Our Merger and Acquisition services include:
- Establishment of transaction processes, tools, and methodologies.
- Creation of training modules and materials to provide deal teams an opportunity to test the models and tools developed.
- Training of teams that will be involved in all aspects of the transactions.
- Due diligence assistance covering all people aspects of corporate transactions:
- Based on transaction strategy, review and testing of all people-related assumptions contained in the transaction model
- Identify, quantify, and mitigate liabilities related to people programs and potential integration risks
- Document key differences in people programs and costs between the two entities
- Assess potential barriers to timely synergy achievement
- Due diligence project management and coordination
- Executive compensation and change-in-control issues
- Employee benefits, including retirement and welfare plan issues
- Employee and sales force compensation issues
- Severance and retention plan design and costing
- Labor and employment issues
- HR program administration and HR IT delivery
- Purchase agreement drafting and negotiating assistance
- Prepare initial integration plan
- Integration planning and execution assistance
- Refine and finalize HR integration plan based on due diligence finding and overall business integration strategy and growth/return synergy targets
- Establish integration guiding principles, team structures, and project management/reporting processes (including cross-team and cross-functional interdependencies)
- Develop team work plans, including key milestones, deliverables, and interim success metrics (e.g., 30, 60, and 90-day metrics)
- Implement/execute integration plan
- Measure and monitor results
- Conduct transaction debrief to refine overall process to ensure continuous improvement
