Our Transactions team provides support and best practices during the planning stage of a merger or carve-out to enable your teams to develop effective and efficient operations for Day 1 and beyond.
Our Service Offerings
Integration/Separation Management Office (“IMO”/“SMO”) drives the overall coordination of roles, responsibilities and communication of information between the steering committee and key stakeholders involved in the transaction, and challenges integration plans for reasonableness and cross-functional alignment.
Operating Model Design involves designing the operating model for the combined business, both at the company level and by function, forming the foundation for all subsequent planning milestones and execution.
Functional/Value Driver Design and Planning involves outlining the detail of the Day 1 interim and desired state plans for each function, with milestones, plans, risks, issues and dependencies to help functional leads manage deliverables.
Organizational Design creates a comprehensive analysis that leverages previous experience and industry benchmarks to understand what the true needs of the organization will be and how to optimally meet those needs.
Synergy Capture Planning involves planning sessions with business and functional leaders to identify, quantify, prioritize and track the execution of synergistic opportunities.
Transaction Services Agreement (“TSA”) Development involves developing a schedule of services that identifies and quantifies TSA service requirements for the NewCo post-closing to minimize business disruption for all entities involved on Day 1.
Day 1 Readiness involves high-level assessment of all transactional, organizational and functional planning to minimize issues and surprises upon transaction close.
Customer and Employee Experience insures a seamless experience for employees and customers during the transitional phase.
Clean Room Services performs pre-close analysis of the target company in a controlled data environment, specifically as it pertains to competitively sensitive information. Anonymized outputs can be used to help drive decision-making and accelerate the realization of synergies.
Pre-Close Transition Communications provides effective communications to internal and external stakeholders to preserve value, continuity and reputation during the pre-closing period.
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.