Advisory Analyst, Technology Transaction - Software: Experienced Consultant

West Monroe is seeking a Technology Transaction Advisory Analyst to join our Technology and Experience Practice (TechEx) and support technology M&A due diligence projects. The consultant will collaborate with software due diligence architects to provide strategic and technical guidance across a variety of industries, including Private Equity, High-Tech & Software, Healthcare, and Financial Services. As a technology-focused firm with experience across a diverse set of technologies, we provide opportunities to continuously expand both technical and business skillsets while working with cutting-edge tools, platforms, and frameworks. This is an exciting opportunity to contribute to our newly formalized (but long-standing) technology M&A offering and support strategic enterprise architecture initiatives, software and product due diligence engagements, post-merger integrations, and carve-out advisory work. 

 

Responsibilities:  

• Collaborate with consultants from other competencies (i.e. Cloud, Cybersecurity) in support of holistic, tech due diligence assessments for client M&A activity, and identify remediation opportunities through analysis of existing technology systems, software applications, and business processes 
• Assess an organization’s underlying technical environment and provide recommendations to achieve scalability to support growth, reduce operational costs, and improve security to mitigate risks
• Evaluate IT and technical development processes for best practices and levels of maturity 
• Identify key process issues and risks in the context of an investment thesis while evaluating potential acquisitions for our Private Equity clients 
• Formulate projects and strategies to support the client’s investment thesis, key risk mitigation, and long-term technology-based initiatives in the form of betterment and post-close engagements 
• Demonstrate expertise in designing technology solutions through systems integration and application development 
• Develop presentations to communicate due diligence findings and potential recommendations to client leadership 

 

Qualifications:  

• Bachelor’s degree in relevant field preferred, or equivalent experience required  
• Consulting firm/industry experience preferred 
• 2-4+ years of hands-on software development experience, preferably within greenfield projects 
• Knowledge of and experience with complex business systems integration, custom object-oriented design/development (C#, Java, Python, etc.), and the Software Development Life Cycle (SDLC) 
• Experience applying Agile/Lean methodologies to manage project tasks 
• Confident in leading requirements gathering sessions with executive stakeholders at external clients 
• Demonstrated experience leading technical engagements including proposal development, estimation, and day-to-day project management (time tracking, budgeting, status reporting) 
• Experience developing or using agentic AI/LLMs, orchestration frameworks, and tool integration to enable autonomous decision-making and task execution is a plus
• Strong sense of urgency with ability to deliver solutions in fast-paced, dynamic environments 
• Excellent critical thinking and communication (written and presentation) skills to distill complex technical concepts into clear, actionable insights for business executives
• Experience working within a collaborative, cross-functional, team-based environment 
• Willingness to travel for out-of-town for client engagements (20 to 30% travel)
• Hybrid role: 1 to 2 days a week in office (you can work in any of our office locations in t