Advisory Lead, Software & AI

Are you ready to make an impact?

Mergers & Transaction Services Advisory Lead, Software & AI

West Monroe is seeking a Mergers & Transaction Services, (MTS) Advisory Lead, Software & AI to join our Technology & Experience (TechEx) practice. This executive-level technology leader partners with private equity firms, corporate development teams, and C-suite executives to evaluate software companies and technology-enabled businesses throughout the M&A lifecycle. Serving as a trusted advisor, the Advisory Lead shapes investment decisions by assessing software products, AI capabilities, engineering organizations, enterprise architecture, and technology operating models while identifying opportunities to accelerate value creation. This role combines deep technical expertise with commercial acumen to lead complex engagements, originate new client opportunities, and advance West Monroe's Software & AI transaction advisory capabilities.

What You Will Do

Client Delivery

• Serve as the executive advisor for complex software and AI technology due diligence engagements, guiding clients through acquisitions, divestitures, carve-outs, integrations, and strategic investments.

• Evaluate software platforms, product architecture, AI capabilities, engineering organizations, cloud environments, and technology operating models to assess scalability, security, product maturity, and operational readiness.

• Evaluate AI-enabled and agentic software development practices across the SDLC, advising clients on how coding agents, AI-assisted engineering workflows, and emerging development models can accelerate delivery, improve quality, and reshape engineering organizations

• Advise executive stakeholders on technology risk, AI strategy, engineering effectiveness, product roadmaps, and value creation opportunities that support investment theses and post-close transformation.

• Lead multidisciplinary teams across software engineering, cloud, cybersecurity, infrastructure, and data to deliver integrated technology assessments and strategic recommendations. <span data-ccp-props="{"134233117"