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

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  • 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