Grow investments with confidence, agility, and a relentless focus on EBITDA—and speed
High valuations. Intense competition. Compressed sales cycles. Record amounts of dry powder. Private equity firms must prioritize investments and drive high returns. Fast.
At West Monroe, our private equity consultants partner with leading firms to drive value across the portfolio. Starting with transaction advisory—on over 400 deals each year—we mitigate risk and identify post-close opportunities. For every challenge across the deal lifecycle, we build the right multidisciplinary team, bringing together industry experts, M&A practitioners, and technologists to create value, capture synergies, and realize your investment thesis. We understand your goals and have the expertise to help you meet them. Plus, we move at your speed.
As a longtime partner to private equity, we’re able to leverage our knowledge and experience from over 3,500 deals to take private equity consulting to the next level. The result? A laser focus on results—so you can be confident in the outcome.
Industry knowledge is a critical component of portfolio management. Successfully evaluating a target, designing an operating model, and integrating systems means starting with an industry lens. We bring this perspective to your investments by tapping into industry experts who are fully immersed—not only in the regulations, processes, and technology systems unique to that industry, but also in the trends shaping its future. Find out how our private equity consulting services span healthcare, life sciences, software and high-tech, retail, consumer and industrial products, and financial services.
Every deal is different, and we treat it that way. With our deep bench of experts, we provide the resources you need to whip up the right strategy—and execute it. Our talented human capital management team is unparalleled in M&A transaction experience. We also specialize in ERP, cloud and infrastructure, cybersecurity, digital transformation, and analytics. And we collaborate, working hand-in-hand with your team through a project management office that stays on time and within budget.
Through a full suite of transaction advisory services, we:
As a private equity operating partner, you’re tasked with creating as much value as possible for exit, at the lowest cost. Our decades of partnership with the world’s top private equity firms means we’ve seen hundreds of platforms bought, developed, and sold. The good news? Our deal teams turn seamlessly into post-close teams—and work with you to create new revenue streams, build and manage tech platforms, optimize operations, and more.
Kirsten guides clients through complex carveout and merger integration projects – always with an eye toward making the investment thesis a reality.
Matt’s drive to understand his clients’ values and goals makes him an effective partner who delivers meaningful results.
Sarah has a track record for delivering transformation that advances businesses, while also elevating executive change management capabilities.
A director in our Mergers & Acquisitions practice, Dhaval advises private equity firms and their portfolio companies across the investment lifecycle.
Laura brings operational expertise paired with a singularly creative eye to deliver results to her clients.
Greg brings his background in accounting, business, and technology experience to help his clients navigate critical and complex projects.
Kate is a senior manager in our Healthcare & Life Sciences practice who helps clients navigate the healthcare M&A space.
Deb helps companies drive revenue and optimize profits through strategic, data-driven decision making; inspirational leadership; and relentless execution.
Keith leads the firm’s highly skilled divestiture & carve-out center of excellence within M&A. He is also a father of three young girls.
Melanie’s extensive experience helps clients quickly gain value from large, complex strategic IT, outsourcing, and business transformation initiatives.
Neil is a director in our Mergers & Acquisition practice. He excels at helping technology companies improve revenue growth and expand profit margins.
Christina protects companies, including private equity firms and their portfolio companies, from the risk of cybersecurity attacks.
With a particular focus on the software and tech-enabled businesses, Rainer provides transaction advisory that sets the stage for value creation.
Dan has refined the art of balancing organizational requirements and technology capabilities to navigate M&A complexities and deliver the intended value.
A career-long innovator with a passion for emerging technologies, Mark has a track record for developing new applications that solve business challenges.
Always with an eye on value, David guides tech centered organizations through M&A, market disruption, and other complex, transitional situations.
Stephen helps clients across the healthcare ecosystem navigate strategic, organizational, and execution challenges to improve the top and bottom line.
Jim delivers the complex, transformational technology initiatives that are at the heart of deriving value from a merger or acquisition.
With an eye on creating results through value chain optimization, analytics, and digital capabilities, Jonathan leads clients through complex transactions.
Dan is an accomplished deals practitioner and technology strategist who turns technology investments into tangible value for M&A transactions.
Dan applies his experience gained on more than 100 M&A transactions to help his clients realize their investment thesis and maximize value from deals.
Mike applies a deep understanding of the private equity industry along with a strong technology background to 30+ M&A transactions a year.
Connor has translated extensive carve-out, divestiture, and spin-off experience into hundreds of millions of dollars of value for his clients.
Foster is a director in our Mergers & Acquisitions practice and the Central Region lead for carve-out services.
Chris is a leader in our M&A practice, advising investors and portfolio companies in the High-Tech/Software space on investments and growth strategies.
Chip is a senior manager supporting clients across the deal life cycle, focusing on leadership of integration diligences, planning, and management offices.
With a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
Peter is a director in our M&A practice with extensive global experience across corporate, consulting, and entrepreneurial environments.
A managing director in our M&A practice, Andy excels at helping private equity clients successfully navigate complex transactions.
Brad Haller is a partner in West Monroe’s M&A practice, leading the firm’s merger integration capabilities.
Ken’s diverse background helps him guide his clients to realize the value of technology and digital initiatives.
With a focus on driving enterprise value for his clients, Scott builds collaborative and cross-functional teams.
A senior manager in our Mergers & Acquisitions practice, Matt creates measurable value in all phases of the integration lifecycle.
Adam has expertise in advising private equity and public companies across all stages of the M&A lifecycle.
Tim is a results-driven M&A leader in due diligence and carveout deals across the transaction life cycle.
Jeremy works with clients across the deal life cycle, from strategic planning through value realization, to achieve enterprise and investment objectives.
I am even more accessible than the other modals.