Due Diligence

Risk and opportunity in the human capital aspects of a transaction are at the forefront of due diligence. Through an HR practitioner's lens, we identify issues and highlight value creation opportunities.

Diligence Checklist

We work alongside the deal team and other relevant, third-party providers to evaluate items such as: 

• Organizational and operational structure

• Bench strength

• Employment agreements

• Incentives and rewards

• Health and welfare plans

• HR staffing

• HR compliance

• HR policies and procedures

• HR and payroll technology

• HR metrics

Transition 

Once a deal is closed and the new portfolio company is acquired, the real work begins.  We work with boards, operating partners and company leadership to prepare for and implement a successful transition.  We focus on the human capital aspects of the value creation plan to ensure that issues raised in diligence are addressed and human capital objectives are clearly identified.

HR Infrastructure Audits

HOW EFFECTIVE IS YOUR HR INFRASTRUCTURE? 

Our proprietary approach to assessing HR infrastructure examines the functional areas of human capital unique to your workplace. We review documentation and conduct detailed interviews with HR staff, key internal customers and third-party vendors to assess effectiveness and compliance in the following areas: 

• Benefit plans 

• Compensation practices 

• Communication and culture 

• HR compliance 

• Human resources information systems (HRIS) 

• Payroll 

• Performance management 

• Policies and Procedures

• Talent acquisition and onboarding 

• Training and development 

We deliver an executive level summary of findings supported by a detailed assessment and a recommended plan of action customized to your business.

Workplace Investigations

An experienced, independent HR practitioner is a valuable resource for legal counsel charged with conducting a workplace investigation without conflict of interest. We conduct thorough, prompt,  impartial investigations for employers, with a holistic understanding of the workplace, interpersonal relationships, employee dynamics, and organizational culture.

A Deep and Relevant Skillset. We are often received more openly than an attorney during an investigation and may have an easier time establishing rapport, We bring our clients a strong knowledge of employment law, compliance, risk management, and organizational dynamics. While we do not provide legal advice, we do work to ensure our investigations align with legal standards. We also identify important safeguards protecting the organization from additional repercussions.  

Balanced, Fair, and Unified Objectivity. Free from internal biases and focused on a balanced investigation and open communication, we promote a sense of confidence in the impartiality of the inquiry, which contributes to better fact-finding and ultimately a more relevant analysis.

Discretion and Dignified Resolution. Handling sensitive matters discreetly is one of our core competencies. We understand how to properly conduct an investigation under attorney-client privilege and we understand how to properly document our findings. 

Precise and Time-Efficient Recommendations. We know how to expedite an investigation and drive actionable recommendations tailored to the client’s workplace. 

Strategic Insights for Sustainable Solutions. The recommendations from an independent HR practitioner should be informed by strategic insight.  By identifying one-off issues or systemic problems in the workplace and by offering recommendations for improvement, we assist organizations in cultivating a workplace that minimizes the recurrence of potential problems or concerns.

Consulting

Whether you are a private equity firm, public or privately-held company, or non-profit organization, we provide HR consulting services customized to your needs. 

HOW WE DISTINGUISH OURSELVES 

• Customer-driven agenda with a focus on creating value 

• Deep experience coaching and supporting executive leadership 

• Decades of knowledge and practical experience in all aspects of HR 

• Experience across numerous industries 

• Experience with both union and non-union employment models 

• Services ranging from transactional HR activities to strategic planning 

• Respect for an organization’s unique culture and business challenges 

• Proven experience in mentoring onsite HR talent 

• Respected by boards, C-suite executives and hands on HR professionals 

• Excellent collaboration and communication with leadership and staff 

• Stellar reputation for integrity and professionalism 

TOOLKIT 

• HR strategy and planning 

• HR infrastructure audits 

• HR due diligence 

• HR integration 

• Culture transformation 

• Employee relations 

• Talent acquisition for HR and C-Suite 

• Compensation and benefits 

• Leadership and employee development 

• HR/Payroll RFPs

• Compliance and leadership training 

Interim HR Leadership and Support

We pride ourselves on our network within the HR community. When you need temporary onsite HR support, we can offer access to our network of experienced HR specialists. Whether it is an HR leader, HR generalist, or HR specialist, we look forward to helping you meet your needs.