What are the responsibilities and job description for the Technology Due Diligence Expert position at Flagship Advisory Partners?
Who We Are
Flagship Advisory Partners is the leading independent strategy consulting firm focused exclusively on digital payments and embedded finance. We advise software companies, payments and fintech market leaders, financial institutions, and private equity investors worldwide from offices in the US, UK, and Europe.
Our project work spans:
- Client and Market Insights: Market sizing, strategic trends analysis, competitive benchmarking, customer portfolio analysis, and multi-national primary research.
- Growth Strategy: Strategic planning, opportunity identification, product design, go-to-market optimization, pricing strategy, and new market entry.
- Value Acceleration: Operating model definition, strategic partnerships, cost and process optimization, and expert advisory.
- M&A Advisory: Target identification and screening, commercial and technical due diligence, and post-merger value creation.
As private equity investors and strategics increasingly target fintech and payments-adjacent software businesses, evaluating a target’s product and platform architecture, technology stack, and engineering practices has become a critical dimension of the deal process. Flagship is building a dedicated technology due diligence practice to complement our established commercial due diligence capabilities and serve the growing demand from our PE and corporate clients.
Role Overview
You will serve as a senior member of our consulting team with a mandate to build and guide Flagship’s technology due diligence practice. This is a hybrid role combining hands-on diligence delivery with practice development and business origination. You will bring credibility and domain expertise from a career in financial services technology leadership, ideally complemented by consulting experience. Your responsibilities will include:
- Offering Leadership: Define the vision, methodology, and service offerings for Flagship’s technology due diligence practice. Develop standardized frameworks, assessment templates, and scoring models for evaluating technology platforms, engineering organizations, product architectures, and technical debt. Establish Flagship’s reputation as a credible technology diligence provider to the PE community and large corporates.
- Technology Due Diligence Delivery: Lead and deliver technology assessments in M&A transactions on compressed deal timelines. Evaluate targets across software architecture, scalability, code quality, technical debt, engineering team composition, development practices, infrastructure, security posture, product roadmap feasibility, and technology risk. Translate technical findings into business-relevant language informing investment theses, valuation, and post-close integration planning.
- Commercial and Technology Integration: Work alongside Flagship’s commercial due diligence teams to deliver integrated assessments where technology findings directly inform the commercial narrative. Identify where technical capabilities or limitations have material implications for growth potential, competitive positioning, customer retention, or margin trajectory.
- Business Development: Support and lead business development to position technology due diligence as a core Flagship offering. Cultivate relationships with PE operating partners, deal teams, and corporate development leaders. Generate deal flow through your professional network and domain credibility. Contribute thought leadership content and participate in industry conferences.
- Client Relationships: Build trusted advisor relationships with PE partners, operating executives, and corporate M&A teams. Serve as a go-to resource for investors seeking perspective on technology risk, scalability, and post-acquisition strategy within fintech and payments.
- Post-Acquisition Advisory: Identify opportunities to extend diligence engagements into post-close advisory work, including technology integration planning, engineering organizational design, platform modernization, and vendor rationalization. Help clients realize the technology-related value creation opportunities identified during diligence.
- Team Development: Mentor and develop consultants and analysts, building team capacity to support technology assessments. Contribute to recruiting efforts by helping to evaluate and attract candidates with relevant technology and consulting backgrounds.
What We Offer
Flagship provides a unique opportunity to be part of a small, collegial firm working on intellectually challenging assignments for the largest and most innovative payments and fintech companies. This role offers a path toward partnership and the chance to shape a practice area from the inside.
- Challenging, Varied Work: Work on 10 to 15 strategy and M&A advisory projects per year across software companies, platforms, financial institutions, and PE investors—gaining unique cross-market visibility into the embedded finance ecosystem.
- Boutique Culture: As a privately held boutique, we eschew bureaucracy, value intellectual honesty, celebrate shared success, and encourage team members to challenge assumptions constructively.
- Flexibility: Work from Annapolis, London, Amsterdam, or Prague, with remote considered for the right candidate. And although strategy consulting can be fast-paced and demanding, we recognize the need for work/life balance and support flexible work hours and work-from-home for tenured professionals.
- Competitive Compensation: Receive a market-competitive base salary, significant performance bonuses, excellent health insurance, and 401(k) with company contributions reflecting the seniority and business development expectations of this role.
Who We Look For
We seek a senior professional who combines deep technology assessment expertise with the structured problem-solving and client management skills of a strategy or technology consultant. The ideal candidate has led technology evaluations in a deal context and can translate complex technical findings into actionable business insights for non-technical stakeholders.
- Experience: 8–12 years of total professional experience, including meaningful tenure in technology consulting, technology due diligence, or a technology-focused advisory role. Relevant backgrounds include technology due diligence at a consulting firm, PE firm, Big Four, or specialist provider; technology strategy or architecture consulting; engineering leadership combined with consulting experience; or a CTO/VP Engineering role at a fintech or software company combined with M&A experience.
- Technology Assessment Expertise: Demonstrated ability to evaluate software platforms across architecture, scalability, code quality, technical debt, cloud strategy, security and compliance, engineering teams and processes, and product roadmap feasibility. Must engage credibly with engineering teams and evaluate technical artifacts.
- Deal Experience: Prior experience supporting M&A transactions through buy-side or sell-side technology diligence, post-merger integration, or related deal advisory. Familiarity with transaction pace, deliverables, and stakeholder dynamics. Understanding of how technology findings connect to valuation, risk, and integration planning.
- Domain Expertise: Knowledge of payments, lending, banking, and embedded finance. Familiarity with payment processing platforms, core banking systems, compliance and risk systems, and open banking APIs. Knowledge of API-first design, Agile, DevOps, CI/CD, cloud infrastructure, microservices, and AI.
- Consulting Skills: Demonstrated ability to structure ambiguous problems, synthesize complex technical and business information, and develop compelling deliverables under tight timelines. Strong English-language communication and writing skills. Experience distilling technical findings into executive-ready presentations and written reports that resonate with PE partners and corporate executives.
- Business Development Potential: A professional network within PE, technology consulting, or fintech that can be leveraged for business development. Comfort engaging with PE deal teams and operating partners, shaping proposals, and positioning technology diligence as value-added.
- People Leadership: Experience managing or mentoring teams. A collaborative, low-ego leadership style that thrives in a boutique environment.
- Impact Orientation: Proven track record of technology assessments that materially influenced deal decisions—identifying risks that changed deal terms, uncovering value creation opportunities, or providing post-close recommendations that accelerated integration. We value candidates who can point to specific outcomes, not just methodologies.
- Education: Bachelor’s degree in computer science, engineering, information systems, or a related technical field preferred. MBA from a top-tier business school is a strong positive. Candidates with non-technical degrees will be considered if their professional technology assessment experience is sufficiently deep and credible.
- Commitment: In-person preferred; remote considered for the right candidate. Willingness to travel and work extended hours when required. A clear articulation of why you want to apply your operating experience in a strategy advisory context and why you see this as a long-term career choice, not a stepping stone to your next operating role.
- Work Authorization: Must be authorized to work in the US, UK, or EU. We cannot sponsor employment visas.