Associate - Diligence and Transaction Advisory

Associate - Diligence and Transaction Advisory

Key Responsibilities

Commercial Due Diligence (CDD)

• Execute market sizing and market share analysis with bottom-up and top-down validation
• High-level size and validate value creation levers
• Assess competitive landscape, positioning, and barriers to entry
• Validate business model assumptions, and revenue growth drivers
• Analyze customer concentration, contract terms, and customer satisfaction risks
• Synthesize findings into concise CDD outputs with clear identification and implications of operational and commercial risks, improvement opportunities and value creation levers

Vendor Due Diligence (VDD)

• Describe asset and current market positioning, landscape, sources of competitive differentiation etc.
• Develop compelling evidence-based equity story that future investors can underwrite
• Synthesize findings into comprehensive VDD reports with clear identification and implications of risks, opportunities, and value drivers
• Collaborate with management to ensure accuracy and consistency across materials

Portfolio value creation

• Conduct baseline assessments across SWF, PE and HoldCo portfolio companies to identify efficiency gaps, redundancies, and operational leverage opportunities
• Benchmark peers and industry best practice: cost structure, supply chain dynamics, capital efficiency
• Develop value creation plans with specific initiatives, and quantified financial targets (revenue uplift, cost reduction, EBITDA bridge)
• Build transformation roadmap prioritizing initiatives by impact, implementation, complexity and resource requirements
• Work alongside portfolio company management teams to implement operational improvements; provide coaching on change management and execution discipline

Experience

• 4-6+ years of progressive experience in one or more of the following:
• Private equity (MBB transactions/VDD teams, portfolio operations, or investment teams)
• Top-tier management consulting

Due Diligence Expertise

• Demonstrated experience conducting or supporting VDD (financial, operational, or strategic workstreams)
• Proven capability in CDD including market sizing, competitive analysis, and business validation
• Experience preparing comprehensive due diligence reports with findings, risks, and recommendations
• Ability to assess business quality, market dynamics, operational efficiency, and commercial viability
• Strong critical thinking and ability to identify risks, opportunities, and value drivers

If you think you're the right fit, we would love to hear from you