Senior Manager, Mergers & Acquisitions (Merger & Carve‑Out Services)
West Monroe · New York, NY
- On site
- Full-time
- $235,000 / year
- New York, NY
Job highlights
- Lead complex M&A transactions for clients.
- Advise Private Equity and Corporate clients.
- Manage IT and cross-functional workstreams.
- Drive business development and client relationships.
- Develop M&A methodologies and mentor staff.
About the role
About the Role
Our Mergers and Acquisitions Practice (M&A) is seeking a Senior Manager to join our rapidly growing Merger & Carve-out Services (MCS) team. This leadership role will advise Private Equity and Corporate clients across all industries specific to mergers and divestiture / carve-out transactions with both an IT and cross-functional lens. Areas of focus for IT would include domain knowledge in business applications, infrastructure, cybersecurity, and IT organization. Cross-functional areas of focus include HR, Finance & Accounting, Sales & Marketing, and Operations. In this dynamic role, you will lead engagements through complex M&A transactions, from initial strategy and due diligence to integration/separation and post-deal activities including buy-side and sell-side engagements, mergers, integrations, and divestitures. This role demands executive presence, strong business acumen, financial acumen, technical domain knowledge, and the ability to align client investment objectives with actionable recommendations.Primary Responsibilities
Client Delivery
- Lead high-complexity engagements across the transaction lifecycle, including due diligence, pre-close planning, and post-close integration and carve-out execution.
- Provide strategic advisory to C-level stakeholders by delivering concise, executive-ready insights.
- Ensure project milestones are met through rigorous project management and quality assurance.
- Guide the development of templates, frameworks, and deliverables, ensuring a high standard of quality and relevance.
Program/Project Management
- Lead Technology workstream planning / execution projects or overall program management office (e.g., IMO, SMO) overseeing all functions.
- Proactively identify and mitigate risks, engage stakeholders, and ensure program success.
- Drive program economics, including budgeting, invoicing, and collection processes.
- Manage multiple teams including internal M&A and functional teams, internal and external workstreams, external buyer/seller teams, and external 3rd parties.
- Facilitate complex steering committees and cross-functional team meetings in conjunction with Partners.
- Oversee the spin-up of project infrastructure, including Teams Sites, SOWs, Data Request Lists, and data room reviews.
Practice Development
- Develop and refine methodologies for M&A services, including due diligence, planning, and carve-outs.
- Serve as a Career Advisor, Mentor, and coach to consultants, fostering a culture of growth and excellence.
- Play an active role in recruiting top-tier talent and contributing to the onboarding process.
Business Development
- Drive business development efforts by identifying opportunities, developing SOWs and pricing models, and drafting and presenting proposals tailored to client needs.
- Build and nurture relationships with private equity and corporate clients, identifying, selling, and delivering upsell and cross-sell opportunities.
- Represent the firm at M&A industry events and build a robust professional network.
- Collaborate across practices to scope, propose, and deliver comprehensive solutions aligned with client objectives.
- Proven success achieving in-market revenue expectations.
Functional/Domain Expertise
- Lead complex diligence activities, including TSA scoping, negotiations, and pricing, one-time and run-rate financial modeling, and standalone, cost synergies stranded cost analysis.
- Provide oversight across multiple workstreams, ensuring alignment with client investment theses.
- Maintain deep expertise in IT systems, financial processes, and operational domains, recognizing and delivering on "what good looks like."
Core Competencies
- Analytics & Tools: Guide teams in leveraging tools like CapIQ, PitchBook, SaaS based PM tools Smartsheet, PowerBI, SaaS based Enterprise Architecture Tools.
- Financial Acumen: Ensure accurate financial assessments, from P&L evaluations to growth strategy alignment.
- Communication: Deliver impactful, concise insights to stakeholders, fostering trust and collaboration.
- Relationship Building: Cultivate an internal and external network to drive engagement and practice growth.
Qualifications
- 8+ years of experience managing complex operational and/or IT projects, with significant exposure to M&A transactions.
- Proven ability to deliver high-impact insights and recommendations to C-level executives.
- Experience in specific industries (e.g., Software, Healthcare, Consumer & Industrial Products, Insurance) preferred but not mandatory.
- Strong expertise in financial modeling, project management methodologies, and business strategy.
- Experience in C&IP, HLS, software mergers/integrations and/or carve-outs is highly desirable.
- Bachelor's degree required; advanced certifications (e.g., LeanIX Practitioner) are a plus.
- Excellent verbal and written communication skills, with a track record of managing executive-level relationships.
- Ability to travel up to 50% for client engagements.
- Authorization to work permanently in the United States without sponsorship.
- A commitment to inclusion, diversity, and openness to new perspectives.
Compensation & Benefits
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices. Information on our competitive total rewards package, including our bonus structure and benefits is available. 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.Location-Specific Salary Ranges
- Seattle or Washington, D.C.: $209,800—$246,800 USD
- Los Angeles: $219,800—$258,500 USD
- New York City or San Francisco: $229,800—$270,300 USD
- A location not listed above: $199,800—$235,000 USD
About West Monroe
Other consultancies talk at you. At West Monroe, we work with you. 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 www.westmonroe.com/inclusion. If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to recruiting@westmonroe.com. Please review our current policy regarding use of generative artificial intelligence during the application process. 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 here.Key skills/competency
- Mergers & Acquisitions
- Merger & Carve-Out Services
- Private Equity Advisory
- Corporate Divestitures
- Due Diligence
- Integration Planning
- Carve-out Execution
- Financial Modeling
- Project Management
- IT Strategy
Skills & topics
- Senior Manager
- Mergers & Acquisitions
- M&A
- Carve-out
- Divestiture
- Due Diligence
- Integration
- Private Equity
- Corporate Development
- Consulting
How to get hired
- Tailor your resume: Highlight M&A experience, IT/functional domain knowledge, and C-level advisory skills.
- Showcase M&A expertise: Emphasize your experience in due diligence, integration, and carve-outs.
- Demonstrate leadership: Provide examples of managing complex projects and diverse teams.
- Understand West Monroe: Research their collaborative approach and focus on measurable value.
- Prepare for executive interviews: Be ready to discuss strategic insights and client challenges.
Technical preparation
Master financial modeling and valuation techniques.,Familiarize with M&A transaction lifecycle stages.,Understand IT due diligence scope and impact.,Practice presenting complex data concisely.
Behavioral questions
Describe a complex M&A deal you led.,How do you manage multiple stakeholder expectations?,Share an example of driving business development.,How do you mentor junior consultants?
Frequently asked questions
- What is the typical career progression for a Senior Manager at West Monroe in the M&A practice?
- As a Senior Manager in West Monroe's M&A practice, you can expect opportunities for advancement to roles such as Associate Partner or Partner, focusing on leading larger engagements, driving business development, and further developing practice areas. Your career progression will be supported by mentorship and a focus on continuous learning and development within the firm.
- What are the key differences between merger and carve-out services at West Monroe?
- Merger services typically focus on integrating two or more entities, while carve-out services involve separating a business unit from a larger organization. Both require strategic planning, due diligence, and execution, but carve-outs often involve more complex disentanglement of IT systems, operations, and finances from the parent entity.
- How does West Monroe's culture support a Senior Manager in the M&A role?
- West Monroe emphasizes a collaborative, 'work with you' approach rather than 'talk at you.' This means as a Senior Manager, you'll be empowered to co-create solutions with clients and internal teams, fostering a supportive environment for leading complex engagements and driving impact.
- What types of clients can I expect to work with as a Senior Manager in MCS?
- You will advise a diverse range of Private Equity and Corporate clients across various industries. The focus will be on M&A transactions, including buy-side and sell-side engagements, mergers, integrations, and divestitures, providing both IT and cross-functional strategic advisory.
- What is the travel expectation for this Senior Manager role at West Monroe?
- The role requires up to 50% travel for client engagements. This allows for on-site collaboration and deep involvement in client projects, while also offering flexibility in managing your work schedule.
- How are salaries determined for the Senior Manager, Mergers & Acquisitions role at West Monroe?
- Salaries are determined by evaluating a variety of factors including geography (proximity to West Monroe offices), your experience, skills, education, and internal equity. West Monroe also offers a competitive total rewards package including bonus structures and benefits.
- Does West Monroe sponsor work authorizations for this Senior Manager position?
- No, this role requires authorization to work permanently in the United States without sponsorship. This ensures that all candidates are eligible to fully engage in client work and long-term career development within the firm.