
201 - 500 employees
đź’Ľ Consulting
đź’¸ Finance
Consulting • Finance • Technology
Crosslake Technologies is a global advisory firm that specializes in serving private equity investors and their portfolio companies. The company focuses on technology due diligence, digital transformation strategy, and technology value creation. Crosslake Technologies provides executive leadership consulting through the private equity investment lifecycle, offering expertise in security, architecture, engineering alignment, and Software Development Life Cycle (SDLC) processes. They also provide interim leadership roles for CTOs, CISOs, CIOs, and chief engineers. Their proprietary platform delivers actionable insights to guide critical technology decisions, informed by data from over 4,000 technology M&A transactions. Their mission is to support private equity through the M&A investment lifecycle by optimizing technology and creating value across portfolio operations.
🔥 5 minutes ago
🇺🇸 United States – Remote
⏳ Contract/Temporary
đźź Senior
đź”´ Lead
đź’Ľ Consultant
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201 - 500 employees
đź’Ľ Consulting
đź’¸ Finance
Consulting • Finance • Technology
Crosslake Technologies is a global advisory firm that specializes in serving private equity investors and their portfolio companies. The company focuses on technology due diligence, digital transformation strategy, and technology value creation. Crosslake Technologies provides executive leadership consulting through the private equity investment lifecycle, offering expertise in security, architecture, engineering alignment, and Software Development Life Cycle (SDLC) processes. They also provide interim leadership roles for CTOs, CISOs, CIOs, and chief engineers. Their proprietary platform delivers actionable insights to guide critical technology decisions, informed by data from over 4,000 technology M&A transactions. Their mission is to support private equity through the M&A investment lifecycle by optimizing technology and creating value across portfolio operations.
• Lead sell-side technology diligence, including evidence review, management interviews, buyer-readiness assessment, remediation priorities, and support for buyer questions • Lead buy-side technology diligence and assess systems, infrastructure, organisation, vendors, contracts, spend, scalability, resilience, and investment requirements • Evaluate ERP, warehouse, WMS, CRM, and PSA environments and the business processes they support • Assess end-to-end business processes using process walkthroughs, management and user interviews, system evidence, reports, and operating metrics • Assess data centres, colocation, networks, identity, end-user computing, backup, disaster recovery, hybrid cloud, and migration of traditional COTS systems to IaaS or limited PaaS environments • Assess MSP and MSSP arrangements, including scope, pricing, contracts, service levels, performance, transition risk, and governance • Evaluate IT operating procedures, including service desk, incident, problem and change management, onboarding and offboarding, access management, asset and configuration management, escalation, service levels, and reporting • Identify and size one-time and recurring technology investments • Translate technical and operational findings into concise, evidence-based conclusions for investors and senior non-technical stakeholders • Develop post-close systems roadmaps and help clients select vendors, govern delivery, improve operating discipline, or fill interim leadership gaps • Collaborate with Crosslake specialists across cybersecurity, data and AI, product and software, integration, and carve-out services • Contribute to Crosslake methods, benchmarks, training, and service development
• At least 15 years of relevant experience in enterprise systems, IT operations, technology leadership, systems transformation, transaction advisory, or a combination of these fields • Experience leading multiple sell-side, buy-side, or comparable rapid technology assessments for private-equity, corporate M&A, or portfolio-company clients • Leadership-level knowledge across ERP and warehouse systems, PSA, CRM, and traditional infrastructure and managed services • Deep operating or delivery experience in at least two of those three areas • Direct accountability for major business-process or systems outcomes, transformation programmes, budgets, service providers, or IT operations • Demonstrated ability to conduct process walkthroughs and assess end-to-end business processes across multiple functions • Direct experience in several of order-to-cash, project-to-cash, procure-to-pay, record-to-report and month-end close, recruit-to-retire, warehouse and fulfilment operations, and IT service management • Experience selecting, implementing, upgrading, recovering, or rationalising enterprise systems • Practical understanding of process and data dependencies • Experience with traditional and hybrid infrastructure, including data-centre or colocation environments and migrations of packaged applications to cloud infrastructure • Experience selecting, transitioning, managing, or materially renegotiating MSP or MSSP services • Strong analytical and financial judgment, including the ability to estimate one-time and recurring technology investments • Excellent written and verbal communication with investors, boards, executives, functional leaders, and technical teams • Self-directed and hands-on working style suited to fast-moving, remote client engagements • Preferred: Former CIO, VP of IT, Head of Enterprise Applications, enterprise systems programme leader, technology operating partner, or senior M&A technology advisor • Preferred: Experience in professional services, technology-enabled services, distribution, logistics, manufacturing, or other sectors where enterprise systems directly affect revenue and operational delivery • Preferred: Experience with Salesforce and industry-relevant PSA and professional-services platforms • Preferred: Experience with WMS and warehouse operations; eCommerce exposure is an additional advantage • Preferred: Experience converting diligence findings into systems roadmaps, vendor selections, implementation governance, or interim leadership assignments • Preferred: Bachelor's degree in information systems, computer science, engineering, business, or a related field
• Contract employment • Remote work arrangement • Opportunity to work on private-equity diligence and value-creation engagements • Collaboration with specialists in cybersecurity, data and AI, product and software, integration, and carve-out services • Contribution to methods, benchmarks, training, and service development
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