Deal & Financial Setup

• Scoped the BU, products, customers, contracts, and IP, and built a carve-out thesis for standalone and RemainCo
• Built standalone financials (P&L, balance sheet, cash flow), resolved cost treatments (shared/allocated costs, stranded costs), modeled NewCo's cost structure, and built NewCo's forecast and day 1 balance sheet

‍

Legal, People & Systems Separation

• Built the legal step plan (new entities, asset vs. stock transfer, intercompany transfers, pre-close steps), managed contract novation across customer, supplier, licensing, and financing agreements, and handled IP separation
• Identified transferring employees, supported works council/union consultations, designed compensation & benefits, built a key talent retention strategy, and set up standalone HR, payroll, and benefits
• Inventoried applications, data, infrastructure, and licenses, and supported the clone, migration, and rebuild of systems

‍

Day 1 Readiness

• Catalogued every service from parent to NewCo, covering scope, duration, pricing, and exit plan
• Built the communication strategy for customers, suppliers, regulators, investors, and employees, plus Day 1 checklist and tracking

‍