Where deal complexity and speed meet their match—our M&A consulting team is ready to make your investment thesis a reality.
M&A transactions take significant focus and resources. The potential rewards are high, but so are the risks. Before benefits can be realized, there are many critical decisions and challenges: deal strategy, diligence, integration planning and execution, and achieving optimal performance. That’s where we can help. Our M&A consulting services target the unique challenges you face every step of the way.
We embrace the challenge of ensuring your transaction is poised for success, tailoring the best solutions and resources to help you realize your goals.
On average, we support more than 400 transactions each year. This experience, combined with our multidisciplinary approach through industry, operational, and technology expertise, helps dealmakers plan for and manage the complexities of mergers, acquisitions, and divestitures. With experience comes exposure to nearly all industries and types of deals, which means you’ll benefit from leading mergers & acquisitions best practices to help support your growth initiatives. When you partner with our M&A consultants, you can navigate complexities, and capitalize on opportunities—and quickly unlock real value.
We tackle the complexities across the transaction lifecycle with a focus on technology and operations—from strategy, analysis, and planning all the way to integration and optimization.
We understand your resource, operational, and technology readiness, and evaluate the scalability of organizational assets to support a transaction and the ensuing integration or separation.
Despite the competitive landscape and increasingly shorter deal cycles, our M&A advisory services can mobilize fast to evaluate your target—in time to perform key assessments that can help avoid costly oversights and identify opportunities for value creation. From technology diligence to operations assessments to market and digital considerations, we bring both speed and expertise to infuse confidence into your deals.
Nailing integration is key to retaining the best assets (customers, people, process, and technology), and capturing value. Our M&A consulting experts help companies accelerate their transition timeline, maximize synergy capture, and minimize risks associated with complex business technology integration.
With distinct experience in supporting more than 60 divestitures, our dedicated, award-winning team of carveout experts are ready to help. We can guide you through separation planning, target operating model design, core system separation and standup, and program management through completion.
Our proven Carveout Readiness & Execution (CORE) approach provides interim leadership for key functions such as human resources, finance, cybersecurity, and technology beyond closing when many other service providers exit. It is designed to consolidate functional areas that typically comprise 60% to 80% of the one-time separation budget.
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 our M&A advisory teams have 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 guides the collaboration of diverse functional practices that all contribute to helping clients realize the value and benefits of becoming digital.
A senior partner in our High Tech & Software practice, Dhaval advises private equity firms and their portfolio companies across the investment lifecycle.
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.
Melanie’s extensive experience helps clients quickly gain value from large, complex strategic IT, outsourcing, and business transformation initiatives.
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.
Christina protects companies, including private equity firms and their portfolio companies, from the risk of cybersecurity attacks.
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.
Peter heads up West Monroe’s rapidly growing New York City office, one of the state’s best workplaces, while also leading our M&A practice in the region.
With 500+ mergers and acquisitions under his belt, Jeff knows how to make culture a strategic engine for creating value.
Ken’s diverse background helps him guide his clients to realize the value of technology and digital initiatives.
With a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
A senior manager in our Mergers & Acquisitions practice, Matt creates measurable value in all phases of the integration lifecycle.
A partner in our M&A practice, Andy excels at helping private equity clients successfully navigate complex transactions.
As a Senior Manager in West Monroe’s London office, Maddie leads M&A clients through complex carveout and integration engagements.
With broad M&A deal experience—from diligence to integration and separation—Monica guides clients through complexity to deliver expected results.
David specializes in human capital management (“HCM”), HR issues in M&A activity, business transformation, and overall project management.
With a compelling blend of deal and operational leadership experience, Rajeev delivers strategies that have immediate impact on growth and profitability.
With leadership experience in diverse, challenging domains, Jordan leads clients through complex transactions to realize the investment thesis and equity value.
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.
Using agile methodologies and a broad set of technology skills, Eric’s solutions help his clients accelerate change and get results, quickly.
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 a mix of consulting and operational leadership experience, Dean provides the vision and expertise to align IT cybersecurity with business strategy.
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.
Anthony navigates the corporate strategy and M&A value creation implications of cybersecurity, cyber resiliency, and digital privacy.
With extensive experience in mergers and acquisitions, Kyle is a go-to resource for migrating, building, and transforming clients’ digital workplaces.
A career-long innovator with a passion for emerging technologies, Mark has a track record for developing new applications that solve business challenges.
With extensive M&A and strategic sourcing expertise, Brad helps companies establish vendor relationships that reduces costs and enables future strategy.
Always with an eye on value, David guides tech centered organizations through M&A, market disruption, and other complex, transitional situations.
Applying more than a decade of global HR consulting experience, Dan works with companies on both the buy- and sell-side of M&A transactions.
A visionary technologist who has built digitally-enabled businesses, Sean is uniquely equipped to help private equity investors mitigate technology risks.
Rich draws on experience as a technology entrepreneur, executive, and consultant to help M&A investors assess and realize value creation potential.
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.
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.
Kevin delivers cost-saving opportunities and improved efficiencies, creating significant value for all of his clients.
Issa is a senior manager in our Technology practice specializing in solution delivery, cybersecurity, cloud, and IT infrastructure.
Chip is a director supporting clients across the deal life cycle, focusing on leadership of integration diligences, planning, and management offices.
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.
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.
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.
Brad Haller is a senior partner in West Monroe’s M&A practice, leading the firm’s merger integration capabilities.
With a focus on driving enterprise value for his clients, Scott builds collaborative and cross-functional teams.
An introspective, conscientious change leader, Katie views organizational change management as a natural extension of any overall work plan.
As chief revenue officer, Tom aligns all sales and delivery related activity around our offerings to build digital businesses.
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.
A senior manager in our Technology practice, Tommy helps clients successfully navigate major shifts within their IT environments.
A senior architect in our Technology practice, Brian leads our cloud solution projects and methodology development.