Carveout Services

Clarity into the valuation implications and execution of corporate carveouts.

Separating and standing up a corporate divestiture has high stakes. Understanding the valuation implications, and identifying and mitigating risks upfront can help buyers avoid costly mistakes in order to maximize value for this challenging strategy.

Carveouts are complex transactions that require unique quantifying and qualifying analyses to help buyers better evaluate the deal, and identify post-close needs.

Our carveout services begin with a function-by-function analysis of the financial, operational and governance connection points in any business:

  • People
  • Processes
  • Systems and Data
  • Facilities
  • Contracts

Our depth of experience, coupled with our distinctive approach, provides a complete picture of the operational needs and aggregate costs associated with separating and transitioning a business division into a standalone entity.

In a fast-moving, high stakes M&A scenario, having more information clearly distilled provides distinct advantages, allowing for more precise and swift action.

We quantify the implications of separating the target business from its parent company, as well as the implications of post-close support. The result identifies information and operations gaps and blind spots, yielding a more informed, prepared, and capable deal team.

Our approach also presents a picture of potential synergies going forward.

From early, mid, and late-stage due diligence to transition management and TSA administration, we have teams specialized in supporting carveout deals. We focus on rapid information gathering and analysis, helping buyers to make fast, informed acquisition decisions.

  • David Wolinsky
  • T +1 (310) 636-2050

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations. For more details, download our capabilities brochure.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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