Beyond Financials- The People Side of Mergers & Acquisitions
Business & Economics Podcasts
How does a fast-growing, risk tolerant company merge with a company that values consensus and careful decision making? Are you headed for a culture clash? Do your people understand and agree with the strategy? How do you choose between two CFOs? While the financials may work for a deal, reaping the benefits of a merger or acquisition is a notoriously risky undertaking when organizational development factors are not considered. Our show focuses on the capabilities and best practices required for companies to master the integration phase of M and A relating to people, culture, skills sets, organization structure and behaviors. We interview top executives across a variety of industries to explore success stories, best practices and lessons learned from traversing the risky but often rewarding world of M and A. Whether you are on the buy or sell side of a transaction, whether the capital or the executive, you will benefit from the insights and keys to success discussed.
Location:
United States
Description:
How does a fast-growing, risk tolerant company merge with a company that values consensus and careful decision making? Are you headed for a culture clash? Do your people understand and agree with the strategy? How do you choose between two CFOs? While the financials may work for a deal, reaping the benefits of a merger or acquisition is a notoriously risky undertaking when organizational development factors are not considered. Our show focuses on the capabilities and best practices required for companies to master the integration phase of M and A relating to people, culture, skills sets, organization structure and behaviors. We interview top executives across a variety of industries to explore success stories, best practices and lessons learned from traversing the risky but often rewarding world of M and A. Whether you are on the buy or sell side of a transaction, whether the capital or the executive, you will benefit from the insights and keys to success discussed.
Language:
English
Episodes
The Role of Diversity and Inclusion in M and A
2/10/2017
Sonya will talk with g-dii CEO and Founder Gregory Reynolds and Chief Scientist Dr. Debb Gordon about the role of D&I in M&A. They will share their latest research on how to quantify the value of D&I in an M&A transaction.
Duration:00:56:10
The Role of Diversity and Inclusion in M and A
2/10/2017
Sonya will talk with g-dii CEO and Founder Gregory Reynolds and Chief Scientist Dr. Debb Gordon about the role of D&I in M&A. They will share their latest research on how to quantify the value of D&I in an M&A transaction.
Duration:00:56:10
Mergers and Acquisitions in the Middle Market
2/3/2017
Sonya will talk with Dan Fitzpatrick, President of Citizens Bank of Pennsylvania, New Jersey and Delaware and Head of their National Mid-Corporate and Industry Verticals. They will discuss the state of mergers and acquisitions the Middle Market across the country. Specifically, predictions about the robustness of deal flow in 2017 and the behaviors, attitudes and perceptions of CEO's and business owners in this space.
Duration:00:57:46
Mergers and Acquisitions in the Middle Market
2/3/2017
Sonya will talk with Dan Fitzpatrick, President of Citizens Bank of Pennsylvania, New Jersey and Delaware and Head of their National Mid-Corporate and Industry Verticals. They will discuss the state of mergers and acquisitions the Middle Market across the country. Specifically, predictions about the robustness of deal flow in 2017 and the behaviors, attitudes and perceptions of CEO's and business owners in this space.
Duration:00:57:46
The Role of Employee Engagement in Mergers and Acquisitions
1/27/2017
Stephan Hagelauer, VP of Consulting for Workplace Dynamics will discuss the role of employee engagement in mergers & acquisitions. Specifically, he will share how Workplace Dynamics uses employee survey data to inform the drivers of success or failure or failure of a transaction.
Duration:00:56:41
The Role of Employee Engagement in Mergers and Acquisitions
1/27/2017
Stephan Hagelauer, VP of Consulting for Workplace Dynamics will discuss the role of employee engagement in mergers & acquisitions. Specifically, he will share how Workplace Dynamics uses employee survey data to inform the drivers of success or failure or failure of a transaction.
Duration:00:56:41
Encore: Aggressive Growth Through Acquisition - Lessons Learned from an Institutional Money Manager
1/20/2017
Steven Sanders is the CEO and Chief Investment Strategist for Stoneridge Investment Partners and institutional money management firm based in Philadelphia. He has an aggressive growth strategy for his firm that is largely dependent on the fast but measured acquisition of other firms. In fact, he already acquired 3 firms in the last 2 years and shows no signs of stopping. I am going to talk with him about what he has learned about the role of culture and organization dynamics in mergers & acquisition and how that role impacted the transactions he’s already completed. We will also discuss his lessons learned and the impact those lessons have had on the sustainable success of these transactions, and how they will inform future transactions.
Duration:00:56:54
Encore: Aggressive Growth Through Acquisition - Lessons Learned from an Institutional Money Manager
1/20/2017
Steven Sanders is the CEO and Chief Investment Strategist for Stoneridge Investment Partners and institutional money management firm based in Philadelphia. He has an aggressive growth strategy for his firm that is largely dependent on the fast but measured acquisition of other firms. In fact, he already acquired 3 firms in the last 2 years and shows no signs of stopping. I am going to talk with him about what he has learned about the role of culture and organization dynamics in mergers & acquisition and how that role impacted the transactions he’s already completed. We will also discuss his lessons learned and the impact those lessons have had on the sustainable success of these transactions, and how they will inform future transactions.
Duration:00:56:54
The People Side of M and A in the Global Life Sciences Industry
1/13/2017
Sonya will talk with Sarah Leonard, Chief Learning Officer and VP Global Learning & Organization Development at GlaxoSmithKline about her experiences in mergers and acquisitions in the global life sciences space. Sarah has the led the people side of large global transactions for most of her career and will bring unique insights into the lessons learned and best practices associated with merging cultures on a global scale.
Duration:00:56:45
The People Side of M and A in the Global Life Sciences Industry
1/13/2017
Sonya will talk with Sarah Leonard, Chief Learning Officer and VP Global Learning & Organization Development at GlaxoSmithKline about her experiences in mergers and acquisitions in the global life sciences space. Sarah has the led the people side of large global transactions for most of her career and will bring unique insights into the lessons learned and best practices associated with merging cultures on a global scale.
Duration:00:56:45
The People Side of Private Equity
1/6/2017
Sonya will have Dale Irby, Managing Director of Wellbridge Capital on the show to discuss the people side of Private Equity transactions. Dale will bring his perspective on the importance of talent, culture and the strength of the management team when deploying Private Equity capital.
Duration:00:57:03
The People Side of Private Equity
1/6/2017
Sonya will have Dale Irby, Managing Director of Wellbridge Capital on the show to discuss the people side of Private Equity transactions. Dale will bring his perspective on the importance of talent, culture and the strength of the management team when deploying Private Equity capital.
Duration:00:57:03
Looking Ahead at 2017: The People Side of M and A
12/30/2016
Sonya will talk with the leads of the Diversity & Inclusion, Risk Management and Human Capital Strategy Practices of SWC Management Consulting about the year ahead for the people side of M&A. Each practice leader will share her predictions and insights into what the New Year may bring to the world of mergers and acquisitions as it relates to their area of expertise.
Duration:00:54:18
Looking Ahead at 2017: The People Side of M and A
12/30/2016
Sonya will talk with the leads of the Diversity & Inclusion, Risk Management and Human Capital Strategy Practices of SWC Management Consulting about the year ahead for the people side of M&A. Each practice leader will share her predictions and insights into what the New Year may bring to the world of mergers and acquisitions as it relates to their area of expertise.
Duration:00:54:18
The Role of Diversity and Inclusion in Mergers and Acquisitions
12/16/2016
On this episode Sonya will discuss the role of diversity and inclusion in Mergers and Acquisitions with CEO and Co-Founder of g-dii, Greg Reynolds and their Chief Scientist, Dr. Debb Gordan. g-dii was created by a team of business leaders and experts who saw a unique opportunity in the marketplace to develop human insight solutions that could truly assess, measure and improve cultural performance with empowered individuals and organizations. Greg and Debb will bring their expertise and insights on diversity and inclusion to the conversation and share their perspective on why D&I is a critical part of any merger or acquisition.
Duration:00:57:10
The Role of Diversity and Inclusion in Mergers and Acquisitions
12/16/2016
On this episode Sonya will discuss the role of diversity and inclusion in Mergers and Acquisitions with CEO and Co-Founder of g-dii, Greg Reynolds and their Chief Scientist, Dr. Debb Gordan. g-dii was created by a team of business leaders and experts who saw a unique opportunity in the marketplace to develop human insight solutions that could truly assess, measure and improve cultural performance with empowered individuals and organizations. Greg and Debb will bring their expertise and insights on diversity and inclusion to the conversation and share their perspective on why D&I is a critical part of any merger or acquisition.
Duration:00:57:10
The Role of Crisis Management in Mergers and Acquisitions
12/9/2016
Throughout his career, Mr. Negrin has excelled at crisis management dealing with major events that threaten to negatively impact the organization, stakeholders or the general public. As organizations engage in highly visible mergers or acquisitions they run the risk of things going wrong in a very public and sometimes damaging way. Sonya and Rich will discuss the topic of crisis management and how it can impact the success or failure of an M&A transaction.
Duration:00:56:13
The Role of Crisis Management in Mergers and Acquisitions
12/9/2016
Throughout his career, Mr. Negrin has excelled at crisis management dealing with major events that threaten to negatively impact the organization, stakeholders or the general public. As organizations engage in highly visible mergers or acquisitions they run the risk of things going wrong in a very public and sometimes damaging way. Sonya and Rich will discuss the topic of crisis management and how it can impact the success or failure of an M&A transaction.
Duration:00:56:13
The Role of Human Resources in M and A
12/2/2016
On this episode Sonya will talk with Francesca Molinari, Chief Human Capital Officer for tech company Magento, the global leader in open commerce innovation. Francesca will share how the human resources function played a critical role in the growth and success of Magento's merger and acquisition activity. She will also discuss the benefits of having human resources at the table for mergers and acquisitions as well as the risks a company can run if they try to move forward without HR. Francesca brings many years of global human resources experience to the discussion so the listening audience is sure to gain valuable insights, best practices and lessons learned.
Duration:00:57:20
The Role of Human Resources in M and A
12/2/2016
On this episode Sonya will talk with Francesca Molinari, Chief Human Capital Officer for tech company Magento, the global leader in open commerce innovation. Francesca will share how the human resources function played a critical role in the growth and success of Magento's merger and acquisition activity. She will also discuss the benefits of having human resources at the table for mergers and acquisitions as well as the risks a company can run if they try to move forward without HR. Francesca brings many years of global human resources experience to the discussion so the listening audience is sure to gain valuable insights, best practices and lessons learned.
Duration:00:57:20