Every year, our clients, representing 40% of the top 100 private equity firms, trust us to support 400 transactions annually—across software, manufacturing and distribution, healthcare, and other industries.It’s not just our transaction advisory and M&A experience that they rely on to help them capitalize on opportunities. It’s our undeniably different approach.
Our multidisciplinary teams combine deep industry experience with technology expertise and operations know-how. We understand your industry, its operations, and the technology foundation that will drive success in the future. Our M&A diligence can help you avoid potential pitfalls. Our insights can reveal synergy and value-creation opportunities, and empower you to proceed with confidence.
Is your M&A transaction poised for undeniable results? We’ll make sure it is.
West Monroe’s Transaction Advisory offering is powered by our Intellio® suite of assets.
Intellio® Hunt helps you identify if the asset you are about to purchase has an existing material risk that could jeopardize your investment. It empowers our forensics teams to quickly identify security breaches across an entire organization during or shortly after transaction close.
Learn more about West Monroe’s Intellio® suite of assets that deliver results, faster.
Understand your resource, operational, and technology readiness for a merger or acquisition. Evaluate the scalability of organizational assets to support a transaction.
Ensure your target has the IT foundation to support your investment thesis. We understand how to unlock the potential of technology and establish it as the enabler of a winning business. Our comprehensive IT diligence looks at:
Presence of a practical and sufficient IT project roadmap We’ll calculate a pro forma IT run rate and make recommendations to mitigate resource gaps and key person risks. We can also benchmark your data and analytics maturity, so you can understand where gaps exist in getting you the data you need to make the right business decisions.
Investments in public companies receive the same benefits from technical diligence as private transactions, with cybersecurity incidents and IT outages averaging several million dollars per incident. We’ll help you uncover risks that can materially impact valuation across the full spectrum of PIPE transactions, as well as identify possible synergy upsides for PIPEs that involve more visibility and control, such as structured senior obligations or full change of control transactions.
Assess risks and cybersecurity threats in a rapidly changing regulatory and operational environment. Today, more than 80% of the transactions we support include some form of security scope (e.g., PCI DSS, HIPAA, application security, cybersecurity, GDPR).
We assess all facets of your operations’ people and processes—from call centers, to supply chain, to back office functions. And we identify areas for consolidation or productivity improvement. In addition, we’ll look at sourcing and procurement functions for additional synergies.
Identify potential barriers to successful and swift integration, including technology and systems challenges, resources, and cultural differences.
Identify value creation opportunities to positively impact EBITDA in operations technology (OT), labor force, processes, suppliers, and other plant infrastructure and assets. We’ll also compare performance to peers, spotlight KPIs of concern, assess OT cybersecurity, and help you develop remediation plans.
Identify potential barriers to successful and swift integration, including technology and systems challenges, resources, and cultural differences. Together, we can build an effective plan to mitigate common integration risks and pitfalls.
Gauge market attractiveness and the competitive landscape, so that you can validate your investment opportunity. Our assessment identifies opportunities and risks in the market, and evaluates your target’s growth plans and underlying assumptions, as well as its ability to defend against incumbents and disruptors. We’ll also look at customers’ perceptions of products and consider their behavior in choosing them.
Assess risks, growth, and margin improvement opportunities for SaaS software and tech-enabled service businesses. We can help you create a realistic roadmap and align it with R&D investment, make important organizational and/or product leadership improvements, remediate technical debt, and address material risks and issues with product quality and scalability.
Understand the necessary steps to prepare for sale, as well as factors—such as technology environment maturity and IT gaps—that can affect the value you realize. We’ll also help you identify and capitalize on opportunities, for example by highlighting areas of strength, and creating adequate IT documentation and product roadmaps.
Let’s talk about how our multidisciplinary team can help you avoid pitfalls, realize insights that lead to value creation, and confidently move forward with your transaction.
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.
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.
Deb helps companies drive revenue and optimize profits through strategic, data-driven decision making; inspirational leadership; and relentless execution.
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.
Melanie’s extensive experience helps clients quickly gain value from large, complex strategic IT, outsourcing, and business transformation initiatives.
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.
Kate is a senior manager in our Healthcare & Life Sciences practice who helps clients navigate the healthcare M&A space.
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.
Christina protects companies, including private equity firms and their portfolio companies, from the risk of cybersecurity attacks.
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.
Greg brings his background in accounting, business, and technology experience to help his clients navigate critical and complex projects.
With a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
A director in our Mergers & Acquisitions practice, Dhaval advises private equity firms and their portfolio companies across the investment lifecycle.
Peter is a director in our M&A practice with extensive global experience across corporate, consulting, and entrepreneurial environments.
Neil is a director in our Mergers & Acquisition practice. He excels at helping technology companies improve revenue growth and expand profit margins.
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.
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.
Laura brings operational expertise paired with a singularly creative eye to deliver results to her clients.
Jeremy works with clients across the deal life cycle, from strategic planning through value realization, to achieve enterprise and investment objectives.