Senior Consultant, Mergers & Acquisitions (Merger & Carveout Services)

West Monroe•Chicago, IL

About The Position

West Monroe is seeking a Senior Consultant to join its growing Merger & Carveout Services (MCS) team. The team helps private equity and corporate clients navigate mergers, acquisitions, carve-outs, divestitures, and integrations by combining transaction experience with technology, operational, and financial expertise. The Senior Consultant works across the transaction lifecycle, from diligence and separation planning through Day 1 readiness and post-close execution, helping clients reduce execution risk, accelerate value realization, and build stronger standalone businesses. The role partners with cross-functional client stakeholders to solve complex challenges, develop data-driven recommendations, and deliver measurable business outcomes. It also contributes to the growth of the M&A practice through business development, knowledge sharing, and mentoring. The position supports technology workstreams and transaction activities across multiple industries. It involves analyzing technology and operating models, developing financial analyses, facilitating client and executive discussions, managing project execution, and applying AI tools to improve insights and delivery quality. The role may require travel up to 50% and requires the ability to work permanently in the United States without sponsorship.

Requirements

At least 4 years of client-facing management consulting, technology consulting, transaction advisory, or IT M&A experience supporting private equity or corporate clients.
Experience supporting mergers, acquisitions, integrations, carve-outs, divestitures, or technology transformation initiatives.
Experience developing financial models, standalone cost analyses, synergy assessments, TSA analyses, or technology business cases.
Understanding of enterprise business applications, infrastructure, cybersecurity, data, and technology operating models within an M&A environment.
Experience managing project workstreams, balancing competing priorities, and delivering high-quality client outcomes in fast-paced environments.
Strong analytical, problem-solving, financial modeling, and quality assurance skills, with experience using tools such as Smartsheet, Power BI, Tableau, Alteryx, or similar platforms.
Excellent verbal, written, and presentation skills, with the ability to communicate effectively with executive stakeholders.
Bachelor’s degree required.
Experience integrating AI tools, such as ChatGPT, into day-to-day workflows to enhance productivity and insight generation, with critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Ability to travel up to 50%.
Ability to work permanently in the United States without sponsorship.
Commitment to inclusion and diversity and openness to new ideas and perspectives.

Nice To Haves

Relevant certifications such as PMP, LeanIX, Smartsheet, or other project management or technology certifications.

Responsibilities

Support buy-side and sell-side merger, integration, and carve-out engagements for private equity and corporate clients across multiple industries.
Develop standalone operating cost models, one-time separation cost estimates, synergy analyses, and technology financial models to support investment decisions and transaction execution.
Analyze business applications, infrastructure, cybersecurity, data, and technology operating models to assess risks, identify value creation opportunities, and develop integration or separation recommendations.
Support the planning, design, negotiation, and execution of Transition Services Agreements (TSAs), standalone operating models, and Day 1 readiness activities.
Lead technology workstreams across post-close merger and carve-out programs, managing project plans, risks, dependencies, budgets, and executive reporting.
Identify and document business, process, technology, contractual, and organizational entanglements to support successful separations and integrations.
Facilitate client workshops, present recommendations to executive stakeholders, and translate complex analyses into clear, actionable insights.
Use West Monroe’s proprietary methodologies, accelerators, and Intellio™ assets to improve planning, governance, collaboration, and transaction execution.
Contribute to proposals, statements of work, client pursuits, and thought leadership initiatives that strengthen the growth of the M&A practice.
Mentor consultants and analysts through coaching, knowledge sharing, and quality review of project deliverables.
Use AI tools to accelerate analysis, synthesize complex information, and support data-driven client recommendations, applying sound judgment when evaluating outputs.
Apply AI technologies, including generative AI, automation tools, and data models, to enhance insights, improve delivery efficiency, and elevate client outcomes.