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 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.

• 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 work streams 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 New Co and Parent (carve‑out) and develop synergy models for mergers.
• Configure and maintain program management work spaces (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 work streams/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.

• 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., Power
  
  BI, 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.

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:…