Senior Consultant, Mergers & Acquisitions (Insurance)

Posted Yesterday
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Hiring Remotely in United States
Remote
131K-146K Annually
Senior level
Cloud • Professional Services • Security • Analytics • Consulting • Utilities • Renewable Energy
West Monroe is a global business and technology consulting firm passionate about creating value with our clients.
The Role
As a Senior Consultant in the Insurance M&A practice, you will support Private Equity and corporate clients through the transaction lifecycle, focusing on technology operational due diligence, strategic planning, and post-merger integration, while also contributing to business development and internal practice enhancement efforts.
Summary Generated by Built In

Are you ready to make an impact?

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.

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


Based on pay transparency guidelines, the salary range for this role can vary based on your proximity to one of our West Monroe offices (see table below). Information on our competitive total rewards package, including our bonus structure and benefits is here. Individual salaries are determined by evaluating a variety of factors including geography, experience, skills, education, and internal equity.
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. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.

Seattle or Washington, D.C.

$131,400$146,000 USD

Los Angeles

$137,600$152,900 USD

New York City or San Francisco

$140,900$159,900 USD

A location not listed above

$125,100$139,000 USD

West Monroe is a digital services firm that partners with companies in transformative industries to deliver quantifiable financial value. We believe that digital is a mindset and it’s something companies become, not something they do. We bring together diverse, multidisciplinary teams that use their expertise to develop and execute new ideas and ways of working.  

At West Monroe, we invest in our people and care in a big way. We are growing the next generation of leaders who lead with inclusion, enabling us to address our clients’ most complex challenges. If you’re looking for a place where you’ll feel supported, our team will help you grow. We believe that growth breeds opportunity for all. And know that when we come together, we can do what's never been done. 

Our fast-paced culture and collaborative teams bring the energy and expertise needed to make an impact and deliver beyond expectations. If you are ready to set big goals with us, join us on our journey of building what matters for our clients, our people, and our communities. 

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 www.westmonroe.com/inclusion. 

If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.  

What the Team is Saying

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The Company
San Francisco, CA
2,000 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

West Monroe is a global business and technology consulting firm passionate about creating value for our clients. We co-create solutions that accelerate results now and prepare industries to tackle what’s next. We’re excited by the possibilities that technology creates. We work with our clients to deliver on the possible, building on their goals, generating fresh insights and creating inspiring outcomes.

We excel at the intersection of industry, strategy, people and technology—always driving rapid impact. Our all-in approach comes from our unique employee ownership structure. Our clients’ success is our success. From the beginning, our growth has come from putting people at the center. Fortune and USA Today consistently celebrate West Monroe as a top workplace, and we’re recognized as a leading consultancy by Forbes and Forrester.

Why Work With Us

It’s our mission to help build the next generation of leaders, and we’re committed to partnering with employees to build an experience that’s challenging, fulfilling, and filled with constant opportunities to grow, and to make a real difference.

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West Monroe Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
San Francisco, CA

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