About The Position

West Monroe is seeking a Director to join its Exit Readiness & Sell-Side Advisory team within the Mergers & Acquisitions practice. The team advises private equity firms and portfolio companies on strategic and technical factors that can affect an exit, helping clients identify and address risks, uncover value-creation opportunities, and prepare for diligence. The team also works with management teams and investment banks to shape clear, credible narratives about a company’s technology and operations. The Director will lead client delivery, build and expand client relationships, and help grow the sell-side advisory offering. The role works with senior executives, investors, investment banks, and other advisors, and contributes to developing the team, methodologies, and practice. Directors’ responsibilities span business development, practice development, and client delivery.

Requirements

  • Bachelor’s degree or equivalent experience required.
  • At least 10 years of relevant consulting, industry, transaction, or related experience.
  • Significant experience leading complex client engagements and teams in strategy, operations, technology, or transaction advisory.
  • Experience with sell-side diligence, exit readiness, or related M&A work.
  • Track record of developing client relationships and originating or expanding business.
  • Strong executive presence and ability to advise and coach senior leaders, investors, and other transaction stakeholders.
  • Excellent critical thinking, analytical, written, and verbal communication skills.
  • Strong project leadership skills, including scope, schedule, budget, issue, and risk management.
  • Experience recruiting, coaching, and developing consulting talent.
  • Ability to travel up to 50%.
  • Must be eligible to work permanently in the United States without sponsorship.
  • Commitment to inclusion and diversity and openness to new ideas and perspectives.

Nice To Haves

  • Advanced degree.
  • Experience advising private equity or venture capital firms and portfolio companies is strongly preferred.

Responsibilities

  • Build and expand relationships with private equity firms, portfolio companies, investment banks, and other transaction advisors.
  • Identify and pursue opportunities to support clients preparing for a recapitalization, financing, or sale involving technology, operations, and AI.
  • Lead business development meetings, understand client needs, and shape those needs into proposals and engagements.
  • Develop work plans and pricing estimates that connect services to client priorities and potential value.
  • Build and maintain a network across the investment and advisory community and collaborate with West Monroe colleagues to develop opportunities.
  • Help set the strategic direction of the sell-side advisory offering and lead initiatives supporting its growth.
  • Develop and improve sell-side advisory methodologies, tools, and approaches to client delivery.
  • Contribute to practice planning, recruiting, team building, and an inclusive team culture.
  • Recruit, coach, and retain consultants; provide feedback and support their professional development.
  • Share knowledge and strengthen collaboration across West Monroe’s M&A practice and broader capabilities.
  • Lead sell-side advisory and exit-readiness engagements for companies and investors across industries.
  • Advise executive teams and investors on AI, operational, and technical considerations affecting transaction readiness, valuation, or buyer diligence.
  • Assess business processes, operating models, organizational structures, and supporting technologies to identify risks and opportunities.
  • Help clients prepare for and navigate diligence, including strategies to address critical issues and strengthen readiness.
  • Coach client executives on communicating the value of their technology and operations and responding to challenging diligence topics.
  • Work with investment banks, owners, and other advisors to develop clear, supportable narratives about companies’ operational and technology positions.
  • Identify strategic opportunities and assess their potential for value creation.
  • Set engagement direction, guide preparation of focused request lists and agendas, facilitate client reviews, and ensure high-quality, timely deliverables.
  • Manage engagement economics, including scope, budgets, pricing, invoicing, and collections.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Basic life insurance
  • 401(k) plan
  • Employee stock ownership program
  • Annual bonuses
  • Unlimited flexible time off
  • Ten paid holidays
  • Eligibility for ten weeks of paid parental leave upon hire date
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