Director of M&A Integration

VMG HealthDallas, TX
2d

About The Position

VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients’ valuation, strategic, and compliance needs. VMG is seeking to bring on a Director of M&A to add in-depth value to its talented team. The Director of M&A Integration contributes to the success of the firm by owning the end-to-end integration lifecycle for a PE-backed professional services platform executing programmatic acquisitions. This role spans diligence support through post-close execution, with direct accountability for synergy realization, operational alignment, client and talent retention, and cultural integration. The Director builds and refines a repeatable integration playbook supporting 2–4+ concurrent integrations per year across varying deal sizes and structures. An ideal candidate will have experience in financial planning & analysis (FP&A) and/or strategic planning in a corporate environment.

Requirements

  • Bachelor’s degree required; MBA or other relevant advanced degree strongly preferred.
  • PMP, Lean/Six Sigma, or equivalent.
  • 8+ years in M&A integration or post-merger operations, including direct experience with PE-backed platforms executing serial acquisitions.
  • Demonstrated success leading post-merger integration efforts in complex, matrixed organizations, including cultural, system, and process harmonization.
  • Deep understanding of M&A lifecycle, change management, and operational readiness.
  • Highly organized, process-oriented leader with exceptional project management skills and the ability to manage multiple concurrent integrations.
  • Strong working knowledge of financial integration mechanics: chart of accounts harmonization, billing/revenue migration, and comp plan alignment.
  • Strong analytical and financial modeling skills in Microsoft Excel; familiarity with PowerBI preferred.
  • Proven ability to influence and build consensus at the executive level.
  • Strong interpersonal, communication, and problem-solving skills.
  • Ability to lead strategically, with agility, and through change.

Nice To Haves

  • Familiarity with PSA platforms (Deltek, NetSuite, Workday), preferred.

Responsibilities

  • Integration Playbook & Methodology Own and continuously improve the enterprise integration playbook, including standardized Day 1 / First 100 Days / Steady-State milestones.
  • Design scalable, repeatable integration frameworks adaptable to strategic add-on acquisitions.
  • Establish synergy tracking dashboards aligned to underwriting assumptions.
  • Establish standardized, scalable integration methodologies adaptable to various deal sizes and types.
  • Cross-Functional Leadership Lead large-scale integration efforts, collaborating with business leaders, HR, IT, Finance, Legal, and executive stakeholders.
  • Drive cross-functional alignment to ensure timely execution of integration plans.
  • Build and manage governance forums, steering committees, and executive updates for transparency and accountability.
  • Due Diligence & Deal Structuring Support Partner with the Director of M&A and PE investment team during diligence to identify integration risks, synergies, and operational readiness gaps.
  • Identify risks and synergies early in the process, proactively mitigating integration risks.
  • Serve as the primary day-to-day escalation point for integration issues; escalate material risks to the CFO/CEO as needed.
  • Systems & Operational Integration Lead platform consolidation across core systems: ERP, HRIS, and CRM.
  • Synchronize planning across multiple integration workstreams, leading pre-planning, due diligence, and implementation.
  • Own chart of accounts harmonization, billing migration, and financial reporting integration in partnership with Finance and Accounting.
  • Client & Talent Retention Design and execute client retention strategies: communication cadences, account team continuity, and service-level commitments.
  • Continuous Improvement Track and report synergy realization (revenue and cost) against underwriting assumptions monthly/quarterly.
  • Own post-integration retrospectives (90-day and 12-month).
  • Deliver integration progress reports for board meetings and PE sponsor reviews.
  • Financial Planning & Analysis Support development of budgets, reforecasts, and scenario plans.
  • Develop and maintain integrated financial models (P&L, balance sheet, cash flow).
  • Contribute to design and implementation of purpose-built financial planning & reporting applications.
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