Director – Product Diligence M&A

What we believe

In the past two years, more than a trillion dollars have been invested in software companies at record prices. And in many cases, the underlying tech is the greatest enabler to the business strategy. But has the approach to govern technology value creation caught up to the magnitude of the risk?

We believe a better way is possible – a more programmatic, proactive approach to actively manage technology throughout the investment lifecycle – and that’s what we do.

Our role

We know that technology can create truly transformative change, and its role in business is only growing. Crosslake is here to support the changemakers and help them buy, build and run better technology.

What we value

You could be a good fit for Crosslake if you see yourself reflected in our guiding values:

Service. We effect change by empowering others.

Curiosity. We believe great advice starts with deep understanding.

Credibility. Our expertise is earned and proven.

Commitment. It’s our privilege to serve clients in their critical moments.

Creativity. We are inspired by the constant pursuit of better.

Overview

Reporting to the Managing Director, this Director position is aligned to the product and technology buy-side and sell-side diligence practice. Product diligence services are focused on commercial aspects of the product technology, bridging traditional technical diligence to market and commercial analyses. The Director is accountable for managing teams to the successful delivery of client engagements, maintaining and evolving the product diligence practice materials, supporting business development efforts, and innovating new service offerings.

Role Responsibilities

• Client Service

Manage client-facing project teams to deliver engagements that meet their objectives on time and on budget

Serve as project lead or team member on engagements as needed

• Practice Management

Track practitioner skills and support practitioner recruiting efforts

Drive specific product/practice areas and set roadmaps/plans

Manage staffing of product practitioners

Onboard and mentor new practitioners

Contribute to evolving practice/product templates and artifacts

Maintain relationships with practice partners (expert networks, etc.)

Maintain and evolve practice qual materials

• Business Development

Cultivate and build client relationships with top-tier accounts (site visits, QBRs, etc.)

Develop proposals for new diligence opportunities

Scope product diligence engagements; participate in sales calls/SOW writing as needed

Qualifications

• Strong analytical skills evidenced by the development and application of product management-related analysis frameworks

• Strong written and oral communication skills demonstrated in management consulting or strategy consulting experience

• Experience analyzing markets and customer needs, preferably in the context of commercial diligence or growth strategy consulting

• Experience managing defining/delivering new software/SaaS offerings and managing product-level P&Ls

• Experience managing teams and developing team members

• Experience managing consulting engagements with executive-level clients

• Willingness and natural tendency to ‘roll up one’s sleeves’ and assist wherever needed

• Team player who will work across the organization and company to continue improving the way we serve our clients

• Coachable, embracing best practices and feedback as a means of continuous improvement

• Approach critical tasks with drive and energy, with an eye on the bottom line and emphasis on predictable completion

• Technology industry experience, corporate strategy/MBA preferred