Director of M&A Integration

About the role

We operate a multi-brand HVAC and plumbing platform and acquire smaller local contractors that get folded into our existing brands — rebranded, migrated onto our systems, and staffed by technicians we retain from the seller.

Today every tuck-in is run somewhat differently. This role exists to change that. You will personally lead the next several integrations end to end, and while doing so, build the repeatable playbook — checklists, timelines, owners, templates, and metrics — that lets us close and absorb a $2M–$10M revenue contractor in a predictable number of days without disrupting the acquiring brand's operations or losing the seller's technicians.

This is a builder's job, not a maintainer's. The first year is hands-on integration work; the deliverable is a system that eventually runs without you in every detail.

What you'll own

Run integrations directly

• Own the post-LOI-to-Day-100 workstream for each tuck-in, coordinating the acquiring brand's GM, corporate finance, HR, IT, and marketing.
• Build and maintain the integration plan for each deal: Day 1 readiness, 30/60/100-day milestones, decision log, and risk register.
• Serve as the primary point of contact for the seller and their leadership through close and transition.

Technician and staff retention

• Design the offer, communication, and onboarding sequence for acquired technicians, installers, and CSRs — this is the single biggest driver of deal value and the metric you'll be measured on.
• Partner with HR on offer letters, benefits transition, pay plan mapping (hourly vs. flat rate vs. commission), and licensing/apprenticeship continuity.
• Manage seller and key-employee transition agreements, earnout mechanics, and the handoff of customer relationships.

Systems and back-office conversion

• Lead migration onto the platform stack: field service management (ServiceTitan or equivalent), accounting/ERP, payroll and HRIS, phone and call tracking, CRM, and dispatch.
• Convert customer lists, open jobs, warranties, memberships/service agreements, AR/AP, and price books without service interruption.
• Coordinate the operational plumbing of a deal: licenses and permits, insurance and bonding, DOT and fleet registration, vendor and distributor accounts, leases, and utility transfers.

Brand conversion

• Sequence the rebrand with marketing: fleet wraps, uniforms, signage, phone number porting and call routing, Google Business Profile and review transfer, website redirects, and customer communication.
• Protect inbound call volume and review equity through the name change.

Build the playbook

• Codify all of the above into a documented, version-controlled playbook: master integration checklist by function, RACI, standard timeline, communication templates (seller, employees, customers, vendors), diligence request lists, and a Day 1 kit the acquiring GM can execute.
• Build the integration dashboard and define the scorecard: retention rate, revenue continuity, gross margin at 90/180 days, systems cutover on-time rate, days to full conversion, synergy capture vs. model.
• Run a structured retrospective after every deal and update the playbook accordingly.
• Train brand GMs and future integration managers to execute the playbook with decreasing central support.

Support the front end of the deal

• Contribute operational diligence: technician roster quality and comp benchmarking, call volume and lead sources, membership base health, fleet condition, callback and warranty exposure, permit and licensing risk.
• Feed integration cost and timing assumptions back into the deal model so we underwrite what we can actually deliver.

What you bring

Required

• 5+ years combined in M&A integration, PMO, operations leadership, or consulting, including at least two integrations you personally ran end to end.
• Direct experience in home services, skilled trades, or another multi-site, technician-driven business — you understand dispatch boards, flat-rate pricing, and why a tech's truck and pay plan matter more than the org chart.
• Demonstrated ability to write process documentation that people actually use.
• Comfort operating with founders and family owners: high empathy, high candor, and the ability to deliver hard news without blowing up the relationship.
• Strong project management discipline and fluency in the tools that support it.
• Willingness to travel to acquired locations, often on short notice.

Preferred

• ServiceTitan implementation or migration experience.
• Background in a PE-backed roll-up or platform company.
• Finance literacy sufficient to read a QoE, understand working capital adjustments, and track synergy capture.
• Field or trade experience of any kind.