M&A Strategy & Integration Manager

Socket.dev; New York (NY); On-site; USD 188,000 - 221,000; Full time

Benefits offered by this job

Medical, dental, vision, and basicLife

401k plan with company match

Unlimited flexible time off & 10 paid-

Job summary

West Monroe is seeking a Manager to join our Merger & Carveout Services (MCS) team in the United States. You will lead engagements across the transaction lifecycle, shaping decisions and delivering value for private equity and corporate clients.

You will manage scope, budgets, staffing, and reporting while guiding cross-functional diligence across IT, finance, HR, and operations. The role requires 5–7 years of related experience and the ability to travel up to 50%.

Qualifications

• 5–7 years of management consulting, transaction advisory, technology consulting, or related experience.
• Experience managing client engagements or complex workstreams, including scope, financials, teams, risks, quality, and senior stakeholder relationships.
• Experience across the M&A lifecycle, including diligence, separation or integration planning, TSA analysis, standalone cost modeling, synergy analysis, Day 1 readiness, or post-close execution.
• Strong business and financial acumen with the ability to connect operational and technology considerations to deal value and the investment thesis.
• Experience leading cross-functional teams and translating complex analysis into clear, executive-ready recommendations.
• Experience integrating AI tools 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.
• Ability to travel 25 to 50%.
• Ability to work permanently in the United States without sponsorship.

Responsibilities

• Lead buy-side and sell-side merger, integration, and carveout engagements for private equity and corporate clients across industries.
• Manage scope, budgets, staffing, workstreams, deliverables, profitability, risks, quality, and executive reporting.
• Lead cross-functional diligence, planning, and execution across IT, Finance & Accounting, HR, Procurement, Operations, Sales & Marketing, and organizational design.
• Develop and oversee standalone run-rate and one-time cost models, synergy and dis-synergy analyses, TSA strategies, operating models, and Day 1 readiness plans that inform transaction decisions and value creation.
• Translate complex financial, operational, and technology findings into actionable recommendations aligned with the client’s investment thesis.
• Leverage West Monroe’s Intellio™ assets, analytics, and M&A methodologies to strengthen governance, collaboration, reporting, and value realization.
• 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.

Skills

Management

M&A experience

Cross-functional leadership

Analytical thinking

Communication skills

AI in workflows

Tools

AI tools (ChatGPT)

Job description

West Monroe is seeking a Manager to join our Merger & Carveout Services (MCS) team in the United States. You will lead engagements across the transaction lifecycle, shaping decisions and delivering value for private equity and corporate clients.

You will manage scope, budgets, staffing, and reporting while guiding cross-functional diligence across IT, finance, HR, and operations. The role requires 5–7 years of related experience and the ability to travel up to 50%.