Latest field note
HR Due Diligence: 20 Questions to Ask
April 2026 10 min read
20 HR due diligence questions for M&A: comp structures, turnover risks, benefits gaps, compliance exposure. What the data room won't tell you.
Read moreInsights / Field notes
Insights
Field notes on the people side of the deal.
IMO Charter Template
April 2026 9 min read
One-page IMO charter template from 6 deals. Mandate, authority, escalation, operating rhythm, with section-by-section commentary.
Read more3 IMOs, 3 Industries
April 2026 11 min read
IMO case studies: chemicals, pharma, and a carve-out. Same 5 mistakes, different org charts. What varies by industry vs. what stays constant.
Read moreWhen to Wind Down the IMO
April 2026 7 min read
4 signals your IMO has outlived its usefulness, plus the BAU transition plan. Most IMOs run 4-6 months too long.
Read moreCarve-Out Readiness Checklist: 23 Items Before Day 1
January 2026 11 min read
The priority-tiered carve-out checklist. What must work Day 1, what starts before close, and what can wait. HRIS, payroll, legal entities, compliance, ERP.
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TSA Exit: Why Yours Will Take 18 Months
October 2025 11 min read
SEC data from 36 deals: TSA exits average 18 months, not 12. Three patterns explain the overrun, and how to cut 3-6 months.
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M&A Retention Bonus Strategy
June 2025 12 min read
M&A retention bonus sizing: identify flight-risk employees, structure payouts. 60% of an $18M plan went to people who were never leaving.
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HR Integration in M&A
March 2025 14 min read
HR integration in M&A: workforce planning, org design, HRIS migration. Why HR workstreams fail at 2x the rate, and 5 fixes.
Read moreM&A Integration Checklist: Day 1 to 100
January 2025 12 min read
47-item post-merger integration checklist: Day 1 readiness, workstream setup, synergy tracking. From real deals, not frameworks.
Read moreIntegration Management Office Guide
January 2025 14 min read
How to build an Integration Management Office: staffing, operating rhythm, and the authority framework most IMOs get wrong.
Read morePROSCI in M&A: Beyond the Certification
November 2024 10 min read
PROSCI ADKAR applied to M&A: practical modifications for multi-country, multi-workstream integrations. From a practitioner, not a textbook.
Read more100-Day M&A Integration Plan
October 2024 12 min read
100-day post-merger integration plan: stabilize (0-30), execute (31-60), accelerate (61-100). Week-by-week milestones from real transactions.
Read moreM&A Integration Timeline: After Close
September 2024 8 min read
M&A integration timeline: 6 phases, 18 months, and the 4 milestones that predict whether synergy targets will be met.
Read moreWhy 70% of Transformations Fail
September 2024 6 min read
Why 70% of transformations fail: not strategy but coordination. 12 teams, 12 roadmaps, no shared definition of done. 3 structural fixes.
Read moreOrg Design in M&A: Why Most Redesigns Fail
May 2024 12 min read
Org design for M&A: the decision map framework that reveals structural blockers before you draw the first box. Why 75% of redesigns fail.
Read moreHave change in motion?
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