Newly appointed A&M Managing Director Jonathan Ross will help private equity clients connect the technology, operations and financial components of M&A integrations

New York, NY, June 5, 2025 - Leading global professional services firm Alvarez & Marsal (A&M) announces the appointment of Dallas-based Jonathan Ross as a Managing Director within its Private Equity Performance Improvement  (PEPI) group. Widely recognized for maximizing deal value in large-scale merger integration and carve out transactions, through accelerated IT transformations, Mr. Ross’ hire underscores PEPI’s strategic plan for harnessing A&M’s operational experience to the technology expertise of seasoned professionals across key regional hubs.

Nick Alvarez, Managing Director and Global Practice Leader of PEPI, commented, “Jonathan brings the global PE perspective and commercial acuity our clients rely on to ensure their investment decisions and portfolio companies are seamlessly delivering value against shorter timelines. As commercial risks become increasingly complex, with growing questions about how best to deploy capital, his ability to translate business needs into scalable IT solutions adds significant value. Jonathan’s joining builds on our growth momentum and expands our bench of former operators who understand how to execute with deal-dictated rapidity.”

Mr. Ross specializes in delivering complete, complex M&A transactions at quality and pace for Fortune 50 and large cap PE firms. He brings more than a decade and a half leading digital transformations and managing the full M&A lifecycle, from diligence through post-close execution, including separation and integration planning, and IT workstream management. His industry experience spans multiple sectors including  consumer and industrial products, pharmaceuticals, and life sciences, with a focus on industrial manufacturing, food and beverage, contract development and manufacturing organizations (CDMO), and field services-based organizations.

Jeff Shaffer, Managing Director and M&A Services practice leader, added, “Jonathan’s track record across IT, integration, and carveout execution broadens our M&A integration offering aligned with our ability to unlock value across the investment lifecycle. He has worked on some of the most complex deals and understands how to deliver functional readiness, clarity, and results from potential transaction identification to post-close execution and consolidation. His range of experience enhances our actionable results and hands-on execution focus.”

Among Mr. Ross’ most noteworthy assignments include leading a buy-side IT program for a carveout in the Fire and Life Safety sector, overseeing the management office and planning separation, establishing a digital transformation strategy, defining the target enterprise architecture and application strategy, and selecting software vendors and system integrators. Additionally, he managed over ten system integrators across key IT workstreams through cutover and transaction service agreement (TSA) exit, reporting directly to a wide range of executive stakeholders, including board, private equity, and C-Suite.

Prior to joining A&M, Mr. Ross served with West Monroe Partners in Dallas, most recently as Managing Director for M&A – Merger Carveout Services. He led that firm’s Technology / Office of CIO M&A advisory offerings for complex digital transformations, serving as IT program lead for major transactions in food and beverage manufacturing and distribution, life sciences, and steel manufacturing, for global companies. Earlier in his career, Mr. Ross served as an SAP (systems, applications, products) consultant at Accenture, leading the analytics workstream for a pharmaceutical distribution division of a global Fortune 50 company.

Mr. Ross noted, “In today’s PE environment, differentiated insights and execution-ready strategies are more critical than ever. A&M’s global integrated platform fulfills growing market demand for rigor, relevance, and results. The firm’s talent expansion strategy, combined with its value creation know how, provides the ideal foundation for helping PE connect the M&A integration dots of technology, commercial thinking, and operational follow-through.”

Mr. Ross earned a master’s degree in predictive analytics from Northwestern University and a bachelor’s degree in operations management and information systems from Northern Illinois University.

About Alvarez & Marsal

Founded in 1983, Alvarez & Marsal is a leading global professional services firm. Renowned for its leadership, action and results, Alvarez & Marsal provides advisory, business performance improvement and turnaround management services, delivering practical solutions to address clients' unique challenges. With a world-wide network of experienced operators, world-class consultants, former regulators and industry authorities, Alvarez & Marsal helps corporates, boards, private equity firms, law firms and government agencies drive transformation, mitigate risk and unlock value at every stage of growth.

To learn more, visit: AlvarezandMarsal.com

Contact: Sandra Sokoloff, Senior Director of Global Public Relations, Alvarez & Marsal, +1 212 763 9853