Head of M&A Integration

Job Description

Job Description

Description :

Company : Blue Cardinal Home Services Group

Title : Head of M&A Integration Dallas, TX

Blue Cardinal Home Services Group

Blue Cardinal Services Group is a multi-regional network of premier home services companies specializing in residential HVAC, plumbing, and electrical services. With over 45 years of operational excellence, our companies are deeply rooted in their communities and recognized for exceptional service, craftsmanship, and customer trust.

We partner with legacy-driven businesses - amplifying their strengths, protecting what makes them unique, and empowering growth through strategic investment, expert coaching, and best-in-class resources. Our collaborative model fosters innovation across markets, enabling our partners to thrive in ways never before possible.

Since 2023, Blue Cardinal has expanded its footprint through strategic partnerships with standout operators, including Standard Heating and Air Conditioning (AL), Climate Control Heating and Cooling (MO), Midway Plumbing, Alco Air, Air Express, Houston Water Heaters, and American Air (TX). These additions reflect our commitment to elevating essential home services and preserving the legacy of high-performing local brands.

Backed by Percheron Capital, a leading private equity firm focused on essential services, Blue Cardinal is positioned for accelerated growth. We continue to invest in leadership, infrastructure, and innovation to build a national platform that honors the past while expanding the future.

About Percheron Capital

Percheron Capital ("Percheron") is a private equity firm with over $3 billion in assets under management that was established in 2020 with a focused strategy on middle-market essential services businesses at growth inflection points. The firm's purpose is to help high-quality businesses accelerate growth and enhance long-term value.

Percheron targets control investments in middle-market, essential services businesses with roughly $10 - $30M in EBITDA based in North America. The firm focuses on investing in resilient end markets, including animal health, automotive, education, food & beverage, healthcare & wellness, and residential services. Percheron's investment thesis is squarely focused on rapidly transforming fundamentally strong business models across organic growth, M&A, and greenfield growth vectors.

The Role - M&A Head of Integrations

We are seeking a results-driven, analytically minded M&A Integration Leader with expertise leading all merger integration Pre and Post-Close activities to ensure a seamless expansion of the business.

Reporting directly to the CEO, this role collaborates closely with executive leadership and management to craft integration strategies, develop comprehensive plans, build 24-month forecasts, and provide transparent progress reports to key stakeholders. The Head of Integration is also responsible for building internal capabilities to support future integrations. This involves documenting best practices, deploying capabilities at the start of new acquisitions, and coaching functional workstreams through integration challenges.

Primary Functional Responsibilities

Develop Integration Strategy

• Formulate a comprehensive integration strategy that aligns with the overarching business goals and objectives.
• Define clear and measurable milestones to track progress throughout the integration process.
• Collaborate closely with management during diligence periods to understand how new acquisitions fit into the business, and craft an integration strategy / approach appropriate for the business.
• Use knowledge of the deal to establish an integration governance model to address all aspects of the program (functional workstreams to activate, workstream scope, meeting cadence, etc.).
• Lead the Integration Management Office (IMO) and functional workstream leaders through the development of comprehensive integration plans.
• Develop a 24-month budget in collaboration with functional leads and executive team for all acquisitions.

Cross-Functional Coordination

Change Management

Post-Merger Evaluation

Requirements :

The ideal candidate possesses the following :

Experience with, and / or strong understanding of, branch level P&Ls and associated cost and revenue driver