CASE STUDY

Global Manufacturer Acquisition Due Diligence

Pre-acquisition due diligence on organizational design, key person risk, and incentive compensation analysis of target business.

Our client is a multi-billion packaging business who had an opportunity to make their largest acquisition to date…but without much experience in the acquisition due diligence from an HR standpoint.

The Challenge

Our client didn’t have an HR team with acquisition experience, especially of this magnitude ($500m+) and needed guidance in three critical areas: organizational design, compensation integration, and key-person risk mitigation.

How Montis HR Helped

We ran point on all elements of pre-acquisition due diligence with full data room access. We met with the to-be-acquired company leadership to evaluate key-person risk, analyzed the compensation and retention design, and built an organizational model and roadmap for Day 1 and beyond.

The Result

Success one year in! 

The organizational design roadmap has been deployed, 100% of the critical leaders have been retained, and the streamlined compensation design has been deployed successfully.

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Services Platform Value Capture and Growth

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Packaging Company Employee Retention