Compensation design – from executive compensation to off-cycle compensation

M&A Integration

Best practices to ensure the success of mergers and acquisitions

Once the right M&A target is identified, the most critical piece begins – integration, with a particular focus on the people side of M&A.

Identifying and creating a plan to address any gaps uncovered in a culture assessment.
Internally and externally demonstrating a single cohesive leadership team.
Leveraging a title leveling strategy.
Clarifying and communicating roles and responsibilities.
Aligning human capital strategies of all prior entities.
Identifying tools and platforms to maintain and/or consolidate.
Employing a change management strategy to ensure a seamless employee experience.
Leveraging financial savings opportunities from synergies

Experience

Insights

Drove the people side of integration post deal at multiple organizations.
Successfully blended cultures, processes and technologies form large health systems to an organization that grew rapidly from $100m to $200m through M&A.

A Playbook for the People Side of M&A
AMA Quarterly – Journal of the American Management Association
Erika Duncan and Aaron Olman
Winter/Spring 2023
“Integrating two workforces with different cultures, processes, and values is no easy task, and failure to do so effectively can result in decreased morale, high turnover rates, and ultimately, failed M&As.”