Mergers & Acquisitions

Culture Fit Survey

Assessing cultural compatibility to support successful post-merger integration. DMSA's Culture Fit Survey turns culture from an unmeasured risk into a data-driven input to your integration plan — giving leadership an evidence base for where to invest change-management effort first.

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50–70%
of M&A deals fail to meet original objectives
Widely cited M&A research
76%
of executives cite cultural compatibility as key to post-merger success
Deloitte executive survey
33–50%
of organisations cite culture issues as why a deal underperformed
Aon Hewitt / Mercer studies
40%
of acquired company managers lost within 24 months post-merger
Industry M&A research

Following the announcement of a merger, it is common practice for the merging organisations to conduct a Culture Fit Survey. Cultural fit is an important factor to consider when two organisations combine — a misalignment of cultures can quietly undermine even a well-structured financial and strategic deal.

Employees who do not understand or trust the 'why' behind a merger disengage, and that disengagement shows up in productivity, retention and customer experience long before it appears on a balance sheet. A structured Culture Fit Survey gives both parties a better understanding of each other's values, norms and ways of working — and provides leadership with an evidence base for where to invest change-management effort first.

What This Survey Delivers

A comprehensive end-to-end service — from questionnaire design through to action planning — tailored to the specific context of your merger or acquisition.

Employee Survey Across Both Organisations

Survey administered to employees of Organisation A and Organisation B — with sample size and logistics confirmed during project scoping.

Data Analytics & Interactive Dashboard

Insightful analysis of cultural strengths and challenges, with direct side-by-side comparison between the two organisations across all dimensions.

Comprehensive Report

Full written report with key findings, conclusions, prioritised recommendations and a roadmap of interventions for post-merger integration.

Presentation to Exco

Main findings presented to Senior Management by DMSA's Organisational Specialist, with full discussion of the report and next steps.

Employee Feedback Sessions

Feedback sessions hosted for response groups across both organisations — giving employees the opportunity to understand results and discuss the way forward.

Action Planning Sessions

Optional — facilitated by experienced Organisational Specialists. Action plans include specific objectives and measurable standards for successful implementation.

Questionnaire Themes

DMSA's Industrial Psychologists derive the questionnaire from internationally benchmarked items, previous DMSA surveys, and themes tailor-made to your strategic objectives.

Communication

How informed employees feel about changes and updates, and how effectively they can communicate with colleagues and managers.

Leadership

Whether leaders are seen as transparent, approachable and trustworthy, and aligned with the company's values and mission.

Company Culture

How well the organisation's values align with employees' personal values, and its commitment to diversity, equity and inclusion.

Employee Engagement

Whether employees feel their roles offer growth, development, and meaningful, well-aligned work.

Work-Life Balance

Whether employees feel they have the flexibility to manage personal and professional responsibilities effectively.

Benefits & Compensation

Whether employees feel fairly compensated, and that benefits meet their needs within the context of the merger.

Change Management

How employees feel about the merger — whether they feel informed, confident, excited or anxious about the road ahead.

Survey Process & Timeline

From questionnaire design through to reporting and action planning — typically 4 to 6 weeks.

01

Project Scoping

DMSA meets with your team to confirm sample size, logistics, timelines and key strategic objectives for the survey.

02

Questionnaire Design

Our Industrial Psychologists design a bespoke questionnaire drawing on internationally benchmarked items and your specific themes.

03

Data Collection

Survey distributed to employees across both organisations via online, paper-based, kiosk or telephonic methods as required.

04

Analysis & Dashboard

DMSA analyses results and builds an interactive dashboard comparing the two organisations across all cultural dimensions.

05

Report & Exco Presentation

Full written report with recommendations delivered, followed by an executive presentation to Senior Management.

06

Feedback & Action Planning

Employee feedback sessions hosted across both organisations, with optional action planning facilitated by DMSA Organisational Specialists.

Methods of Data Collection

DMSA tailors the data collection approach to reach all employees — regardless of role, location or access to technology.

Online

A unique link sent via email, accessible on desktop, laptop and smart devices — with reminder communications every three days.

Paper-Based

Facilitated group sessions at client premises using paper questionnaires — for employees without computer or internet access.

Kiosk / Facilitated PCs

Dedicated PCs set up on client premises using randomly generated unique numbers to preserve anonymity.

Telephonic

Experienced field workers conduct telephonic interviews for employees who cannot be reached by other methods.

Focus Groups

Post-survey qualitative probing for deeper insight, conducted by experienced facilitators once quantitative results are available.

DMSA Dashboard System

An interactive presentation system for slicing and comparing results between the two merging organisations — giving leadership a live, filterable view of cultural alignment and misalignment.

Top and bottom item analysis — prioritising issues that need to be addressed

Item analysis segmented by all demographic variables or combinations thereof

Graphical presentation segmented by all demographic variables or combinations

Decision-making tool based on statistical analysis — Action Tracking Tool

Benchmarking facility enabling comparison to the DMSA database of items

Automated team report with insights from a DMSA Industrial Psychologist

Report, Presentation & Action Planning

A structured three-phase process to ensure findings lead to meaningful change across both organisations.

Report & Presentation

  • Presentation of results, conclusions and recommendations
  • Key strengths, challenges and opportunities for improvement
  • Recommended actions in the short and medium-to-long term
  • A roadmap of interventions for 6 to 12 months post-merger

Employee Feedback Sessions

  • Hosted for response groups across both organisations
  • Gives employees the opportunity to understand results in greater depth
  • Discussion of how best to use the findings at a team level
  • Number of sessions confirmed with the client in advance

Action Planning (Optional)

  • Identify improvement interventions linked to recommendations
  • Facilitated in discussion with employees by DMSA Organisational Specialists
  • Specific objectives and standards for measuring successful implementation
  • Action plans tied directly to the survey's strategic priorities

Our M&A Experience

DMSA has conducted Culture Fit Surveys for major mergers and acquisitions, as well as a broad range of comparable organisational surveys across South Africa.

Mergers & Acquisitions Culture Surveys

Britehouse & Dimension Data  ·  Coca-Cola SABCO & ABI

Coca-Cola Bottlers Africa Employee Engagement Survey
MTN Worldwide Internal Satisfaction Survey
PPS Employee Engagement Survey
ABI Organisational Effectiveness Survey
Department of Justice Employee Engagement Survey
Sorbet Employee Culture Survey
SABMiller Organisational Effectiveness Surveys
Government Printing Works Employee Culture Survey
Growthpoint Properties Employee & Tenant Surveys
Discovery Health Employee Engagement Survey
BHP Billiton Culture and Climate Survey
GEMS Member Satisfaction Survey

Trusted by Leading Organisations

We pride ourselves in creating and maintaining long-standing relationships with our clients — tailoring every survey to suit their specific organisational needs.

Organisations that trust DMSA with their surveys

Planning a merger or acquisition?

Talk to our team about how a DMSA Culture Fit Survey can give your integration plan the evidence base it needs to succeed.

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Frequently Asked Questions

Common questions about M&A Culture Fit Surveys and how DMSA can help.

A Culture Fit Survey is a structured research tool that assesses the cultural compatibility of two organisations that are merging or being acquired. It measures how aligned the two organisations are across key cultural dimensions — including values, leadership style, communication, employee engagement, change readiness and ways of working. Research consistently shows that culture is one of the leading causes of M&A underperformance — with 50 to 70% of deals failing to meet their original objectives, and cultural incompatibility frequently cited as the primary reason. A Culture Fit Survey turns culture from an unmeasured risk into a data-driven input to the integration plan, giving leadership the evidence they need to prioritise change-management effort and build a unified combined organisation.

DMSA recommends conducting the Culture Fit Survey as soon as possible after the merger announcement — ideally before integration begins in earnest. This timing serves two purposes. First, it establishes a baseline of cultural data before integration activities begin to change employee attitudes and behaviours. Second, it allows leadership to use the findings to inform the integration plan from the outset rather than discovering cultural misalignments after they have already caused problems. A follow-up survey 12 to 18 months post-merger is also valuable — measuring whether integration efforts have brought the two cultures closer together and identifying any residual tensions that need to be addressed.

Anonymity is critical to the effectiveness of any Culture Fit Survey — employees who fear that their responses will be traced back to them will not give honest feedback, which renders the data unreliable. DMSA addresses this by acting as an independent third party throughout the process — individual responses are never seen by either organisation in a way that could be traced to specific employees. We apply minimum reporting thresholds to prevent identification, and our survey platform does not collect any personally identifiable information alongside responses. Employees are clearly informed of these protections in the survey communications before they participate, which significantly increases both response rates and the honesty of answers.

A typical DMSA Culture Fit Survey project runs from four to six weeks from initial scoping through to delivery of the report and executive presentation. This includes questionnaire design and sign-off (one to two weeks), survey fieldwork across both organisations (two to three weeks), data analysis and dashboard preparation (one week), and report writing and presentation preparation. The optional employee feedback sessions and action planning workshops are typically scheduled in the weeks following the main report delivery. DMSA will provide a clear project plan and timeline at the start of every engagement and can accommodate urgent timelines where the integration schedule requires a faster turnaround.

DMSA has been conducting organisational surveys since 1996 and has specific experience in Mergers & Acquisitions culture work — having conducted Culture Fit Surveys for major transactions including Britehouse & Dimension Data and Coca-Cola SABCO & ABI. Our multi-disciplinary team combines Industrial Psychologists, Statisticians and Data Scientists — ensuring that the survey is both psychologically grounded and statistically rigorous. Our DMSA Dashboard System provides an interactive comparison of the two organisations across all cultural dimensions, and our 28 years of benchmark data allows us to contextualise your results against a broad base of South African organisational survey data. We are based at Wits University and bring the academic rigour of a research institution to every engagement. Contact us to discuss your specific requirements.

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