Services

Solutions That Drive Better Decisions

Helping organizations uncover people-related risks, protect value and execute with confidence.

Human Capital Due Diligence

Evaluate the people-related factors that influence Deal value

Identify workforce risks, financial exposures and human capital value drivers to support informed investment decisions.

Pension & Benefits Advisory

Understand the true cost of Employee Benefits

Actuarial pension and benefits advisory to help organizations quantify benefit obligations and optimize workforce investments.

HR Transaction Execution

TranslatE transaction strategy into successful execution.

Planning and execution support to enable Day One readiness, key talent retention and preserve value.

Human Capital Due Diligence

Questions We Help You Answer

  • Will the business leaders and critical talent remain after closing?

  • Can the workforce support the future operating model and growth strategy?

  • Are compensation and incentive programs aligned with future objectives?

  • Are executive, equity and change-in-control obligations appropriately reflected in the transaction economics?

  • Have all significant employee benefit costs and obligations been identified?

  • Are there labor compliance matters or employee litigations that could create financial, operational or reputational risk post-close?

  • Is the HR function prepared to support a successful integration?

Our Capabilities

Organization & Workforce

  • Workforce Analytics

  • Key Talent Assessment

  • Turnover / Retention Risk

Executive Arrangements

  • Executive Compensation

  • Equity Plans

  • IRC 280G / CIC Assessments

Total Rewards

  • Compensation Assessment

  • Benefits & Pension Review

  • Benefits Compliance

HR & Labor Compliance

  • Payroll & Labor Compliance

  • Employee Litigations

  • HR Operating Model Review

What You'll Receive

Human Capital Due Diligence Report

risk Prioritization & Value Creation Matrix

Financial Impact Assessment

(Quality of Earnings & Debt Items)

Preliminary HR Integration Assessment

Human Capital Due Diligence Report

risk Prioritization & Value Creation Matrix

Financial Impact Assessment

(Quality of Earnings & Debt Items)

Preliminary HR Integration PLANNING

The Results You Can Expect

  • Earlier identification of material workforce risks

  • Greater confidence in investment and transaction decisions

  • Better alignment between the workforce and the investment thesis

  • Clear priorities for preservation and creation of value through people

Pension & Benefits Advisory

Questions We Help You Answer

  • What is the magnitude of pension-related liabilities from both an accounting and funding standpoint?

  • Are employee benefit liabilities appropriately reflected in transaction economics?

  • Could employee benefit liabilities materially affect future cash flows?

  • Are current benefit programs competitive, sustainable and aligned with future workforce needs?

Our Capabilities

Retirement Benefits Actuarial Valuations

  • Pension Valuations

  • Post-Employment Benefit (OPEB) Valuations

  • Pension & OPEB Cost Projections

  • Pension Funding Analysis

Benefits Strategy & Design

  • Global Benefits Strategy

  • Benefits Implementation Planning

  • Benefits Market Competitiveness

  • Benefits Harmonization Analysis

What You'll Receive

ACTUARIAL Valuation Report

Financial Cost & Funding Analysis

Benefits Benchmarking Assessment

Benefits Strategy & Design Framework

ACTUARIAL Valuation Report

Financial Cost & Funding Analysis

Benefits Benchmarking Assessment

Benefits Strategy & Design Framework

The Results You Can Expect

  • A sustainable benefit strategy

  • Better visibility into long-term workforce obligations

  • Market competitive benefit offerings

  • Optimized workforce investment

HR Transaction Execution

Questions We Help You Answer

  • How do we translate diligence findings into a practical integration plan?

  • What are the "must-haves" for Day One vs. actions that should be prioritized during the first 100 days?

  • What cross-functional dependencies could delay integration or value realization?

  • How should employee communications be managed to preserve trust, engagement and retention throughout the transition?

Our Capabilities

HR Integration Planning

  • Day One Readiness

  • 100-Day Planning

  • HR TSA Management

  • Synergy Tracking

Workforce Transition

  • Leadership Alignment

  • Employee Transition Planning

  • Ket Talent Retention

  • Employee Engagement

Workforce Transition

  • Leadership Alignment

  • Employee Transition Planning

  • Key Talent Retention

  • Employee Engagement

HR and Benefits Integration

  • HR Policy Alignment

  • Benefits Harmonization

  • HRIS Integration

Change & Communication

  • Change Management

  • Employee Communication

What You'll Receive

What You'll Receive

HR Integration Roadmap

Day One Readiness Plan

100-Day Execution Plan

employee Communication & Change Strategy

HR Integration Roadmap

Day One Readiness Plan

100-Day Execution Plan

employee Communication & Change Strategy

The Results You Can Expect

  • Higher retention of key talent

  • Smoother workforce transitions

  • Reduced business disruption

  • Faster realization of transaction value

  • Higher retention of key talent

  • Smoother workforce transitions

  • Reduced business disruption

  • Faster realization of deal value

Let's discuss your transaction, people or organization challenges.

Whether you're evaluating an acquisition, preparing for integration, or navigating organizational change, we'd welcome the opportunity to discuss your objectives and explore how we can help.

Let's discuss your transaction, people or organization challenges.

Whether you're evaluating an acquisition, preparing for integration, or navigating organizational change, we'd welcome the opportunity to discuss your objectives and explore how we can help.

Let's discuss your transaction, people or organization challenges.

Whether you're evaluating an acquisition, preparing for integration, or navigating organizational change, we'd welcome the opportunity to discuss your objectives and explore how we can help.