Director, M&A Integration

Posted 12 Days Ago
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New York, NY, USA
In-Office
Senior level
Insurance • Financial Services
Our focus is to partner with insurance professionals who want to build a better financial future.
The Role
Owns Signers National’s end-to-end acquisition integration capability, including the integration operating model, playbook, and Integration Management Office. Partners with deal teams during diligence, translates value theses into integration plans, leads cross-functional execution, manages Day 1 readiness and stakeholder communications, and tracks synergy realization. The role builds repeatable processes, holds senior leaders accountable, mitigates integration risks, supports talent retention, and reports outcomes to executive leadership.
Summary Generated by Built In

Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.


Signers National is building acquisition integration into a core, repeatable capability. Because we intend to be a hands-on, “heavy” integrator of the businesses we acquire, this role owns the end-to-end integration function — not the execution of a single deal. The Director, M&A Integration designs the integration operating model and playbook, leads the Integration Management Office (IMO) on every transaction, and is accountable for capturing the value, synergies, and operational outcomes underwritten in each deal.

This person partners with the deal team during diligence to pressure-test the value thesis, then leads cross-functional execution from signing through full integration and the realization of committed synergies. Success is measured by deal value delivered, integration speed and quality, talent retention, and a continuously improving, institutionalized playbook.

Key Responsibilities

Strategy, Playbook & Function-Building

• Design and own Signers National’s integration operating model, governance, and repeatable playbook (Day 1 readiness, 30/60/100-day plans, exit criteria, and value-capture tracking).

• Build and continuously refine integration templates, checklists, tools, and dashboards so each successive acquisition integrates faster and more reliably than the last.

• Codify lessons learned after each deal and embed them into the playbook to institutionalize integration as a durable competitive advantage.

Diligence & Deal Value

• Partner with the deal team in pre-close diligence to assess integration complexity, cost-to-achieve, and risks, and to validate the synergy and value-creation assumptions underpinning the investment thesis.

• Translate the underwritten value case into a concrete integration plan with owners, milestones, dependencies, and measurable synergy targets before close.

Integration Execution & IMO Leadership

• Lead the Integration Management Office across every transaction, directing functional workstream leaders (Finance, HR, IT, Operations, Sales, Legal, Tax) and managing interdependencies, sequencing, and critical-path issues.

• Own Day 1 readiness, the talent-retention plan for key acquired employees, and the communication plan for employees, customers, vendors, and other stakeholders.

• Run integration governance — steering committee cadence, status reporting, milestone tracking, and rapid escalation and resolution of issues requiring senior input.

• Ensure defined exit criteria are met and document clean handoffs to business-line leaders at the end of each transition period.

Value Realization & Reporting

• Hold accountability for delivering committed synergies and integration outcomes; track realized vs. planned value and report progress to the Head of M&A and executive leadership.

• Identify and mitigate integration risks; proactively flag value leakage and drive corrective action.

Stakeholder & Change Leadership

• Serve as the trusted bridge between acquired-company leadership and Signers National, building alignment and managing cultural integration with minimal disruption to the business.

• Influence and align senior stakeholders without direct authority, holding business-unit and functional leaders accountable to integration commitments.

Qualifications

Required

• 8+ years of relevant experience, including direct ownership of multiple post-merger integrations (buy-side), ideally in a serial-acquirer or integration-led environment.

• Demonstrated accountability for synergy capture / value realization — not just project coordination.

• Track record leading cross-functional teams and holding senior stakeholders accountable without direct line authority.

• Strong commercial and financial acumen; able to connect integration activities to the deal’s value thesis and P&L impact.

• Excellent program management, communication, and executive-presence skills; calm and decisive under pressure and ambiguity.

• Willingness to travel to acquired sites as deals require.

Preferred

• Experience in insurance, financial services, or a closely regulated industry.

• Exposure to building an integration function or IMO from the ground up.

• Background that blends operations or a functional discipline (Finance, HR, IT, Ops) with M&A integration.

• PMP, Lean/Six Sigma, or formal post-merger integration certification.


Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Skills Required

  • 8+ years of relevant experience, including direct ownership of multiple buy-side post-merger integrations
  • Experience in a serial-acquirer or integration-led environment
  • Accountability for synergy capture and value realization
  • Experience leading cross-functional teams and holding senior stakeholders accountable without direct authority
  • Strong commercial and financial acumen, including understanding of deal value thesis and P&L impact
  • Excellent program management, communication, and executive-presence skills
  • Ability to remain calm and decisive under pressure and ambiguity
  • Willingness to travel to acquired sites as deals require
  • Experience in insurance, financial services, or a closely regulated industry
  • Experience building an integration function or Integration Management Office from the ground up
  • Background combining operations or a functional discipline such as Finance, HR, IT, or Operations with M&A integration
  • PMP, Lean Six Sigma, or formal post-merger integration certification
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The Company
HQ: New York, NY
269 Employees
Year Founded: 2021

What We Do

Signers National, LLC is a group of premier insurance companies dedicated to servicing key client segments across the United States. As the parent company of two leading nonprofit and human service insurance providers, Signers leverages deep expertise in their niche markets, providing added value across the entire insurance ecosystem.

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