Covid-era integration strategies for onboarding and retaining leadership

By Ms. Gina Sandon & Mr. Dana Hughes & Mr. Chad Klutts & Ms. Julie van Waveren

Successful integration and change management hinge on striking a balance between speed and efficacy, and the pandemic is facilitating new tools for achieving this goal as processes shift online.

This M&A conference discussion at Cornell Tech New York includes recommendations from Gina Sandon (IBM), Chad Klutts (Walmart), Julie van Waveren (Mercer) and Dana Hughes (Pfizer).

Read more

Human capital diligence: Financial risks

Human capital diligence: Financial risks
By Ms. Sarah Arendsen & Ms. Siran Tanielyan & Ms. Christina Ungaro & Mr. Eric Warren

This session provided a detailed look at how effective dealmakers approach HR due diligence to identify people-related financial challenges and looked at specific deal terms that may be employed to impact the future state operating model. 

Read more

Acquisition metrics and transaction communications

By Mr. Diwakar Rao & Ms. Pat Belotti & Mr. Pat Tucker

This in-depth review at the annual M&A Conference at the University of Chicago, which was held live online, considered the key considerations in communicating the value of a transaction to the Board, equity and debt capital markets as well as employees, customers, vendors, regulators, and local communities.

Read more

Integration and change management: Stand alone acquisitions

By Ms. Kiranmayi Adabala & Mr. Michael DeVita & Ms. Kristin Murphy

This session at the annual M&A Conference at the Unversity of Chicago, which was held live online, looked at limited integration strategies and tactics for achieving governance for post-merger performance improvement.

Read more

Tailored human capital diligence to identify operational risks

By Mr. Abdou Gueye & Mr. Dustin Intihar & Mr. Jeff Black

This session at the annual M&A Conference at the University of Chicago provided a detailed look at how effective dealmakers - Dustin Intihar (Lubrizol), Abdou Gueye (Zebra Technologies), and Jeff Black (Mercer) - are now approaching human capital due diligence.

The participants outlined a number of methods for identifying people-related operational challenges and looked at specific deal terms that may be employed to impact the future state operating environment including…

Read more