Senior Manager, Mergers & Acquisitions (Financial Services)

Are you ready to make an impact?

At West Monroe, our people are our business. We pride ourselves on bringing a different mindset to consulting—one that is highly collaborative, flexible, and tenacious. Our people-first culture is core to our identity, and we are committed to fostering an inclusive and diverse environment where unique perspectives drive impactful results.

We help clients navigate the full transaction lifecycle—from pre-close due diligence through post-close integration and value creation—while enabling long-term growth through operating model transformation, technology modernization, data and analytics, and digital strategy. This role will focus on insurance value creation opportunities such as insurance brokers, carriers, MGAs, InsurTechs, and insurance services organizations.

We are seeking a Senior Manager with deep experience in Mergers & Acquisitions (M&A) to help lead our growing Insurance Value Creation vertical. This leader will be responsible for managing complex client engagements, developing trusted executive relationships, driving business development, mentoring teams, and helping shape the future of our Insurance M&A offering.

Responsibilities

Client Leadership

• Lead complex technology, operations, and business transformation engagements for Private Equity and Corporate Strategic clients across the transaction lifecycle, including platform acquisitions, mergers, integrations, carve-outs, and value creation initiatives.
• Serve as a trusted advisor to executive client stakeholders, including CIOs, CTOs, CFOs, business leaders, and Private Equity operating partners.
• Lead pre-close technology and operational due diligence efforts by assessing risks, identifying value creation opportunities, and developing actionable recommendations for investors and corporate buyers.
• Oversee post-close integration, separation, and transformation programs, including Day 1 readiness, operating model design, technology modernization, systems integration, data strategy, and digital transformation initiatives.
• Provide executive-level guidance on technology investments, operating model decisions, organizational design, and transformation roadmaps.
• Ensure successful engagement delivery by managing scope, quality, financial performance, staffing, and client satisfaction across multiple concurrent engagements.
• Lead executive steering committees, workshops, and client presentations while effectively managing complex stakeholder environments.
• Identify risks, resolve issues proactively, and drive measurable business outcomes for clients.

Practice Leadership

• Help define and execute the strategic direction of West Monroe's Insurance M&A practice.
• Develop and enhance methodologies, frameworks, accelerators, and intellectual property supporting technology due diligence, post-close execution, and value creation.
• Collaborate across West Monroe practices—including Software, Infrastructure, Cyber