Senior Consultant, Mergers & Acquisitions (exit-readiness)

Our expert and award-winning Mergers & Acquisitions (M&A) practice seeks a Senior Consultant to join our rapidly growing Sell-Side Advisory (SSA) team. WM SSA consultants specialize in exit readiness, advising companies on the strategic and operational factors that can impact a potential recapitalization, financing, or exit to a strategic or financial buyer.

WM’s model leverages the insights of experienced entrepreneurs, seasoned operators, and veteran deals professionals to proactively identify and act on both risk and opportunity, empowering management with precise coaching, and collaborating with investment banks to refine narratives around technology and operations.

In this dynamic role, you will work with our national M&A practice, primarily serving portfolio companies of venture capital and private equity firms. As a Senior Consultant, you will play a critical role in the delivery of operational and technology assessments in a due diligence context and support exit readiness exercises for portfolio company leadership and their investors.

You will be an integral part of our team, contributing to project execution and supporting the entrepreneurial process of growing a rapidly expanding offering.

Here’s what you’ll be doing:

• Coordinate Transaction Services teams serving clients across industries with specific capabilities in mergers & acquisitions

• Collaborate with stakeholders involved in a sell-side process, including other advisors, investment banks, private equity or corporate owners, and C-level client executives

• Deliver sell-side due diligence projects focused on operational and technology strategy, organizational structures/operating models, and current state business processes and supporting technology

• Enhance methodologies for client delivery and practice innovation, and identify opportunities for internal efficiency gains through AI
• Leverage AI tools to accelerate analysis, synthesize complex information, and support data-driven recommendations for clients,exercising sound judgment in evaluating outputs.​
• Apply AI technologies (e.g., generative AI, automation tools, data models) to enhance insights, improve delivery efficiency, andelevate the quality of client outcomes.

• Support business development through prospect research and creation of sales collateral

Here’s what you’ll need to bring to the table:

• Bachelor's degree or equivalent experience required

• Excellent critical thinking, oral and written communication skills

• 2-4 years working in roles that emphasize strategy, technology, and/or operations in a team-based, cross-functional environment

• 1-2 years of experience in investment banking, corporate development/strategy, entrepreneurship, if you do not have a consulting or M&A background

• Strong project management background (e.g., schedule/scope/issue management)

• Consulting firm experience a plus, but not required

• Entrepreneurial or corporate venture development experience a plus, but not required

• Financial modeling skills a plus, but not required
• Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.

• Bias to action and comfort bringing structure to ambiguity

• Willingness to learn and develop new skillsets

• Candidates must be eligible to work permanently in the United States without sponsorship

• Ability to travel up to 50%
• A commitment to inclusion and diversity, and openness to new ideas and perspectives