CORP CARVE-OUTS
Experts in Corporate Carve-Outs & Divestitures
What Makes Us the Best
Shackleton has significant expertise in corporate carve-out and divestiture transactions that differentiates us from other firms. As investment professionals with hands-on operating experience—having run international businesses with manufacturing, distribution, logistics, retail and e-commerce—we know what it takes to successfully transition a corporate carve-out.
Certainty of Close
- Understanding and achieving the corporate seller’s objectives and priorities.
- Expedited 30- and 60-day closing timelines focused on critical path items.
- Flexibility with stock versus asset transactions as well as tax treatment.
- Limited reps and warranties appropriate for the transaction.
- Expedited decision making resulting in agility and flexibility.
In-House Operations Experts
We work with corporate parent companies to implement tailored, yet common-sense solutions for the transition of a business division. The complexities of a corporate carve-out require a multitude of skillsets including:
Moving Facilities
Separating shared facilities including moving or closing facilities.
Implementing IT Systems
Implementing stand-alone information technology, cybersecurity, and cloud-based software systems including ERP, WMS and CRM.
Establishing Healthcare Benefits
Underwriting stand-alone healthcare and insurance benefits comparable to the seller.
Hiring & Retaining Personnel
Retaining key personnel, hiring new personnel or implementing a reduction in force.
Managing Shared Customers & Suppliers
Experience managing shared customers and suppliers with the seller and the divestiture.
Implementing Finance & Accounting
Implementing stand-alone finance and accounting functions.
Modernizing Marketing
Implementing state-of-the-art B2B and B2C digital and offline marketing including media plans, e-commerce, social media, etc.
Investing in Research & Development
Investing in product development, equipment and manufacturing processes driving customer success and profitability.
It's About People
There’s more to achieving a successful corporate carve-out than just operating expertise:
- Cultivating a healthy company culture that recognizes and rewards success.
- Establishing appropriate employee compensation, bonuses, and benefits policies.
- Maintaining leadership and other key personnel as well as the business know-how.