Insights

Why M&A Integrations Fail the People They Need Most
Podcast Host, Team Adaptability and Resilience Brandon Wetzstein Podcast Host, Team Adaptability and Resilience Brandon Wetzstein

Why M&A Integrations Fail the People They Need Most

Lucas Liu is the Managing Director at Risecore, a boutique consulting firm specializing in M&A integration, carve-outs, exit readiness, and AI strategy for private equity firms and their portfolio companies. In this episode of Herding Squirrels, Lucas breaks down why so many integrations fall apart at the people level and what leaders can actually do about it before the cracks appear. If you're navigating an acquisition, advising one, or leading a team through serious organizational change, this conversation is direct and practical.

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What Diligence Misses When the Team Can't Name How the Business Works

What Diligence Misses When the Team Can't Name How the Business Works

Andrew Matney is a finance, strategy, and M&A operator who has seen transactions from nearly every angle — lender, advisor, investor, and operator. In this episode of Herding Squirrels, he shares what gets missed when everyone is on their best behavior before the close, and why the real operating system of a founder-led business lives in decisions, not documents. If you're navigating a post-close integration or thinking about how to prep a company for acquisition, this conversation will change what you look for.

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Resistance Is Data
Podcast Host, Team Adaptability and Resilience Brandon Wetzstein Podcast Host, Team Adaptability and Resilience Brandon Wetzstein

Resistance Is Data

Kamran Jahanshahi is the President and Founder of Peak Point Consulting, with 25 years of transformation leadership across Citibank, MetLife, and Walgreens Boots Alliance. In this episode of Herding Squirrels, Kamran breaks down what separates integrations that survive from ones that quietly fail, and why most organizations underinvest in the one part that determines the outcome: people. If you are leading a company through an acquisition or advising one that is, this conversation will sharpen how you think about operating models, leadership credibility, and why the resistance you are seeing is not a threat but a signal.

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The Sliver Problem

The Sliver Problem

Are you tired of circular conversations that never solve the real issue? It's like having a sliver—you can grab the top part, but the source of pain is buried deep beneath the surface. Most teams are being polite, lacking the language or methods to address the real conflict. In this post, you'll learn six practical ways to unearth buried team issues, from defining the actual problem to mapping conflicting goals with a 2x2 matrix. Plus, discover how we use LEGO Serious Play to help teams solve these problems in a psychologically safe way.

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How Are You Keeping Score?

How Are You Keeping Score?

Your board is demanding AI adoption metrics, but you're navigating genuinely uncertain territory. Traditional outcome-based goals create anxiety when no one knows what success looks like yet. The solution? Shift to behavior-based goals like "teach AI one task you hate" or "use AI as a devil's advocate." These goals your team can actually achieve this week while building the experimentation habits that eventually lead to transformation. Start with your naturally curious people and let adoption cascade organically rather than mandating company-wide usage.

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Silence is Communication

Silence is Communication

When leaders stay silent during organizational change, teams fill the information vacuum with worst-case assumptions. This triggers the brain's threat response, particularly around certainty - one of five domains in David Rock's SCARF model. Effective leaders communicate about uncertainty itself: acknowledge what's unknown, share what they do know, explain how decisions are being made, set update cadence, and give teams actionable steps.

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