We have a deep understanding of how to manage costs and risks in M&A. We support strategic and financial buyers and sellers with our experience from more than 2,000 M&A and private equity transactions every year. And our proprietary research can help you achieve both short- and long-term deal success.
We work with all kinds of clients:
- Serial acquirers
- Private equity (PE) firms
- Those new to M&A deals
- Strategic buyers
- Sellers seeking to divest
Experience, backed by our research, shows that successful M&A transactions or divestitures have two common themes:
- An early and intense focus on people issues
- A rigorous approach to risk management
Additionally, PE firms also value financial certainty. They seek to limit financial exposure through insurance. Visit our private equity page to learn more.
Client-focused ‘one-stop’ M&A team
From pre-acquisition due diligence to post-close integration, our M&A team provides comprehensive risk, insurance and people solutions for corporate buyers and sellers and PE firms.
We make sure that you can address your deal’s risk management, transaction-execution and human capital issues, using our consulting, broker and claims services and cutting-edge technology. Our integrated approach helps make your deal a success.
Our unique service model provides you with the client focus of a boutique advisor but with the resources of a global advisor. Our team collaborates seamlessly across risk and human capital to deliver innovative, tailored solutions, managing the complexity of dealing with multiple advisors so you can focus on strategy.
Our global network of experts brings local market knowledge to the table. This ensures that you receive comprehensive and efficient service delivery, tailored to your transaction’s needs, regardless of borders.
Due diligence – People and risk
Our insurance due-diligence team provides detailed risk assessments and deal-specific insurance advice, using market knowledge and proprietary tools and data to reduce risk and increase deal value.
The employee benefits diligence team, composed of experienced HR experts, will thoroughly review financial, regulatory, employee and operational risks, to optimize employee benefits programs for cost efficiency and employee satisfaction.
We also offer human capital strategy and consulting services, supporting M&A transactions and investment lifecycle management with a focus on scalable solutions. By addressing issues like talent disruption, compensation, culture fit and legal compliance, our team helps you avoid pitfalls, ensuring a smooth integration process.
The importance of people strategies in M&A deals
People and culture clash in M&A deals. Successful dealmakers know the importance of identifying and addressing people issues early. When we work with you, we make sure HR is a business partner alongside the deal team.
Our research shows that successful acquirers are better at:
- Retaining critical workforce skills
- Measuring leadership
- Communicating and engaging with employees
- Building a culture that aligns with strategic goals
There are many things you can do to ensure your organization is ready for the first or next transaction and preparedness is essential.
HR can play a key role in the success of your M&A deal by creating effective people strategies that support broader business goals. Working in partnership, we support HR teams in preparing for this crucial role. We'll help:
- Carry out pre-deal preparations
- Identify structure and resource gaps
- Establish an M&A blueprint
- Provide training
Early and thorough HR involvement in the deal process
Our research into serial acquirers shows the importance of human resources in M&A. Integrating HR with the deal team is essential, especially at the earliest stages of a deal. HR can play a key role in the success of your M&A deal by creating effective people strategies that support broader business goals.
Our human capital team will help you understand the operations and HR issues of the business you’re buying, ensuring a smooth integration process.
We’ll work with you to create a comprehensive M&A playbook that outlines the steps and strategies for effective HR management during every step of the deal process. Your playbook will match HR practices with the overall deal strategy. It also ensures that all HR-related issues are addressed early to make the transition and integration go smoothly.
Managing M&A 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 transactions.
- Representations and warranties insurance (RWI): Protects you from possible breaches of the promises made in the purchase agreement, reducing your uncertainty and financial risk
- Tax insurance: Offers coverage for tax-related risks, ensuring that you are protected from unexpected tax liabilities
- Contingent and litigation insurance: Protects against contingent and litigation risks, providing additional security in complex transactions
We address the unique risks faced by executives, providing:
- Key person insurance: Protecting against the loss of critical personnel
- Executive liability coverage: Ensuring directors and officers are protected from potential legal claims
In today’s digital landscape, cyber threats and data breaches are significant problems. Our cyber insurance solutions help protect against these risks, ensuring that your M&A transaction is secure.
We provide support for navigating the claim process, ensuring that you receive the full benefits of your insurance policies. This includes:
- Claim preparation: Help in preparing and submitting claims
- Claim resolution: Expertise in resolving claims efficiently and effectively
We offer a range of training and resources to help you and your team prepare for the challenges of M&A:
- HR M&A Readiness Academy: Workshops and training sessions designed to equip HR professionals with the skills and knowledge needed to manage M&A effectively
- Online resources: Access to a library of M&A guides, checklists, webinars and best practices to support your team throughout the transaction process
We offer services to improve the performance of acquired assets and ensure long-term value creation. This includes:
- Asset optimization: Strategies to improve the performance of the acquired assets
- Stewardship: Ensuring that assets are managed effectively and in line with your strategic goals
Whether you're a corporate acquirer looking to achieve long-term strategic integration, a corporate seller looking to divest a business or a private equity firm with a shorter investment time horizon, we’ll help make your deal a success.
Latest insights and reports
Stay informed with the latest M&A trends and insights. Our “M&A Deal Performance Monitor Reports” provide up-to-date data and analysis to help you make informed decisions.
