High valuations. Intense competition. Compressed sales cycles. Record amounts of dry powder. Private equity firms must prioritize investments and drive high returns. Fast.
At West Monroe, our private equity consultants partner with leading firms to drive value across the portfolio. Starting with transaction advisory—on over 400 deals each year—we mitigate risk and identify post-close opportunities. For every challenge across the deal lifecycle, we build the right multidisciplinary team, bringing together industry experts, M&A practitioners, and technologists to create value, capture synergies, and realize your investment thesis. We understand your goals and have the expertise to help you meet them. Plus, we move at your speed.
As a longtime partner to private equity, we’re able to leverage our knowledge and experience from over 3,500 deals to take private equity consulting to the next level. The result? A laser focus on results—so you can be confident in the outcome.
Industry knowledge is a critical component of portfolio management. Successfully evaluating a target, designing an operating model, and integrating systems means starting with an industry lens. We bring this perspective to your investments by tapping into industry experts who are fully immersed—not only in the regulations, processes, and technology systems unique to that industry, but also in the trends shaping its future. Find out how our private equity consulting services span healthcare, life sciences, software and high-tech, retail, consumer and industrial products, and financial services.
Every deal is different, and we treat it that way. With our deep bench of experts, we provide the resources you need to whip up the right strategy—and execute it. Our talented human capital management team is unparalleled in M&A transaction experience. We also specialize in ERP, cloud and infrastructure, cybersecurity, digital transformation, and analytics. And we collaborate, working hand-in-hand with your team through a project management office that stays on time and within budget.
Through a full suite of transaction advisory services, we:
When shrinking hold periods meet growing expectations, private equity firms must create value faster than ever. We implement data analytics in weeks through our Rapid Insights and Analytics Center of Excellence accelerators—so your operating partners have the information they need to run the portfolio better. Gain efficiencies through productivity improvements, cost takeout, automated tasks, redesigning processes, and identifying growth opportunities. And take on digital transformation in full force: Start by assessing the digital maturity of your portfolio, then make targeted digital investments that create immediate ROI. Let us turn technology into business value for you.
Dan applies his experience gained on more than 100 M&A transactions to help his clients realize their investment thesis and maximize value from deals.
Vamsi’s diverse background as a seasoned technologist and M&A advisor allows him to bring a unique point of view to every transaction.
Mike applies a deep understanding of the private equity industry along with a strong technology background to 30+ M&A transactions a year.
Connor has translated extensive carve-out, divestiture, and spin-off experience into hundreds of millions of dollars of value for his clients.
An adept systems engineer, John brings that skill and attention to detail to his clients as he helps them deliver impactful results.
With a career spanning more than a half-dozen industries, there’s no problem your team is facing that Roger can’t solve.
Jim has a proven track record of creating impactful results for his clients through new product strategy and operational transformations.
Foster is a senior manager in our Mergers & Acquisitions practice and the Central Region lead for carve-out services.
Matt’s drive to understand his clients’ values and goals makes him an effective partner who delivers meaningful results.
Chip is a senior manager supporting clients across the deal life cycle, focusing on leadership of integration diligences, planning, and management offices.
Chris is a leader in our M&A practice, advising investors and portfolio companies in the High-Tech/Software space on investments and growth strategies.
With experience as an operator of a software company and a consultant, Hubert has the skill set to find revenue growth opportunities for his clients.
Greg brings his background in accounting, business, and technology experience to help his clients navigate critical and complex projects.
With a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
A director in our Mergers & Acquisitions practice, Dhaval advises private equity firms and their portfolio companies across the investment lifecycle.
Peter is a director in our M&A practice with extensive global experience across corporate, consulting, and entrepreneurial environments.
Neil is a director in our Mergers & Acquisition practice. He excels at helping technology companies improve revenue growth and expand profit margins.
A senior manager in our M&A practice, Andy excels at helping private equity clients successfully navigate complex transactions.
Brad Haller is a director in West Monroe’s M&A practice, leading the firm’s merger integration capabilities.
Ken’s diverse background helps him guide his clients to realize the value of technology and digital initiatives.
With a focus on driving enterprise value for his clients, Scott builds collaborative and cross-functional teams.
A senior manager in our Mergers & Acquisitions practice, Matt creates measurable value in all phases of the integration lifecycle.
Tom leads West Monroe in Minneapolis and brings 20 years of business transformation experience to multiple industries.
Adam has expertise in advising private equity and public companies across all stages of the M&A lifecycle.
Tim is a results-driven M&A leader in due diligence and carveout deals across the transaction life cycle.
Keith leads the firm’s highly skilled divestiture & carve-out center of excellence within M&A. He is also a father of three young girls.
Jeremy works with clients across the deal life cycle, from strategic planning through value realization, to achieve enterprise and investment objectives.
I am even more accessible than the other modals.