Deal Operations Services
Complex transactions mandate meticulous operational planning. Whether you need support in developing an integration strategy, formulating a separation strategy, or designing a target operating model, we can help. This includes assistance with the structure of a group of companies, mapping intercompany and related party agreements, and creating detailed inventories of processes and systems.
1. Integration
Pre-sign Integration Strategy
- Integration strategy and governance: Guiding principles, governance structure, stakeholders and meeting cadence.
- Synergies, Integration costs and Risk assessment: Synergy benchmarking, integration budget preparation.
- TSA negotiations: Dependencies mapping, services inventory and pricing, service level agreements preparation.
Pre-close Integration Planning
- Operating Model: Group of companies’ model, intercompany agreements mapping, processes, systems, DoAs.
- 100 days planning: Detailed functional integration plan preparation, cross-workstream dependency mapping.
- Day1 Readiness: Day1 state definition, Day1 checklist preparation and workstream coordination on delivery.
Post-close Integration support
- Synergy tracking: Synergy delivery planning, progress monitoring and financial impact measurement.
- Integration plan operational support: Programme management, functional level support on integration delivery.
- TSA monitoring and TSA exit: Coordination support on TSA delivery and preparation for exit or extension.
2. Carve-out
Pre-sign separation strategy
- Separation Strategy and Governance: Guiding principles, Governance structure, stakeholders and meeting cadence.
- Asset delineation: Transaction scope definition, assets inventory, group dependencies mapping.
- Operating Model: Group of companies’ model, intercompany agreements mapping, processes, systems, DoAs.
- TSA preparation: Group dependencies mapping, services inventory and pricing negotiations.
- Standalone Business Plan: Carve-out financials’ preparation, dis-synergy assessment.
- Separation planning: Detailed functional separation plan, cross-workstream dependency mapping.
Pre-close separation planning
- Separation plan operational support: Programme management, functional level support on separation delivery.
- Day1 Readiness: Day1 state definition, Day1 checklist preparation and workstream coordination on delivery.
Post-close separation support
- TSA monitoring and TSA exit: Coordination support on TSA delivery and preparation for exit or extension.
Founder’s credentials (non exhaustive)
Pharma
Global Pharmaceutical
Divested (IPO)
Consumer Products BU
Delivered Carve-out Advisory Services
Utilities
UK Energy Production Group
Acquired
Renewable Energy Group
Delivered Integration Advisory Services
Industrial
European Private Equity
Considered acquiring
FM services carve-out
Delivered Carve-out Advisory Services
Automotives
Global Automotive Group
Considered acquiring
Leasing group carve-out
Delivered Carve-out Advisory Services
Services
European Consulting Group
Acquired
Boutique Consultancy
Delivered Integration and Restructuring
See Also
Corporate Strategy
If you seek to evaluate new market opportunities, carry-out competitor benchmarking or validate investment opportunities we have extensive experience leading corporate strategy mandates and preparing investment grade financial models.
Buy-Side Advisory
If you seek to accelerate top-line growth, increase market share or acquire strategic assets and IPs, we can assist in originating investment opportunities, approaching targets, coordinating due diligence, carrying out valuation and supporting negotiations all the way through to completion.
Sell-Side Advisory
If you seek assistance in raising funds or selling your business, we provide sell-side services to assist in developing the equity story, preparing the data room, preparing the confidential information memorandum, carrying-out a test valuation, identifying and qualifying relevant investor profiles and managing other advisors and counsels throughout the sale process.