Answers / Restructuring

How would you retain key management and employees through a restructuring, and what are KEIP/KERP plans?

A core Restructuring interview question — asked in analyst and associate interviews across IB, PE, and the Big 4.

THE SHORT ANSWER

A restructuring creates huge flight risk exactly when you most need continuity — losing key operators or finance staff can destroy going-concern value. You stabilize this with retention mechanisms: a KERP (Key Employee Retention Plan) pays defined retention awards to non-insider key staff for staying through milestones, and a KEIP (Key Employee Incentive Plan) is performance-based, used for insiders/senior management (it must be genuinely incentivizing, not a disguised retention bonus, which courts and creditors scrutinize). Beyond cash: honest communication, clear roles in the new structure, and reasonable workload management. The tension is optics and cost — creditors taking haircuts resent paying bonuses, so the plans must be sized, justified by the retention/value risk, and approved through proper governance (and in formal proceedings, by the court/creditors). The principle: protect the human capital that the recovery depends on, but transparently and defensibly.

WHAT INTERVIEWERS LISTEN FOR

  • Restructuring creates key-person flight risk that destroys value
  • KERP: retention awards for non-insiders; KEIP: performance-based for insiders
  • KEIP must genuinely incentivize (scrutinized), not disguised retention
  • Size/justify against value risk; proper governance/court-creditor approval

COMMON MISTAKES

  • Ignoring flight risk of key staff
  • Disguising retention as a KEIP for insiders
  • Unjustified bonuses while creditors take haircuts

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