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Mergers and acquisitions

Accelerating the process and minimizing risk, from pre-close planning to synergy tracking

The M&A Landscape Today

In the fast-paced world of M&A, success hinges on more than just closing the deal— it’s about navigating the complexities of integration to unlock real value, whether that means fully merging teams and operations or selectively aligning key elements. With over $3.6 trillion in global M&A deals in 2023, the stakes have never been higher.

Are you equipped to integrate two complex organizations swiftly while ensuring promised synergies are realized? Whether it’s navigating disparate data, managing risks, or tracking synergies, Orgvue empowers Corporate Development and HR M&A teams to drive smooth, efficient deal transitions and achieve the strategic outcomes that matter.”

Common M&A Challenges

M&A transactions are intricate and fraught with potential pitfalls. If you’ve been there, chances are you’ve experienced a few of these:

  • Disparate data: Integrating various data sources and systems often leads to fragmented and disconnected information, complicating the evaluation and integration process.
  • Manual processes:Many teams rely on manual methods that are slow, error-prone, and involve numerous stakeholders, potentially impacting the efficiency of the integration.
  • Synergy and change tracking:Monitoring the achievement of projected synergies, along with tracking any changes in the target company during integration, is essential for ensuring that goals remain aligned and that potential risks are mitigated.
  • Security and confidentiality: Prior to deal close, how do you keep two, separate companies secure? And how can you enable stakeholders to securely collaborate on shared data, while controlling who sees what?
  • Risk and uncertainty: Acquiring a company without a full understanding of its workforce, cost structure, strategic fit, or cultural alignment can significantly reduce the expected value, leading to higher costs, misaligned goals, or integration failures.
  • Business disruptions:Managing the deal transition is often left to employees, adding stress as they juggle it with their regular duties.

Introducing Orgvue

Orgvue is a SaaS platform built to help you manage the transition during deals. Using Orgvue for M&A will not only ensure you de-risk and successfully execute the deal, it will also enhance all talent insights, driving better understanding and decision making across your organization.

Orgvue empowers M&A teams to navigate the complexities of mergers and acquisitions by providing real-time insights into organizational structures, workforce costs, and operational efficiencies. It enables you to assess strategic fit, identify redundancy risks, and optimize workforce integration, ensuring smooth transitions and maximizing value from sign to close and beyond. With Orgvue’s data-driven approach, you can drive strategic alignment, expedite integration timelines, and enhance long-term success in your M&A endeavors.

  • Centralized and trusted data
  • Advanced scenario modeling capabilities for all deal phases (Day 1, Day 90, Year 1, etc.)
  • Alignment across departments
  • Fast transformation and minimized risk
  • Tracking and monitoring/real time synergy tracking
A diagram of a cycle reading clockwise: Analyze, Design, Plan, Monitor

Why does Orgvue work for M&A?

Choosing Orgvue means choosing a smoother, faster, and more secure M&A process, increasing speed to value and opportunity/challenge identification. No more fragmented data, no more manual headaches, and no more evading uncertainties. Orgvue empowers you to own the process, track synergies effectively, and ensure a successful integration. Get your M&A done—efficiently, effectively, and with minimized risk.

  • Accelerated delivery: Complete M&A transactions faster, leading to quicker insights, decisions, and ROI. Speed up employee integrations and separations for faster goal achievement and improved satisfaction.
  • Increased control: Manage the entire M&A process on one platform, from labor synergy identification to Day 1 planning and post-close tracking, with instant access to accurate talent data.
  • Minimized risk: Centralize and secure data to prevent breaches and reduce errors. Manage access to sensitive employee data to ensure security and maintain accuracy.
  • Enhanced collaboration: Enable stakeholders to work simultaneously on unified and de-risked data, promoting effective teamwork and alignment.
  • Advanced tracking: Track synergies to hold leaders accountable for commitments and ensure goals are met. Simultaneously, monitor changes in the employee headcount, roles, and organizational structure during the integration to understand their impact on mapping, leveling, and costs. This gives you full visibility into both synergy realization and workforce dynamics throughout the process.

How it works

Orgvue streamlines the entire M&A lifecycle, and connects your organization’s data throughout the entire process.

1

Due diligence work and current state analysis

  • Evaluate target business, understanding workforce risks and synergy opportunities
  • Bring in data from multiple sources into Orgvue, check for data quality and clean it where needed
  • Review organizations and understand where changes need to be made
  • Compare key organizational metrics across both organizations, such as spans, team sizes or team distributions
  • Set up access control
A series of graphs comparing key organisational metrics across a legacy company and an acquired company.

View key organizational health metrics across both organizations

A detailed spreadsheet view of an organisational role allocation in OrgVue.

Overlay and map retained roles into job taxonomy

2

Support mapping and levelling

  • Compare job levels and salary bands with side by side visualizations
  • Compare critical fields like job grades and compensation
  • Action and automate (where possible) mapping and leveling recommendations across from target into legacy organization Map roles into job taxonomy
3

Integration / separation modeling

  • Establish organizational structure models for Day 1 and future phases of the integration
  • Drag and drop teams or individuals between organizations to simulate different scenarios
  • Detailed design: perform actions and changes on an individual level, including fixed-term contracts or employees involved for a specific transitionary period
  • Review compensation for changed positions
  • Review and validate changes that have been proposed
  • Export results to provide leaders with mapping and impact
  • Review finalized data to put together offer letters, and track offer letter acceptance
A detailed table from OrgVue, titled "Submit changes for approval". The table is set up to manage and review changes to employee positions within a company.

Submitting changes to both organizations for approval, before moving forward

A comprehensive organisational financial report displayed across three main sections.

Track cost month over month, cost change by department, as well as by joiners, movers and leavers

4

Synergy tracking and monitoring

  • Incorporate synergy targets throughout the planning and design process
  • Review actual headcount and cost changes against project milestones
  • Monitor implementation of changes proposed, over time

Customer story

An accelerated integration of two global media companies

200k+

Employees

200k+ employees assessed and re-deployed in the process

60+

Upskilled employees

60+ upskilled internal employees to run the process

Logo, Trademark, Symbol

The process was complex, mostly because of the large volume of data and the sheer number of stakeholders involved… but we managed to get it done quickly, securely and risk-free.

VP, Organizational Design

Business goal

  • Successfully merge two of the largest global media companies following a $70bn acquisition.
  • Build the new organizational structure and move to the new model, while minimizing cost and reliance on third parties.

Solution

  • Integrated and centralized data from both businesses securely in Orgvue.
  • Built the new organizational design and moved more than 200,000 employees into positions based on their skills and competencies.
  • Set up a standardized rollout process across globally distributed HR teams.
  • Trained a center of excellence team of more than 60 people to manage the process and monitor progress.
Preview of the Orgvue solution brief titled 'Delivering value through M&A'. By clicking on this image, you will be directed to the full solution brief.

Solution brief

Delivering value through M&A

Read our latest solution brief and discover how Orgvue can help realize value through data-driven decision making.

Learn more about how we can help you:

  • create a secure single source of harmonized data that can be accessed by multiple teams 
  • model org structures, and identify synergies using visualization and automation to address data inconsistencies
  • map talent to your future organization, so planners can make informed decisions based on advanced criteria such as skills, financial planning, regulatory compliance, and the desire for hybrid working.

More resources

Businesswoman stands in front of purple circle starburst Webinar (On-demand) Realizing M&A value through data-driven decision making
Our free 30-minute webinar will give you top tips for addressing fundamental data challenges in M&A, using real life examples and practical demonstrations.
High Rise, City, Urban Video Mergers and acquisitions video
Watch this video to learn how Orgvue can help you with your M&A challenges. See Orgvue in action.
Glasses, Accessories, Accessory Ebook Delivering value through mergers and acquisitions: HR’s critical role
Read this ebook to better understand M&A’s complex relationship with business growth and value creation and why so many M&A deals fail.
A man in glasses sits at a desk looking at a graph on his computer screen Article Bringing workforce planning into the M&A equation
An article on a new approach to M&A which gives you three steps on how to preserve value from human capital.

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