Manager – M&A Integration
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Job Description
M&A integration leader running contractor acquisitions for a multi-brand HVAC and plumbing platform. Building repeatable playbooks for technician retention, systems migration, and brand conversion.
Responsibilities:
- Own post-LOI through Day 100 for each tuck-in integration
- Coordinate acquiring-brand GMs with corporate finance, HR, IT, and marketing
- Build integration plans with Day 1 readiness, 30/60/100-day milestones, decision logs, and risk registers
- Serve as primary contact for sellers and their leadership through close and transition
- Design technician, installer, and CSR offers, communications, and onboarding
- Partner with HR on offer letters, benefits transition, pay-plan mapping, and licensing continuity
- Manage seller and key-employee transition agreements, earnout mechanics, and customer handoff
- Lead migration to field service management, ERP, payroll/HRIS, phone/call-tracking, and dispatch systems
- Convert customer data, open jobs, warranties, service agreements, AR/AP, and price books without service interruption
- Coordinate licenses, permits, insurance, bonding, DOT and fleet registration, vendor accounts, leases, and utility transfers
- Sequence brand rebrands and protect inbound call volume and review equity
- Build and maintain a version-controlled integration playbook, RACI, timelines, templates, diligence lists, and Day 1 kit
- Build integration dashboards and scorecards; run retrospectives after each deal
- Train brand GMs and future integration managers
- Contribute operational diligence and feed integration cost and timing assumptions into deal models
Requirements:
- 5+ years across M&A integration, PMO, operations leadership, or consulting
- At least two integrations personally run end to end
- Direct experience in home services, skilled trades, or another multi-site, technician-driven business
- Ability to write process documentation people actually use
- Comfort working with founders and family owners; high empathy and candor
- Strong project management discipline
- Willingness to travel on short notice
- ServiceTitan implementation or migration experience (nice-to-have)
- PE-backed roll-up or platform company background (nice-to-have)
- Finance literacy to read a QoE, understand working capital adjustments, and track synergy capture (nice-to-have)
- Field or trade experience (nice-to-have)
Benefits:
- Bonus tied to integration outcomes
- Equity participation
- Remote work arrangement
- 40–60% travel
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