Merger Integration
& Carve-Out
Driving Successful Integrations
and Carve-Outs
We support our clients during the full M&A and divestiture lifecycle, providing an advisory role, hands-on assistance, and interim management support during those critical periods. Our team of seasoned professionals works directly with you and your portfolio companies to conduct due diligence, develop and refine synergy estimates, prepare for Day One and implement a plan that aligns with your goals.
As your partner, we help mitigate underperformance and associated risks throughout the merger integration / carve-out / separation lifecycle.
Key Priorities That Drive
Successful Integrations
and Carve Outs:
Distressed M&A Support Services
-
Pre-Close Period - Risk Mitigation Mode
- Focus due diligence on items that impact deal price / structure most
- Drill down into cash position, liquidity state, and future funding needs
- Outline recommendations to deal structure and risk mitigation plans based on findings
- Quantify synergy and performance improvement initiatives that support the deal thesis
- Evaluate ways to minimize one-time costs
- Negotiate purchase agreement to minimize transferring risk and liabilities
-
First 100 Days - Value Creation Mode
- Install PMO to drive decision-making, cross-functional planning, prioritization, and issue resolution
- Take active control of the business immediately (e.g., put cash controls in place)
- Define and clearly communicate go-forward strategy to the organization
- Execute management and workforce changes without delay
- Capture “low hanging fruit” synergies
- Implement and track progress of synergies and performance improvement initiatives
A&M Sell-Side Value Creation
-
Plan and Foresight
- Execute sell-side engagements with tangible results
-
Management’s Partner
- Provide ability to management to self-scout potential areas that would be challenged by the buyer
-
Rigorous Analysis
- Organize and analyze data in a way that provides data driven insights
- Provide management with a roadmap and uncover potential pitfalls to performance improvement
-
Value Add
- Limit EBITDA multiple erosion during buyer diligence process
Case Study
Client
Market Data
Research Provider
Role
-
Developed synergy model
for merger of two entities -
Assisted in Day 1 preparation,
integration planning and post
merger integration activities
Impact
$87MRealized in Savings
