diligence findings into an executable technology plan with clear decisions, owners, dependencies, costs, milestones and escalation points. • Define technology Day 1 requirements for applications, infrastructure, access, cybersecurity, data, integrations, service support and vendors. • Develop or challenge application disposition, infrastructure separation or consolidation, data migration, identity, cybersecurity and vendor transition plans. • Shape the interim and target technology operating model, including organisation design, leadership needs, sourcing choices and governance. • Support TSA design and negotiation, build an achievable exit roadmap and test whether the buyer, seller and key suppliers have the capacity to deliver it. • Establish fit-for-purpose integration or separation governance and management information that gives executives a clear view of readiness and risk. • Where Crosslake is selected for follow-on work, lead technology integration or separation workstreams through stabilisation, key milestones and TSA exit. • Take on broader IMO or SMO leadership when the assignment requires an operator who can coordinate business and technology decisions, challenge delivery teams and maintain executive accountability. • Serve as an interim or fractional CIO or senior technology leader when a portfolio company needs hands-on leadership through transition, integration or standalone build-out. • Hold internal teams, vendors and implementation partners accountable for outcomes while protecting business continuity and the investment case. • Learn Crosslake's transaction methods, tools and quality standards through an initial apprenticeship on at least two engagements, then lead assignments independently. • Work in small, senior teams and draw on Crosslake specialists where deeper expertise is required. • Operate effectively with incomplete data, compressed timelines and changing transaction assumptions. • Communicate directly and credibly with investment committees, operating partners, boards, CIOs, CTOs, CISOs and technical teams. • Support engagement scoping and proposals with delivery insight, while remaining primarily accountable for client work and outcomes.
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