Role Overview for Director, Post-Merger Integration (PMI) with a PE-backed Services Co. – Dallas, TX
JRG Partners is proud to partner with a high-growth, market-leading services company backed by a premier private equity firm. Our client has an aggressive growth strategy centered on strategic acquisitions and is seeking a world-class Director of Post-Merger Integration (PMI) to join their executive team in Dallas, TX. This is a newly created, high-visibility role that is mission-critical to the company’s success and the realization of its investment thesis.
The Director of Post-Merger Integration will serve as the strategic linchpin for all M&A activities following a transaction’s close. You will be the ‘quarterback’ of the integration process, responsible for ensuring that acquired companies are seamlessly and effectively onboarded into the parent organization. This role requires a unique blend of strategic thinking, financial acumen, operational expertise, and exceptional leadership. You will work hand-in-hand with the C-suite, the PE sponsors, and leaders from acquired companies to design and execute integration plans that capture maximum value, mitigate risks, and foster a unified corporate culture.
This is not a standard corporate role. You will be operating in a dynamic, fast-paced, and results-driven environment where your contributions directly impact the company’s bottom line and long-term trajectory. The ideal candidate is a seasoned M&A integration professional who thrives on complexity, excels at influencing cross-functional teams, and has a proven track record of success within the private equity ecosystem. If you are a strategic operator looking to make a significant impact and help build a best-in-class M&A integration capability, this is an unparalleled opportunity.
Key Responsibilities of Director, Post-Merger Integration (PMI) with a PE-backed Services Co. – Dallas, TX
The Director of Post-Merger Integration will own the end-to-end integration lifecycle, from late-stage due diligence through full operational assimilation. Your responsibilities will be broad and impactful, including:
Integration Playbook Development
Design, build, and continuously refine the company’s master PMI playbook. This involves creating standardized processes, tools, templates, and best practices for all functional areas to ensure a consistent, scalable, and repeatable integration model. Your work in developing a robust post-merger integration playbook will be foundational to our M&A success.
Strategic Integration Planning
For each acquisition, lead the development of a comprehensive integration strategy and detailed project plan. This includes defining integration objectives, establishing key performance indicators (KPIs), creating detailed 100-day plans, and setting timelines and budgets.
Cross-Functional Leadership
Establish and lead a cross-functional Integration Management Office (IMO) for each transaction. You will direct and coordinate the efforts of workstream leaders across all key functions, including Finance, HR, IT, Operations, Sales, Marketing, Legal, and Product, ensuring alignment and accountability.
Synergy & Value Capture
Partner with the corporate development team and executive leadership to identify, quantify, and validate potential cost and revenue synergies. You will be responsible for developing detailed plans to capture these synergies and establishing rigorous tracking mechanisms to monitor progress against targets.
Risk Management
Proactively identify potential integration risks and challenges, such as cultural clashes, system incompatibilities, or customer disruption. Develop and implement effective mitigation strategies to minimize these risks and ensure a smooth transition.
Change Management & Communication
Champion the change management process associated with integration. Develop and execute a comprehensive communication plan to keep all stakeholders—including employees, customers, partners, and leadership—informed and engaged. Drive initiatives focused on cultural assessment and alignment to foster a cohesive ‘one company’ culture.
Due Diligence Collaboration
Act as the integration subject matter expert during the later stages of the due diligence process. Provide critical input on operational risks, integration complexity, and potential synergy opportunities to help inform deal structuring and valuation.
Performance Monitoring & Reporting
Create and manage detailed dashboards and reporting frameworks to provide the executive team and private equity sponsors with clear visibility into integration progress. You will be responsible for tracking milestones, budgets, synergy realization, and overall performance against the integration thesis.
Requirements for the Director, Post-Merger Integration (PMI) with a PE-backed Services Co. – Dallas, TX
We are seeking a highly motivated and experienced professional who meets the following criteria:
Professional Experience
A minimum of 10-12 years of overall professional experience, with at least 7+ years in a dedicated role focused on post-merger integration, corporate development, or M&A advisory within a management consulting firm.
Private Equity Exposure
Demonstrable experience working within a private equity-backed portfolio company or directly for a PE firm is essential. You must understand the urgency, financial rigor, and value-creation mindset inherent in this environment.
Industry Background
Experience in a services-oriented industry (e.g., business services, professional services, tech-enabled services, healthcare services) is strongly preferred.
Educational Background
Bachelor’s degree in Business Administration, Finance, Economics, or a related field is required. An MBA from a top-tier institution is highly preferred.
Leadership & Influence
Proven ability to lead, influence, and build consensus among senior executives and cross-functional teams without having direct reporting authority. Exceptional executive presence and stakeholder management skills are critical.
Project & Program Management
Master-level project and program management skills with a history of successfully managing multiple complex, large-scale projects simultaneously. PMP or similar certification is a plus.
Financial & Analytical Acumen
Deep financial literacy with the ability to analyze complex business and financial data, model synergy cases, and build robust tracking and reporting mechanisms.
Communication Skills
Outstanding written, verbal, and presentation skills. You must be able to distill complex information into clear, concise messages for C-level executives and board members.
Personal Attributes
A self-starter with a strong sense of urgency and a bias for action. You must be adaptable, resilient, and comfortable operating in a high-pressure, ambiguous environment. A blend of strategic thinking and a hands-on, ‘roll-up-your-sleeves’ mentality is key.
Location & Travel
This position is based in Dallas, TX. The ability and willingness to travel to acquired company sites as needed (estimated 25-40%) is required.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive and compelling compensation and benefits package, including:
Competitive Executive Compensation
A highly competitive base salary and a significant annual performance-based bonus.
Meaningful Equity Participation
A substantial long-term incentive plan (LTIP) or equity grant, providing a direct opportunity to share in the value created through successful growth and acquisitions.
Comprehensive Health & Wellness
A full suite of benefits, including premium medical, dental, and vision insurance coverage for you and your dependents.
Retirement Savings
A 401(k) retirement plan with a generous company match.
Generous Time Off
A flexible and generous paid time off (PTO) policy, supplemented by company holidays.
Professional Growth
A significant budget for professional development, including conferences, certifications, and executive education.
Strategic Impact
The opportunity to build a critical function from the ground up and have a direct, measurable impact on the company’s success, with unparalleled visibility to executive leadership and the PE sponsors.
How to Apply
If you are a results-oriented M&A integration leader with a passion for driving value in a private equity setting, we encourage you to apply. This is a confidential search managed by JRG Partners.
To express your interest, please submit your resume and a cover letter outlining your relevant experience. For more information about our expertise in this area, please visit the JRG Partners’ Private Equity practice page.
Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
