Senior Consultant, M&A (High Tech & Software Private Equity)

West Monroe Partners, LLC•Chicago, IL

41d

About The Position

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.â¯ 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. In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationships with existing), along with contributing to internal practice development leadership. Senior Consultants within West Monroe have three main responsibilities: Client Delivery 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, with an ability to evaluate SaaS enterprise software, evaluate market trends and competitive landscapes, assess software company operations and financials, utilize AI and analytics, and identify 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 Productâ¯Strategy, Target Operating Model development, cloud migration, cost optimization, digital transformation, and other value-based initiatives Practice Development 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 Business Development 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

Requirements

4+ years participating in team-based, client-facing management consulting, private equity, investment banking, market research, or quantitative research function
Excellent organizational, verbal and written communication skills
Strong financial, analytical, and problem solving experience
Exceptional PowerPoint creation and Excel analysis skills
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 work permanently in the United States without sponsorship
A commitment to inclusion and diversity, and openness to new ideas and perspectives

Nice To Haves

Experience in, and /or exposure to software/SaaS industry and experienced in specific technology sub-sectors (e.g. FinTech, EdTech, MedTech, Cybersecurity, etc.) preferred, but not mandatory

Responsibilities

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, with an ability to evaluate SaaS enterprise software, evaluate market trends and competitive landscapes, assess software company operations and financials, utilize AI and analytics, and identify 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 Productâ¯Strategy, Target Operating Model development, cloud migration, cost optimization, digital transformation, and other value-based initiatives
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