Senior Tech M&A Consultant — Due Diligence & Integration

CaseBasix; Northern, New York (KY, NY); Hybrid; USD 118,000 - 160,000; Full time

Job summary

West Monroe is seeking a Senior Consultant in Transaction Advisory (Consumer & Industrial Products) to support Private Equity and strategic clients through the transaction lifecycle, from platform acquisitions to carve-outs and post-close technology execution.

You will lead client delivery, contribute to business development, and help build data-driven methodologies in technology due diligence, working with CTOs and CIOs across industries.

Qualifications

• 4+ years participating in team-based, client-facing management or technology consulting or IT M&A experience at corporate strategic client is preferred.
• Experienced serving clients across the consumer & industrial products industry preferred.
• Experience in a M&A-centric role, preferably with Private Equity investors, and with experience in SaaS or software company mergers/integrations, and/or carve-outs/divestitures.
• Excellent organizational, verbal and written communication skills.
• Strong financial, analytical, and problem solving experience.
• Bachelor's degree preferred, or equivalent required.
• Strong communication skills to be able to work with C-level clients.
• 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)
• Ability to work permanently in the United States without sponsorship.
• A commitment to inclusion and diversity, and openness to new ideas and perspectives.

Responsibilities

• Support deal teams serving Private Equity and Corporate Strategic buyers (deals in the consumer and industrial products industry) while demonstrating advisory capabilities with high level client counterparts such as CTOs, CIOs, and Technology Operating Partners
• Contribute to fast-paced technology due diligence engagements for Private Equity clients, with an ability to evaluate the technology systems and operations of a business and identify compliance, operations, revenue, and growth risks.
• Play a key role in 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, digital transformation, and other value-based initiatives
• Interface with all levels of business and technology leadership at clients
• Build data-driven methodologies and assets for evaluating software businesses in a due diligence capacity, and manage related internal initiatives
• Enhance analysis and presentation frameworks used in technology due diligence and technology advisory engagements
• Collaborate with a team of software, infrastructure, and security architects and consultants in order to elevate the technology advisory capabilities of the M&A team
• Actively participate in the performance management process
• Actively participate in recruiting and retaining top quality consultants
• Assist with company campus and experienced recruiting
• Create work plans, pricing estimates, and risk assessments for prospects
• Actively participate in M&A industry events
• Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs
• Attend networking events and actively build and leverage a professional network and affiliate network in the local community

Skills

M&A experience

Private Equity familiarity

SaaS/software M&A

Communication skills

Financial analysis

Education

Bachelor's degree or equivalent

Job description

West Monroe is seeking a Senior Consultant in Transaction Advisory (Consumer & Industrial Products) to support Private Equity and strategic clients through the transaction lifecycle, from platform acquisitions to carve-outs and post-close technology execution.

You will lead client delivery, contribute to business development, and help build data-driven methodologies in technology due diligence, working with CTOs and CIOs across industries.