Director, Mergers & Acquisitions (Exit-readiness)
West Monroe is seeking a Director to join our rapidly growing Exit Readiness & Sell-Side Advisory (SSA) team within our Mergers & Acquisitions practice. This team advises private equity firms and their portfolio companies on the strategic and technical factors that can affect an exit.
Drawing on experience spanning strategy, operations, technology, and transactions, we help clients identify and address risks, uncover opportunities to create value, and prepare for diligence. We also work with management teams and investment banks to shape clear, credible narratives around a company’s technology and operations.
As a Director, you will lead client delivery, build and expand client relationships, and help grow the SSA offering. You will work with senior executives, investors, investment banks, and other advisors, while developing our people, methods, and practice.
What you’ll do
Directors at West Monroe have three primary responsibilities:
Business Development
Build and expand relationships with private equity firms, portfolio companies, investment banks, and other transaction advisors.
Identify and pursue opportunities to support clients preparing for a recapitalization, financing, or sale as it pertains to their technology, operations, and AI.
Lead business development meetings, understand client needs, and shape those needs into compelling proposals and engagements.
Develop work plans and pricing estimates that clearly connect our services to client priorities and potential value.
Build and maintain a strong network across the investment and advisory community and collaborate with colleagues across West Monroe to develop new opportunities.
Practice Development
Help set the strategic direction of the offering and lead initiatives that support its growth.
Develop and improve SSA methodologies, tools, and approaches to client delivery.
Contribute to practice planning, recruiting, team building, and the development of a strong, inclusive team culture.
Recruit, coach, and retain high-performing consultants; provide meaningful feedback and support their professional development.
Share knowledge and strengthen collaboration across West Monroe’s M&A practice and broader capabilities.
Client Delivery
Lead sell-side advisory and exit-readiness engagements for companies and their investors across industries.
Advise executive teams and investors on AI, operational, and technical considerations that may affect transaction readiness, valuation, or buyer diligence.
Assess business processes, operating models, organizational structures, and supporting technologies to identify risks and opportunities.
Help clients prepare for and navigate diligence, including developing strategies to address critical issues and strengthen readiness.
Coach client executives on how to communicate the value of their technology and operations and respond to challenging diligence topics.
Work with investment banks, owners, and other advisors to develop clear, supportable narratives about a company’s operational and technology position.
Identify strategic opportunities and assess their potential for value creation.
Set engagement direction, guide teams in preparing focused request lists and agendas, facilitate client reviews, and ensure high-quality, timely deliverables.
Manage engagement economics, including scope, budgets, pricing, invoicing, and collections.
What you’ll bring
Bachelor’s degree or equivalent experience required; advanced degree a plus.
10+ years of relevant consulting, industry, transaction, or related experience.
Significant experience leading complex client engagements and teams in strategy, operations, technology, or transaction advisory.
Experience with sell-side diligence, exit readiness, or related M&A work; experience advising private equity or venture capital firms and portfolio companies is strongly preferred.
A track record of developing client relationships and originating or expanding business.
Strong executive presence and the ability to advise and coach senior leaders, investors, and other transaction stakeholders.
Excellent critical thinking, analytical, written, and verbal communication skills.
Strong project leadership skills, including scope, schedule, budget, issue, and risk management.
Experience recruiting, coaching, and developing consulting talent.
Ability to travel up to 50%.
Candidates must be eligible to work permanently in the United States without sponsorship.
A commitment to inclusion and diversity, and openness to new ideas and perspectives.
Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. 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.
Seattle or Washington, D.C.
$1—$1 USD
Los Angeles
$1—$1 USD
New York City or San Francisco
$1—$1 USD
A location not listed above
$1—$1 USD