The M&A Transition Guide: A 10-Step Roadmap for Workforce Integration


Available in our e-library on M&A at IMAA!

Authors: Patti Hanson

Publisher: John Wiley

Year: 2002, February

ISBN: 978-0-471-15080-0


Provides a practical, 10-step process for managing the human aspect of an M&A

M&A activity is higher than ever with acquisitions becoming an important part of every company’s growth strategy. The industries heavily engaging in this activity are high-tech, emerging technologies, and utilities.

The M&A Transition Guide is written for executives, managers, and HR professionals involved with any transaction that moves employees from one company to another. Poor workforce integration is a main cause for M&A failures and this book helps managers make the M&A transition a more positive one by providing a plan of action for the integration that focuses on ten critical steps. These steps encompass the entire M&A process from due diligence to employee retention strategies.

Table of Contents



Step 1: Develop the Workforce Integration Project Plan.

Step 2: Conduct HR Due Diligence Review.

Step 3: Compare Benefits and Analyze Differences in Value.

Step 4: Compare Compensation and Analyze Differences in Value.

Step 5: Develop Compensation and Benefits Strategy for Workforce Integration.

Step 6: Determine Leadership Assignments.

Step 7: Address Duplicate Functions.

Step 8: Prepare Employee Communications Strategy.

Step 9: Define Transition Data Requirements.

Step 10 : Develop Employee Retention Strategy.

The School of Hard Knocks.

Hallelujah! We Did It Right.


Appendix A: Sample Project Plans.

Appendix B: Sample Q&A.



Subscribe our newsletter!

Stay up to date with IMAA Institute company news

Are you sure you
want to log out?

In order to become a charterholder you need to complete one of the IMAA programs