M&A and Family Offices

The Hidden Value Driver in Every Acquisition

Fractional Solutions for PE's and Investors—The Underestimated Dealbreaker in M&A

Mergers and Acquisitions often get derailed due to avoidable human resources and systems issues. These issues occur on the front-end and during post-acquisition integration.

The front-end requires a clear strategic rationale and set of objectives plus exemplary due diligence leadership and management. HR and operations leadership in due process is critical in uncovering liabilities, HR program deficiencies, operations risks and failures, talent and leadership gaps, and “fit” due to cultural disparities.

Post integration, strong leadership is critical to executing on synergy initiatives and ensuring the acquisition performs to plan. Poor HR planning and operations execution leads to post-merger integration gaps and challenges that can lead to costly dysfunctional execution, revenue and margin loss, and failed synergies.

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As many as 90% of M&A deals fail to meet their strategic and financial goals.

Leading causes of those failures are poor upfront assessment of company cultures and integration, talent and leadership competencies, and operating systems and inefficiencies.

The Bottom-Line Benefits

Employees and the programs that support them are the biggest expense and the biggest opportunity for growth. ONPOINT delivers the HR integration and execution solutions vital to achieving the value proposition.

ONPOINT sees the opportunities in these challenges, stepping in to help PE firms and Family Offices:

Effectively and comprehensively evaluate the acquisition opportunity
Manage or support the due diligence process
Assist with post-merger integration of payroll, benefits, systems, and programs
Operational execution that increases enterprise value

VIEW | Case Study

A Tailored Approach

It’s a fresh start to put the right people in the right seats, align staff, and set clear roles, goals and outcomes.

You get a dedicated account manager highly experienced in M&As, PEs and Family Offices and a team of HR experts to provide tailored HR onboarding, integration, operations, and go-to-market services.

Services Include:

Our Sweet Spot

M&A, Private Companies Going Through Acquisitions and Family Offices with 20–200 employees and $10M–$200M revenue.

The Bottom-Line Benefits Experience and data demonstrate that talent and leadership and the ability to execute to plan are the most critical elements to achieving valuation, profitability, and unlocking revenue growth. Strategic, expert, scalable Human Resources coupled with Operational efficiency multiplies the ROI.

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Scalability & Growth

Organizational and leadership assessment to ensure execution to plan coupled with proven systems and process implementation that scale to evolving needs thru acquisition and integration.

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Due Diligence & Risk Management

Detailed due diligence process, checklists, and documentation requirements and evaluate policies, systems, recordkeeping, compliance, and employment practices to reduce or eliminate exposure.

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Leadership & Culture

Talent alignment, acquisition, and performance development strategies and a focus on cultural integration leading to employee engagement and a strong leadership team aligned to drive results.

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Operations & Execution

Evaluate and improve processes, systems, and programs for better valuation and EBITBA multiples ahead of sale or to ensure full delivery to plan post-acquisition.

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Attractive Exit Story

When you’re ready to sell, a company with a strong set of mature HR and Operational programs enhances asset value and marketability. It’s organized, compliant and built to minimize risk.
Our HR services and processes can stay and grow with the company.

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Operational Improvement

Align organizational procedures and people execution to deliver the business plan, unlock revenue growth, drive efficiencies and grow market share.

How We Get Your Portfolio ONPOINT

Pre-Acquisition: Deeper Diligence, Smarter Decisions.

Unbiased assessments provide a clear view of the human side of the deal.

Operational Analysis – scalability, efficiency, bottlenecks.
Leadership Evaluation and Assessment – performance and capability, alignment, and organization structure.
Strategic & Culture Fit – how well the target company and team align with your growth thesis.
Risk Assessment – spotlight liabilities, uncover employment issues, highlight opportunities
HRIS Systems Review
Talent Assessment
Review Hiring Processes

Post-Acquisition: Seamless Integration, Faster Value Creation

We unify people, culture, infrastructure and processes to accelerate performance.

Improve The Odds Contact us to help you build stronger portfolio companies

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As many as 90% of M&A deals fail to meet their strategic and financial goals.

A leading cause of those failures is poor integration of people, talent retention issues, and culture clashes.

Improve The Odds Contact us to help you build stronger portfolio companies