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Carve-outs

M&A Carve-out

At Global PMI Partners, we bring a wealth of experience to help companies complete carve-out planning & execution. Our team has been involved in over 400 transactions across dozens of sectors, giving us a broad perspective on best practices and potential pitfalls. Our services are scalable and effective for deals of any size and across a range of transaction types.

Supportive

We work collaboratively with both the deal team and internal management and operations to help ensure that our services are seamlessly integrated with their efforts. We take a hands-on approach to transfer our work to the management and operations team at the end of the project, providing them with the necessary tools and knowledge for a successful carve-out whether that be in terms of vendor readiness, carve-out approach from the point of view of either the seller or the buyer, and to ensure that TSA’s/rTSA’s/LTA’s are clearly defined for performance, cost and duration. Our seamless approach minimizes risks and maximizes opportunities, allowing for an optimal carve-out to be executed. With our focus on collaboration and transparency, every step of the process is as smooth and efficient as possible.

Experienced

Our team consists of experienced M&A professionals who have been involved in hundreds of transactions across dozens of sectors. With an average of over 20 years of experience in the field, team members bring a deep understanding of the complexities involved in carve-out planning & execution. We draw on this collective experience to provide tailored solutions that are designed to meet your unique needs and objectives.

Efficient

We understand that time is of the essence in any carve-out project. That’s why we have developed our proprietary CMO MobilizationSM (CMOM) approach, a repeatable and efficient methodology that has been tested and refined over hundreds of transactions across dozens of sectors. By leveraging our extensive experience and our methodologies, we can identify potential challenges early on and implement effective solutions. Our focus on repeatability helps ensure that your project is completed on time and within budget, without compromising on quality.

Our Approach

Our Approach

Strategy Execution

Creating a plan

Global PMI Partners provides expert pre-close planning services to help clients achieve successful transaction outcomes. Our team of experienced consultants will work closely with you to develop a comprehensive strategy that addresses all critical aspects of the pre-close phase, including identifying cost out opportunities/synergies, assessing risks, and creating a clear roadmap for post dealcarve-out execution and TSA management.

Our approach is tailored to meet the unique needs of each client, leveraging our deep industry knowledge and best practices to deliver customized solutions that maximize value and minimize risk. We understand that pre-close planning is essential for a successful M&A transaction and have a proven track record of helping clients achieve their objectives.

Execution

We understand that the execution phase of any transaction is crucial for achieving success. Our team provides end-to-end support throughout the process, from pre-signing, through to Day 1 and Day 100 and beyond. With a proven track record of successful carve-outs, we leverage our extensive knowledge and expertise to help our clients achieve their transaction goals. To ensure a smooth execution phase, we use a phased approach that breaks down the activity into manageable chunks. We also use a variety of proprietary tools and techniques to transition from the deal team to the execution team, and track progress, identify risks, and manage issues. These tools include collaboration tools customized for M&A carve-outs, regular status updates, and risk assessments, among others – all of which drive efficiency. We aim to make the process as transparent and predictable as possible, so you can confidently make decisions and plan for the future. We believe that collaboration and communication are key to a successful execution plan. That’s why we work closely with your team and any external advisors to ensure everyone is aligned and working towards the same goals. Our focus is on delivering value and results for our clients, and we believe that successful execution is the foundation for achieving those results.

Challenges

Challenges

Post-merger integration resources Set up a private Equity roll-up for add-on acquisitions Carve-out buy-side resources and advisory

Lack of inhouse integration capability and resources

Client did not have the experience and capability in-house to plan and manage the upcoming integration/merger due to its size and complexity.

We solved this for our client

Global PMI Partners assigned an Integration Director who advised and worked with management in defining the integration strategy, driving the value creation and an optimal and cost-effective approach. This also included an Integration Manager to set up and drive an Integration Management Office (IMO) for the workstreams of the integration project.

Need of hands-on resources for initial add-ons and a playbook

A Private Equity client invested in a new roll-up platform and needs in-house capabilities to integrate a number of add-on acquisitions each year, through cost-effective means in accordance with the investment thesis.

We solved this for our client

Global PMI Partners assigned a small team of roll-up specialist consultants that executed and delivered the first add-on acquisition, then conducted knowledge transfer of the customized integration playbook and communications playbook to the platform management team to manage going forward.

Lack of inhouse carve-out capability and resources

A buy-side client is planning a carve-out but does not have the capability or experience in-house to plan, define, and negotiate transitional services agreements (TSAs), in order to manage the integration.

We solved this for our client

Global PMI Partners assigned a small team of carve-out specialists that organized a Carve-out Management Office (CMO) that conducted the end to end plan of the buy-side carve-out that included, data migration, Day One readiness and integration, communication, and negotiated transitional services plans on behalf of the client.

Jack Link’s

“‘Consulting differently’ is what we experienced. Culture eats strategy for lunch and the biggest benefit of working with GPMIP was cultural fit – GPMIP is not a typical consulting firm”

Read Case Study

Diverse range of
skill and expertise.

A diverse range of experience across industries provide skills and expertise necessary for the nuance of successful mergers and acquisitions (M&A) . This includes expertise in areas such as Corporate finance, Legal, Taxation, Human Resources, Operations, Information Technology, Marketing and Sales, and Risk Management. We assemble a custom team with the right mix of skills, tools, and experience to deliver the intended objectives of your M&A transactions.

About Global PMI Partners

We work across 35 countries with a workforce of 350 resources globally. We have managed over 500+ mergers and acquisition projects.
500+

M&A Projects

35
35

Countries

350+
350+

Global Team

Frequently Asked Questions

How do I integrate a company?

Integrating a company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I manage a carve-out?

Managing a company carve-out from another company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of a company carve-out is the experience of the individuals tasked with leading the effort. It is highly advised to get an experience carve-out specialist to lead carve-out effort.

Learn more about post-merger consulting services.

How do I plan for an acquisition integration?

Acquisition integrations can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I engage post merger integration consultants?

Post-merger integration consulting is an area of consulting services that has grown with the increase in global mergers & acquisitions activity. A lot of the large management consulting firms provide merger integration services as part of their suite of offerings. However, there are also boutique firms that specialize in post-merger integration as a consulting service.

Learn more about post-merger consulting services.

Latest Insights

Separations, Carve-Outs & TSAs

1st November

Sell-Side Divestment and Carve-Out Challenges

Separations, Carve-Outs & TSAs

12th September

Article Series: Divestitures

Industry or Region Specific M&A

7th December

Net Zero; Increasing focus on Energy Transition- in conversation with Martyn Lyons. 

MA trends main
Industry or Region Specific M&A

2nd May

M&A Trends in the Global Professional Services Industry

Let’s solve your business needs.

Let’s solve your business needs.

Do you want to have a project consultation with us? Our team is on hand to talk through your unique requirements and solutions that best fit your integration needs. Get in touch with us.

Contact us Schedule a call