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.
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 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, we 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. We 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 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.
Greg brings his background in accounting, business, and technology experience to help his clients navigate critical and complex projects.
Laura brings operational expertise paired with a singularly creative eye to deliver results to her clients.
Deb helps companies drive revenue and optimize profits through strategic, data-driven decision making; inspirational leadership; and relentless execution.
Kate is a senior manager in our Healthcare & Life Sciences practice who helps clients navigate the healthcare M&A space.
Jeremy works with clients across the deal life cycle, from strategic planning through value realization, to achieve enterprise and investment objectives.
Melanie’s extensive experience helps clients quickly gain value from large, complex strategic IT, outsourcing, and business transformation initiatives.
A Director 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 is a director in our M&A practice with extensive global experience across corporate, consulting, and entrepreneurial environments.
With 500+ mergers and acquisitions under his belt, Jeff knows how to make culture a strategic engine for creating value.
Sean is passionate about cybersecurity. As a senior director in our Technology practice, he leads teams who go above and beyond to support our clients.
Gary is a director, supporting our Technology, Mergers & Acquisitions, and Private Equity practices with transactional due diligence and technology strategy.
Dan’s technical background has led to a successful track record of building platforms that allow his clients to grow and thrive.
Ken’s diverse background helps him guide his clients to realize the value of technology and digital initiatives.
Neil is a director in our Mergers & Acquisition practice. He excels at helping technology companies improve revenue growth and expand profit margins.
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 managing director in our M&A practice, Andy excels at helping private equity clients successfully navigate complex 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.
Anthony navigates the corporate strategy and M&A value creation implications of cybersecurity, cyber resiliency, and digital privacy.
Steven helps software and technology clients plan and navigate the transformation to successful, growth-oriented SaaS and subscription-based businesses.
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.
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.
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.
As a former CTO, Brendan possesses the tools – and the track record – for aligning technology with investment and business objectives.
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.
An experienced executive at corporations and in private equity, Guy leads the firm’s Corporate Transformation practice.
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.
Michael is a senior principal who helps clients through regulatory, transactional, and legal matters in the healthcare and M&A space.
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.
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 director in our Mergers & Acquisitions practice and the Central Region lead for carve-out services.
Munzoor is a senior director in our Healthcare & Life Sciences practice, focusing on managed care, health insurance, population health, and wellness.
Issa is a senior manager in our Technology practice specializing in solution delivery, cybersecurity, cloud, and IT infrastructure.
Keith is a senior architect in our Technology practice and an accomplished cybersecurity leader dedicated to improving clients’ security postures.
A director in our OE practice, Tom helps clients create value by identifying operating efficiencies to achieve growth through mergers and acquisitions.
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.
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.
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 partner in West Monroe’s M&A practice, leading the firm’s merger integration capabilities.
Joel is a senior manager in our Financial Services practice. He has over 12 years of experience helping clients navigate complex changes to power growth.
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.
Tom leads West Monroe in Minneapolis and brings 20 years of business transformation experience to multiple industries.
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.