Our Transactions and Business Transformation teams provide support for clients in executing their merger and carve-out plans to enable stabilization and optimization of the business on Day 1 and beyond.
Our Service Offerings
Synergy Delivery/One-Time Costs Tracking develops a framework to monitor and drive transparency into synergies and/or one-time costs on a timely basis for key stakeholders.
Quick Wins identifies and executes integration priorities that require minimal IT or infrastructure changes to the NewCo.
Functional Playbooks and Day 1 thru Day 100 Plans creates and refines post-closing work plans, assess overall integration performance compared to plan, and strategize on existing integration or stand-up challenges.
Interim Resourcing provides experienced senior- and staff-level teams for interim leadership or surge resource roles.
Transaction Services Agreement (“TSA”) Operationalization establishes processes and governance to ensure TSA services are adequately performed and accounted for with the approach change controls.
Change Management enables a process of communication and transparency to changes in organization, process, technology/system and customer experience resulting from the integration.
NewCo Launch Communications involves design and support of the Day 1 launch initiatives with employees, customers, vendors and other stakeholders.
Transition Planning and Lessons Learned facilitates post-close examination of business performance against initial assumptions; discussing lessons learned and celebrating successes.
Debt Capital Markets / Investment Banking advises clients on M&A buy-side and sell-side, private placements, capital raising, as well as strategic alternatives analyses.
Purchase Price Allocation and Valuation provides strategic valuation advice and issuance of fairness opinions, solvency opinions, and collateral valuation opinions.
Day 1 Stabilization and Cut-over tests and validates core NewCo systems and processes prior to Day 1 and provides surge “helpdesk support” to monitor and resolve issues upon cut-over.
Purchase Price Adjustment and Net Working Capital analyzes, tests and prepares supporting documentation around closing cash, indebtedness and net working capital, as well as supports in arbitration processes.
Our deep bench of senior-level industry practitioners understand the industry-specific challenges, opportunities and competitive landscapes that underpin a deal. Leveraging decades of transaction experience, we bring on-point industry expertise and a team sized to our clients needs.