The Overlooked Due Diligence: the Merger of Corporate Cultures

The Overlooked Due Diligence: the Merger of Corporate Cultures 

Due diligence is a necessary precursor to every merger or acquisition.  Each business professional knows to look at the books, revenue, balance sheets, contracts, accounts payable/receivable, liabilities, leases, judgments, etc.  But what about the people?  If cultures are incompatible, what will become of the transaction long term?  Or even short term?

Topics to be discussed:

•   Importance of cultural due diligence pre-merger/acquisition

•   Why is it so often overlooked?

•   Basics of cultural due diligence pre-merger/acquisition

◦       C-level executive cultural due diligence

◦       Management cultural due diligence

◦       Workforce cultural due diligence

•   Examples of deep dives into cultural due diligence

•   Types of management styles that will lead to successful merger/acquisition

•   Impact of cultural due diligence on operations

•   Causes of Cultural Clash

•   Impact of cultural clash on operations

•   Horror stories of cultural clash

•   Success stories of cultural due diligence

◦       Avoidance of cultural clash by proper cultural due diligence

◦       Correction of cultural clash by cultural due diligence

•   Deferring cultural due diligence if merger vs. acquisition

•   Practical tips and strategies to avoid culture clash.

PANEL:

·      Brian Demkowicz, Managing Director and Co-Founder, Huron Capital Partners

·      Larry Gardner, President, Lawrence Gardner Associates

·      Marc Gardner, Founder, President and CEO, North American Bancard

·      Sandy Kuohn, Chief Human Resources Officer, Talmer Bank

·      David Stanislaw, Founder and Principal, Stanislaw Consulting, LLC

AGENDA:

Registration | 7:15 a.m.

Program Begins | 8:00 a.m.

Meeting Ends | 9:00 a.m. 

COST: Members 30 | Guests 55 

WHERE:

Glen Oaks

Farmington Hills, MI