41-slide PowerPoint presentation on how to perform culture M&A due diligence.

How to Perform Culture M&A Due Diligence: The 5 Stages

  1. Understanding the Deal Logic
  2. Getting Organized
  3. Data Gathering Tools and Techniques
  4. Analyzing the Data
  5. Operationalizing the Data

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


Slide titles:


How to Perform Culture M&A Due Diligence
How to Perform Culture M&A Due Diligence
Agenda
Agenda
Follow the Rule of 95-5
Follow the Rule of 95-5
Mission Critical Culture Traits
Mission Critical Culture Traits
Mission Critical Culture Traits
Mission Critical Culture Traits
The Process of Culture Due Diligence
The Process of Culture Due Diligence
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 1: Understanding the Deal Logic
Stage 2: Get Organized
Stage 2: Get Organized
Stage 2: Get Organized
Stage 2: Get Organized
Stage 2: Get Organized
Stage 2: Get Organized
Stage 2: Get Organized
Stage 2: Get Organized
Stage 3: Gather Data
Stage 3: Gather Data
Stage 3: Gather Data
Stage 3: Gather Data
Stage 3: Gather Data
Stage 3: Gather Data
Culture Insight Data Sweep
Culture Insight Data Sweep
Culture Insight Data Sweep
Culture Insight Data Sweep
Operating Style Analysis
Operating Style Analysis
Operating Style Analysis – Part 1
Operating Style Analysis – Part 1
Operating Style Analysis – Part 2
Operating Style Analysis – Part 2
Culture Context Questionnaire
Culture Context Questionnaire
Culture Context Questionnaire
Culture Context Questionnaire
Culture Context Questionnaire
Culture Context Questionnaire
Executive Talent Assessment
Executive Talent Assessment
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Operating Style Summary
Operating Style Summary
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 4: Analyze & Synthesize Data
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
Stage 5: Operationalize the Results
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