Senior Consultant, Mergers & Acquisitions (high tech & software)

West Monroe•Los Angeles, CA

1d•$118,200 - $159,900

About The Position

West Monroe is seeking a Senior Consultant with experience and interest in the Software & High-Tech industry, serving clients from its Chicago, New York, Los Angeles, or San Francisco offices. The role works in small teams with Software & High-Tech clients and Private Equity investors, particularly in software, TMT, and tech-enabled services. Engagements include market and product strategy, operational improvement, margin optimization, due diligence, merger integration, and carve-outs. The Senior Consultant contributes to client delivery, practice development, and business development. The role supports advisory engagements with senior client stakeholders, leads analysis and workstreams, develops recommendations and project deliverables, and helps build the firm's Software & High-Tech methodologies and capabilities. It also supports proposals, go-to-market materials, client relationships, recruiting, and industry networking. The position uses AI tools and technologies to accelerate analysis, improve delivery efficiency, and support client outcomes, while applying sound judgment to assess AI-generated outputs.

Requirements

At least 4 years of work experience, including experience in at least one of the following: team-based, client-facing management, technology, or strategy consulting for B2B SaaS companies; an operational role within a B2B SaaS company such as Product Manager, Product Owner, or CSM; or M&A experience at a B2B SaaS strategic acquirer.
Experience independently leading a workstream and managing 1–2 team members.
Sound understanding of software and SaaS business models and economics.
Knowledge of go-to-market practices in a technology business, such as sales effectiveness, pricing, and sales operations.
Excellent organizational, verbal, and written communication skills.
Experience managing client relationships.
Strong analytical, problem-solving, and quality assurance experience.
Ability to communicate and work effectively with C-level clients.
Ability to work permanently in the United States without sponsorship.
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 quality.

Nice To Haves

Experience in specific Software & High-Tech subsectors, such as FinTech, Healthcare IT, or Marketing Tech.

Responsibilities

Support teams serving Software & High-Tech and Private Equity clients, demonstrating advisory capabilities with C-level executives, business unit general managers, and Private Equity deal and operating partners.
Contribute to fast-paced due diligence engagements by evaluating market opportunity, product technology, operating models, margins, revenue, and growth risks.
Play a key role in strategy and operational projects, including post-merger integration, carve-outs and divestitures, operating model transformation, product strategy, target operating model development, post-sales operations, retention improvement, and transaction program advisory.
Conduct market research on total addressable market, market growth dynamics, headwinds and tailwinds, and competitive landscapes.
Analyze software financials, including revenue mix, gross and net retention, churn, and SaaS margins, as well as functions such as R&D and Engineering, sales and marketing, customer success, and support.
Create project deliverables, including executive-level presentations synthesizing findings and recommendations and financial models such as multi-year P&L forecasts.
Use AI tools to accelerate analysis, synthesize complex information, and support data-driven client recommendations, evaluating outputs with sound judgment.
Apply AI technologies, such as generative AI, automation tools, and data models, to enhance insights, delivery efficiency, and client outcomes.
Build data-driven methodologies and assets for evaluating Software & High-Tech businesses and manage related internal initiatives.
Enhance analysis and presentation frameworks used in Software & High-Tech advisory.
Collaborate with industry, technology, and operational consulting teams to develop and enhance delivery capabilities across practice areas.
Participate in performance management and recruiting and retention activities, including campus and experienced recruiting.
Support business development opportunities for Software & High-Tech businesses and Private Equity investors in collaboration with practice partners.
Understand client investment needs and constraints and help tailor proposals.
Develop go-to-market messaging and sales materials for prospects and clients.
Create work plans, pricing estimates, and risk assessments for potential engagements.
Participate in Software, Technology, and M&A industry events, attend networking events, and build and leverage professional and affiliate networks in the local community.