M&A Human Capital Advisory
ADVISORY SERVICES
Most HR leaders have supported a handful of deals. We've done 100+, totaling over $55B+ in value. Buy-side, sell-side, carve-outs, integrations. separations - across banking, technology, PE, and beyond.
WHAT WE COVER
The Full Deal Lifecycle
01
Pre-Close Due Diligence
HR due diligence that goes beyond benefits and headcount. We uncover the people risks that determine whether deal economics hold — org structure, leadership depth, culture fit, retention exposure, and total rewards gaps.
02
Integration Planning & Execution
Day 1 readiness, org design, role mapping, culture integration, and the change communications that determine whether people stay or leave. We build the plan and help execute it.
03
Carve-Puts & Seperations
Standing up an HR function in a carved-out entity is one of the most complex people challenges in business. We've done it multiple times — we know what to build first and what breaks if you skip it.
04
Sell-Side Preparation
Buyers scrutinize people risk. We prepare your HR function, leadership team, and organizational story to withstand diligence — and to support a premium valuation.
HOW WE WORK
The Playbook Travels
Industry changes. Human dynamics don't. The challenges that break deals in banking are the same ones that break them in software.
01
Understand the Deal Thesis
Before we touch an org chart, we understand what the deal is supposed to accomplish — and where people risk threatens that thesis. Every engagement starts here.
02
Diagnose the People Risk
Leadership gaps, culture misalignment, retention exposure, total rewards complexity, and HR function readiness. We surface what's actually there, not what the data room says
03
Build and Exeute
We don't hand over a report. We build the plan and work alongside your team to execute it — from pre-close through stabilization.
04
Stabilze and Transfer
The goal is a functioning, self-sufficient organization. We work toward the transition from day one and make sure your team owns it before we leave.