Global ROUNDTABLE
June 13th, 2023 | 10:00 AM - 11:00 AM Central
Cracking the Code: How to Engage Sellers and Extract the Right Information for a Successful M&A
FEATURING:
Michelle Ricardo, Quest Diagnostics
Lorena Lockey, Quest Diagnostics
Join Michelle and Lorena as they lead us in a discussion on exploring the art and science of engaging sellers in M&A transactions and extracting the right information to ensure a successful outcome.
In this session, we will explore the art and science of engaging sellers in M&A transactions and extracting the right information to ensure a successful outcome. Effective engagement with sellers is a critical component of M&A, but it can be a challenging and delicate process. We will discuss various strategies for building trust and rapport with sellers, as well as tactics for eliciting key information that can help inform deal structure and negotiations. We will also examine common pitfalls and obstacles that can arise in the engagement process and provide practical advice for navigating them. Whether you are a seasoned M&A professional or new to the field, this session will equip you with valuable insights and tools for engaging sellers and unlocking the key to successful M&A.
THIS GLOBAL ROUNDTABLE IS OPEN TO ALL HR M&A PRACTITIONERS.
We host global roundtables the 2nd Tuesday of every month.
Michelle Ricardo
HR M&A Leader and HR Business Partner
Quest Diagnostics
As an HR Executive for Quest Diagnostics, Michelle Ricardo leads HR for Mergers and Acquisitions with HR Business Partner responsibility for Health Systems and Marketing. She holds 20 years of high-impact experience in human resources related to business transformation, organic and M&A growth, and in building high-performance teams. Prior to her current role, Michelle led the people transformation associated with building Quest’s new state-of-the-art 250,000-square-foot laboratory in Clifton, New Jersey. Before joining Quest, she worked for Canon.
Michelle’s impressive capabilities in setting strategy, influencing change, and driving execution in complex situations has enabled a career of strong business results in the areas of growth, operational excellence, talent development, and employee engagement. Michelle is passionate about diversity, equity and inclusion speaks fluent Spanish, and is a member of Quest’s Women in Leadership Steering Committee.
Michelle has a Master’s degree in I/O Psychology from Montclair State University and a Bachelor's in Psychology from St. Peter’s University.
Lorena Lockey
Director of HR M&A
Quest Diagnostics
Lorena Lockey is the Director of HR M&A for Quest Diagnostics. In this role, she leads all aspects of human resources during the company's acquisitions, from engaging sellers to on-boarding new employees. Lorena has more than 10 years of experience in M&A and has been involved in over 50 acquisitions. She is known for her engaging style and ability to build strong relationships when working with sellers.
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QUESTIONS?
QUESTIONS?
What is the purpose of the roundtables?
Our virtual global and in-person regional roundtable discussions offer you a unique opportunity for networking, learning, and sharing your knowledge and experiences with your peers. At each session you’ll:
• Expand your network of professionals who share similar interests in Mergers & Acquisitions.
• Exchange experiences and know-how with other group members, allowing you to validate and share ideas, opinions, and best practices.
• Explore emerging practices and new trends in the HR M&A space
What is the HR M&A Roundtable?
The HR M&A Roundtable is a forum for Human Resources professionals and others managing the people, leadership, and culture issues in Mergers & Acquisitions. We offer roundtable sessions, training, tools, and an annual conference.
Who participates in roundtable discussions?
Participation is limited to HR or Corporate Development professionals who are either in a role with M&A responsibilities or who anticipate managing a transaction in the next 12 months.
Where are roundtable sessions held?
We host global virtual roundtable sessions every month. These 60-minute sessions focus on a particular topic of interest to practitioners. Discussions are led by a seasoned HR M&A practitioner who will help ensure what you share can be applied to your deal work. Past topics have included leadership retention, culture assessment, global deals, and total rewards alignment.
We also offer Regional Roundtable sessions in many cities, including Chicago, New York, Boston, Chicago, Dallas, Austin, Denver, and London. These sessions usually take place face-to-face but have moved to a virtual format in response to the pandemic.