West Monroe
Senior Manager, M&A (Insurance Value Creation)
Chicago; Minneapolis; New York · Senior
Sponsorship not specifiedDetected 14 days ago
Cloud PlatformsStakeholder ManagementBusiness DevelopmentNegotiationM&APerformance ManagementIntellectual PropertyLeadershipCommunicationMentoringPublic Speaking
About the role
- 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.
Responsibilities
- 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.
- 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.
- 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, Cybersecurity, Data & AI, and Customer Solutions-to deliver integrated client solutions.
- Mentor, coach, and develop consultants, managers, and senior consultants while fostering a collaborative, high-performing team culture.
Requirements
- 8+ years of consulting, M&A advisory, technology consulting, or operational leadership experience within the Insurance industry.
- Deep expertise across Insurance subsectors, including brokers, carriers, MGAs, InsurTech, insurance services/BPO, and FinTech.
- Strong understanding of enterprise technology, cloud platforms, software products, digital transformation, data strategy, and technology operating models.
- Ability to travel up to 30%
- Significant experience leading technology and operational due diligence, post-merger integration, carve-outs, and value creation initiatives for Private Equity investors and corporate strategics.
- Demonstrated success managing complex consulting engagements and leading multidisciplinary teams.
- Proven track record developing executive-level client relationships and serving as a trusted advisor to C-suite stakeholders.
- Experience leading business development efforts, including originating opportunities, developing proposals, and expanding client accounts.
- Exceptional communication, executive presentation, negotiation, and stakeholder management skills.
- Strong financial acumen with experience managing engagement economics and profitability.
- Proven ability to coach, mentor, and develop consulting teams while fostering an inclusive, collaborative culture.
- travel is typically short-term (2-3 days on-site per diligence project, with higher travel during post-close execution).
Nice to have
- Bachelor's degree required
- MBA or other advanced degree preferred.
Company info
- 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 are seeking a Senior Manager with deep experience iMergers & Acquisitions (M&A) to help lead our growing Insurance Value Creation vertical.
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