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

West Monroe•Chicago, IL

12d•Hybrid

About The Position

West Monroe is seeking a Senior Consultant to join its growing Merger & Carve-out Services (MCS) team. This role assists private equity and corporate clients in managing complex transactions such as mergers, acquisitions, carve-outs, divestitures, and integrations. The Senior Consultant will be involved throughout the transaction lifecycle, from diligence and separation planning to Day 1 readiness and post-close execution, aiming to reduce risk, accelerate value, and build stronger businesses. The role involves collaborating with client stakeholders to address challenges, develop data-driven recommendations, and achieve measurable outcomes. Additionally, the Senior Consultant will contribute to the M&A practice's growth through business development, knowledge sharing, and mentoring.

Requirements

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 (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 25 to 50%.
A commitment to inclusion and diversity, and openness to new ideas and perspectives.
Ability to work permanently in the United States without sponsorship.

Nice To Haves

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

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 while 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.
Leverage 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 by providing coaching, knowledge sharing, and quality review of project deliverables.
Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.