Sometimes, business value is hiding in plain sight. Other times, it requires digging much deeper to understand where you can not only extract, but create value—whether through technology, strategic change, or investments. Either way, you’re tasked with creating as much value as possible for exit, at the lowest cost. We’re here to help.
Our decades of partnership with the world’s top private equity firms means we’ve seen hundreds of platforms bought, developed, and sold. As businesses become more efficient and the world becomes more digital, it’s harder to find value through mere consolidation. Instead, a deep understanding of technology’s role in growth is critical to growing today’s platforms for exit.
The good news? Our transaction deal teams turn into post-close teams—immediately. That means the folks who advised your transactions also help you create value for your portfolio, bringing with them the innate understanding of your investment strategy and a consistent eye toward ROI. No transition necessary—we just get straight to work.
Our deal teams turn seamlessly into post-close teams. Here’s how we partner with your private equity firm to create value across your portfolio.
We combine large-scale engineering, statistics, and machine learning to analyze customers, products, services and channels. Our proprietary asset, Intellio® Predict, helps you uncover cross-selling and growth opportunities, increase profitability, and develop more accurate valuations and revenue models to increase multiples at exit.
Our technologists work across systems to help you identify the right ones for growth—and scalability. Whether an ERP, CRM, or HRIS, we have built up deep knowledge of the vendors and service providers to help you choose what and how to implement and integrate. What’s more: We combine best-in-class sourcing processes and practices with contractual negotiations experience across a broad range of enterprise applications and services.
From supply chain to IT to finance, our back-office optimization experts have seen it all. We take an 80/20 approach to your platform by bringing best practices—including outsourcing advisory—and pairing them with decisions custom to your investment strategy. Saving money, streamlining, and building for growth is our specialty. Automation and business process improvement are an essential component to scaling for growth. And our experts in this area have done it dozens of times.
Modernizing and preparing for growth is one thing—actual growth is another. We specialize in building products and experiences that create competitive advantage and help you realize the benefits of becoming a digital business. Also, our marketing, sales, and service experts help across the entire customer lifecycle from creating faster sales processes to creating customer loyalty.
Our Corporate Transformation team, led by a private equity veteran, helps CEOs and executive teams transform their business from the inside out—achieving near-term results and long-term value. First, we help you build an enterprise-wide blueprint for value realization, supported by detailed execution plans for people, financials, technology, and customers. Then, we work side-by-side on workstreams to drive near-term financial and operational results.
Interested in easier, better M&A? Private equity firms that buy, build, and sell platforms can use West Monroe’s Intellio® suite to drive more value.
Whether your private equity team is looking to create value through technology, strategic change, or investments, our experts are here to help.
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.
A senior partner in our High Tech & Software 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 director in our Healthcare & Life Sciences practice who helps clients navigate the healthcare M&A space.
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.
Christina protects companies, including private equity firms and their portfolio companies, from the risk of cybersecurity attacks.
A seasoned M&A technology leader who equips clients to realize value from their technology investments, Antony is co-leading the expansion of our M&A practice in Europe.
Tom brings senior financial leadership—including experience as a CFO and controller—to clients navigating the complexities of a major transaction.
Andrew supports clients across the M&A lifecycle – from transaction advice and planning to execution – by ensuring the best use of technology investments.
Jennifer’s collaborative style and ability to solve business problems with technology creates tangible operational impact and enables new revenue streams.
With a background in both functional and line leadership roles, Chris specializes in operational, supply chain, and business performance improvement.
Craig's passion for IT automation and security accelerates the business pivot from "maintenance mode IT" to digital transformation.
With decades of tenure as a technology officer for private equity-owned businesses, Albert understands how to apply technology to drive profitable growth.
With an extensive expertise in cloud and emerging technologies, Jim provides technology due diligence for mergers, acquisitions, and other transactions.
Tyler helps healthcare organizations and their financial sponsors tackle tactical and strategic challenges, adapt to a changing landscape, and create value.
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.
Adam helps private equity firms and their portfolio companies unlock value by optimizing strategic procurement and back-office operational functions.
Joseph uses data science and machine learning to analyze customers, products, services, and channels, and produce insight for modeling growth and margin.
Always with an eye on value, David guides tech centered organizations through M&A, market disruption, and other complex, transitional situations.
A visionary technologist who has built digitally-enabled businesses, Sean is uniquely equipped to help private equity investors mitigate technology risks.
Stephen helps clients across the healthcare ecosystem navigate strategic, organizational, and execution challenges to improve the top and bottom line.
With a track record for employing technology to drive innovation, Shree provides leadership for creating private equity value through data and analytics.
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.
Michael unlocks opportunities for dental and ancillary payers to grow their membership base and create new revenue streams.
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.
Will has a reputation as a leader whose deep understanding of process and best practice allows him to consistently deliver on large-scale, complex projects.
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.
An adept systems engineer, John brings that skill and attention to detail to his clients as he helps them deliver impactful results.
Jim has a proven track record of creating impactful results for his clients through new product strategy and operational transformations.
Foster is a partner in our Mergers & Acquisitions practice and the Central Region lead for carve-out services.
With experience as an operator of a software company and a consultant, Hubert has the skill set to find revenue growth opportunities for his clients.
A partner in our OE practice, Tom helps clients create value by identifying operating efficiencies to achieve growth through mergers and acquisitions.
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 deep expertise in healthcare technology and operations, Nathan leads healthcare M&A for West Monroe.
Since opening the West Monroe New York office in 2010, Gil has helped shape it into one of the top workplaces in New York.
With a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
Peter is a senior partner in our M&A practice with extensive global experience across corporate, consulting, and entrepreneurial environments.
A partner in our M&A practice, Andy excels at helping private equity clients successfully navigate complex transactions.
Neil is a partner in our High-Tech & Software practice. He excels at helping technology companies improve revenue growth and expand profit margins.
Nick has more than 30 years of experience with a track record of bridging customer, business, and technology perspectives to drive business growth and enhanced productivity.
Brad Haller is a senior 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.
As chief revenue officer, Tom aligns all sales and delivery related activity around our offerings to build digital businesses. He also currently leads the Minneapolis office.
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.
With 500+ mergers and acquisitions under his belt, Jeff knows how to make culture a strategic engine for creating value.
Jeremy works with clients across the deal life cycle, from strategic planning through value realization, to achieve enterprise and investment objectives.
A partner in our Technology practice, Nathan leads the technology and cybersecurity due diligence methodology, delivery, and go to market offerings for M&A transactions.
A senior architect in our Technology practice, Brian leads our cloud solution projects and methodology development.