42-slide PowerPoint Presentation
M&A Culture Due Diligence
- STAGE 1: Understand the Deal Logic
- STAGE 2: Get Organized
- STAGE 3: Gather Data
- STAGE 4: Analyze & Synthesize Data
- STAGE 5: Operationalize the Results
Excerpts from Presentation
STAGE 3: Gather Data
Links to Assessment Tools and Examples:
- Culture Insight Data Sweep
- Structured interviews (individual and group)
- Surveys (Operating Style Analysis—Parts 1)
- Surveys (Operating Style Analysis—Parts 2)
- Culture Due Diligence Assessment
- Talent Assessment
- Merger Integration Risk Analysis
Critical Mistakes in Culture Integration
- Extremely under-funded
- Attacking on too broad a front
- Mismanagement of expectations
- No coherent methodology
- Delegated to the wrong people
- Allowing the existing culture(s) to call the shots on culture change
- Confusing culture issues with the generic problems of change
- Lack of focus on operating results
- Failure to train the workforce
- A reward system that reinforces the status quo
- Misconstruing the signs of progress
- Lack of backbone and commitment