Exits & M&A
Orchestrate Your Exit Without Losing the Soul of the Team
Every acquisition, secondary, or IPO milestone hinges on whether your talent, culture, and deal mechanics stay in absolute harmony. We embed with founders and boards to choreograph people strategy through diligence, negotiations, and integration—so your legacy, workforce confidence, and enterprise value all close at the same premium standard.
The People-First Exit Playbook
Navigate Liquidity Events with Culture-Ready Precision
We merge corporate, employment, and people governance expertise into one seamless playbook. From executive alignment to post-close integration, every stage is engineered to withstand diligence, protect morale, and reassure investors that your most valuable asset—your team—is protected.
Governance Readiness
Align Decision-Makers Before the Deal Clock Starts
We draft the governance choreography—board approvals, consent rights, delegated authority, and insider protocols—so leadership speaks with one disciplined voice. Your founders, C-suite, and investors gain clarity on who decides, who signs, and how confidential information flows.
- Transaction authority matrices & board resolution suites
- Insider trading, disclosure, and communications playbooks
- Executive employment amendments & golden parachute compliance
- Founder rollover, vesting acceleration & non-compete alignment
Workforce Intelligence
Present a Pristine People Narrative to Every Buyer
Investors scrutinize your headcount stack, classification status, DEI metrics, and culture pulse. We build diligence portals that capture every agreement, policy, and KPI—curated for instant buyer confidence and faster Q&A cycles.
- Workforce, contractor & immigration diligence matrices
- Compensation, equity, and benefits compliance summaries
- Culture health metrics, survey insights & risk heatmaps
- Disclosure schedules & remediation action trackers
Value Protection
Engineer Retention Mechanics That Keep Your Bench Intact
Talent flight can erode valuations overnight. We tailor stay bonuses, retention pools, and change-in-control packages that satisfy tax, securities, and investor scrutiny—while signaling to your top performers that their future is secure.
- Stay bonus, earn-out & retention pool modeling
- Change-in-control protections & parachute (280G) analyses
- Equity rollover, option-cancellation & RSU conversion playbooks
- Communications toolkits for managers and key personnel
Post-Close Continuity
Carry Your Culture Through Day Zero and Beyond
Post-close success depends on clarity: who stays, how teams collaborate, what values endure. We script integration charters, policy harmonization, and communication cadences that honor your culture while unlocking the strategic upside of the transaction.
- Integration charters & cross-functional steering committees
- Culture blending frameworks, rituals & leadership narrative guides
- Policy harmonization, handbook refresh & compliance mapping
- Change management communications & FAQ libraries
Protective Response
Handle Sensitive Transitions with Discretion and Grace
When redundancies, leadership exits, or culture disputes emerge, we orchestrate each move with discretion—balancing human dignity, regulatory compliance, and brand equity. Your reputation remains impeccable, even through difficult change.
- Redundancy, reorganization & redeployment playbooks
- Separation agreements, releases & restrictive covenant refreshes
- Dispute resolution, whistleblower & investigation protocols
- Media, PR & stakeholder communications safeguards
