The Role of HR in M&A Integration

The Role of HR in M&A Integration *NEW*

Key insights and proven techniques to ensure a successful M&A integration that drives sustained deal value

Please call us on
+44 (0)20 8371 7010 for dates.

Price: £550 + VAT
   Special offers

Mergers and acquisitions offer firms of all sizes a valuable way of increasing business efficiency, expanding overseas and market diversification. However, M&A deals are inherently complex and realising their full value potential is notoriously difficult. Also, in today’s climate all those involved in achieving a successful deal are under increased scrutiny from shareholders, senior managers and the outside world.

Moreover, a successful transaction is not just about reaching a positive outcome on deal-day but being able to ensure that all elements of the various business, and in particular their workforces, are effectively integrated in the subsequent weeks and months. Indeed according to a survey conducted by Marsh, Mercer, Kroll and the Economist Intelligence Unit “Organisational cultural differences and people integration issues are the two most significant challenges within M&A”

The challenge is often that each party will have a unique organisational culture “an aggregation of individual behaviours shaped by personal attributes, social structures, systems, processes and programmes, and the behaviours of others, especially leaders” and that transactions that fail to recognise and manage cultural differences experience slower and more painful integration.

Given these complexities it is vital for HR professionals to be at the heart of the M&A process and ensure that they understand and are able to tackle the various challenges associated with internal communication, talent retention, employee transfers and organisational cultural compatibility.

Led by Jo Harman, a senior HR professional with extensive real world experience of HR management during mergers and acquisitions. The session 'The legal implications of workforce reorganisation post-M&A' will be delivererd by guest speaker Bob Mecrate-Butcher, Partner at Charles Russell.


  • Mergers, acquisitions and the role of HR in delivering deal value
  • Cultural compatibility: the challenges of aligning different organisational cultures
  • The legal implications of workforce reorganisation post-M&A
  • Change management - how HR can support managers through the change process
  • Mobilising employee communications on deal day and beyond
  • Practical approaches for successful integration

Linked seminar discount: This seminar runs in parallel with 'M&A due diligence: HR's role in the initial stages of a deal'. Attend both for just £750 (+ VAT).




Welcome and introductions


Mergers, acquisitions and the role of HR in delivering deal value

A sound understanding of the M&A dynamics and its rationale determines its success. This session will focus on the salient features of  a successful M&A integration strategy and describe recent trends and developments in the M&A landscape. 

Highlights the impact of a deal on the employees and the role an effective HR practise can play in managing employee expectations. Identify value drivers applicable to the organization, which fits in with the transaction rationale, identify and avoid the most common mistakes that might put the success of a deal at stake.




The impact of TUPE on workforce reorganisation pre & post-M&A

Very often, the role of assessing and navigating the around potential legal issues in an M&A transaction falls to HR. Understanding the potential legal obstacles and being fully aware of the legal protection arising from M&A transactions can help to achieve the objectives of the deal in the most feasible, compliant and efficient way.   This situation assesses the legal and practical aspects of TUPE.


Cultural compatibility: the challenges of aligning different organisational cultures

For a deal to achieve the desired outcomes, it is necessary understand and examine the impact of culture, mitigate the risk of cultural incoherence, develop a structured process to effectively diagnose, manage and integrate organisational cultures –  in light of the fact that almost 75 percent regard culture as a key component in creating deal value.

This session will facilitate an understanding of the importance of culture, organizational dynamics and values and the role played by HR in ensuring and establishing synergies and avoiding conflict. It will discuss how to apply high-engagement, change management techniques to provide clarity, transform corporate culture, increase employee engagement and pave the way for sustainable change.


Delivering value through supporting managers during times of change

The M&A process demands extremely high level of sensitivity and the HR has to be at the top to advise on strategic approach to decision making in the interest of sustainability and viability of the business.

The session will evaluate the role of HR as a change agent and how they can, in times of change, provide the much needed support to senior and mid-level managers by understanding the specific needs of the new business, identifying the sills gap, providing the necessary training, recruiting and retaining talent and building capabilities, which is vital to capturing long-term value from the deal.

HR  managers can provide and facilitate help, advise and training needed to adapting efficiently to changes in the economic climate, enabling and ensuring business transformation and growth.




Group activity: Mobilising employee communications on deal day and beyond

An effective communications strategy during various stages of M&A transaction can help companies achieve significantly better results by minimizing disruptions and achieving synergies in all areas dealing with and impacting employees and customers.

This session discusses the need of effective communication and various channels to facilitate the same. It establishes the role of HR in ensuring that the business line managers are ‘on message’ and are cascading the information appropriately as the success of a deal hinges on the ability of a company to carry on an effective two-way dialogue throughout the integration process.




Group activity: Practical approaches for successful integration

The session will engage delegates in various group exercises which will help them create an integration checklist, familiarize them with tools to measure and assess the success of an integration strategy and chart out key objectives for the first 365 days and beyond.


End of seminar

Joanna Harman

I am an HR professional who brings extensive experience across all areas of the HR spectrum having most recently set up and run an EMEA wide HR function for a large professional services firm.  

I hold a BSc in Management from Loughborough University and is licensed in the MBTI instrument.

Key areas of expertise:

  •   Restructuring
  •   Talent and Engagement
  •   Performance Management
  • HR Managers, HR Directors and Managers of Strategy
  • Legal and financial experts
  • Internal M&A consultants
  • Integration Managers
  • Other functional leaders involved in the integration process

The event will be particularly beneficial for those who need to:

  • Have an understanding of what makes for a successful integration
  • Get insights into the best ways of implementing an integration strategy that works for the organisation
  • Benchmark their approach with those of their peers  
  • Create an integration checklist that can be applied within the organisation

Pre-course Questionnaire

Special offers

Multiple booking discount

Receive a 20% discount when you book more than one event, or book more than one person on the same event. Please note this discount only applies to the lesser priced booking and when all bookings are placed together.

Registered charities

You are entitled to a 25% discount on your booking if you are a registered charity. This discount will show on your invoice once your booking is submitted. You will need your charity registration number for the booking form.

Choose the right approach for you:

Headset Face-to-face attendance   Book online

The most valuable form of learning delivery continues to be the face-to-face classroom-based event. Engaging with expert speakers and fellow participants in relaxed two-way discussion in a distraction-free environment offers a valuable and practical learning experience.

All JSB programmes take place in top venues in central London and participants report that they greatly value the opportunities that these events provide for learning and networking.

House In-house delivery   Get in touch

For groups of 4 or more people, any of our seminars and webinars can be tailored and delivered in-house. We will adapt case studies to suit your organisational culture and specific challenges. We ensure that the learning is engaging, relevant and easily applied.

Our webinars are designed to be as accessible as possible for all participants.


To join the webinar you will need to have Java installed on your computer. You can download and install Java quickly and easily here.

We use Webex to deliver our webinars. It is entirely web based - all you will need is an internet browser such as Internet Explorer, Firefox or Chrome. There is no requirement to download any files to use the Webex system.


You can only listen to the webinar over the internet through the Webex system, for which you will need headphones or speakers. A conference call dial in option is not available.

If you have any queries or need technical assistance, please contact us on
+44 (0)20 8371 7010 or safe_mailto('', 'email us')}.

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