Engagement Manager Strategy

Overview

Our Client is a global management consulting firm that helps organizations make decisions that deliver measurable business outcomes. The organization partners with leading enterprises, high-growth technology companies, and investors to solve complex business challenges related to market expansion, global scaling, mergers and acquisitions, and long-term growth strategy.

The Strategy practice works with leadership teams to define and execute growth agendas through structured, data-driven problem solving, with a strong focus on the technology services ecosystem. This role offers the opportunity to lead strategic transactions, work closely with founders, CXOs, investors, and private equity firms, and contribute to high-impact business initiatives across the technology sector.

Key Responsibilities

Transaction Leadership

• Lead end-to-end M&A advisory and capital raising engagements across buy-side, sell-side, strategic advisory, and private capital transactions.
• Drive transaction execution from origination through signing and closure while ensuring high-quality client outcomes.
• Lead financial modeling and valuation analyses, including DCF, trading comparables, and transaction comparables.
• Develop transaction structures and investment recommendations.
• Manage due diligence processes and coordinate with legal advisors, accounting firms, lenders, investors, and other stakeholders.
• Oversee multiple live transactions simultaneously while ensuring quality, timeliness, and successful execution.

Business Development & Client Management

• Build and strengthen relationships with founders, promoters, CEOs, CFOs, private equity funds, venture capital investors, and strategic acquirers.
• Identify acquisition opportunities, strategic partners, investors, and transaction opportunities for clients.
• Contribute to business development, mandate origination, and revenue growth.
• Lead client discussions, negotiations, management presentations, and strategic transaction discussions.

Deal Materials & Strategic Analysis

• Review and oversee the preparation of teasers, Confidential Information Memorandums (CIMs), management presentations, pitch books, investment memoranda, valuation reports, and board materials.
• Interpret complex qualitative and quantitative information to develop actionable strategic recommendations.
• Conduct industry research, competitive analysis, transaction benchmarking, and investor landscape assessments across the technology ecosystem.
• Provide strategic insights that strengthen transaction positioning and support client decision-making.

Team Leadership

• Mentor, coach, and develop junior team members while maintaining consistently high-quality deliverables.
• Drive project planning, execution, and quality assurance across multiple client engagements.
• Foster collaboration across internal teams and external stakeholders to deliver exceptional client outcomes.

Required Qualifications

• 7–12 years of experience in Investment Banking, M&A Advisory, Private Equity, Transaction Advisory, or Corporate M&A.
• Strong experience across both transaction execution and client relationship management.
• Demonstrated experience originating and executing M&A and capital raising transactions.
• Advanced financial modeling and valuation expertise.
• Strong understanding of the Technology and Technology Services ecosystem.
• High proficiency in Microsoft Excel and Microsoft PowerPoint.
• Experience using financial databases and market intelligence platforms such as Capital IQ and PitchBook.
• Excellent analytical, communication, presentation, and negotiation skills.
• Strong client relationship management and stakeholder engagement capabilities.
• Ability to manage multiple priorities and live transactions under tight timelines.
• Proven leadership experience managing and mentoring high-performing teams.
• High ownership mindset, strong attention to detail, and an entrepreneurial approach.

Preferred Qualifications

• Prior experience covering Technology, IT Services, Software, SaaS, Digital Engineering, ER&D, AI, Cloud, Cybersecurity, or Technology-enabled Services sectors.
• MBA from a Tier 1 institute.
• CA, CFA, or Engineering background.

What We Offer

• Opportunity to lead marquee M&A and capital raising transactions within the technology sector.
• Direct engagement with founders, CXOs, investors, and global strategic buyers.
• Significant ownership and responsibility within a high-growth investment banking practice.
• Collaborative and entrepreneurial work environment with strong visibility and career progression.
• Exposure to complex strategic transactions and leading technology companies.

What Success Looks Like

• Successfully originate and execute high-impact M&A and capital raising mandates while delivering exceptional client satisfaction.
• Deliver strategic, commercially sound advice supported by robust financial analysis and valuation.
• Build trusted relationships with founders, investors, and senior executives that contribute to repeat business and long-term partnerships.
• Consistently produce high-quality transaction materials, financial models, and client presentations with exceptional attention to detail.
• Effectively lead multiple live engagements while maintaining execution excellence and meeting demanding timelines.
• Develop and mentor high-performing teams while fostering a culture of ownership, collaboration, and continuous learning.