Senior Manager, M&A Transaction Advisory

West Monroe•Chicago, NY

3d•Hybrid

About The Position

Our Mergers & Acquisitions (M&A) practice is seeking a Senior Manager to join our rapidly growing team. In this dynamic role, you will work with our national M&A practice servicing both corporate and private equity clients, which includes leading functional (i.e. IT, HR, Sales, Marketing, Finance, etc.) and technology assessments during the due diligence phase, planning as part of the carve-out or merger integration transactions, and post-close execution management (e.g. IMO). Our M&A team includes a variety of seasoned, expert, and award winning professionals.

Requirements

Minimum of 8+ years participating on business consulting and IT project based work / teams
Minimum of 5+ years of managing complex functional and/or IT projects / people
Minimum of 5+ years of consulting experience with a specific industry domain expertise in one or more of the following: Software/Hi-tech, Healthcare, and Manufacturing & Distribution
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.
Knowledge and experience working with private equity buyout and/or strategic mergers and acquisitions
Deal execution management and leadership including carve-outs and merger integrations.
Excellent organizational, verbal and written communication skills
Experience managing client relationships
Strong analytical, problem solving, and quality assurance experience
Strong communication skills to be able to work with C-level clients
Ability to travel 25 to 50%
A commitment to inclusion and diversity, and openness to new ideas and perspectives

Responsibilities

Lead teams serving clients across industries (with specific capabilities in mergers & acquisitions), while demonstrating executive presence with C-level client counterparts
Facilitate due diligence site visits focused on identifying functional and technology strategy, organizational structures, and current state business processes and supporting technology
Assess functional and technology investment strategies and compare respective operating models and organizational structures against leading practices and industry benchmarks
Lead engagements teams on transaction advisory, guiding the team to prepare focused request lists and agenda, facilitating on-site reviews, and providing leadership over deliverables
Work with engagement leadership to implement functional processes and technology that support value creation and process efficiency across functions
Facilitate client workshops focused on designing future state operating models, organization structures, and business requirements as part of a carve-out or merger integration
Manage project economics including: track project budgets, create and deliver invoices, and manage collection process
Drive the development/enhancement of WMP’s M&A methodologies (diligence, planning, carve-out, etc.) and approaches to client delivery
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.
Coach and manage other consultants and actively participate in the performance review process
Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals
Initiate and lead business development meetings with prospective clients
Actively build a professional network and affiliate network in the local community
Create work plans, pricing estimates, and risk assessments for prospects
Understand investment needs and requirements and help turn those goals into concrete engagements and detailed proposals
Actively participate in recruiting and retaining top quality consultants