Integrations & Carve-Outs

How do we help?

Depending on program needs, EQUS typically plays the role of engagement lead/ program director or manager/ leads the corporate office/integration management offices or leads select cross (functional) workstreams. We cover the following key aspects of an engagement.

Organizations undergoing major transitions — acquisitions, mergers or buy- and sell-side carve-outs — need transaction support that mitigates risk, helps minimize business disruption and accelerates the evolution to the new company operating model.

IMO Leadership

Lead Integrations/Carve-outs management office including designing blueprints, delivering governance, reporting cadences for large-scale, multi-disciplinary, complex deals

We cover the following key aspects of an engagement

Build Standalone Financials

Develop/validate full carve-out financials including standalone P&L, BalanceSheet and Capex profiles and their impact on quality of earnings, net debt and net working capital

Value Creation

Drive value creation / synergies workstream, to baseline targets, and drive planning & implementation phases

Execute Buy-and-Build

Plan and execute PEs’ buy & build strategy and develop and implement post-close TSA ramp-downs and optimization phase

Day 1–100

Execute Day 1 through Day 100+ cross-functional interim and desired state planning

Provide Interim Management

Serve as interim management to fulfill needed leadership gaps during a carve-out or management transition

Structure SPAs & TSAs

Support design of transaction documents and inputs to framework clauses of Sale and Purchase Agreements (SPAs)/ Transition Service Agreements (TSAs)

Revenue Acceleration

Develop and implement plans for revenue acceleration and sales effectiveness

Drive Org & Cultural Changes

Develop, create and implement organizational design changes, culture and change management programs and pre and post-close communications plans

EQUS unique approach for separations combines complexity and risks assessments together with value creation upsides.

A) Carve-Out

Carve-out approach - EQUS supports a divestiture with full-suite of planning and implementation solution spanning pre-sign to post-close phases.

Key cross functional work streams can include the following:

Operational separation

separation and standalone costs analysis, change management, organizational design and human capital, IT, functional separation, target operating model, optimization.

B) Acquisition Integrations

Integrations approach - EQUS assists with robust and rapid planning and implementation, across all integration size and complexity.

EQUS Solutions

Integration management and Day One planning and readiness

• Using latest methodology, processes, tools, and templates to run efficient integration offices

• Delivering a smooth Day One, while working on end-state integration
  
  

Value creation tracking & implementation

• Centrally-led building of synergies levers per functions

• Tracking and prioritization of synergies / value-creation implementation at functional level
  
  

(Cross-) functional implementation (see below some examples)

• Go-to-market strategy & revenue model integration

• Culture and people integration

• Sourcing process and policies alignment

• Back-office consolidation