Senior Strategic M&A Advisor - Enterprise Software/AI

Posted 2 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Overview: We are seeking an experienced independent M&A advisor to work directly with the founder and CEO on a confidential strategic sale process for enterprise software company. This is not a traditional investment banking engagement. We are looking for a senior advisor with deep technology M&A experience who can help position the company, identify strategic acquirers, facilitate introductions, advise on negotiations, and help maximize transaction value. The advisor will work directly with the CEO and external legal counsel. Company Overview The company develops enterprise software focused on AI-driven workflow automation, business process automation, knowledge management, and agentic AI solutions serving enterprise customers across telecommunications, retail, manufacturing, and other industries. Responsibilities -Develop overall M&A strategy and transaction roadmap -Refine positioning and acquisition narrative -Identify and prioritize strategic and financial buyers -Build confidential buyer outreach strategy -Make introductions to corporate development executives and decision makers -Advise on teaser, executive summary, and management presentation -Participate in selected buyer meetings -Help evaluate indications of interest and Letters of Intent -Advise on valuation and deal structure -Coordinate with legal, accounting, and tax advisors throughout diligence -Help create competitive tension among qualified buyers Ideal Background -Former Managing Director or Director at a recognized investment bank OR former Head of Corporate -Development or VP of M&A at a technology company 15+ years leading enterprise software or SaaS transactions -Extensive network of corporate development leaders -Experience selling founder-led technology companies -Strong understanding of AI, workflow automation, enterprise software, or digital transformation markets -Experience with transactions involving strategic buyers such as enterprise software vendors, industrial technology companies, systems integrators, or private equity-backed platforms is highly desirable.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Mergers & Acquisitions
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:2 days ago
  • Interviewing:
    1
  • Invites sent:
    3
  • Unanswered invites:
    0
About the client
Member since Feb 15, 2022
  • United States
    Irving4:16 PM
  • $128K total spent
    8 hires, 2 active
  • 3,718 hours
  • Tech & IT
    Mid-sized company (10-99 people)

Explore similar jobs on Upwork

Food & Beverage
Agriculture & Forestry
Science & Medicine
Supply Chain & Logistics
Health & Wellness
Economics
Tutoring
Legal
Corporate Law
Tax Law
Incentive
Legal Consulting
Law

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo