West Monroe
Senior Consultant, Mergers & Acquisitions (Merger & Carve-out)
West Monroe, New York, New York, us, 10261
Senior Consultant, Mergers & Acquisitions (Merger & Carve‑out)
West Monroe is seeking a Senior Consultant with expertise in M&A and a strong passion for technology for our rapidly growing Merger & Carveout Services (MCS) team. This role supports Private Equity and Corporate clients across all industries in mergers and divestiture/carve‑out transactions with an IT lens, focusing on business applications, infrastructure, cybersecurity, and IT organization.
Responsibilities
Develop and analyze financial models to evaluate transaction impacts, including bottom‑up and top‑down IT cost analysis (e.g., cost synergies, TSA replacement) across the P/L, evaluating cost pools/vendors and creating 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) relative to business/industry requirements and complete application dispositioning.
Lead technology workstreams in post‑close mergers or carve‑out engagements.
Support scoping, building, and pricing Transition Service Agreements (TSAs).
Determine and document entanglements among people, process, technology, assets, and contracts between NewCo and Parent (carve‑out) and develop synergy models for mergers.
Configure and maintain program management workspaces (Smartsheet), manage work‑plans, risks, issues, decisions logs, and create custom dashboards, reports, and workflows.
Support transformation IT projects from a project‑management perspective (e.g., Day 1 readiness planning, post‑close technology execution management).
Identify and manage cross‑functional dependencies across finance, legal, HR, and other key areas for 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 consistency and quality.
Develop methodologies and frameworks for due diligence and post‑close engagements.
Drive merger/carve‑out initiatives, including development of tools and accelerators (e.g., workplans, IT reference architectures, industry value chains, financial modeling).
Mentor and coach junior team members; support 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.
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, especially with private equity investors, including SaaS or software company mergers/integrations and carve‑outs/divestitures.
Strong analytical, problem‑solving, and quality assurance skills and familiarity with data analysis tools (e.g., PowerBI, Alteryx, Tableau).
Excellent organizational, verbal, and written communication skills, with 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) and 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.
Commitment to inclusion, diversity, and openness to new ideas and perspectives.
Compensation & Benefits Salary ranges (based on location):
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
Employees and families are covered by medical, dental, vision, and basic life insurance. Employees can enroll in the 401(k) plan, purchase shares in the employee stock ownership program, and may receive annual bonuses. Unlimited flexible time off, ten paid holidays per year, and up to ten weeks of paid parental leave are available upon hire.
Equal Employment Opportunity Statement 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. For more information about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
Please let us know if you require a reasonable accommodation to participate in our recruiting process by emailing recruiting@westmonroe.com. 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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Responsibilities
Develop and analyze financial models to evaluate transaction impacts, including bottom‑up and top‑down IT cost analysis (e.g., cost synergies, TSA replacement) across the P/L, evaluating cost pools/vendors and creating 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) relative to business/industry requirements and complete application dispositioning.
Lead technology workstreams in post‑close mergers or carve‑out engagements.
Support scoping, building, and pricing Transition Service Agreements (TSAs).
Determine and document entanglements among people, process, technology, assets, and contracts between NewCo and Parent (carve‑out) and develop synergy models for mergers.
Configure and maintain program management workspaces (Smartsheet), manage work‑plans, risks, issues, decisions logs, and create custom dashboards, reports, and workflows.
Support transformation IT projects from a project‑management perspective (e.g., Day 1 readiness planning, post‑close technology execution management).
Identify and manage cross‑functional dependencies across finance, legal, HR, and other key areas for 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 consistency and quality.
Develop methodologies and frameworks for due diligence and post‑close engagements.
Drive merger/carve‑out initiatives, including development of tools and accelerators (e.g., workplans, IT reference architectures, industry value chains, financial modeling).
Mentor and coach junior team members; support 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.
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, especially with private equity investors, including SaaS or software company mergers/integrations and carve‑outs/divestitures.
Strong analytical, problem‑solving, and quality assurance skills and familiarity with data analysis tools (e.g., PowerBI, Alteryx, Tableau).
Excellent organizational, verbal, and written communication skills, with 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) and 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.
Commitment to inclusion, diversity, and openness to new ideas and perspectives.
Compensation & Benefits Salary ranges (based on location):
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
Employees and families are covered by medical, dental, vision, and basic life insurance. Employees can enroll in the 401(k) plan, purchase shares in the employee stock ownership program, and may receive annual bonuses. Unlimited flexible time off, ten paid holidays per year, and up to ten weeks of paid parental leave are available upon hire.
Equal Employment Opportunity Statement 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. For more information about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
Please let us know if you require a reasonable accommodation to participate in our recruiting process by emailing recruiting@westmonroe.com. 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.
#J-18808-Ljbffr