Mergers & Acquisitions
Expert guidance through complex M&A transactions with a focus on human capital
Strategic M&A Support
Our associates have expert knowledge in leading major mergers and acquisitions. Having held previous roles in Human Resources, we can ensure you have the appropriate employee retention plan and leadership roles coupled with the necessary cost-saving initiatives.
We understand that successful M&A transactions require careful attention to human capital. Our team works closely with you to develop comprehensive strategies that protect your workforce while achieving your business objectives.
From due diligence to post-merger integration, we provide end-to-end support that ensures smooth transitions and maximizes the value of your investment.
What We Offer
- Employee retention planning
- Leadership role optimization
- Cost-saving initiatives
- Due diligence support
- Integration planning
- Change management
Common M&A HR Challenges
Mergers and acquisitions create complex workforce issues that can derail a deal if not managed properly
Cultural Integration
Merging two distinct company cultures creates friction, disengagement, and voluntary turnover among your best performers—often within the first 90 days.
Benefit Plan Harmonization
Employees on different health plans, retirement programs, and PTO policies expect clarity fast. Delays cause anxiety and erode trust in new leadership.
Redundancy & Restructuring
Identifying overlapping roles, managing reductions in force, and retaining key talent requires careful planning to avoid legal exposure and morale collapse.
Compliance Across Entities
Each entity may operate under different state laws, union agreements, and regulatory frameworks. Consolidation without compliance review risks costly violations.
Employee Communication
Rumors spread faster than official messaging. Without a proactive communication plan, uncertainty drives top performers to update their resumes.
Retention of Key Talent
Acquiring companies often lose 20-30% of key employees within the first year. Retention strategies must be in place before Day 1 of the merger.
Our M&A HR Integration Process
A proven 4-phase approach that protects your investment and your people
Due Diligence
We audit the target company's HR policies, benefits, compensation structures, pending litigation, and compliance posture before you close.
Integration Planning
We build a 100-day plan covering org design, benefit harmonization, communication timelines, and retention packages for key talent.
Day 1 Execution
We manage employee communications, system migrations, benefit enrollments, and compliance filings so operations continue without disruption.
Post-Merger Support
We monitor engagement, address cultural friction, and adjust retention strategies for 6-12 months post-close to ensure long-term success.
M&A Success Story
Private Equity Portfolio Company Acquisition
Challenge
A PE firm acquired a 200-employee manufacturing company with outdated HR policies, no employee handbook, and benefits administered across three different platforms.
Solution
SBCHR conducted full HR due diligence pre-close, built a 90-day integration plan, consolidated benefits onto one platform, and created compliant policies across all locations.
Result
Zero voluntary turnover of key talent in the first year. Benefits costs reduced 18% through consolidation. Full compliance achieved within 60 days of close.
Planning a Merger or Acquisition?
Don't let HR issues derail your deal. Get expert human capital due diligence and integration support from Day 1.
Schedule M&A Consultation