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Mergers & Acquisitions (M&A) Program Management
Project type
Strategic Integration
Date
2011-2018
Location
Tucson, AZ
Role
Project Developer responsible for the day-to-day operations for acquisition progress.
Facilitated planning and kickoff, managed due diligence planning, ran meetings, on-site townhall and onboarding, managed CAPEX budget, tracked integration and training progression, oversaw compensation analysis, developed process flow visuals, procurement support, go-live prep, executive reporting and on-site management POC.
Post-launch, ensured ongoing process and deliverable development and optimizations.
Timeline
8 months for full-serve, 7 months for express sites
Budget
CAPEX 40k-80k per site
Impact
Results: Successfully acquired and integrated over 150+ sites in 3 years
Business Value: Enhanced operational efficiency and employee retention through a structured change management plan.
Lessons Learned: Emphasizing transparent communication early in the process significantly reduces friction during M&A transitions.
Teams
Acquisition, Finance, HR, Finance, Procurement, Payroll, Accounts Payable, Operations (field and corporate), C-Suite
Managed end to end business acquisition and integration efforts, ensuring seamless alignment of systems, processes and teams.
