Senior Consultant, Mergers & Acquistions; -tech & software private equity). Chicago

Overview

Are you ready to make an impact?

West Monroe is seeking an experienced consulting analyst with prior experience in and a strong passion for technology Mergers and Acquisitions to join our national Mergers and Acquisitions practice. Our team serves an array of interesting and exciting Private Equity and Corporate Strategic clients across the nation.

As Senior Consultant in our Mergers and Acquisitions practice, you will serve Private Equity and Strategic clients across the transaction life cycle — from platform acquisitions to mergers/integrations to corporate divestiture/carve‑out transactions, including sell‑side readiness, pre‑close technology and operations due diligence, Day 1 readiness planning, post‑close execution management, and product/technology strategy.

• Support teams serving Private Equity and Corporate Strategic buyers while demonstrating advisory capabilities with high level client counterparts such as Private Equity Deal Teams and Operating Partners, CTOs, CPOs, and CIOs.
• Contribute to fast‑paced due diligence engagements for Private Equity clients, evaluating SaaS enterprise software, market trends and competitive landscapes, software company operations and financials, utilizing AI and analytics, and identifying value‑creation opportunities for strategic decision making.
• Play a key role in workstream ownership for technology planning, strategy, and post‑close engagements in complex transactions (post‑merger integration and carve‑out/divestitures) focused on Product Strategy, Target Operating Model development, cloud migration, cost optimization, digital transformation, and other value‑based initiatives.
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data‑driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.

• Build data‑driven methodologies and assets for evaluating software businesses in a due diligence capacity, and manage related internal initiatives.
• Enhance analysis and presentation frameworks used in due diligence and product advisory engagements.
• Collaborate with a team of industry and business consultants in order to elevate advisory capabilities of the M&A team.
• Actively participate in the performance management process.
• Actively participate in recruiting and retaining top quality consultants.

• Support opportunities to provide prospects and clients with post‑close strategy advisory for software businesses; collaborate with practice partners to support these opportunities.
• Create work plans, pricing estimates, and risk assessments for prospects.
• Actively participate in M&A industry events.
• Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs.
• Attend networking events and actively build and leverage a professional network and affiliate network in the local community.

• 4+ years participating in team‑based, client‑facing management consulting, private equity, investment banking, market research, or quantitative research function.
• Experience in, and /or exposure to software/SaaS industry and experienced in specific technology sub‑sectors (e.g., Fin Tech, EdTech, Med Tech, Cybersecurity, etc.) preferred, but not mandatory.
• Excellent organizational, verbal and written communication skills.
• Strong financial, analytical, and problem solving experience.
• Exceptional PowerPoint creation and Excel analysis skills.
• Experience integrating AI tools (e.g., ChatGPT) into day‑to‑day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high‑quality outputs.
• Strong communication skills to be able to work with senior investment professionals and / or C‑level clients.
• Ability to travel up to 50%;
  Travel is short term (2–3 days on‑site per diligence project, 50–75% during post‑close carve‑out execution).
• Bachelor's degree preferred, or equivalent required.
• Ability to…