Senior M&A Consultant: Carveouts & Integrations

westmonroe4; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

West Monroe is seeking a Senior Consultant to join our Merger & Carveout Services (MCS) team in the New York area. You will work across the transaction lifecycle, partnering with cross-functional stakeholders to deliver data-driven recommendations and measurable outcomes.

You will lead technology workstreams, develop financial models, and support negotiations for TSAs and Day 1 readiness. This role requires 4+ years of relevant experience and the ability to travel up to 50%.

Qualifications

• 4+ years of client-facing management consulting, technology consulting, transaction advisory, or IT M&A experience.
• 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 with experience using tools such as Smartsheet, Power BI, Tableau, Alteryx, or similar platforms.
• Excellent verbal, written, and presentation skills with the ability to communicate effectively with executive stakeholders.
• Bachelor's degree required; PMP, LeanIX, Smartsheet, or other project management or technology certifications are a plus.
• 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.

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 and opportunities.
• Support planning, design, negotiation, and execution of Transition Services Agreements (TSAs) and Day 1 readiness activities.
• Lead technology workstreams across post-close merger and carve-out programs while managing project plans, risks, budgets, and executive reporting.
• Identify and document entanglements to support separations and integrations.
• Facilitate client workshops, present recommendations to executives, and translate analyses into actionable insights.
• Leverage West Monroe methodologies and Intellio assets to improve planning and governance.
• Contribute to proposals, statements of work, and thought leadership to grow the M&A practice.
• Mentor consultants and analysts through coaching and quality reviews.
• Leverage AI tools to accelerate analysis and support data-driven recommendations.
• Apply AI technologies to enhance insights, improve delivery efficiency, and elevate outcomes.

Skills

Analytical skills

Financial modeling

Communication

Problem solving

Education

Bachelor's degree

Tools

Smartsheet

Power BI

Tableau

Alteryx

Job description

West Monroe is seeking a Senior Consultant to join our Merger & Carveout Services (MCS) team in the New York area. You will work across the transaction lifecycle, partnering with cross-functional stakeholders to deliver data-driven recommendations and measurable outcomes.

You will lead technology workstreams, develop financial models, and support negotiations for TSAs and Day 1 readiness. This role requires 4+ years of relevant experience and the ability to travel up to 50%.