Senior Consultant, Mergers & Acquisitions; Merger & Carve

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 to join our rapidly growing Merger & Carve‑Out Services (MCS) team. In this role you will support Private Equity and Corporate clients across all industries involved in mergers and divestiture/​carve‑out transactions with an IT lens.

• Develop and analyze financial models to evaluate the 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 developing 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 (capabilities, modules, pricing) and complete application dispositioning with input from application leaders.
• Lead technology work streams (business applications, infrastructure, cybersecurity, etc.) in a post‑close merger or carve‑out engagement.
• Support scoping, building, and pricing Transition Service Agreements (TSAs).
• Determine and document entanglements among people, process, technology, assets, and contracts between New Co and Parent (carve‑out) and develop synergy models (merger).
• Configure and maintain program management work spaces (Smartsheet), manage workplans, 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, 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 work streams to ensure consistency and quality of outputs.

• Develop methodologies and frameworks for supporting projects across due diligence and post‑close engagements.
• Drive merger/carve‑out 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.

• 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., Power
  
  BI, 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%; 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.

Salary…