M&A Advisory & Post Merger Integration
“We translate the human and organizational dimensions of your transaction into a reliable picture of opportunities and risks.”
THE TYPICAL STARTING POINT
We provide M&A advisory for mid-sized companies, investors, and family-owned companies, with a focus on People Due Diligence and Post-Merger Integration.
WHAT WE MEAN BY THIS
Making the organizational strengths and risks of a transaction measurable, thereby enabling well-founded decisions. We support strategic buyers, private equity investors, roll-up platforms, sell-side advisors, family offices, and family-owned companies. We create assessed indices and an integration concept that holds up – from before the deal through to after closing.
OUR APPROACH
Step by step along the investment life cycle
OUR SERVICES
Our service modules for M&A Advisory
Due Diligence Formats
- Organizational & People Due Diligence, openly or discreetly
- OSINT pre-screen based on publicly available sources
- Management Audit & Leadership Assessment
- Collect People & Culture KPIs
Decision-Making Foundations for Your Committee
- Management Due Diligence Plus (MDD+)
- Composite Indices and traffic-light dashboard
- Opportunity and risk assessment with cost scenarios
- Sell-Side Organizational & People Readiness
Integration and Communication
- Develop a change story and communications concept
- Day-One Readiness and 100-Day Plan
- Establish governance and a target operating model
- Integration concept and integration strategy
Turn Leadership and the Workforce into a Winning Team
- Bring the leadership team together as a team and clarify roles and responsibilities
- Build transformation capabilities and rapid execution capabilities
- Get the workforce behind the new organization as a winning team after a restructuring
- Retain key people and leverage synergies in the People Department
OUR METHOD
Human Factor Intelligence
Every investment thesis contains an implicit assumption about people: that leadership will deliver, structures will scale, and key people will stay. Human Factor Intelligence (HFI) makes this assumption explicit, verifiable, and manageable throughout the entire investment life cycle – from Due Diligence through to Post-Merger Integration – across four strategically relevant dimensions: Leadership, Organization & People Processes, People & Core Competencies, and Culture.
AI opens up data sources and consolidates signals at a speed that had previously been unattainable in the deal process. The results are assessed and interpreted by experts with more than 20 years of M&A experience who direct the use of AI and the algorithm. The result is a traffic-light dashboard with Composite Indices that makes the opportunities, risks, and costs of your investment tangible for your Investment Committee.
FROM PRACTICE
Frequently Asked Questions and Answers
“We know that leadership strength and culture determine the success of a deal, but we do not have figures that we can present and defend to the Investment Committee or Supervisory Board.”
This is exactly where our M&A consulting with HFI (Human Factor Intelligence) comes into play. We translate leadership quality, organizational maturity, and readiness for change into structured decision-making frameworks with weighted indices and concrete cost scenarios.
“Time during Due Diligence is limited. How can we nevertheless obtain a reliable picture of what is really beneath the surface?”
Management due diligence doesn’t have to take weeks. Our AI-powered approach provides a clear picture of human and organizational capabilities in just a few days. We work within the given timeframes.
“Which factors put our business plan at risk, and what will it cost us if management and key people leave?”
We identify these risks before they occur, and we develop retention strategies that keep key personnel on board without waiting for the deal to close.
“We are selling: How do we ensure that People-related issues do not jeopardize the process?”
On the sell side as well, we work with organizations that want to prepare for a transaction process in a structured manner: using assessed indices of organizational strength, maturity, and performance, which hold up in discussions with buyers and a communication strategy grounded in integrity for executives and employees.
“Does the company really fit our strategy, and can the organization and its people grow with us?”
Cultural fit and organizational readiness are matters of intuition. We systematically measure both across four dimensions and highlight what a mismatch means for the implementation of the investment strategy.
“We are planning a carve-out: How will the unit become independently operational if it has previously been deeply embedded in the parent company’s structure?”
The most common stumbling block in carve-outs isn’t the strategy itself, but rather the dependence on shared services, decision-making processes, and a leadership culture that was never required without the corporate structure. We identify where these dependencies lie and what needs to be built in terms of culture and organization. In this way, the unit develops its own independent capabilities that convince buyers.
M&A ADVISORY AND PMI
The results you will receive
- Assessed indices that enable you to substantiate People-related risks specifically to your committee
- A leadership team capable of strong execution and a workforce that supports the realignment
- Key people and know-how that remain in the company beyond the deal
An overview of our additional consulting services
Further insights on the topic
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