M&A can offer new opportunities for resources and services, but they can put a lot of strain on an organization. Therefore, it is essential to understand the best M&A strategy to help you succeed in a complex and ever-evolving industry. This webinar will discuss the following topics: - Identifying market challenges and M&A industry trends - Strategizing the best approach to M&A for Health and Human Services organizations - Using technology to efficiently and effectively manage M&A

1. Coffee Break Webinar:
Mergers & Acquisitions

2. Speaker
In his leadership role with DATIS, Erik's focus has been
delivering value, productivity, and efficiencies for organizations
through Human Capital Management software. Erik graduated
from Indiana University, Bloomington with a B.S. in Finance and
a minor in German. After graduation, Erik worked for 5 years in
various financial roles before joining Oracle, where he worked
for 15 years. With over 20 years of experience in finance and
software, Erik combinesthis knowledge to help organizations
become leading Talent Management organizations.

3. Mergers & Acquisitions (M&A)
Healthcare organization consolidation and innovative partnerships have increased
throughout the industry to help organizationsimprove operationsand implement a more
efficient and sustainable business model.
Catalysts of M&A’s:
• Market Driven – High costs, pricing pressures, growing patientspopulation
• Regulatory Driven – Increase quality and transparency,new financial models

4. Benefits of M&A
• Integration of Services
• Improve and provide an array of services from disability,behavioral health,long term
& short term acute care
• Strengthen competitive advantage
• New opportunitiesfor resources

5. Challenges of M&A
• Places strain on organizations
• Increases compliance risks – Tax, ACA, PBJ, etc.
• Complicatesreimbursementsfrom Medicare & Medicaid
• Disruptive assimilation of technology, resources and culture

6. According to collated research and a recent Harvard
Business Review report, the failure rate for mergers
and acquisitions (M&A) sits between 70% and 90%.

7. Strategized Approach
A Holistic, Integrated Healthcare Strategy
• Blend a technicallydiverse workforce
• Establish communication team & policy
• Modernize technology infrastructure
• Develop unified brand
• Measure and report results

8. Technology for Managing M&A
Properlyalign people, pay, and performance with a unified workforce management
solution that encompasses both organizations
• Easily absorb additional EINs, employee’s data, files, and more, into a single system
of record
• Maintain organizational structure,position attributes,and compliance
• Use robust data analyticsfor financial and strategic planning and reporting
• Employee dashboardsand acknowledgementsallow for streamlined communication,
increased visibility, and transparencyto quicklyassimilate employees and improve
labor relations
• Organization-wide, real-time reportingfor holistic workforce analytics
• Can be drilled down and analyzed by company

9. Integration continueslong after the finalized transaction. The post integration can have the
greatest impact on achieving the goals of an organization’sM&A.
It is imperative to continuallybuild synergy and efficiencywithin the workforce to minimize
risk and create value for the organization.
Post M&A Integration (PMI)

10. Questions?
Erik Marsh
erik.marsh@datis.com
813-289-4451