Manager, Technology, Data and AI Advisory, Energy & Utilities

About Leo Berwick

Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

Within Leo Berwick, our technology, data and AI team works with infrastructure and private equity clients, and private market investors and their portfolio companies, across the full deal lifecycle, from M&A services to AI strategy and execution. We believe technology can have an outsized impact on firm performance and enterprise value.

As a growth-stage firm, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together.

About the role

The Energy & Utilities Technology Advisory Manager leads OT and infrastructure workstreams across the private equity investment lifecycle for assets in the energy & utilities sector. This role is built for a Solutions Architect with deep operational technology experience—someone who has designed and delivered across both IT and OT environments and is fluent in the technical realities of utility systems, control networks, industrial protocols, and hosting models.

Operating at the intersection of OT engineering, enterprise IT, and private equity, you will lead diligence, integration, and value-creation workstreams for transactions involving utilities, power generation, T&D, renewables platforms, energy services, midstream, and critical infrastructure assets. You will translate technical complexity in OT/IT environments into actionable financial narratives and partner directly with target IT and operations teams to build Day 1 readiness plans that protect business continuity and safeguard deal value. If you want a role where you can build something, this is a high-impact seat.

You’re the right fit for this role if –

• You want to help build and shape practice offerings, not just deliver within an existing playbook
• You want equity participation tied to the value you create
• You thrive with direct access to leadership and want accelerated career growth
• You’re energized by breadth: working across industries, deal stages, and problem types alongside C-suite portco leaders and PE sponsors

What you'll do

Full-Lifecycle M&A Advisory for Energy & Utilities Assets

• Diligence & Risk Assessment: Lead buy-side and sell-side technology workstreams to evaluate target OT environments (SCADA, DCS, PLCs, networks), identifying technical debt, regulatory exposures, and tech-driven opportunities to reduce OpEx and improve asset reliability.
• Transition & Value Creation: Partner with target IT and operations teams to execute critical Day 1 readiness plans (network cutovers, TSA exits, control system continuity) while collaborating with portfolio company leadership during the hold period to drive post-close modernization and AI-driven efficiencies.

Execution & Delivery

• Architectural Deep-Dives: Evaluate complex hybrid IT/OT environments—including plant/substation networks, cloud footprints, and integration patterns—producing high-fidelity diagrams that surface scalability bottlenecks and security gaps.
• Executive Storytelling & Financials: Translate complex technical and OT findings into clear, Board-ready presentations that bridge the gap between technical metrics and financial impacts like EBITDA, CapEx/OpEx, and ROI.

Engagement & Team Leadership

• Discovery & Pipeline Support: Lead high-stakes discovery sessions, site visits, and control room walkthroughs to extract data from unstructured environments, while contributing to the business development pipeline via pitch decks and scoping proposals.
• Project Leadership: Own end-to-end project scoping, workstream planning, and on-time delivery while managing consulting teams to ensure premium quality control under intense transaction timelines.

What you bring

Professional Experience

• Advisory Depth & Sector Expertise: 6–12 years in technology advisory, OT/IT consulting, solutions architecture, or technology leadership roles with deep asset-class exposure across regulated/unregulated utilities, power generation, T&D, renewables, midstream, or critical infrastructure.
• M&A Lifecycle Familiarity: Strong working knowledge of the private equity transaction lifecycle, with practical appreciation for the technical execution nuances of carve-outs, integrations, standalone readiness, and hold-period value creation.

Technical Foundation - Solutions Architect with OT Depth

• OT & Industrial Control Systems: Hands-on experience designing or assessing industrial control systems (SCADA, DCS, PLCs, historians) alongside core protocols (Modbus, DNP3, OPC-UA) and major vendor ecosystems.
• Security, Infrastructure & IT/OT Convergence: Practical working knowledge of the Purdue Reference Model, IEC 62443, and NERC CIP frameworks, paired with a strong grasp of hybrid cloud hosting, major hyperscalers, and bridging operational systems with enterprise IT platforms.

Strategic Mindset

• Value-Driven Orientation: A distinct commitment to isolating technical, infrastructure, and operational levers that directly preserve deal value or positively impact portfolio company EBITDA and reliability KPIs.

Communication & Leadership

• Executive Presence & Operator Credibility: Proven ability to deliver brief, confident technical perspectives to C-level executives, while remaining equally comfortable collaborating in the field with engineers to earn trust across the IT/OT boundary.
• Team Accountability: A demonstrated track record of managing professional services teams and driving workstream accountability under intense deal-cycle pressure.

Benefits & Perks North America

• Unlimited paid time off, including 2 weeks of disconnected time each year
• Flexible working arrangements – remote and location flexibility
• Attractive medical and dental insurance
• Pension & retirement contributions

Equal Opportunity Statement

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.