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West Monroe

Senior Consultant, Mergers & Acquisitions (Merger & Carve-out)

West Monroe, Minneapolis, Minnesota, United States, 55400

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West Monroe is seeking a Senior Consultant with expertise in M&A and a strong passion for technology to our rapidly growing Merger & Carveout Services (MCS) team. This role supports Private Equity and Corporate clients across all industries specific to mergers and divestiture / carve-out transactions with an IT lens. Areas of focus for IT would include domain knowledge in business applications, infrastructure, cybersecurity, and IT organization.

Are you ready to make an impact?

West Monroe is seeking a Senior Consultant with expertise in M&A and a strong passion for technology to our rapidly growing Merger & Carveout Services (MCS) team. This role supports Private Equity and Corporate clients across all industries specific to mergers and divestiture / carve-out transactions with an IT lens. Areas of focus for IT would include domain knowledge in business applications, infrastructure, cybersecurity, and IT organization.

As a Senior Consultant in our M&A practice, you will support clients through complex M&A transactions, from initial strategy and due diligence to integration/separation and post-deal activities including buy-side and sell-side engagements, mergers, integrations, and divestitures. You will leverage advanced M&A skills with strategic planning, cost modeling, and program management expertise to deliver impactful outcomes.

In addition to client delivery, you will contribute to business development, internal practice initiatives, and mentoring junior team members.

Senior Consultants Within West Monroe Have Many Responsibilities Project Delivery

Develop and analyze financial models to evaluate impact of transactions including bottom-up and top-down IT cost analysis (e.g., cost synergies, TSA replacement) across the P/L evaluating cost pools / vendors and develop one-time cost estimates

Manage transaction one-time cost and business run-rate cost models and provide executive level readouts on all cost drivers

Analyze key business applications (e.g., ERP, CRM, HRIS) with respect to business / industry requirements (e.g., capabilities, modules, pricing) and complete application dispositioning with input from application leaders

Lead technology workstreams (business applications, infrastructure, cybersecurity, etc.) in a post-close merger or carveout engagement

Support scoping, building, and pricing Transition Service Agreements (TSAs)

Determine and document entanglements among people, process, technology, assets, and contracts between NewCo and Parent (carveout) and develop synergy models (merger)

Configure and maintain program management workspaces (Smartsheet), manage workplans, manage risks/issues/decisions logs, and create custom dashboards / reports / workflows

Support transformation IT projects from a project management perspective (e.g., Day 1 readiness planning, and post-close technology execution management)

Identify and manage cross-functional dependencies across finance, legal, human resources, and other key areas to ensure cohesive transaction execution

Lead client-facing meetings, manage project timelines and deliverables, and oversee budget adherence

Present complex findings to C-level stakeholders with clarity and executive presence

Deliver high-quality work products autonomously and collaborate with other workstreams / teams to ensure the consistency and high quality of outputs

Other Responsibilities

Develop methodologies and frameworks for supporting projects across due diligence and post-close engagements

Drive merger/carveout specific initiatives, including the development of tools and accelerators (e.g., Workplans, IT reference architectures, industry value chains, financial modeling).

Mentor and coach junior team members, actively supporting onboarding, training, and career development

Act as a Career Advisor or Coach to new hires, fostering growth and alignment with firm values

Support opportunities by creating tailored proposals and statements of work

Participate in M&A industry events and build professional networks within the community

Qualifications

4+ years of experience in team-based, client-facing management or technology consulting, or IT M&A, preferably in a corporate strategic or private equity context.

Experience in specific industries (e.g., Software, Healthcare, Consumer & Industrial Products, Insurance) preferred but not mandatory.

Proven expertise in M&A-centric roles, particularly with private equity investors, including SaaS or software company mergers/integrations and carve-outs/divestitures.

Strong analytical, problem-solving, and quality assurance skills and data analysis tools (e.g. PowerBI, Alteryx, Tableau).

Excellent organizational, verbal, and written communication skills, with the ability to engage effectively with C-level executives.

In-depth knowledge of project planning methodologies, software development life cycles, and financial modeling.

Bachelor's degree preferred, or equivalent required; professional certifications (e.g., LeanIX Practitioner, Smartsheet, PMP) are a plus.

Ability to travel up to 50%, depending on client and project requirement; travel is typically short-term (2-3 days on-site per diligence project, 50-75% during post-close carve-out execution).

Authorization to work permanently in the United States without sponsorship.

A commitment to inclusion, diversity, and openness to new ideas and perspectives.

Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.

Seattle or Washington, D.C.

$124,100—$146,000 USD

Los Angeles

$130,000—$152,900 USD

New York City or San Francisco

$135,900—$159,900 USD

A location not listed above

$118,200—$139,000 USD

West Monroe

is an Equal Employment Opportunity Employer

We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com.

Please review our current policy regarding use of generative artificial intelligence during the application process.

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.

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