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.