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Carve-Out Management And Support

Driving Success of Complex Carve-Out Transactions at Every Stage of the Transaction Lifecycle

The success of the underlying divestment or acquisition of a carve-out often will depend upon the successful execution of the carve-out itself. The experience required to navigate the planning of a carve-out, the governance needed to manage the conflicting priorities of many stakeholders, and the resources to execute on the carve-out plan out often are beyond even the largest and most sophisticated Sellers and Buyers.

That’s where CFGI comes in.

CFGI represents a unique blend of capabilities and experience to help plan, manage and execute even the most complex carve-outs. Driven by leading practices, proven approaches, and supported by skilled professionals from across the breadth of CFGI, we help Buyers and Sellers, and their sponsors and advisors, navigate the complexity of carve-outs throughout the transaction lifecycle with the goal of minimizing risks and maximizing returns for all parties involved.

CFGI’S Integration Management And Support At-A-Glance

Pre-Transaction

  • Carve-out readiness
  • Transition and carve-out planning
  • Carve-out management office
  • Sell-side due diligence
  • Standalone cost assessment
  • Carve-out financial statements

Pre-Close

  • Carve-out due diligence and due diligence support
  • Carve-out management office
  • Transition services agreements
  • Day 1 readiness and 100-day plan
  • Accounting and operational support

Post-Close

  • Carve-out management office
  • Transition services management
  • Interim staffing (CFO, CIO, Controller, Treasury, FP&A etc.)
  • Total operating model

Positioning Carve-Outs for Success

Critical to the success of all carve-outs is the Carve-out Management Office (CMO). Far more than a program management office, the CMO embodies a comprehensive governance structure and a proven process that addresses every aspect of planning, managing, executing, and supporting a carve-out. Led by a CMO Director typically with decades of industry-relevant carve-out experience, the CMO also incorporates carve-out specialized program and project management, change management, and communications management resources necessary to bring a carve-out to a successful conclusion.

CFGI’s capabilities to support carve-outs do not all reside within the CMO. Our clients are also supported by a pool of expert resources from across CFGI and our most trusted partners who can roll up their sleeves and play a hands-on role in the execution of the carve-out. These expert resources may be involved as on-demand advisors, consultants working on specific aspects of the carve-out, or as interim resources supplementing and working as part of the Buyer’s or Seller’s teams. All expert resources work under the direction and supervision of the CMO to ensure seamless delivery and a consistent focus on our client’s objectives for the carve-out.

CFGI’S Integration Governance, Structure, Process, And Resource Pools At-A-Glance

Resource Pools

Comprised of people, process, and technology experts, methods and tools.

Marketing, sales, and customer service

Finance, accounting, treasury, HR, and risk management

Business applications and technology infrastructure

Operations and supply-chain

Industry-specific competencies and resources

The CFGI Difference

There are many excellent advisors in the marketplace that support carve-outs, but CFGI stands out for a variety of reasons:

Supporting carve-outs alongside planning, management, and assistance streamlines client needs by minimizing the requirement for multiple service providers.

Collaborating with your teams throughout the deal process – pre-transaction, pre-close, and post-close – with skilled personnel and specialized services avoids redundant efforts.

Tailoring our approach to each carve-out project, considering factors like investment thesis, industry, and transaction structure, we combine CFGI’s capabilities to address client needs effectively.

Utilizing a senior-level delivery model ensures accessibility and responsiveness from key team members, enabling CFGI to focus on maximizing success rather than managing junior staff.

The Value of Our Experience

CFGI and our team have worked on some of the largest and most complex carve-outs for some of the largest clients in the world, across the globe and in almost every industry. Each carve-out is a learning experience and provides invaluable perspective we can leverage on subsequent carve-out efforts – including yours.

Connect With Our Leaders

Matthew Podowitz

Partner
(678) 360-3919
mpodowitz@cfgi.com

Ready To Get Started?

Ready To Get Started?