Human Capital Due Diligence in a Merger or Acquisition

The topics for review in a merger or acquisition include key talent and workforce profiles, capabilities and associated agreements; compensation, benefit plans and liabilities, and HR policies and compliance; organizational design; and organizational culture. This article focuses on three critical key talent topics in due diligence: assessing contractual obligations, identifying key high-performing talent, and designing retention and termination packages.

This article originally appeared in the Spring 2020 edition of Plan Consultant Magazine.