Director, Transaction Advisory Services, Software & Technology

About Intrinsic

At Intrinsic, we believe that success is built on strong relationships and exceptional service. Headquartered in Denver, Colorado, we are a majority employee-owned company that partners with private equity firms, their portfolio companies, and the office of the CFO to provide transaction advisory services, valuation advice, and accounting and finance support. Since our founding in 2010, we’ve focused on what matters most: our people and clients. We take pride in our collaborative approach, tailoring each engagement to the unique situation at hand. We deliver more than just quality—we provide an unparalleled client experience with every interaction. This commitment is reflected in the strength of our team and culture, fueling an environment where every professional is empowered to contribute and grow.

With our sights set firmly on your success, we give every project the attention it deserves. We're not just advisors—we’re partners dedicated to propelling businesses forward.

About the Role

We are looking for a high-performing and strategically minded Director of Transaction Advisory Services, with proven experience supporting clients in the software and technology vertical, to lead complex buy- and sell-side financial due diligence projects. In this critical leadership role, you will work closely with private equity clients and middle-market companies to evaluate investment opportunities and uncover insights that drive better deal outcomes. You will also play a key role in advancing our software and technology industry transaction work, leveraging your sector knowledge to support complex deals in an evolving industry landscape. 

This position is ideal for someone who thrives at the intersection of data, strategy, and client service—and who is energized by developing others and growing a high-caliber team.

What You'll Do

• Lead and manage multiple buy-side and sell-side financial due diligence engagements, working directly with clients and target companies.
• Analyze and synthesize complex financial and operational data to assess the quality of earnings, net working capital, and other key metrics.
• Produce clear and concise reports that highlight key findings, risks, and strategic considerations for clients.
• Conduct client and management interviews, communicate insights with clarity, and provide expert recommendations throughout the transaction lifecycle.
• Participate in firm-building initiatives, including business development, service innovation, and recruiting.
• Mentor, train, and evaluate junior professionals to foster technical growth, leadership development, and a strong team culture.

Ideally, You Have

• A bachelor’s degree in accounting or finance; CPA or equivalent certification preferred.
• 5–7 years of relevant experience, ideally in a Transaction Advisory Services group at a Big 4 or national consulting firm.
• Demonstrated success leading financial due diligence engagements for private equity or middle-market clients.
• Direct experience working with software and technology companies, including analyzing SaaS/recurring revenue models and calculating related metrics.
• Advanced analytical skills with the ability to convert complex data into practical insights.
• Excellent verbal and written communication skills with a client-focused approach.
• Exceptional project management capabilities and the ability to balance multiple deadlines and priorities.

Ideally, You Are

• Naturally curious, resourceful, and energized by solving problems that require critical thinking.
• Motivated by delivering exceptional work and building long-term client relationships.
• Excited to work in a collaborative, fast-paced, and entrepreneurial environment.
• Someone who takes initiative, embraces responsibility, and leads with integrity.

Compensation and Benefits

This position has an expected annual base salary range of $175,000 - $230,000. Final compensation will be based on experience, education, skills, and qualifications. In addition to base salary, employees may be eligible for a performance-based bonus. Intrinsic offers a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) plan with employer contribution; paid time off, including vacation, sick leave, and company holidays; paid parental leave; flexible work arrangements; and ongoing professional development support. All full-time employees are eligible for these benefits.

All Candidates Must Reflect The Values That Are Core To Intrinsic

• Craftsperson – We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our client’s acknowledgment of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business.
• Relatable – When our clients think about who they’d like to spend time with outside of work, they think fondly of us. We genuinely like and respect each other. Our conversations are informed, but casual. They don’t feel the need to put on a corporate veneer when interacting with us, and we relate our knowledge to them succinctly, and in plain English. We get them to “ah, I got it” with expert precision in a humble yet confident way.
• Trusted Partner – A natural result of being both relatable and a master craftsman is that we become trusted partners – effective extensions of the clients we work with. Work is awarded on an uncontested basis. Over time, they may ask us to help with endeavors they know lay beyond our stated services, having developed confidence by observing us in situations where we innovate at the margin and find unique solutions in the normal course of traditional engagements. Their respect for us may manifest in other ways as well, like asking about what other kinds of work our firm performs, or referrals to other service providers. They use us as a filter and beacon for other craftspeople.
• Responsive – We care about our clients and we want them to know that. The way we show it is through responsiveness. Getting a quick response from us, at any time of day or night, even if it’s a few words, makes them know this. When we interact with them in this way, it builds a new and special dimension to the relationship. A personal one.
• Intellectual Curiosity – Part of our wiring is that we’re nerds at some level. We might have a little social anxiety, and we find solace and enjoyment in diving into topics that sharpen the saw in our craft. We’re not on a path of continuous improvement for financial reasons. We actually enjoy tinkering with concepts and tools that elevate our game. Sometimes we might want to take on an assignment that doesn’t fit with our strategy because something about it will give us the opportunity to personally explore something new.
• Commitment To The Firm – We have profound organizational ambition. We enjoy winning as a team and watching the flywheel accelerate through collaboration. We like winning independently to motivate our colleagues, and we love nothing more than watching them respond with big wins of their own. We love being the underdog together and the comradery that comes from building something special – with fewer resources and less capital than our competitors – and our clients love being a part of the process as well as we grow.
• Commitment To Each Other – As much as we like winning together, we like learning and growing together. We acknowledge each of us was carefully chosen for our inherent traits as continuous learners, having a strong desire to improve as both professionals and people. We strive to understand the challenges and demands of one another’s roles and we solve our problems, together. We know that the key to our respective individual successes is underpinned by our growth as leaders and our ability to win as a team, and we improve on both, daily.