Senior Leader – Managing Director, Technology, Data and AI Advisory – Energy & Infrastructure

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Develop and expand Leo Berwick’s advisory practice in the power, utilities, and renewables technology sectors.

• Establish the sector's perspective, service offerings, and market entry strategy.

• Initiate and finalize partnerships with private equity sponsors, infrastructure funds, and corporate buyers.

• Provide training and mentorship to team members on technology due diligence specific to the sector.

• Oversee technology due diligence workstreams for both buy-side and sell-side transactions.

• Assess the technology landscape, architecture, and readiness of target organizations.

• Manage technology separation planning and execution for carve-out transactions, including the scope of Transitional Service Agreements (TSA), stranded costs, and exit strategies.

• Direct post-merger technology integration planning and execution efforts.

• Act as the primary technology advisor for C-suite executives of portfolio companies and private equity deal teams.

• Ensure the complete delivery of engagements, managing cross-functional teams, maintaining quality, adhering to timelines, and ensuring client satisfaction.

• Play a key role in business development and collaborate across various practices and service lines.

⛳️ Requirements

• Proven, hands-on experience serving clients in the renewables, power generation, or utilities sectors.

• Strong expertise in technology and/or data.

• Ability to personally evaluate target architectures and review operational technology (OT) and information technology (IT) environments, including SCADA, EMS/DMS, AMI, GIS, asset and work management, and ERP systems.

• Experience in developing software or data solutions, encompassing applications, data pipelines, analytics models, or integrations.

• In-depth knowledge of data and artificial intelligence, with experience in designing and implementing AI use cases and conducting AI impact assessments.

• Experience in assessing cybersecurity and compliance risks is a plus.

• 10–15+ years of relevant experience in a senior leadership position.

• Proven track record of business origination and growth.

• Experience leading cross-functional teams, often in a distributed setting.

• Ability to build trust with senior executives and investment professionals.

• Background in technology mergers and acquisitions (M&A) and consulting is advantageous.

• Experience advising private equity firms, infrastructure funds, or corporate buyers is highly preferred.

• Relationships must be portable and comply with previous firm non-compete and non-solicit agreements.

🏝️ Benefits

• Equity participation linked to the value you generate.

• Competitive salary with performance-based bonuses.

• Comprehensive benefits package.

• Flexible, remote-first work model available across North America.

• Unlimited paid time off, including two weeks of disconnected time each year.

• Flexible work arrangements with options for remote work and location flexibility.

• Attractive medical and dental insurance coverage.

• Pension and retirement contributions.

• Direct access to leadership and opportunities for accelerated career advancement.

• Broad experience across different deal stages and problem types.