Creating effective change management during M&A deals

Host

Jeff Black

Global, US and Canada M&A Advisory Services Leader
Guest speaker

Jason Jaross

Partner in Mercer’s M&A Advisory

The “Delivering the Deal” spotlight series is where Mercer’s leading experts discuss the most pressing issues facing business leaders and deal professionals in M&A today.

How do you establish effective change management during an M&A deal? In this episode, we are speaking with Jason Jaross, a Partner in Mercer’s M&A Advisory Services Business with two decades of experience advising organisations around deal-related change management. Given that we view effective change management as one of the keys to delivering on your deal thesis, we wanted him to share some of his experiences and lessons that may help your next deal.

Interesting moments from the podcast:

Think differently

"Change management is all about getting people to think differently and do new things. It takes a deep understanding of people factors to do that."
Change & communication

"Transaction change is a marathon and not a sprint. Deals, especially ones that take a long time to close, can produce lots of information that gets turned into communication. You might be doing that for months before close, exhausting your change team….and then you get to close, and full-scale change management needs to begin."
New understandings

"Change management is 100% about people understanding and doing something different. Your change programme isn’t like merging systems or changing a legal entity. It’s not just a set of tasks – it’s about people understanding, supporting, learning, and doing."

People in M&A

M&A environment in Brazil Perspectives for 2023

July 18, 2023 | Episode 16 | 19:11

Find out Mercer’s 2023 perspectives for the M&A environment in Brazil.
People in M&A

Nearshoring in Mexico Considerations for deal professionals

June 10, 2023 | Episode 15 | 24:00

Find out the M&A opportunities and challenges of nearshoring in Mexico.
Future of work

Podcast | Managing the risk of retirement plans on M&A deals

March 28, 2023 | Episode 14 | 14:52

In this podcast episode we share ideas to properly manage define benefits and defined contribution retirement plans so they do not disrupt your M&A deal.
People in M&A

Aligning HRs role in deal making

October 04, 2022 | Episode 12 | 09:46

In this episode, Scott Gardiner shares his 20+ years of deal experience to highlight his observations about the M&A landscape and the importance of aligning HR for successful deal-making.
People in M&A

Talent retention strategy during an M&A

August 30, 2022 | Episode 11 | 17:00

What is the focus area on deal professionals minds? Retention in deals. We discuss how to plan for retention during a deal and how to execute effectively to retain critical talent and protect their deal thesis.
People in M&A

How talent can influence deal insights

July 8, 2022 | Episode 10 | 11:43

In this episode, we uncover how talent is integral to all M&A deals and how business leaders can use talent data to strategise pre-day 1 to ensure their deal will succeed.