Senior Consultant, Mergers & Acquistions (high-tech & software private equity)

Chicago; Los Angeles; New York; San Francisco1mo ago

Seniority: Senior

About the role

<div class="content-intro">Are you ready to make an impact?</div>West Monroe is seeking an experienced consulting analyst with prior experience in and a strong passion for technology Mergers and Acquisitions to join our national Mergers and Acquisitions practice.  Our team serves an array of interesting and exciting Private Equity and Corporate Strategic clients across the nation.  As Senior Consultant in our Mergers and Acquisitions practice, you will serve Private Equity and Strategic clients across the transaction life cycle – from platform acquisitions to mergers/integrations to corporate divestiture/carve-out transactions, including sell-side readiness, pre-close technology and operations due diligence, Day 1 readiness planning, post-close execution management, and product/technology strategy.  In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationships with existing), along with contributing to internal practice development leadership.  Senior Consultants within West Monroe have three main responsibilities:  Client Delivery  <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559682":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Support teams serving Private Equity and Corporate Strategic buyers while demonstrating advisory capabilities with high level client counterparts such as Private Equity Deal Teams and Operating Partners, CTOs, CPOs, and CIOs  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="1" data-list-defn-props="{"335552541":1,"335559682":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Contribute to fast-paced due diligence engagements for Private Equity clients, with an ability to evaluate SaaS enterprise software, evaluate market trends and competitive landscapes, assess software company operations and financials, utilize AI and analytics, and identify value creation opportunities for strategic decision making </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559683":0,"335559684":-2,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Play a key role in workstream ownership for technology planning, strategy, and post-close engagements in complex transactions (post-merger integration and carve-out/divestitures) focused on Product Strategy, Target Operating Model development, cloud migration, cost optimization, digital transformation, and other value-based initiatives </li> <li data-charcodes="8226" data-font="Arial,Sans-Serif" data-buautonum="8" data-margin="450" data-aria-posinset="1" data-aria-level="1">Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.</li> <li data-charcodes="8226" data-font="Arial,Sans-Serif" data-buautonum="8" data-margin="450" data-aria-posinset="2" data-aria-level="1">Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, and elevate the quality of client outcomes.</li> </ul> Practice Development  <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Build data-driven methodologies and assets for evaluating software businesses in a due diligence capacity, and manage related internal initiatives </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Enhance analysis and presentation frameworks used in due diligence and product advisory engagements </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Collaborate with a team of industry and business consultants in order to elevate advisory capabilities of the M&A team  </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Actively participate in the performance management process </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="2" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Actively participate in recruiting and retaining top quality consultants </li> </ul> Business Development  <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Support opportunities to provide prospects and clients with post-close strategy advisory for software businesses; collaborate with practice partners to support these opportunities </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Create work plans, pricing estimates, and risk assessments for prospects </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Actively participate in M&A industry events </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="3" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Attend networking events and actively build and leverage a professional network and affiliate network in the local community  </li> </ul> Qualifications:  <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">4+ years participating in team-based, client-facing management consulting, private equity, investment banking, market research, or quantitative research function </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1">Experience in, and /or exposure to software/SaaS industry and experienced in specific technology sub-sectors (e.g. FinTech, EdTech, MedTech, Cybersecurity, etc.) preferred, but not mandatory </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="7" data-list-defn-props="{"335552541":1,"335559683":0,"335559684":-2,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1">Excellent organizational, verbal and written communication skills </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1">Strong financial, analytical, and problem solving experience </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Exceptional PowerPoint creation and Excel analysis skills </li> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1">Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupledwith strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.</li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1">Strong communication skills to be able to work with senior investment professionals and / or C-level clients </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1">Ability to travel up to 50%; Travel is short term (2-3 days on-site per diligence project, 50-75% during post-close carve-out execution) </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="7" data-aria-level="1">Bachelor's degree preferred, or equivalent required </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="8" data-aria-level="1">Ability to work permanently in the United States without sponsorship </li> </ul> <ul> <li data-leveltext="" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559682":4,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"multilevel"}" data-aria-posinset="9" data-aria-level="1">A commitment to inclusion and diversity, and openness to new ideas and perspectives </li> </ul>  <div class="content-pay-transparency"><div class="pay-input"><div class="description">Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is <a href="https://www.westmonroe.com/careers/benefits">here</a>. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity. Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date. </div><div class="title">Seattle or Washington, D.C.</div><div class="pay-range">$124,100—$146,000 USD</div></div><div class="pay-input"><div class="title">Los Angeles</div><div class="pay-range">$130,000—$152,900 USD</div></div><div class="pay-input"><div class="title">New York City or San Francisco</div><div class="pay-range">$135,900—$159,900 USD</div></div><div class="pay-input"><div class="title">A location not listed above</div><div class="pay-range">$118,200—$139,000 USD</div></div></div><div class="content-conclusion">  <h3>Other consultancies talk at you. At West Monroe, we work with you.</h3> We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions. The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come. At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next. You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.   West Monroe is an Equal Employment Opportunity Employer   We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit <a style="color: rgb(7, 1, 84);" href="http://www.westmonroe.com/inclusion">www.westmonroe.com/inclusion</a>. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to <a href="mailto:recruiting@westmonroe.com">recruiting@westmonroe.com</a>. Please review our <a href="https://www.westmonroe.com/ai-use-policy" target="_blank">current policy regarding use of generative artificial intelligence during the application process</a>. If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked <a style="color: rgb(7, 1, 84);" href="https://www.westmonroe.com/privacy-policy/applicant-ccpa">here</a>.  </div>

Perks & benefits

401k
Unlimited Vacation
Paid Time Off
Equity Compensation

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