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

West Monroe•Dallas, TX

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 role works across the transaction lifecycle—from diligence and separation planning through Day 1 readiness and post-close execution—to reduce execution risk, accelerate value realization, and help build stronger standalone businesses. The Senior Consultant partners with cross-functional client stakeholders, develops data-driven recommendations, and delivers measurable outcomes. The role also contributes to practice growth through business development, knowledge sharing, and mentoring. The position includes leading technology workstreams across merger and carve-out programs, managing project plans and related risks, dependencies, budgets, and executive reporting, and using West Monroe methodologies and tools to support transaction execution. It also involves using AI tools to accelerate analysis and improve client insights and delivery, while applying sound judgment to evaluate AI-generated outputs. Travel may be required up to 50%.

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.
Experience using 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.
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%.
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.
Use West Monroe 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 support 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 client recommendations, and enhance delivery efficiency and client outcomes.
Evaluate AI outputs critically, including assessing accuracy and mitigating bias.