Carve-out Strategy & Design

We define the optimal carve-out scenario, and then begin planning to minimize risks in operation, transitional services, and employee motivation.

Client challenges

  • Setting the carve-out perimeter and objectives
  • A decision on preparing the carve-out operationally for sale
  • Ensuring that the right employees transfer to the carve-out
  • Defining, pricing and managing transitional services
  • Managing the changes for those units and employees that will remain at the seller

How we can help

  • Analysis of the operational consequences of different carve-out scenarios, perimeters, and objectives
  • Plan and lead the carve-out project including operational closing
  • Managing the communication to employees during the carve-out
  • Defining and managing the transitional service
  • Change management for employees that will remain with the seller

Key benefits

  • Carve-out scenario Report
  • Carve-out experts planning and leading the project with fewer risks
  • Risk mitigation
  • Clear reporting to Board/executive team on carve-out plans
  • Employee motivation
  • Transitional services with the right incentives

Lessons learned

  • Setting the sellers optimal carve-out perimeter is key
  • Management and delivery of transitional services can be complex and clarity can increase the deal price
  • Cost of delivering transitional services is underestimated
  • Clear communication is key for employee motivation

Carve-out Strategy & Design 1

Recent Carve-out Strategy & Design experience