Experienced Consultant, Mergers & Acquisitions (High tech & Software Value Creation)

The posting, as West Monroe wrote it

Are you ready to make an impact?

West Monroe is seeking an Experienced Consultant with prior experience in and a strong passion for the Software & High-Tech industry to join our Chicago, New York, or San Francisco office. Our offices serve an array of interesting and exciting Software & High-Tech, Private Equity, and Corporate Strategic clients across the nation.

As an Experienced Consultant, you will work in small teams to serve Software & High-Tech clients and Private Equity investors and their portfolio companies with a focus on software and tech-enabled services businesses. Engagements range across market growth strategy, product strategy, operational transformation of functions such as R&D / Engineering, Customer Support, Customer Success, etc., AI strategy and roadmap development, AI solution design, and customer retention improvement strategy.

In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationships with existing), along with contributing to internal practice development leadership. Experienced Consultant's within West Monroe have three main responsibilities:

Client Delivery

• Support teams serving Software & High-Tech and Private Equity clients while demonstrating advisory capabilities with high level client counterparts such as C-level executives, Business Unit GMs, and Private Equity Deal and Operating Partners
• Contribute to fast-paced due diligence engagements for Private Equity and Corporate Strategic clients investing in Software & High-Tech, with an ability to evaluate the market opportunity, product technology, operating model, and their effects on margins, revenue, and growth risks.
• Play a key role in strategy & operational projects within the Software & High-Tech sector (e.g., post-merger integration, carve-out/divestitures, operating model transformation) focused on initiatives such as product strategy, target operating model development, post-sales operations and retention improvement, and transaction program advisory.
• Drive market research (TAM, market growth dynamics, headwinds / tailwinds, competitive landscape), analysis of software financials (revenue mix by product/geo/BU, gross /net retention and churn, SaaS margins, etc.), analysis of key software functions (R&D / Engineering, sales & marketing, customer success / support, etc.)
• Drive creation of project deliverables such as executive-level PowerPoint decks summarizing findings / analysis and synthesizing recommendations, development of financial models e.g. multi-year P&L forecasts

Practice Development

• Build data-driven methodologies and assets for evaluating Software & High-Tech businesses and manage related internal initiatives
• Enhance analysis and presentation frameworks used in Software & High-Tech advisory
• Collaborate with a team of Software & High-Tech industry, technology and operational consulting teams to develop and enhance delivery capabil

[…]
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 .