HR for M&A: followers or leaders?

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  • #97208
    Andre Catrou
    Participant

    What is the role of HR from your perspective during DD? Should they:
    -Provide HR data with the corresponding analysis framework
    -Support legal requirements by making sure legal requirements are taking into account (eg local unions negociations)
    -Ensure that HR voice is heard regarding HR maetters such as payscale grade, job profiles, HR systems, etc.
    -Lead change management, stakeholders management and communications?

    #97240
    jay
    Participant

    I believe they should be providing/reviewing details on:
    -Culture – employee engagement, appreciation, CSR, etc…
    -HR Systems
    -Conflicting comps/job titles
    -Potential duplicate roles and responsibilities
    -They should not lead Change Management, as most HR professionals lack business acumen to successfully lead change management

    #109473
    Melissa Lehman
    Participant

    I agree with what Jay said and would like to add that I feel HR should also be involved in trainings for the new acquisition, standard company policies but also new tools or applications they will now be using, specifically HRIS. For example, goal tracking, performance review, employee succession planning, etc.

    #109477
    Bruno Turqueto
    Participant

    In my experience the HR ate almost never included in the Due Diligence pré deal.

    The topic with are usually mentioned are fiscal, accounting and labor. All other topics are post merger subjects, but htey souldnt.

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