Capturing the value of the deal
Companies enter into deals to add value to the bottom line. And immediately after closing, many do.
To really leverage a deal’s synergies and accelerate value creation, HR’s expertise in people issues should be connected to the deal early in the process. HR can assure that human capital risks are effectively identified and evaluated and that the basis for value creation through people is built into the deal rationale and integration plan.
After the deal is announced, it is too
late for HR to make its full contribution. HR needs to be
involved early and it needs to be ready.
Praise from prior participants:
“Mercer's M&A Ready provided me with the tools I needed to manage our integration. The training was interactive and practical. Because of M&A Ready, I knew the questions to ask and the course to follow throughout our merger.” – Gregg Russo, Vice President Human Resources, Daiichi Sankyo
"The [M&A] Training prepared me to be an active participant in future M&A initiatives by providing an extremely comprehensive review of all the critical requirements for a successful M&A. I found the group interaction and simulation exercises to be quite beneficial, as I was able to use and test the tools and resources presented in the seminar." – Jerry Konal, Director, Planning and Vendor Development of Trinity Health
"Mercer's M&A Ready training
course will give you the tools, thought process, and
methodology to help your company's future acquisitions
be more successful from a human capital aspect." –
David M. Gray, Director of Human Resources,
SunGard Consulting Services Inc.
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What you’ll learn
In this two-day intensive working session, we bring HR professionals up to speed on M&A business fundamentals and terminology. We delve into each phase of the transaction, describe the critical processes involved in each, and lay out important project management techniques specific to complex transactions. The session is highly practical and interactive, taking participants through the paces of a realistic deal – within a business context – to illustrate and simulate the principles and processes involved.
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Day One:
- M&A overview – The business fundamentals
- Pre-deal strategy and planning – What kinds of deals will add value; how HR can contribute; what HR should do to plan
- Project planning and management – How to plan, organize, manage, resource, and measure your transaction effort
- Due diligence – How HR programs, policies, and practices can influence whether the deal proceeds and at what price, as well as the potential success of the integration
- Culture assessment – How to identify and mitigate differences between the merging parties that can interfere with realizing the value of the deal
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Day Two:
- Organizational engagement – How to ensure that employees
understand and support the deal and operate in ways
that make it successful
- Do by close – What needs
to be done for closing and for Day 1 to go well
- Integration project planning – The process to define the
integration model and set integration priorities
- Integration implementation – How to execute your integration plan to quickly and fully realize the deal’s value
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Who should attend
HR professionals likely to be involved in M&A-related
activities – from pre-deal strategy through integration – will
benefit, as will senior leaders who want to expand their
understanding of people-related considerations in
transactions. Participants from many different companies will
make for lively discussion and sharing of experiences.
What attendees will take away
As part of the training package, you
will take away tested, proprietary Mercer M&A reference
materials, tools, and sample templates for future
transactions. These include:
- M&A Process Map
- Business context analysis
- Project charter
- Project plan
- Project status report
- Project completion report
- HR M&A team structure
- Due diligence data request
- Day One issue tracker
- Frequently asked M&A employee
questions
- Team transition plan
- M&A glossary
Valuable investment
Your investment per participant
is US$1,275
which includes all components
of the two-day readiness session described, as well as breakfast and
lunch.
Terms and conditions
Payment must be received in full prior
to the start of the registered event. Cancellations should be
sent in writing to Brigid
Doherty by email or fax (+1 201 284 6181).
Cancellations received 30 days or more
before the registered event will be refunded in full; those
received less than 30 days in advance will not be refunded,
including no-shows. You may substitute a colleague at any
time. Mercer reserves the right to change or cancel any part
of its published program due to unforeseen circumstances.
Finally, it important that all
delegates represent the target audience for the
conference. We reserve the
right to accept registration applications based on our
determination of applicant suitability.
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