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© 2022 Graebel Companies, Inc. All Rights Reserved. This document contains CONFIDENTIAL
information. Reproduction and distribution of this document in any manner or for any purpose is prohibited
without the express written permission of Graebel Companies, Inc.
Mergers & Acquisitions and Global Mobility – Market Practices
Category Market Practices
High-Level
Considerations
> Size of organizations involved.
> Culture of the organizations involved.
> Industry(ies) of organizations involved.
> Who is acquiring whom?
> Which company's management is taking the lead with regards to decision-making?
> Relocation Policy
o Policy types / categories
o Benefit levels (generosity, flexibility, etc.)
o Exception tolerance
Pre-Announcement
> Identify key stakeholders and project owners.
> Create a project team.
o Project team should include members of the Company's global mobility immigration,
and tax teams, as well as representatives from HR, payroll, and compensation &
benefits.
> Review the following:
o Communication methods and timelines
o Supplier partners
In-Process Employees
> It is extremely important to develop communications specific to in-process employees
and employees on assignment (if applicable). Employees in the middle of an active
move or assignment may express concerns regarding the company's plans for them
and commitment to them.
> Review statuses of in-process moves/assignments.
> Confirm continuation of current relocation/assignment benefits.
> Discuss possible grandfathering of new policy parameters.
