Single Family Office

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West Monroe Capital

Brian Jacobsen leads West Monroe Capital, a co-investment platform inside consultancy West Monroe that has completed over 25 PE-sponsored deals.

West Monroe Capital

West Monroe Capital operates as the strategic investment arm of West Monroe, a Chicago-based consultancy. Brian Jacobsen, a former Partner at TowerBrook Capital Partners and Managing Partner of Grand Crossing Capital, leads the platform. His prior experience spans private equity at Madison Dearborn Partners and Goldman Sachs, bringing institutional investment discipline to a vehicle that blurs the line between a family office and a corporate venture arm. The firm's mandate is to co-invest client capital into transactions where the parent company's operational consulting teams are already engaged. Deployment focuses on minority co-investments alongside established private equity sponsors. The platform sources opportunities exclusively through West Monroe's Mergers & Acquisitions advisory practice and its transaction services engagements. This gives the investment team a proprietary view into deals the consulting firm is already diligence-ing or value-creating. The team invests across a range of sectors mapped to West Monroe's consulting expertise — enterprise software, consumer and retail, and business services. Investments are structured as direct equity co-investments rather than fund commitments, aligning the platform's capital with sponsor economics on a deal-by-deal basis. The lean four-person investment team draws on the parent firm's industry depth. Brian Jacobsen and Vice President Chris Darragh, formerly of Guggenheim Partners and Aon Hewitt, oversee investment decisions. The platform has completed over 25 co-investments to date, although specific portfolio company names remain private. The team's prior experience spans endowment, pension, and family office investment mandates, suggesting an institutional-grade underwriting process grafted onto a consulting firm. No adjacent vehicles, philanthropic foundations, or real-asset arms are disclosed. The platform's most recent operational posture is defined by its steady co-investment cadence, with no fundraising announcements or fund closes publicly available. The architecture of West Monroe Capital is distinct. It is neither a pure family office managing a founder's wealth nor an independent investment manager. The capital is deployed from West Monroe's balance sheet and its partners, pulled through the same funnel that feeds the consulting business. This creates a structural sourcing advantage — the investment team sees deal flow that comes through non-traditional advisory channels — but also limits the investable universe to situations where West Monroe consultants have a mandate to improve a target company post-close.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Principals

Brian Jacobsen

Managing Partner

Chris Darragh

Vice President

Julie Prizer

Investor Relations and Fundraising Manager

Nic Weishar

Senior Analyst

Sector focus

Enterprise SoftwareConsumer & RetailBusiness Services

Frequently asked questions

How does West Monroe Capital source investment opportunities?

West Monroe Capital sources exclusively through the M&A advisory and transaction services teams of its parent company, West Monroe. This provides a proprietary pipeline of deals where the consulting firm is already engaged in due diligence or post-acquisition performance improvement alongside private equity sponsors. The platform does not engage in open-market sourcing or third-party broker-led processes.

Is West Monroe Capital a single family office or a consulting firm's investment arm?

It operates as an investment platform embedded within West Monroe, a management consulting firm. The capital deployed comes from the firm's balance sheet and its partners, not from a single family's wealth. Brian Jacobsen, the Managing Partner, previously ran a family-backed private equity firm, Grand Crossing Capital, but West Monroe Capital is structured as a corporate investment vehicle aligned with the consulting business.

Does the platform make fund commitments or only direct investments?

West Monroe Capital only makes direct co-investments into portfolio companies alongside private equity sponsors. It does not operate as a fund-of-funds or make primary commitments to blind-pool private equity vehicles. The platform has executed over 25 direct co-investments to date.

What investment stage and sector focus does West Monroe Capital target?

The platform invests in mature, sponsor-backed businesses where the parent consulting firm can drive operational value post-acquisition. Its sector focus aligns with West Monroe's advisory practices, spanning enterprise software, consumer and retail, and business services. The team does not target early-stage venture or growth equity situations unless tied to an existing sponsor transaction.

Who leads investment decisions at West Monroe Capital?

Brian Jacobsen, Managing Partner, leads the investment team. Chris Darragh serves as Vice President. Jacobsen's background includes private equity roles at TowerBrook Capital Partners and Madison Dearborn Partners, giving the platform institutional-grade decision-making authority concentrated in a small team that leverages the parent firm's operational expertise.

Does West Monroe Capital operate any philanthropic or adjacent investment vehicles?

No separate philanthropic foundations, real-asset arms, or adjacent investment vehicles are publicly disclosed. The platform operates solely as the co-investment arm of West Monroe, deploying capital from a single balance sheet and partner equity pool.

How is West Monroe Capital related to Grand Crossing Capital?

Brian Jacobsen previously served as Managing Partner of Grand Crossing Capital, a family-backed private equity firm, before joining West Monroe Capital. Grand Crossing Capital is a separate entity and not operationally linked to the West Monroe platform. Jacobsen's experience there shapes the co-investment approach but does not create a shared investment structure between the two firms.

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