Agenda

Guidelines for Determining Stay Bonuses
Amounts
Administration
Retention
Payout Terms and Conditions
Summary
Talent Loss
Engagement to Departure Process
Major Events (Like an Acquisition)
Events That Trigger Disengagement
Four Fundamental Human Needs
7 Hidden Reasons Employees Leave

Guidelines for Determining Stay Bonuses

The following factors must be considered when assigning awards (stay bonuses):

  • Criticality of the skills or knowledge provided by the Employee as it relates to achieving closing or integration;
  • Increased risk of the employee leaving Acquirer as a result of the merger;
  • Employee’s perceived level of threat to ongoing employment before or after closing;
  • Criticality of the employee to the ongoing business; and
  • Internal equity between similarly situated participants ...


Slide titles:


M&A Employee Stay BonusProgram
M&A Employee Stay Bonus Program
Agenda
Agenda
Guidelines for Determining Stay Bonuses
Guidelines for Determining Stay Bonuses
Amounts
Amounts
Administration
Administration
Retention Period
Retention Period
Payout
Payout
Terms and Conditions
Terms and Conditions
Summary
Summary
Summary (cont.)
Summary (cont.)
Talent Loss
Talent Loss
The Engagement-to-Departure Process
The Engagement-to-Departure Process
Major Events (like an Acquisition)
Major Events (like an Acquisition)
Events That Trigger Disengagement
Events That Trigger Disengagement
Four Fundamental Human Needs
Four Fundamental Human Needs
7 Hidden Reasons Employees Leave
7 Hidden Reasons Employees Leave