Executive CTO Advisor - Director, M & A Transaction Services

The posting, as West Monroe wrote it

Are you ready to make an impact?

West Monroe is seeking a M&A Transaction Services (MTS) CTO Advisor to join our Technology & Experience (TechEx) practice. This executive-level technology leader partners with private equity firms, corporate development teams, and C-suite executives to evaluate software companies and technology-enabled businesses throughout the M&A lifecycle and to drive value creation in portfolio companies after close. Serving as a trusted advisor, the Advisor shapes investment decisions by assessing software products, AI capabilities, engineering organizations, enterprise architecture, and technology operating models, then translating those findings into practical roadmaps and leading teams through software and data platform transformations. This role combines deep technical expertise with commercial acumen to lead complex engagements, originate new client opportunities, and advance West Monroe's Software & AI transaction advisory and value creation capabilities.

What You Will Do

Client Delivery

• Serve as the executive advisor for complex software and AI technology due diligence engagements, guiding clients through acquisitions, divestitures, carve-outs, integrations, and strategic investments.
• Evaluate software platforms, product architecture, AI capabilities, engineering organizations, cloud environments, and technology operating models to assess scalability, security, product maturity, and operational readiness.
• Evaluate AI-enabled and agentic software development practices across the SDLC, advising clients on how coding agents, AI-assisted engineering workflows, and emerging development models can accelerate delivery, improve quality, and reshape engineering organizations
• Advise executive stakeholders on technology risk, AI strategy, engineering effectiveness, product roadmaps, and value creation opportunities that support investment theses and post-close transformation, including prioritization of implementation investments and measurable business outcomes.
• Lead multidisciplinary teams across software engineering, cloud, cybersecurity, infrastructure, and data to deliver integrated technology assessments, implementation roadmaps, and strategic recommendations.
• Develop executive-level presentations and board-ready deliverables that translate complex technical findings into actionable business decisions and secure alignment around implementation priorities.
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients, exercising sound judgment in evaluating outputs.
• Lead or oversee technology implementation programs within portfolio companies, including software platform modernization, data platform implementation, AI enablement, and post-close transformation initiatives, from roadmap through execution, adoption, and benefits realization.
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insi

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e 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 company disclosures regarding use of artificial intelligence during the hiring process . West Monroe uses the BrightHire platform to record live interviews so our team can capture notes more accurately, stay focused on the conversation, and continually improve our interview process. You can review our privacy notice for more information about this process and how recordings are used. If you have any questions, reach out to recruiting@westmonroe.com.

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 .