Our interdisciplinary team of M&A specialists can support your company at every stage of the deal making process whether you are a strategic buyer, seller or a private equity firm. We offer a comprehensive range of products and services that are designed to support you along the way of a M&A project.
Goal of M&A consulting services
Based on our experience with M&A projects we are aware of the importance of people strategies in M&A deals. Since people and culture often clash in M&A deals it is important that any possible issues get identified early and the right people are addressed.
The Swiss landscape offers specific challenges during M&A deals with Swiss pension plans and other legislative elements particular to Switzerland representing key risks. When it comes to risk, avoiding the unexpected is essential. Identifying and managing risk early enables you to negotiate with greater certainty and confidence. Our team offers an integrated approach to any transaction. We are ready to work with you throughout your M&A journey and help you make your transaction a success.
Core elements of M&A consulting services
Our services encompass a wide range of areas to help you in your M&A project. Here are some key offerings we provide:
- Due diligence: We can help you analyse the HR elements in data rooms to ensure you are fully informed about the pension benefits currently being offered by the target company you are looking at. We can assess the financial implications of the pension obligations you will be adopting post sale and any red flags to consider.
- Benefit alignment: We conduct a thorough analysis of the different benefits plans and develop a strategy to align the pension benefits. This includes making important decisions such as whether to merge, terminate or maintain separate pension plans or combining it to a new consolidated pension plan.
- Regulatory compliance: We help you to ensure, that the regulatory compliance requirements are fulfilled along all steps of the process.
- Communication: Communication is the key in every successful M&A project. We can help you develop a communication strategy to inform the different stakeholders and address any concerns or questions from your employees regarding their retirement plans.
- Actuarial Analysis: Conducting an actuarial analysis is important in a M&A project to know the impacts on the balance sheet and income statement as early as possible. We can conduct actuarial analysis throughout the process so that there are no bad surprises at the end.
- Integration Planning and ongoing monitoring: We offer support in the integration planning phase including a detailed plan where we define specific timelines, key milestone dates and highlight which parties needs to be involved. If required, an ongoing monitoring can be provided after the integration date.
Why WTW?
All of our products and services are delivered by highly experienced professionals who ensure to have a deep understanding your organization's people, culture and financial risk profile. We bring a unique combination of risk expertise and deep understanding of human capital and organizational culture to your M&A operations. We draw on experience from multiple M&A and private equity transactions every year, as well as our proprietary research, to help our clients achieve success and avoid key pitfalls.
We believe in the 360°Benefits approach: Working closely with other WTW specialists, we provide comprehensive support being a single point of contact Please consult our M&A dedicated site content for further information.
