INNOVETA Strategies provides multiple services to help organizations successfully merge and transition, from advisory to planning to project management. Specific services include transition and integration planning, developing a human capital strategy, performing assessments, managing the integration process, creating a communication and change plan, and managing talent. The document outlines the types of activities INNOVETA Strategies can assist with under each service area to support a successful merger or acquisition.
2. INNOVETA Strategies
M&A Services
Communica
tion &
Change
Plan
Assessmen Integration
ts Management
Human
Capital
Strategy
Transition &
Integration Talent
Management
Plan
INNOVETA Strategies will work on multiple levels to help organizations and their
employees successfully merge and transition. From high-level advisory to planning to
project management to implementation, we can develop, strengthen and/or support
the integration team’s efforts. Specific services available are described within.
3. Transition & Integration
Planning
Advise and/or develop a robust transition plan; include post-sale roll out
Help identify and establish the transition project team
Identify resources needed for a successful merger
Plan with executive team, the attention required to maintain and build
desired leadership structure and culture
Identify and establish process for managing human capital transaction
risks
Develop/advise on customer service processes to manage impact
4. Human Capital Strategy
Create plan to identify management team critical to transaction sustainability as well
as high performers and/or specialized skill sets that are critical to success
Develop retention plan relative to findings
Assess cultural and leadership style differences between the organizations; address
potential merger challenges
Assess attitudes and address relevant risk-related behaviors
Identify positions to be eliminated; create a plan to mitigate potential damage
Establish practices that build trust as cultures and organizations merge
5. Assessments
Assess ethical culture and operational style of the target
organization
Compare core values
Assess the overall culture of the target organization
Measure the “climate” at each company
Assess the confidence level that change is being managed in
an effective manner
6. Integration Management
Manage any or all aspects of the integration plan
Build, advise and/or lead transition team
Establish guide for decision-making during transition
Work with transition team to ensure all aspects of the merger are reviewed
Cohesively bring the companies’ leadership and management styles together
Synthesize policy and procedures: perform gap analysis; advise and/or write
Identify training needs; establish plan
Support staff to manage both regular and the transition obligations
7. Communication & Change
Plan
Develop and guide implementation of robust communication plan for
before, during, and after the sale
Manage expectations of stakeholders (employees, investors, customers,
regulatory agencies, etc.)
Address leadership style and procedural differences
Ensure alignment with vision and strategy
Address policy and benefits changes as required
Help to identify and communicate to strongest detractors to change
8. Talent Management
Review HR policies and procedures, employee handbooks, compensation plans, IDPs,
performance reviews; perform gap analysis; develop new policies as required
Direct communication strategy for addressing gaps in benefits, compensation
Develop decision-making methodology for empowerment and team effectiveness
Address retention plans
Assess employee engagement and stress levels to effectively manage potential risk
Identify and manage organizational influencers
Develop training strategies and programs to fill any gaps; include strategies to help
individuals with their new roles and spheres of influence
9. Learn more…
Please check out our website: www.innovetastrategies.com
or send an email to: info@innovetastrategies.com
We look forward to hearing from you.
