Delivering the Deal

What are the key factors that drive organizations to initiate divestitures and carve-outs? In this episode, join host Jeff Black is joined by M&A experts across MMC-- Scott Brady (Marsh), Bernd Oehring (Oliver Wyman), and Chuck Moritt (Mercer). They'll explore the triggers, considerations, and challenges involved in creating divestiture deal value in this episode. They'll also provide valuable insights for business leaders and deal professionals navigating the intricacies of executing divestiture deals.

What does the future hold for M&A? In this episode, our guest William Jefferson Black, Co-founder of the Transaction Advisors Institute and Chair of the annual M&A Conference Series, discusses the ever-evolving transformation in the M&A market. William explores various aspects, including the regulatory environment, the increasing complexity of deals, and the potential challenges posed by the move to a hybrid workforce. Tune in to this insightful discussion that sheds light on the future of M&A.

Retention strategies strive to provide a strong reason for key talent to stay with the company. What are the monetary and non-monetary tactics to encourage retention post-deal? Find out how organizations should incorporate these trends and retain critical talent. For more details: https://www.mercer.com/M&A-Insights

What should companies be doing now to prepare for deals in 2024? During this episode, our guest, Julian Bell, Partner, Senior M&A Engagement Lead, UK, shares his perspectives on the M&A market in the European Union and the United Kingdom, as well as predictions for 2024. For more details: https://www.mercer.com/M&A-Insights

In this episode, we discuss the private equity industry's challenges regarding attracting and retaining female talent and some key levers to pull to progress in this area. Our host, Jeff Black, speaks with Lucy Brown, Senior DEI consultant at Mercer, and Jaclyn Andrasek, Global Fund Development Leader at Marsh, who wrote an article addressing these issues. For more details: https://www.mercer.com/M&A-Insights

Curious about Brazil's M&A environment? In today's episode, we'll focus on the Brazilian deal landscape. Mercer's M&A Leader for Brazil, Renata Andrade, shares her insight into the opportunities and challenges for creating a successful deal in Brazil. For more details: https://www.mercer.com/M&A-Insights

In today's episode, we'll focus on a topic that many of our clients have been discussing lately. American companies nearshoring production and supply chains in Mexico for the North American market. How do they get started and why should deal professionals head down this route? Mercer's M&A Leader for Mexico, Sofia Cruz, gives insight into why companies are looking to nearshore and how this can be both an opportunity and a challenge - and what to look out for to be better positioned for success. For more details: https://www.mercer.com/M&A-Insights

In this episode, Scott Jarboe, Mercer Wealth's Defined Benefit Segment Leader for the US and Alla Iagniatinskaia a Senior Principal in Mercer's M&A Advisory Services Team share ideas to properly manage DB and DC retirement plans in a transaction so they do not disrupt your deal. For more details: https://www.mercer.com/M&A-Insights

How do you establish effective change management during an M&A deal? In this episode, we are speaking with Jason Jaross, a Partner in Mercer's M&A Advisory Services Business with two decades of experience advising organizations around deal-related change management. Given that we view effective change management as one of the keys to delivering on your deal thesis, we wanted him to share some of his experiences and lessons that may help your next deal. For more details: https://www.mercer.com/M&A-Insights

In this episode, Mercer's Scott Gardiner shares his 20+ years of deal experience to highlight his observations about the M&A landscape and the importance of aligning HR for successful deal-making. For more details: https://www.mercer.com/M&A-Insights

What is the focus area on deal professional's minds? Retention in deals. Tune into our latest episode of Delivering the Deal, where our host, Aaron Chaum, principal at Mercer's M&A Advisory Services interviews Jon Nelson, Director of HR M&A at AT&T. Jon discusses how to plan for retention during a deal and how to execute effectively to retain critical talent and protect their deal thesis. For more details: https://www.mercer.com/M&A-Insights

What do skills have to do with deals? Tune into our latest episode of Delivering the Deal, where our host, Global, and North America M&A Leader Jeff Black, interviews Mercer's Global Innovation Leader, Julie Van Waveren. Julie shares her expertise around how talent is integral to all M&A deals and how business leaders can use talent data to strategize pre-day 1 to ensure their deal will succeed. For more details: https://www.mercer.com/M&A-Insights

In the last few years, we have seen a significant transformation come into the auto industry. What prompted this period of transformation, and how does that factor into business leaders' strategic agendas? Today, our guest, Mike Ponicall, automotive industry leader at Mercer, will help us navigate this period of transformation. He'll also highlight how recent joint ventures and strategic alliances are increasing and the best way to ensure these deals are set up right. For more details: https://www.mercer.com/M&A-Insights

Tune into our latest episode of Delivering the Deal where our host, Global and North America M&A Leader Jeff Black interviews Mercer's Chief Commercial Officer, David Anderson. David shares his experiences and perspectives related to the challenges and opportunities facing business leaders in 2022 and beyond. For more details: https://www.mercer.com/M&A-Insights

What are the key M&A people trends in the tech space, and how can other industries leverage this approach? Tune into our latest episode of Delivering the Deal, where our host, Global, and North America M&A Leader Jeff Black, speaks with Aaron Chaum. Aaron recently joined Mercer and brings his ten years of experience in the global tech and M&A space to the M&A Advisory Services team. Aaron also highlights leadership challenges during acquisitions and integrations and talent retention, and attraction practices. For more details: https://www.mercer.com/M&A-Insights

What is on the horizon when it comes to deals in 2022? Will there continue to be the same momentum from 2021? Hear from Mercer's senior M&A advisors from around the world as they share their regional perspectives. For more details: https://www.mercer.com/M&A-Insights

When deal professionals think about health, they primarily think about health insurance. COVID has changed how many leaders feel about health and its impact on performance. In this episode, Jeff Black discusses untraditional healthcare risks related to deals with Lorna Friedman, Senior Partner Mercer Marsh Benefits – Health Transformation and Sustainability. For more details: https://www.mercer.com/M&A-Insights

In this episode, Jeff Black discusses divesture trends and considerations with Chuck Moritt. Chuck is a Partner in Mercer's M&A business who leverages his 30+ years of expertise in the industry to advise both strategic and financial buyers and sellers on HR Transaction-related issues. Chuck shares his insights around an area that many business leaders mistakenly think is easier than a merger or acquisition. For more details: https://www.mercer.com/M&A-Insights

In this episode of Delivering the Deal, Jeff Black is joined by Teresa Bayewitz, a partner in Mercer's career business, to discuss current SPAC and IPO trends. Teresa also shares her insights and experiences on the HR and compensation issues that arise when a company goes public through a SPAC or an IPO and highlights what leaders should do to ensure deal success. For more details: https://www.mercer.com/M&A-Insights

In this episode of Delivering the Deal, Mercer's Carly McCoy interviews Brent Heslop, Global M&A Business Transformation Leader at Mercer, to talk about the critical importance of culture related to deal success. For more details: https://www.mercer.com/M&A-Insights

In this episode of Delivering the Deal, Jeff Black is joined by Mercer leaders Dhruv Mehra, Asia M&A Advisory Services Leader, and Haze Zhang, Greater China M&A Advisory Services Leader, to talk about why M&A activity has been on the upswing in the Asia Pacific region. They also cover the overview and motivation of mergers and acquisitions and what other regions can learn from this market.