Manager / Director, M&A Integration

Sitreps

21h•Remote

About The Position

This role exists to standardize the integration process for tuck-in acquisitions within a multi-brand HVAC and plumbing platform. The individual will lead integrations end-to-end, developing a repeatable playbook that includes checklists, timelines, owners, templates, and metrics for absorbing smaller contractors. This is a hands-on, builder-focused position.

Requirements

5+ years of experience in M&A integration, PMO, operations leadership, or consulting.
Personally led at least two M&A integrations from start to finish.
Direct experience in home services, skilled trades, or a similar multi-site, technician-driven business.
Understanding of dispatch boards, flat-rate pricing, and the importance of technician truck and pay plans.
Proven ability to create effective process documentation.
Comfort interacting with founders and family owners, demonstrating high empathy and candor.
Strong project management discipline.
Willingness to travel on short notice.

Nice To Haves

ServiceTitan implementation or migration experience.
Experience in a PE-backed roll-up or platform company.
Financial literacy to understand QoE, working capital adjustments, and synergy capture.
Any field or trade experience.

Responsibilities

Lead integrations directly from post-LOI through Day 100, coordinating with various departments (finance, HR, IT, marketing) and the acquiring brand's GM.
Develop comprehensive integration plans, including Day 1 readiness, 30/60/100-day milestones, decision logs, and risk registers.
Serve as the main point of contact for sellers and their leadership during the close and transition phases.
Design offers, communication strategies, and onboarding processes for acquired technicians and staff to maximize deal value.
Collaborate with HR on offer letters, benefits transition, pay plan mapping, and licensing.
Manage seller and key-employee transition agreements, earnout mechanics, and customer relationship handoffs.
Oversee the migration of systems including field service management (ServiceTitan or equivalent), ERP, payroll/HRIS, phones, and dispatch.
Convert customer lists, open jobs, warranties, service agreements, AR/AP, and price books without service interruption.
Coordinate licenses, permits, insurance, bonding, fleet registration, vendor accounts, leases, and utility transfers.
Manage the rebranding process, including fleet wraps, uniforms, signage, number porting, and online presence updates.
Protect inbound call volume and review equity during the rebranding process.
Codify the integration process into a documented, version-controlled playbook with checklists, RACI charts, standard timelines, templates, and a Day 1 kit.
Build an integration dashboard and scorecard, and conduct post-deal retrospectives.
Train brand GMs and future integration managers to execute integrations with decreasing central support.
Contribute operational diligence to the deal process, assessing technician roster quality, comp benchmarking, lead sources, membership health, fleet condition, and warranty exposure.
Provide integration cost and timing assumptions to the deal model to ensure realistic underwriting.