Senior Consultant, Mergers & Acquisitions (Insurance)

West Monroe is seeking an experienced consulting analyst with prior experience in and a strong passion for technology Mergers and Acquisitions (M&A) to join our national Insurance Value Creation team.  Our M&A team serves an array of interesting and exciting Private Equity and Corporate Strategic clients across the nation.

As Senior Consultant in our Insurance Mergers and Acquisitions practice, you will serve Private Equity and Strategic clients across the transaction life cycle – from platform acquisitions to mergers/integrations to corporate divestiture/carve-out transactions, including sell-side readiness, pre-close technology and operations due diligence, Day 1 readiness planning, and post-close operations and technology value creation projects.

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In addition to client delivery, you will have the opportunity to assist with business development (hunting new clients and building relationship with existing), along with contributing to internal practice development leadership.

Senior Consultants within West Monroe have three main responsibilities:

Client Delivery

• Support teams serving Private Equity and Corporate Strategic buyers while demonstrating advisory capabilities with high level client counterparts such as CTOs, CIOs, and Technology Operating Partners
• Contribute to fast-paced technology due diligence engagements for Private Equity clients, with an ability to evaluate the Insurance specific technology systems and operations of a business and identify compliance, operations, revenue, and growth risks.
• Play a key role in technology planning, strategy, and post-close engagements in complex transactions (post-merger integration and carve-out/divestitures) focused on Data & Product Strategy, Target Operating Model development, systems migration, digital transformation, and other value-based initiatives
• Interface with all levels of business and technology leadership at clients

Practice Development

• Build data-driven methodologies and assets for evaluating Insurance services and software businesses in a due diligence capacity, and manage related internal initiatives
• Enhance analysis and presentation frameworks used in technology due diligence and technology advisory engagements
• Collaborate with a team of software, infrastructure, and security architects and consultants in order to elevate the Insurance advisory capabilities of the M&A team 
• Actively participate in the performance management process
• Actively participate in recruiting and retaining top quality consultants
• Assist with company campus and experienced recruiting 

Business Development

• Support opportunities to provide prospects and clients with post-close technology and operations advisory for middle-market Insurance and Financial Services businesses; collaborate with practice partners to support these opportunities
• Create work plans, pricing estimates, and risk assessments for prospects
• Actively participate in M&A industry events
• Understand client investment needs/constraints and help tailor proposals appropriately to meet their needs
• Attend networking events and actively build and leverage a professional network and affiliate network in the local community 

Qualifications:

• 4+ years participating in team-based, client-facing management or technology consulting or IT M&A experience at corporate strategic client is preferred
• Experienced in specific industry sub-sectors (e.g. Brokers/MGAs, Insurance Carriers, Insurtech, BPO/Insurance Services, FinTech, Wealth Management, etc.) strongly preferred, but not mandatory
• Experience in a M&A-centric role, preferably with Private Equity investors, and with experience in SaaS or software company mergers/integrations, and/or carve-outs/divestitures
• Excellent organizational, verbal and written communication skills
• In-depth knowledge of project planning methodologies and software development life cycles 
• Bachelor's degree preferred, or equivalent required; Master’s degree or Post-Graduate coursework is a plus
• Strong analytical, problem solving, and quality assurance experience
• Strong communication skills to be able to work with C-level clients
• Ability to travel up to 30%; Travel is short term (2-3 days on-site per diligence project, 50% during post-close execution)
• Ability to work permanently in the United States without sponsorship
• A commitment to inclusion and diversity, and openness to new ideas and perspectives