Let's talk asset management M&A: Episode 5: Incentives
Video Details
In the fifth instalment of our asset management M&A vodcast series, Clementine Hogarth, a partner in our London Financial Institutions team, is joined by Matthew Findley, a partner in our London Incentives team, to explore employee retention, incentivisation, and people management, which are pivotal elements of any M&A transaction.
Building on previous discussions covering deal structuring, regulatory frameworks, and due diligence, this session centres on the strategies and challenges associated with retaining key personnel throughout the transaction lifecycle. Matthew provides a detailed examination of existing incentive arrangements, the influence of deal structure and the critical role of transparent communication.
The episode also addresses practical matters such as leaver provisions, time pro-rating, and roll over awards aimed at safeguarding business continuity. Additionally, the discussions in this episode consider the importance of early stakeholder engagement, the use of transaction bonuses, and the navigation of regulatory obligations specific to the asset management industry.
This episode delivers valuable perspectives on aligning people strategy with deal success and offers insights on managing incentives, minimising disruption, and ensuring a seamless transition for the employees involved in an M&A Asset Management deal.
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