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$2B Carve-Out – Technology Business Unit

Supporting sell-side diligence and designing a future-ready operating model for RemainCo to maximize value creation and ensure strategic alignment.

Industry

Technology

Client

Medium Enterprise

Engagement Duration

6–12 months

Location

Providence, RI

$2B Carve-Out – Technology Business Unit-banner

The Challenge

A medium enterprise was preparing for a $2B carve-out of a key technology business unit. The complexity of the transaction required detailed sell-side diligence, along with the design of a new strategy and operating model for the remaining company (RemainCo) to ensure continuity, strategic alignment, and long-term value creation.

Our Approach

  • Supported sell-side diligence by analyzing financials, technology assets, and operational dependencies.
  • Identified key risks, gaps, and value drivers critical for potential buyers.
  • Designed a forward-looking strategy and operating model for RemainCo to ensure post-transaction stability and future growth.

In-depth Details

  • Conducted a thorough review of IT infrastructure, systems, and processes impacted by the carve-out.
  • Created a transition plan to separate shared services, applications, and data while minimizing business disruption.
  • Developed a governance and execution roadmap for leadership to manage the transition effectively.
  • Recommended strategic priorities and capability investments for RemainCo to remain competitive post-transaction.

$2B

Transaction value

6–12

Engagement Duration

Scope

Sell-side diligence

Operating Model Design for RemainCo

Result

Delivered actionable insights that informed a smooth and efficient sell-side process. Provided a clear, future-ready operating model for RemainCo. Positioned the client to maximize transaction value while maintaining strategic alignment for long-term success.

quote

Strategy MA was a game-changer for us. Their expertise in M&A and tech strategy helped us navigate a complex integration. They didn’t just advise, they became an extension of our team and delivered results beyond expectations. Highly recommend them for real impact

Jack Wilnor

CEO