Director, M&A Transaction Advisory

West Monroe•Chicago, NY

3d•Hybrid

About The Position

Our Mergers & Acquisitions (M&A) practice is seeking a Director to join our rapidly growing team. In this leadership role, you will advise corporate and private equity clients throughout the transaction lifecycle, helping organizations navigate complex mergers, acquisitions, carve-outs, and transformations to accelerate value creation. Directors within our M&A practice serve as trusted advisors to executive stakeholders, bringing a strategic perspective across operating models, organizational design, functional transformation, technology enablement, and integration execution. This role combines client delivery leadership, business development, and practice building within one of the firm’s fastest-growing practices. You will play a key role in shaping the future of our M&A business — driving market growth, developing client relationships, mentoring teams, and evolving our advisory capabilities across due diligence, synergy realization, integration management, and separation planning. Our M&A team includes a variety of seasoned, expert, and award-winning professionals who bring deep industry and functional expertise to every engagement.

Requirements

Minimum of 12+ years of experience in consulting, transaction advisory, corporate strategy, or M&A-related roles
Minimum of 7+ years leading complex client engagements and managing cross-functional teams
Demonstrated experience advising clients on mergers, acquisitions, carve-outs, integrations, and/or value creation initiatives
Strong understanding of M&A strategy, operating model transformation, organizational change, and transaction execution
Experience working with private equity firms and/or corporate development organizations
Proven ability to build and maintain executive-level client relationships and drive business development activities
Experience leading multidisciplinary teams across functional and technology workstreams
Strong executive communication, facilitation, and presentation skills
Strong analytical, problem-solving, and strategic thinking capabilities
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
Ability to travel approximately 25–50%

Responsibilities

Serve as a senior advisor to corporate and private equity clients across the transaction lifecycle, including diligence, integration, carve-out, and value creation initiatives
Lead complex M&A engagements while building trusted relationships with C-suite executives, investment professionals, and functional business leaders
Advise clients on strategic and operational implications of transactions, including operating model design, organizational alignment, functional transformation, and technology enablement
Oversee transaction advisory teams in conducting operational and functional assessments, identifying risks, opportunities, synergies, and value creation levers
Guide clients through post-merger integration and separation planning efforts, including governance structures, Day 1 readiness, and execution management
Partner with clients to define future-state operating models and transformation roadmaps aligned to investment objectives and business strategy
Drive engagement quality, delivery excellence, and executive-level communications across multiple concurrent engagements
Lead business development efforts including originating opportunities, developing proposals, expanding existing accounts, and cultivating strategic relationships across the M&A ecosystem
Collaborate across West Monroe practices to bring integrated solutions to clients spanning strategy, operations, technology, people, and data
Drive the evolution of West Monroe’s M&A methodologies, thought leadership, and go-to-market offerings
Leverage AI tools and emerging technologies to accelerate analysis, synthesize complex information, and support data-driven client recommendations while applying sound judgment and critical thinking
Mentor and develop consultants and practice leaders, fostering a high-performance and collaborative team culture
Actively participate in recruiting, coaching, and retaining top consulting talent
Contribute to practice operations, market positioning, and long-term growth strategy