HR advisory for every stage of the deal.

Purpose-built for mid-market PE ($50M–$500M enterprise value). We engage once diligence kicks off and stay through integration — the same team, the same methodology, no handoffs.

People Due Diligence

Diligence Phase — Pre-Close

Most deals underinvest in people diligence until it's too late. By close, the HR risks — unexpected liabilities, key talent flight, comp anomalies, a dysfunctional leadership team — are already baked in. Intentra's People DD surfaces those risks while you still have leverage.

We deliver a structured People DD memo that integrates directly into your deal package. It gives the deal team and operating partners the workforce picture they need to close with confidence and plan for what comes next.

What's Included

  • Headcount analysis and org structure review
  • Compensation and benefits review and side by side comparisons
  • Key talent identification and retention risk assessment
  • HR function health assessment
  • Employment liability review (severance, non-competes, litigation)
  • Workforce classification review (FT, PT, contractor exposure)
  • Cultural and leadership team indicators
  • People DD report
Talk to us about DD

Integration Planning

Post-Diligence Through Close

Most deals close with a people plan that's half-finished. The window between completing diligence and Day 1 is when the integration gets designed — and when most teams run out of time. Intentra takes over the people workstream after DD closes, builds the plan, and gets the organization ready for Day 1.

We run the integration planning process end-to-end: project management, talent and org planning, change and communications planning, and Day 1 readiness. By close, your deal team has a clear plan and the portco is ready to execute.

What's Included

  • Integration project plan and workstream management
  • Talent assessment and key role decisions
  • Initial org design and Day 1 org structure
  • Leadership coordination to finalize Day 1 organization
  • Change impact assessment
  • Employee communications plan
  • Manager and HR readiness for Day 1
  • HR systems and onboarding checklist

Deliverables

  • Integration project plan
  • Day 1 org design
  • Change and communications plan
Talk to us about integration planning

Post-Close Integration

Close Through First 100 Days

The plan is in place. Now it has to be executed. The first 100 days post-close is when communications go out, employees get onboarded into new structures, change lands across the organization, and exceptions pile up faster than anyone expected.

Intentra stays embedded through the first 100 days to run the implementation. We manage the change, execute the communications plan, support employee onboarding, and provide hypercare for the issues that come up when the org is still finding its footing.

What's Included

  • Change management implementation
  • Employee communications execution
  • Employee onboarding into new org structure
  • Hypercare support for integration issues and escalations
  • Manager enablement and ongoing support
  • Deal team check-ins and progress reporting
  • 100-day integration milestone tracking
Talk to us about post-close support

People DD through integration — one team, one engagement.

For deal teams that want continuity across the full acquisition lifecycle, Intentra offers a bundled Full Deal Advisory engagement. We start with People DD before close, move into org design around LOI, and stay embedded through the first 100 days of integration. The team that knows the deal from the start is the team that sees it through.

Discuss full deal support

Every engagement is scoped to the deal.

Reach out to start the conversation. We'll get aligned on scope and timeline before anything else.

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