Planning

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.

Industry Expertise

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.