Senior Manager, Transaction Services, C&IP Value Creation Chicago; Dallas; Minneapolis; New York

Senior Manager, Transaction Services, C&IP Value Creation

Chicago; Dallas; Minneapolis; New York

Are you ready to make an impact?

Our Mergers and Acquisitions Practice (M&A) is seeking a Senior Manager to join our growing team. In this dynamic role, you will work with our national M&A practice servicing both corporate and private equity clients, which includes leading functional and technology assessments during the due diligence phase and planning as part of the carve‑out or merger integration transactions. Our M&A team includes a variety of seasoned, expert, and award‑winning professionals.

You will be an integral part of our team, helping shape our office culture and participate in the entrepreneurial process of growing a team with triple‑digit growth (strategy formulation, recruiting, team building, practice development, etc.).

This individual should have demonstrated experience working in the M&A space with services‑focused clients, including Consumer, Residential, or Industrial Services sectors such as:

• HVAC roll‑ups
• Pest Control roll‑ups
• Home Services roll‑ups
• Electrical Engineering/Services (e.g., for Data Centers)

Senior Managers in our Mergers & Acquisitions practice have these primary responsibilities:

• Lead teams serving clients across the consumer & industrial products industry, with specific capabilities in mergers & acquisitions, technology, and manufacturing, while demonstrating executive presence with C‑level client counterparts
• Support Private Equity funds in buy side diligence, sell side diligence, mergers, carve‑outs, and value creation & planning projects
• Assess functional and technology investment strategies and compare respective operating models and organizational structures against leading practices and industry benchmarks
• Lead engagements teams on transaction advisory, guiding the team to prepare focused request lists and agenda, facilitating client reviews, and providing leadership over deliverables
• Lead post‑close value creation projects for PE clients and lead program management offices (PMOs) that can deliver digital transformation for portfolio companies
• Manage project economics including: track project budgets, create and deliver invoices, and manage collection process
• Identify core findings and trends in data for project teams to quantifiably support recommendations across technology and operations
• Support storyline development for project teams – drawing together data analysis, visualizations, recommendations, and financial impacts into a cohesive deliverable
• Drive the development/enhancement of WMP’s M&A methodologies (diligence, planning, carve‑out, etc.) and approaches to client delivery within the C&IP M&A team
• Support development of industry perspective pieces, in both written articles and research (primary and secondary) for the C&IP industry, specifically within manufacturing
• Coach and manage other consultants and actively participate in the performance review process
• Understand client strategy and investment priorities and turn those goals into concrete engagements and detailed proposals
• Initiate and lead business development meetings with prospective clients
• Create work plans, pricing estimates, and risk assessments for prospects
• Understand investment needs and requirements and help turn those goals into concrete engagements and detailed proposals

Qualifications:

• Bachelor’s degree or equivalent experience preferred
• Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis
• Prior M&A (deal and carve‑out/merger) experience preferred, but not required
• High proficiency with Excel required
• Prior experience working with large and complex datasets preferred
• Prior experience working in industry specifically manufacturing & distribution, experience preferred but not required
• Experience managing or analyzing P&L statements, and financial modeling skills to build and manage complex synergy and cash flow models related to M&A transactions a plus, but not required
• Candidates must be eligible to work permanently in the United States without sponsorship
• Ability to travel up to 50%
• A commitment to inclusion and diversity, and openness to new ideas and perspectives

Salary and Benefits

Seattle or Washington, D.C. – $209,800 - $246,800 USD

Seattle or Washington, D.C. – $219,800 - $258,500 USD

New York City or San Francisco – $229,800 - $273,300 USD

A location not listed above – $199,800 - $235,000 USD

Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Eligibility for ten weeks of paid parental leave will also be available upon hire date.

West Monroe is an Equal Employment Opportunity Employer

We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit If you require a reasonable accommodation to participate in our recruiting process, please inquire by sending an email to View email address on click.appcast.io.