Compensation design – from executive compensation to off-cycle compensation

M&A Due Diligence

The starting point for successful mergers and acquisitions

Successful mergers & acquisitions begin with the many activities required for thorough due diligence.

  • Assessing the size, composition, and organizational structure of the target company’s workforce to provide workforce analysis.

  • Identifying any potential risks or liabilities associated with the target company’s compensation and benefits practices, as well as evaluating how these practices align with the acquiring company or investor’s own compensation and benefits policies and goals.

  • Examining the target company’s talent management strategies, such as recruitment, retention, and employee development, to help assess the quality of the workforce and identify any potential talent gaps.

  • Reviewing a target company’s HR policies and procedures as they relate to areas such as discrimination, harassment, and retaliation to identify any areas where the company may be at risk of legal action or liability.

  • Assessing the target company’s compliance with employment laws and regulations to identify any potential legal risks or liabilities.

  • Conducing a culture assessment to determine whether a potential investment or acquisition is a good fit for your organization and whether the company’s culture aligns with your values and priorities.

Experience

Insights

  • Conducted HR due diligence on multiple deals to ensure compliance and effective integration.

HR Works Podcast: How Soon is Too Soon for HR Due Diligence?
HR Works (Podcast of the HR Daily Advisor)
HR Daily Advisor Staff
February 7, 2023

The Missing Element of M&A Due Diligence
HR Daily Advisor
Aaron Olman and Erika Duncan
January 30, 2023
“As consolidation continues to increase, companies are getting more intentional about the due diligence process, particularly within the roles of finance, legal, and business development leaders. However, many organizations still fail to recognize the importance of including people leaders at the earliest stages. As a result, crucial aspects of the company’s future structure are often overlooked.”