Infrastructure M&A Technical Engagement Senior Associate

Position Summary:

RSM is seeking aSenior Associate to join our Infrastructure M&A ("Complex Delivery") team. This team leads strategic client engagements focused on M&A transactions, carveouts, integrations, and enterprise-scale IT transformations. We operate across industries, with a strong presence in private equity and high-growth portfolio companies.

In this role, you will bring a combination of technical depth and consulting presence to lead complex infrastructure initiatives. Whether supporting a carveout, leading a cloud migration, or shaping an infrastructure modernization strategy, you will serve as a trusted advisor to client stakeholders from CIOs to system engineers. This role is ideal for professionals who can both sell the vision and drive the delivery.

You will collaborate with internal architecture teams, technical engineers, and non-technical business stakeholders to align infrastructure design with business priorities. Candidates may come from a delivery background or possess strong pre-sales and solutioning experience, with the flexibility to grow in either direction.

Key Responsibilities:

Infrastructure Architecture and Technical Delivery:

• Lead infrastructure planning and execution for carveouts, TSA separations, cloud migrations, platform consolidations, and enterprise infrastructure modernization

• Design secure, scalable, and resilient infrastructure architectures across cloud, identity, endpoint, network, and collaboration platforms

• Develop reference architectures, infrastructure roadmaps, migration strategies, and architecture decision logs that align with business and technical requirements

• Translate infrastructure complexity into simple, structured frameworks that enable fast and confident decision-making by client stakeholders

Cloud, Identity, and Security Architecture:

• Architect hybrid and multi-cloud environments including Azure and AWS, with a focus on landing zones, IaaS and PaaS strategies, and governance frameworks

• Design identity and access management solutions using Azure AD, Conditional Access, role-based access control, and federated identity models

• Integrate Zero Trust principles and cloud security best practices into infrastructure solutions including segmentation, cloud security posture management, and endpoint protection

Automation, Resiliency, and Observability:

• Leverage infrastructure-as-code tools such as Terraform, Bicep, or PowerShell to enable scalable, repeatable, and compliant environments

• Design observability strategies using Azure Monitor, Sentinel, or equivalent platforms to ensure performance, uptime, and security

• Incorporate high availability, disaster recovery, and failover into infrastructure design and business continuity planning

Consulting, Leadership, and Client Engagement:

• Lead client-facing workshops and working sessions to gather requirements, define strategy, and build stakeholder consensus

• Communicate complex technical solutions to non-technical audiences including executive sponsors, business leads, and private equity investors

• Act as a trusted advisor across engagements by balancing strategic guidance, technical direction, and delivery oversight

• Contribute to business development activities by shaping solutions, estimating level of effort, and participating in pre-sales conversations

• Identify and pursue new opportunities by building strong client relationships and spotting areas for transformation or managed services engagement

Cross-Functional Program Integration:

• Coordinate across technical and business workstreams including HR, Legal, Finance, and ERP to ensure infrastructure designs meet broader operational goals

• Support enterprise-scale transitions involving organizational change, platform adoption, and user enablement

• Represent the Infrastructure and Managed Services team within strategic accounts and multi-discipline programs

Technology and Domain Expertise:

• Deep experience in Microsoft 365, EntraID, Intune

• Proficient in Azure, AWS, hybrid cloud, and network architecture

• Working knowledge of security tooling including cloud security posture management, data loss prevention, endpoint protection, and CASB

• Familiarity with ERP, HRIS, or other line-of-business system integrations

• Experience with automation, scripting, monitoring, and platform observability tools

Qualifications:

Required:

• 3+ years of experience in enterprise infrastructure, cloud architecture, or technical program delivery

• Proven track record in infrastructure transformation or M&A delivery including carveouts, migrations, or platform modernization

• Excellent communication and interpersonal skills with the ability to lead client conversations, build trust, and navigate ambiguity

• Ability to lead technical teams while maintaining client-facing credibility and professional presence

• Flexibility to travel based on client and project needs

Preferred:

• Experience in pre-sales solutioning, scoping infrastructure efforts, or contributing to proposal development

• Familiarity with enterprise architecture frameworks such as TOGAF or delivery playbooks for transformation programs

• Prior consulting experience or work in a private equity or high-growth environment

• Relevant certifications in Azure, AWS, Microsoft 365, security, or enterprise architecture