Mergers & Acquisitions

Goal

To aid the organization in growing without having to create a subsidiary. The M David Katz Company works with Business Owners, Stakeholders, Human Resources, Managers and Staff to buy, sell, divide or combine organizations.

Strategic Level

Mergers and Acquisitions can dictate the earnings of the organizations involved for years, even decades to come. The M David Katz Company works with Business Owners and Stakeholders to achieve M&A success through adequate planning and growth strategy.

We provide organizations with pre-merger planning as well as an acquisition strategy that outlines the following:

  • Vision
  • Timetable
  • Metrics
  • Transaction Strategy
  • Integration Strategy
  • Staffing
  • Execution

Mergers and acquisitions are a dominant growth strategy for countless organizations worldwide, but are only successful if strategically executed and planned in great detail.

Tactical Level

Once a Merger and Acquisition Strategy has been established, we work with Human Resources Managers to establish a leading role in transforming and transitioning the organization.

HR must move beyond its transactional role and into a new and supportive role to ensure that the Company’s culture is not lost in the transition. Your people are one of the most important areas of your business and they too are experiencing change alongside uncertainty.

Preparing Managers and HR Professionals for this change promotes a healthier transition where systems, processes, programs, and people are not overly analyzed or scrutinized by the new acquiring company.

Operational Level

We work with Teams in understanding their roles to increase effectiveness personally, professionally and operationally, even through this transitional phase.  We develop and implement an accountability process to assist Organizations in achieving success through new working relationships and personal accountabilities.