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The Importance of Conducting Cultural Assessments in M&A

How to Conduct Cultural Assessments for More Successful Deal Outcomes

An M&A Science Podcast

Hosted by Kison Patel

“How do the employees get work done? How do they interact with one another? How do they approach decision making? Once you are armed with this information and understand the unwritten rules of engagement within a company, you are better positioned to make strategic decisions and approach the merger in a way that supports preserving the value of the deal.”

On this Episode

Kison speaks with Dawn White, an M&A Integration Manager at Corning. Dawn is part of a team at Corning that’s responsible for launching and maintaining the organization's strategic growth, integration success and change management. On this episode, Dawn explains the importance of conducting cultural assessments during M&A transactions and explores how these assessments can lead to stronger deal outcomes, increased value creation and an overall happier and more productive workforce.

Dawn describes how to best conduct and approach cultural assessments as well as common missteps she’s seen in the process and how to overcome them.


Show Notes

00:00 Intro

00:45 Dawn’s Background

01:35 Corning’s Integration Center

02:35 The Importance of Cultural Assessments During an M&A Deal

03:05 During the M&A process, when should you start considering culture? 

03:55 Additional Cultural Areas to Assess Early On

06:05 Situations Where You Wouldn’t Do a Cultural Assessment

07:05 Dawn’s Approach and Checklist for Conducting a Cultural Assessment

09:15 Collecting Information for the Assessment

11:35 Surveys and Achieving Participation

13:15 Focus Groups vs. Surveys

16:30 On-site Cultural Observation

18:51 Cultural Themes

21:40 Paradoxes, Cultural Behaviors that Contradict Each Other

22:50 Additional Observations

26:42 Executing the Cultural Assessment

27:45 Common Missteps that Stunt Cultural Assessment

31:25 Spearheading the Importance of Cultural Assessment to a Deal’s Success

33:00 Financial Aspects vs. Cultural Aspects

34:40 Craziest Thing Dawn has Seen Doing Cultural Assessments

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