Value-Creation M&A Integration Director

Bloom Equity Partners; New York (NY); On-site; USD 200,000 - 260,000; Full time

Benefits offered by this job

Annual discretionary bonus

Job summary

Bloom Equity Partners in New York seeks an Operating Director, Value Creation to lead end-to-end M&A integrations, capture synergies, and deliver value creation initiatives from close through exit. The role spans finance, GTM, HR, technology, and legal entities across multiple countries as needed.

You will work directly with portfolio company executives, build KPI dashboards, and develop playbooks and tools for the Bloom operations toolkit.

Qualifications

• 8–12 years in private equity portfolio operations, PE-backed portfolio companies, consulting, or corporate development.
• Led at least one end-to-end M&A integration (IMO lead or integration manager).
• Strong financial modeling in Excel, including synergy models, operating budgets, and EBITDA bridges.
• Ability to build clear, board-quality presentations in PowerPoint.
• Comfortable managing multiple workstreams and stakeholders with limited supervision.
• Bachelor's degree in finance, economics, business, engineering, or related field.

Responsibilities

• Lead the IMO for bolt-on acquisitions from pre-close planning through Day 1, 100 days, and full integration.
• Direct functional workstream leads (finance, HR, IT, legal entity, GTM, product) and track milestones, dependencies, and risks.
• Lead pre-close diligence integration: org mapping, systems overlap, contract review, Day 1 readiness.
• Prepare integration status reporting for Bloom partners, portfolio company leadership, and boards.
• Build synergy models and track realized vs planned synergies; reflect in budgets and EBITDA bridges.
• Develop value creation plans with defined initiatives, owners, KPIs, and timelines.
• Create KPI dashboards and scorecards for operating reviews and LP updates.
• Support portfolio company CEOs, CFOs, and function leaders on priority projects.

Skills

Financial modeling

Executive communication

Project management

Cross-border experience

M&A integration leadership

Education

Bachelor's degree in finance/economics/business/engineering

MBA (preferred)

Tools

Excel

PowerPoint

HubSpot

Salesforce

Job description

Bloom Equity Partners in New York seeks an Operating Director, Value Creation to lead end-to-end M&A integrations, capture synergies, and deliver value creation initiatives from close through exit. The role spans finance, GTM, HR, technology, and legal entities across multiple countries as needed.

You will work directly with portfolio company executives, build KPI dashboards, and develop playbooks and tools for the Bloom operations toolkit.