Supporting your people through a merger
Mergers can be exciting. They’re also, if we’re honest, unsettling for the people working through them day to day.
When two organisations come together, the focus naturally gravitates toward the numbers: the systems, the financials. But this is only one side to it. The mergers that succeed also treat people as the priority, not an afterthought.
We know this first-hand. In 2024, Perkbox and Vivup merged, and navigating that experience taught us a lot about what it really takes to bring two workforces together. Here's what we'd tell any HR leader facing the same challenge.
- Why your people have to come first
- Six things that make a difference
- 1. Do the groundwork before you announce anything
- 2. Define what the new organisation stands for
- 3. Communicate early, and keep communicating
- 4. Give people genuine support
- 5. Equip your managers properly
- 6. Launch the new identity and commit to it fully
Why your people have to come first
Think of it like this: merging two organisations is a bit like bringing two families together.
Yes, we know workplaces shouldn’t really be thought of as ‘families’, but the example applies here: Each has its own way of doing things, its own traditions, values and unspoken rules. Asking people to suddenly become one family overnight is a big ask.
At work, those changes land at every level. Some are significant, like new systems, restructured teams, different leadership. Others feel small on paper, like a tweak to a policy or a change to a job title, but they all add up. Every one of them has the potential to unsettle people and create uncertainty.
Handle this change well, and you can build real momentum behind the new organisation.
Six things that make a difference
1. Do the groundwork before you announce anything
The prep phase is where mergers are won or lost, long before most employees even know what's happening.
Run engagement surveys across both workforces early. You're not just gathering data; you're building a baseline that tells you where the cultures align, where they don't, and what's worth carrying forward into the new organisation. Survey your leaders too and speak to key clients. Their perspective on your culture is often eye-opening.
If redundancies are on the horizon, this step becomes even more critical. Get your policies and support resources watertight before you share the difficult news. Your people will need them immediately.
2. Define what the new organisation stands for
Once you understand both cultures, you can start building the new one intentionally, rather than opening a gap for confusion and clashes.
Work out your new mission and values. Be deliberate about what you're taking forward and what you're leaving behind.
Then make sure that new identity is reflected in the places employees go every day: your HR systems, your intranet, your internal comms. If the new values only live in a presentation deck, they won't become foundations.
3. Communicate early, and keep communicating
Uncertainty is kryptonite for big change. People can handle difficult news far better than they can handle silence.
Share your merger strategy as early as you can and be clear about the why behind decisions, not just the what. Commit to a regular communication cadence throughout the change. Weekly leadership updates, accessible to everyone, can go a long way toward maintaining trust and keeping rumours at bay.
Managers need this too. They're often fielding questions from their people before they have all the answers themselves. Keep them in the loop and given them the support they need to care for their teams.
4. Give people genuine support
Acknowledging that change is hard is honest, and people notice when meaningful support is built into the fabric of the change. Practical wellbeing resources, like stress management tools, access to counselling, clear signposting to mental health support all matter during this period.
So does informal support. Consider running a buddy programme that pairs people across the two merging organisations. It's usually reserved for onboarding, but it's just as valuable here: it builds connections faster and helps people feel less like strangers in their own workplace.
5. Equip your managers properly
Managers carry a disproportionate share of the emotional weight in a merger. They're absorbing the uncertainty themselves while also being the first line of support for their teams.
Give them proper change management training, not a one-page guide, but real preparation. Equip them to have difficult conversations, recognise the signs of stress in their teams, and celebrate the people who are genuinely going the extra mile to make integration work. Clarity about what's expected of them during this period makes a significant difference.
6. Launch the new identity and commit to it fully
One of the most common mistakes in a merger is sitting between two identities for too long. It keeps people in a state of limbo and prolongs the anxiety that comes with it.
Once you're ready, launch the new brand and identity with intention. A well-organised event, even a relatively simple one, creates a moment of shared experience that builds genuine excitement. When you do it, go all in: update your systems, remove the old branding, make it a clear line in the sand. The new normal starts now.
No merger is seamless. But the ones that go well have one thing in common: the people leading them never lose sight of the human element.
If you're navigating a merger right now and want to talk through how Perkbox can support your people strategy, get in touch.