Case studies

Hudgell Solicitors

Hudgell Solicitors

Aligning cultures through a merger

Overview

Hudgell Solicitors supports clients who have experienced injury, accidents or medical negligence by providing legal advice, and care and seeking financial compensation to protect their clients’ future. The provision of a high level of customer service sits at the heart of the Hudgell culture.

An opportunity arose to acquire a significant competitor, thereby almost doubling the size of the business. At the same time, Hudgell’s managing director identified the need to reduce his focus on the day-to-day running of the business in order to give more time to strategic growth and long-term development. Against this backdrop, an upcoming change of regulation was being seen as having the potential to significantly affect future fee income and profitability.

Hudgell Solicitors knew that if the acquisition was to be successful, priority had to be given to cultural integration. However, they also saw the acquisition as a chance to review and strengthen the culture of the overall business so they could continue to deliver client excellence in a changing marketplace.

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Our approach

  • To work with the senior team on the acquisition deal and cultural integration strategy for the two businesses.
  • To assess the cultures of the 2 entities and evaluate cultural alignment in order to ensure that the integration went smoothly.
  • To design new cultural foundations in the form of company Mission, Vision and Values
  • To fully embed the new culture
  • To evaluate and upskill the Leadership Team with leadership development and coaching

Success criteria for the integration of the two businesses included: everyone being treated with fairness and respect (including any staff who ultimately left the organisation); providing clarity to people as soon as feasible; overall staff engagement levels maintained post-integration; no cases appearing in court for employment tribunal; customer service levels maintained; productivity levels kept at >85% pre-announcement levels and no regulatory issues caused by the integration.

We used our 3 Stage Approach to work with the senior team on the integration and subsequent embedding of a new culture.

Insight

The immediate priority was on a review and cultural assessment of the 2 merging entities to evaluate how aligned they were and to identify the key differing business and people practices between the two businesses which would need to be resolved as part of the integration phase; highlighting any enablers and blockers we identified.

Design

Using our Culture Design Process and working alongside the SMT, we developed a new mission and values which were used to inform the rebrand of the overall business. The integration approach was then developed based on the new values and a ‘Best of Both’ philosophy – taking what each entity was good at and using it across the board. This enabled a smooth integration, and we rolled out a robust communications plan to keep everyone engaged and informed.

Key to the success of this initial integration phase was the identification of how the newly acquired staff would map into the operating model. This included running the HR processes for mapping people into roles and supporting the assessment exercise.

Embed

We then led the overall cultural alignment activity, with a view to embedding the newly defined mission and values into every aspect of the business. Internal culture change communication was key to delivering a successful alignment. However, as with any culture change programme, the importance of ensuring a successful integration within areas such as processes, supplier relationships and performance management should not be underestimated.

Successful alignment only comes through engaging employees in change so active two-way communication and engagement activities were put in place.

Finally, in order to enable the MD to refocus his energies and future proof the business, we worked with the senior management team in order to redefine roles, responsibilities and decision making accountability with a view to meeting the priorities and targets identified within the new business plan. This included developing personal leadership skills and capabilities in areas such as financial/commercial awareness and team leadership.

Results

  • The initial identification and integration work has enabled the acquisition to be completed in a quick time frame and has enabled key financial and legal risks to be mitigated.
  • The senior management team are taking more responsibility not only for the day-to-day running of the business but also for taking ownership of its future success through their behaviour and outlook.
  • This in turn has enabled the MD to relinquish day-to-day responsibilities in order to focus further on strategic development whilst also preparing them for the upcoming regulatory changes.
  • The attention paid to communication and engagement has also proved successful with the latest engagement scores showing 4.7 out of 6. Customer service levels have been improved overall with clients awarding an average rating of 9.1 out of 10.
  • Productivity levels kept at >85% pre-announcement levels during the integration and fortunately, no regulatory issues were caused by the integration.

What the clients said

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