42-slide PowerPoint Presentation

M&A Culture Due Diligence

  1. STAGE 1: Understand the Deal Logic
  2. STAGE 2: Get Organized
  3. STAGE 3: Gather Data
  4. STAGE 4: Analyze & Synthesize Data
  5. STAGE 5: Operationalize the Results

Excerpts from Presentation

STAGE 3: Gather Data

Links to Assessment Tools and Examples:

  1. Culture Insight Data Sweep
  2. Structured interviews (individual and group)
  3. Surveys (Operating Style Analysis—Parts 1)
  4. Surveys (Operating Style Analysis—Parts 2)
  5. Culture Due Diligence Assessment  
  6. Talent Assessment
  7. Merger Integration Risk Analysis

Critical Mistakes in Culture Integration

  1. Extremely under-funded
  2. Attacking on too broad a front
  3. Mismanagement of expectations
  4. No coherent methodology
  5. Delegated to the wrong people
  6. Allowing the existing culture(s) to call the shots on culture change
  7. Confusing culture issues with the generic problems of change
  8. Lack of focus on operating results
  9. Failure to train the workforce
  10. A reward system that reinforces the status quo
  11. Misconstruing the signs of progress
  12. Lack of backbone and commitment

 

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