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

West Monroe • New York, NY

10d • $135,900 - $159,900

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. The role partners with cross-functional client stakeholders to reduce execution risk, accelerate value realization, and help build stronger standalone businesses. It also contributes to M&A practice growth through business development, knowledge sharing, and mentoring. The position 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, including 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, with critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
• Ability to travel up to 50%.
• 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.

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.
• Leverage West Monroe 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, support data-driven recommendations, and enhance delivery efficiency while exercising sound judgment in evaluating outputs.

Benefits

• Medical, dental, vision, and basic life insurance coverage for employees and their families.
• Enrollment in the company 401(k) plan.
• Ability to purchase shares through the employee stock ownership program.
• Eligibility to receive annual bonuses.
• Unlimited flexible time off.
• Ten paid holidays throughout the calendar year.
• Eligibility for ten weeks of paid parental leave upon hire date.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior