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West Monroe · 2 hours ago

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

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$124K/yr - $146K/yr

4+ years exp

West Monroe is a global business and technology consulting firm seeking a Senior Consultant with expertise in M&A. This role involves supporting clients through complex M&A transactions, focusing on IT aspects, and includes responsibilities in project delivery, business development, and mentoring junior team members.

Business DevelopmentConsultingInformation ServicesInformation TechnologyService Industry

No H1B

Responsibilities

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

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

Qualification

M&A expertiseFinancial modelingProject managementData analysis toolsBusiness applications knowledgeCybersecurity knowledgeAnalytical skillsCommunication skillsOrganizational skillsMentoring skillsTeam collaborationProblem-solving skills

Required

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

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

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