M&A Transition Services
From Confirmatory to Transition Completion - Acquisitions, Divestitures, Roll-ups and Strategic Partnerships have unique complexities that need to be contemplated, outside of the traditional check-list approach. Our folks have been involved throughout the life-cycle on multiple deals of varying types and levels; from from cradle to grave.
When reviewing qualifications from other consultancies make sure they can demonstrate real experience in handling key processes that are specific to either an Acquisition, Divestiture, or Strategic Partnership. Knowing the differences helps you reduce the time spent training your general consultants. M&A transition execution doesn’t fit in the so called “integration cookie cutter sheet” as so many consultancies will try to advocate.
Speak with our experts to see how we can help you fill in the gaps on a comprehensive approach to satisfying your stake holders, the c-suite, Corporate Functions, The TSA, your counter-party, etc... Let us help you define and act on the parameters for a successful transition; to take control over the scope of your initiative.
Acquisition Specific Services
Key focus is on preparing the acquirer for integration against the deal strategy. Synergy attainment may play a heavy or light role depending on target company autonomy. Some key services we provide:
Confirmatory Diligence
Target Operating Model Perimeter / Scope Modeling
Shared Services
Intercompany Allocations
Personnel On-boarding
Inbound TSA Development with Legal and Deal Teams
Champion Challenger
Deal Readiness and Handoff
Integration / Synergy Plans
Critical Assets, Technology, Process and People
Strategic Partnership
Strategic Partnerships come in many forms and sizes. We have on-ground experience with private credit asset transfer to a sub-advisor, re-insurance on closed block with admin transfer and, step-up equity exchange partnerships (JV) based on target performance. Some services we offer include:
Information Security
SOC1 / SOC2
Third-Party
Deal Risk Analysis
Reverse due diligence
Separation of duties
Delegations of Authority
Joint Governance
Run the business (Transitory, BAU, Future State)
Divestiture Specific Services
Key focus is on preparing the firm for separation of assets, complying with legal and regulatory requirements, ensure no business interruption and the TSA favoring the Seller. Some key services we provide:
Personnel Off-boarding, Compensation, Synchronize payouts, payroll, personnel data
Outbound Employee Experience and Communications
Target Operating Model Perimeter / Scope Modeling
Outbound TSA Development with Legal and Deal Teams
Migration Services (Workday, Oracle, Amazon, etc)
3rd Party Transfer
Common Transition Execution Services
Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.
Day 1, F180
Transition Governance and Change Mgmt
Plan Development and Negotiations
Transition Dispute Resolution
Transition Scope Management
TSA Fulfillment
Fee Management
Foundational Services
These common services are useful in creating repeatability and improve transaction readiness across all transaction types. Some services we provide:
Playbook Development
Lessons Learned
Deal Archive
Education
Contacts
FAQ