Corporate & Capital Strategy

Corporate Carve-Out Strategy

Cutting a living business unit out of its parent without severing anything that keeps it alive.

The Mandate

A carve-out is surgery. The unit you are separating is wired into the parent in a hundred invisible ways — shared systems, shared contracts, shared people, shared overhead that never showed up on its own P&L. Cut carelessly and the standalone bleeds out.

I map every dependency before the first incision and plan the replacement for each: the transition services, the standalone systems, the real cost structure the unit will carry alone. The result is a business that can actually stand — and a cleaner story for a buyer if sale is the goal.

Engagement Scope
  • Dependency mapping across systems, contracts, people, and shared services
  • Standalone operating-model and cost-structure design
  • Transition services agreement (TSA) scoping and exit planning
  • Carve-out financials and normalized standalone P&L
  • Technology and data separation roadmap
  • Stranded-cost identification and mitigation
  • Separation sequencing and day-one standalone readiness
  • Sale-readiness packaging where divestiture is the objective
How I Work

I build the separation plan from the dependencies outward, so nothing load-bearing gets cut without a replacement already in place. Where the endgame is a sale, the same work doubles as a credible standalone story that supports valuation and survives buyer diligence.

Every engagement runs under a signed NDA and, where testing is involved, a Safe Harbor agreement. Legal and ethical, start to finish.

What You Receive
  1. A complete dependency map and separation sequencing plan
  2. A standalone operating model with a normalized, defensible P&L
  3. A TSA framework and stranded-cost mitigation plan
Questions
Carve-out for sale, or for independence?+

Both are supported. The separation mechanics are similar; the packaging differs. For a sale I build the standalone story buyers will diligence; for independence I focus on durable standalone economics.

What usually goes wrong in carve-outs?+

Unmapped dependencies and stranded costs. A system or contract everyone forgot about surfaces at the worst moment. The dependency map exists precisely to prevent that.

Engage

Hire me for Corporate Carve-Out Strategy.

Signed NDA and Safe Harbor on every engagement. Projects from five figures to nine. Discreet, relentless, done right.