Head of M&A Integration bei Blue Cardinal Home Services, LLC

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

• Proactively drive completion of the integration by partnering closely with functional leaders to resolve integration issues and escalate decisions to management, when needed.

• Lead cross-functional workshops at critical points throughout the integration process to build integration momentum or resolve cross-functional issues (integration kickoff, etc.).

• Develop a detailed integration reporting package to provide all stakeholders with a view on integration progress, value realized, and upcoming priorities.

Change Management

• Drive a comprehensive change management strategy throughout the integration to ensure the business wins the head, heart, and hands of employees as the integration changes how work gets done (training plans, communication strategy, etc.).

• Build an internal integration playbook that will be leveraged in future integrations by the business, refine the playbook after each deal is completed.

Post-Merger Evaluation

• Conduct thorough post-merger evaluations to assess the success of the integration and identify areas for improvement.

• Solicit feedback from stakeholders, both internal and external, and use insights gained to refine integration strategies for future initiatives.

Requirements

The ideal candidate possesses the following:

· Bachelor's degree from an accredited college or university, Master's degree desirable

· Must have 7-10+ years of experience with M&A and PMI OR Transformations in the Home Services space

· Proven track record in standing up and executing several post-merger integrations and/or complex cross-functional programs

· Prior experience understanding and resolving function-specific integration matters (systems cutovers, etc.) to ensure tight collaboration with workstream leaders

· Experience leading several projects at once, with an ability to focus on the highest value issues in order to properly manage time

· Strong problem-solving skills, including the ability to use data to make decisions about how to run merger integrations

· Strong leadership and communication skills to ensure collaboration with function workstream leaders, and an ability to engage with management on high-value integration matters

· Experience reporting business results or program results to senior leadership, comfortable collecting feedback on how to optimize integration success

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