Vice President, M&A Integration
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Role details
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Job description
The ideal candidate combines strong project management discipline with operational and financial acumen and thrives in a fast-paced environment requiring proactive problem-solving, clear communication, and consistent follow-through. This role will report to our General Counsel., * Own the closing and transition process for assigned acquisitions from post-LOI through the first 30 days following close.
- Develop and manage project plans, timelines, workstream trackers, risk logs, and closing checklists.
- Coordinate cross-functional workstreams across legal, finance, technology, people operations, and business operations.
- Partner with sellers and advisors to complete diligence requests, closing deliverables, and transition activities on schedule.
- Lead status meetings, communicate progress, and escalate risks, delays, and decisions promptly.
- Translate financial and operational diligence findings into actionable transition plans.
- Monitor key transaction items, including working capital, debt payoffs, purchase price adjustments, and transition costs.
- Coordinate Day 1 readiness across employees, systems, processes, customers, vendors, and other critical functions.
- Support post-close stabilization and handoff to the portfolio performance team.
- Maintain organized deal documentation and improve closing playbooks, checklists, and templates.
- Manage closing mechanics, including funds flow, wire coordination, signature packets, and final closing deliverables.
- Track and secure required consents, licenses, permits, and contract assignments ahead of close.
- Lead or support on-site diligence, pre-close, and post-close visits (travel required).
- Use and help build out internal systems and automations (e.g., Asana, Google Workspace, Slack) to make the closing process repeatable and scalable.
- Willingness to travel approximately 50-75% of the time, based on business needs., Manage financial reporting for nonprofit clients, assisting with budgeting, forecasting, and improving processes. Coach staff and enhance technology integration.
Requirements
- Bachelor’s degree in Business Administration, Finance, Accounting, Operations Management, or a related field.
- 8+ years of experience in project management, M&A transactions, integration or transition management, operational consulting, or a related role.
- Demonstrated ability to lead complex, cross-functional initiatives under tight deadlines.
- Experience supporting acquisitions from post-LOI through closing and post-close transition.
- Strong organizational skills, attention to detail, and consistent follow-through.
- Financial and operational acumen, including comfort reviewing financial statements, working capital schedules, and business performance metrics.
- Strong problem-solving skills and the ability to create structure in ambiguous, rapidly changing situations.
- Excellent written and verbal communication skills.
- Ability to build trust and work effectively with executives, sellers, advisors, and cross-functional teams.
- Proficiency with project management platforms such as Asana.
- Willingness and ability to travel approximately 50% of the time., * Experience within private equity, a holding company, an acquisitive operating business, transaction advisory, or M&A integration.
- Familiarity with lower-middle-market and founder- or family-owned businesses.
- Experience coordinating Day 1 readiness across multiple functional areas.
- Experience developing scalable transaction processes, playbooks, and templates.
- Advanced degree or relevant project management certification.
- High ownership, sound judgment, and a bias toward action.
- Calm, collaborative, and solution-oriented approach under pressure.
Benefits & conditions
Be an Early Applicant In-Office Boulder, CO, USA 160K-220K Annually Senior level In-Office Boulder, CO, USA 160K-220K Annually Senior level Leads acquisition closing and transition activities from post-LOI through the first 30 days of ownership. Manages cross-functional project plans, diligence, closing deliverables, Day 1 readiness, financial and operational transition planning, risk escalation, closing mechanics, documentation, and post-close stabilization. Coordinates legal, finance, technology, people, and business operations while improving scalable playbooks and systems. Requires substantial travel and collaboration with sellers, advisors, executives, and portfolio teams. The summary above was generated by AI, The anticipated base salary, range for this position is listed below. Total compensation may also include a discretionary performance-based bonus and equity. Please note that compensation is determined based on a variety of factors, including, but not limited to, relevant work experience, education, skills, and other qualifications specific to the role., Benefits include medical, dental, and vision insurance, a company-matched 401(k), unlimited PTO, paid holidays, and paid parental leave., Remote or Hybrid United States 107K-160K Annually Mid level 107K-160K Annually Mid level Cloud * Fintech * Software * Business Intelligence * Consulting * Financial Services The role involves managing outsourced accounting for nonprofits, leading teams, preparing financial reports, and improving operational efficiencies. Top Skills: Bill.ComIntaactMicrosoft Office SuiteNetSuiteQuickbooks Online Wipfli, Remote or Hybrid United States 142K-195K Annually Senior level 142K-195K Annually Senior level Cloud * Fintech * Software * Business Intelligence * Consulting * Financial Services As an Outsourced CFO, provide strategic financial advising to nonprofit clients, ensuring financial reporting quality and overseeing multiple client engagements. Top Skills: GaapUniform Guidance
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
About the company
American Operator exists because we believe the American Dream is worth protecting, and that small businesses are the backbone of our communities. To do this well, we need a team that reflects the real world: operators, builders, investors, and problem-solvers from a wide range of backgrounds and experiences. MISSION-DRIVEN
Every company claims to be mission-driven, but our mission is simple, tangible, and urgent: preserve the legacy of America’s small businesses and create more pathways to meaningful ownership.
We partner with operators who want to step into leadership, take responsibility for great companies, and continue the work that founders spent decades building. When we succeed, communities keep their employers, families keep their livelihoods, and operators get the chance to build wealth through real ownership.
We work hard because we know what’s at stake: generational businesses that deserve to thrive, and talented operators who deserve the chance to lead them. And while we measure our success in deals closed and businesses grown, the real reward is seeing these companies continue to serve their people and their towns, stronger than before.
Where else do you get the opportunity to help someone become a CEO, preserve a founder’s life’s work, and strengthen a community, all in the same job? That’s what makes our work both serious and incredibly fulfilling.
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