The Role of Crisis Management in Mergers and Acquisitions

December 9, 2016
Hosted by Sonya Weigle

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Episode Description

Throughout his career, Mr. Negrin has excelled at crisis management dealing with major events that threaten to negatively impact the organization, stakeholders or the general public. As organizations engage in highly visible mergers or acquisitions they run the risk of things going wrong in a very public and sometimes damaging way. Sonya and Rich will discuss the topic of crisis management and how it can impact the success or failure of an M&A transaction.

Beyond Financials: The People Side of Mergers & Acquisitions

Beyond Financials: The People Side of Mergers & Acquisitions

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How does a fast-growing, risk tolerant company merge with a company that values consensus and careful decision making? Are you headed for a culture clash? Do your people understand and agree with the strategy? How do you choose between two CFOs? While the financials may work for a deal, reaping the benefits of a merger or acquisition is a notoriously risky undertaking when organizational development factors are not considered.

Our show focuses on the capabilities and best practices required for companies to master the integration phase of M and A relating to people, culture, skills sets, organization structure and behaviors. We interview top executives across a variety of industries to explore success stories, best practices and lessons learned from traversing the risky but often rewarding world of M and A.

Whether you are on the buy or sell side of a transaction, whether the capital or the executive, you will benefit from the insights and keys to success discussed.

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Sonya Weigle

Sonya Weigle

Sonya is the Founder and Managing Principal of SWC Management Consulting and brings almost 25 years of experience transforming organizations through change management, organization development and human capital strategy. She expertly applies those principles to the world of M&A Integration by working with clients to look beyond the financials when planning a transaction. Her firm works on both the buy side and sell side to assess cultural, behavioral, structural and process fit to help clients mitigate against the 80 percent fail rate of most M and A transactions.

SWC focuses on the middle market and deal sizes between $50M and $500M and is unique in the marketplace because all consultants are experienced and have served in both global consulting and corporate executive positions.

Sonya holds a BS in Political Science, English and Psychology from The University of Pittsburgh and an MS in Management focused on Human Resources and Strategy from Carnegie Mellon University. She gained global consulting experience with Mercer and Accenture before founding SWC in 2000.

Sonya has been recognized by the Philadelphia Tribune and the American Arthritis Foundation as a “Woman on the Move”, was given the Leadership Award by the MS Society and was of Philadelphia’s Top 40 Business People Under 40 by the Philadelphia Business Journal. Sonya also serves on many boards, most recently the Board of Directors for Chamber of Commerce for Greater Philadelphia.

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Episode Directory

February 2017

January 2017

December 2016

  • 12/30/2016: Looking Ahead at 2017: The People Side of M and A Listen Now
  • 12/16/2016: The Role of Diversity and Inclusion in Mergers and Acquisitions Listen Now
  • 12/9/2016: The Role of Crisis Management in Mergers and Acquisitions Listen Now
  • 12/2/2016: The Role of Human Resources in M and A Listen Now

Stephanie Carter, Principal SWC

Stephanie Carter leads the Risk Management & Operations practice of SWC Management Consulting. She brings 25 years of corporate and consulting experience to provide tailored solutions to help organizations achieve their desired financial and operational outcomes. View Guest page

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Dan Fitzpatrick, President of Citizens Bank

Daniel K. Fitzpatrick, a commercial banking executive with more than 25 years of experience, is President of Citizens Bank of Pennsylvania, New Jersey and Delaware, and Head of National Mid-Corporate and Industry Verticals.
He serves on Citizens Financial Group’s (CFG) Executive Leadership Group, the company’s senior leadership team. CFG is headquartered in Providence, R.I.
Mr. Fitzpatrick earned a bachelor’s degree in business administration from La Salle University and an M.B.A. from Drexel University. He is a CPA and a Chartered Financial Analyst. Fitzpatrick lives in Newtown, Pa., with his wife Beth and their four children. View Guest page

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Dr. Debb Gordan, Chief Scientist, g-dii

Dr. Gordan was awarded her doctorate in 1983 in Psychology and Statistics at the University of California, San Francisco where she was appointed to an Assistant Professor role. Debb has worked for more than 28 years both in the financial industry and as a consultant for companies such as Deloitte and Touché, Alco Partners and others. Debb was the lead author in the Medical Debt Credit Reporting Whitepaper which influenced changes in how medical debt is scored in the FICO 9 score. Debb’s commitment to cultural diversity and global inclusion began with the Girl Scouts by organizing and hosting Thinking Day for nearly ten years. Debb served as Vice President of American Women in Science for the California region, and is a strong advocate for corporate cultural diversity programs in the financial industry. View Guest page

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Stephan Hagelauer, VP Consulting for Workplace Dynamics

Stephan main areas of interest are strategy and execution, specifically strategy development under high levels of uncertainty and effective process design and implementation. Prior to Leading WorkplaceDynamics’ consulting group, Stephan was the manager of Richardson’s consulting department. Stephan held leadership positions at Lumiga an energy efficiency company and the cartonnerie de la Réunion a packaging companies where he managed operations and prepared the company for sale. Previously, Stephan consulted for fortune 100 companies at Decision Strategies International (Heidrick & Struggles) on their strategic planning initiatives, specializing in life science, energy and high tech. Stephan has been a frequent speaker at the Association of Financial Professionals as well as led workshops on intellectual property valuation and monetization strategies. View Guest page

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Dale Irby, Managing Director Wellbridge Capital

Dale is a Managing Director and member of the Investment Committee of Wellbridge Partners. He oversees Wellbridge’s business development function, managing its partner relationships and leading its investment decision process. Dale is also responsible for sourcing investment opportunities. Dale serves as an observer on the board of Steward Advanced Materials, a Wellbridge portfolio company. He also serves on the advisory board of Trinity Advisors Group.
Prior to Wellbridge Partners, Dale was a partner at Jean Finole, LLC, a strategic development firm focusing on start-ups, the middle market and corporate divisions. Dale began his career with Northwestern Mutual as a securities licensed financial representative.
He received a bachelor’s degree in economics and a bachelor’s degree in business management & finance from North Carolina State University. View Guest page

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Sarah Leonard, CLO & Global VP L&OD,GlaxoSmithKline

Sarah Leonard works for GlaxoSmithKline as the VP of Global Learning & Development & Organisation Development for GSK. In this capacity she is responsible for determining overall people and organisational learning & development strategies for GSK. Her deep expertise is in leadership development, strategic capability building, employee engagement, and organisation development interventions in order to meet complex business challenges.
Sarah works with C-Suite executives and senior HR business partners on the Global Learning & Development agenda to ensure that this strategic enabler and engagement lever is fully leveraged for GSK’s growth agenda.
Sarah joined GSK 22 years ago and held roles of increasing responsibility within the Organisation Development function across all of its business divisions including Corporate Groups, commercial businesses for both Consumer and Pharmaceuticals (Europe, EMAP, Latina, MEA etc), as well as the Pharma R&D business and GSK Vaccines. View Guest page

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Rose McKinley, Principal SWC

Rose McKinley leads the Human Capital Strategy practice of SWC Management Consulting. She brings 25 years of experience in M&A Assessment, Compensation, Executive Compensation, Employee Benefits, Staffing, Employee Relations, Labor Relations, Labor Campaign and Management, and Training. View Guest page

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Francesca Molinari, Chief HR Officer & Senior VP, Magento

Francesca Molinari is a Global Human Capital Leader with extensive multi-sector experience, including Technology, Business and Professional Services, Financial Services, Luxury Retail, and Non-Profit Management. She has served as a Human Resources leader for major corporations including General Electric, Macy’s East, Barneys New York, the Central Park Conservancy, and ICG Commerce. At ICG Commerce she was awarded the Delaware Valley HR Department of the Year Award for Excellence in Employee Relations, and Excellence for Employee Wellness Programs. View Guest page

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Richard Negrin, Esq Partner Obermayer

Richard Negrin brings more than 20 years of experience and knowledge in the public, private and non-profit sectors. His extensive experience as a corporate general counsel, city managing director, deputy mayor, corporate litigator and former prosecutor, allows him to serve as a strategic partner to clients across a broad spectrum of practice areas. Mr. Negrin is chair of the General Counsel Advisory Group serving as an important resource for large corporations dealing with today’s complex challenges, as well as for emerging businesses requiring an efficient alternative to an internal legal team. Mr. Negrin advises clients in the following areas:
General Corporate Complex Litigation Government Relations & Regulatory Contracting & Procurement Internal Investigations & Enforcement Business Conduct, Ethics & Compliance Strategic Communications & Crisis Management. View Guest page

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Gregory Reynolds, CEO & Co-Founder g-dii

Known in vast circles as a thought leader in diversity + inclusion, Greg Reynolds has dedicated more than 25 years to founding and building companies that curate, cultivate and celebrate diverse talent.
Greg currently serves as CEO and President of the two companies he co-founded, both Hadley-Reynolds (executive recruitment) and g-dii.
At his core, Greg believes that the innovative solutions that g-dii is creating will only help to better the workplace and ultimately change the world.
Greg was educated at Hampton University. He is active in the Black Human Resources Network, the Urban League, the Human Rights Campaign and International Coaches Federation. Additionally, Greg served on the Board of the Washington Halfway Home for Women as well as GLAAD. View Guest page

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Steven Sanders Board Chairman and CEO

Over the last 30 years, Steven Sanders has been a true leader in the emerging manager investment industry. In 2008, Mr. Sanders formed Beltraith Capital to execute on his vision to acquire and grow small to mid-sized asset management firms. In 2009, he acquired, Stoneridge Investment Partners LLC. Steve and his team grew Stoneridge from $200M to $1.3B in assets under management, through 2015. Mr. Sanders continued his vision by merging the $500M fixed income portfolio management division of Stoneridge Investment Partners with PMG Advisors, a $1.1B specialty institutional fixed income firm. Through this transaction, Mr. Sanders increased Beltraith’s holding companies’ total assets under management to approximately $2.3B. Mr. Sanders has provided economic and financial market commentary to national and local television networks such as CNBC, Bloomberg, CNN, ABC World News, Fox TV, and CN8’s Money Matters Today. Mr. Sanders holds a B.B.A. in Risk Management from Howard University. View Guest page

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Yolanda Sonnier, Principal SWC

Yolanda Sonnier leads the Diversity & Inclusion practice of SWC Management Consulting. She brings 15 years of experience in the assessment and identification of D&I needs, D&I planning, education/training and implementation of specified D&I strategic plans. View Guest page

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