Capability

Get Ready

Capability

M&A Capability Development Programs

There is no reason to go into deals unprepared when an organization has a clear growth strategy that includes mergers, acquisitions, joint ventures or other similar transactions.

Capability is all about getting ready by developing both organization and individual capability. This includes “business as usual” infrastructure and supporting systems; deal infrastructure and systems, process and tools; deal knowledge and experience; and securing access to skilled internal and external resources.

If teams are bright, well-resourced and motivated, the basics for being effective in support of M&A transactions include understanding deal fundamentals, along with having a framework, language and tools in common with other deal team members (in anticipation of transactions). Access to an experienced guide for navigating tricky bits along the way is also valuable.

We find that most acquisitive organizations have some form of M&A processes, tools and documentation to avoid “reinventing the wheel” for every deal. Surprisingly, many still do not include people experience as a chapter.

Also we find that few organizations have formal M&A Capability Development Programs and most employ “on the job training” to build capability. This can work well for executive teams and deal team members as long as key members are experienced across the spectrum of required skills; more frequently than not, preparing line leaders and functional teams is left to chance.

M&A People Experience Playbook

Our M&A People Experience Playbook and supporting Toolkit works “off the shelf” or it can be tailored to mesh with existing tools and processes. Our Playbook/Toolkit development projects include mandatory training for users (collaborators welcome to join), as well as ongoing coaching support for peer review and troubleshooting as required.

to learn more about Playbooks and Toolkit Development.

M&A Capability Development Programs

Consider tapping into our training modules and expertise if your core philosophy is to build and equip internal resources to support M&A transactions, retaining capability in your organization long after our departure as advisers.

M&A Essentials by Deal Stage

This program is short and sharp, covering the traditional people-related “things that need to be done” at each deal stage. Think of it as a way to build awareness and a checklist of tasks. Don’t expect this 3-4 hour investment to improve your deal outcomes, but it is a great orientation for what to expect at the beginning, middle and end of most deal cycles.

M&A to Z (Build Individual/Team Capability to Effectively Support M&A)

Our core training modules always begin with business outcomes and focus on the “how to” of leading through change, deliberate culture management, effective communication, and supporting the people function at every deal stage. Taken together, they provide business leaders and people teams a common framework, language and skill set in support of delivering deal outcomes while limiting possible collateral damage to customers, employees, reputation, business outcomes and ultimately, shareholders.

  • M&A Essentials by Deal Stage
  • M&A ‘101’ for People Experience & Culture Specialists
  • People Experience & Culture ‘101’ for M&A Specialists
  • M&A People Experience Playbook & Toolkit Launch
  • Human Diligence (Local or Cross-Border)
  • Employee Communication in M&A
  • Implementation Highlights
  • Implementation Planning
  • Culture Management in M&A
M&A Your Way Program (‘Just in Time’ Training Aligned to Live Deal)

If you have ever wished for more relevant case studies in otherwise useful training courses, or experienced a loss of learning from undertaking “training” in advance of when skills are needed, you are in the right place. “M&A Your Way” draws on “M&A to Z” modules to tailor and time a capability-building program to perfectly suit the pace of your upcoming transaction.

We use your company situation and transaction scenarios to prepare participants for what they will face in the near future. In addition to relevant training modules, typically included in this program is the development of an M&A People Experience Playbook and any required M&A Team Coaching and Individual Mentoring support.

  • M&A Essentials by Deal Stage
  • M&A ‘101’ for People Experience & Culture Specialists
  • People Experience & Culture ‘101’ for M&A Specialists
  • M&A People Experience Playbook & Toolkit Launch
  • Human Diligence (Local or Cross-Border)
  • Employee Communication in M&A
  • Implementation Highlights
  • Implementation Planning
  • Culture Management in M&A

to learn more about M&A Capability Development Programs.

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