PMI & Carve-Out Management

100% customer centricity combined with a high degree of intuition and expertise is key to successful PMI and carve-outs.

SERVICE
OFFERING

goetzpartners is a trusted advisory firm for planning and executing post-merger integrations and carve-outs. Working together with your team and all relevant stakeholders, we provide the structure and expertise needed to successfully manage the complexity of your specific situation.

We contribute to your integration success with our thorough, professionally led approach to integrations and carve-outs. goetzpartners is your adviser for creating substantial value from day one and far into the future.

In fully focusing on our client we tailor our services to the specific requirements of each transaction and adapt them to the specific situation. goetzpartners draws on proven concepts used in previous integration projects to support you in achieving a structured transaction process before, during and beyond the integration.

BUSINESS
INTEGRATION

Applying a set of workstreams that extend from integration strategy and synergy realization to culture and communication, our team of experts reduces complexity and maps out a clear path for realizing integration synergies. In this work, goetzpartners has developed a post-merger integration playbook that it uses to create a comprehensive customized script for the client’s integration story.

With the help of an integration management office (IMO), we drive a quick and rigorous business integration process that sets and prioritizes necessary milestones and actively supports clients during each stage of the integration.

Should the integration face regulatory hurdles, we can establish an independent clean team at any time to analyze confidential information during the process. The clean team is a neutral third party that supports a client’s executive managers by analyzing sensitive data and conducting early assessments to develop an integrated business plan that includes a detailed synergy assessment for the new entity. 

STRATEGIC &
OPERATIONAL PREPARATION

Preparing a business for a carve-out often requires immense preparation efforts and financial investments.

Our experts work hard to understand your specific situation before they create a bespoke carve-out concept that meets your needs. To facilitate successful carve-outs with maximized value impact, we also help clients with carve-out readiness assessments that support management decision-making.

Drawing on our profound expertise, our experts formulate a compelling equity story for the asset, develop a comprehensive carve-out design summary and advise you throughout the entire process  - from initial planning to final implementation. We keep a close watch over defined costs and time lines during each phase of the carve-out.

The goetzpartners’ clean-team approach also boosts efficiency and saves time, even in complex situations such as global carve-out transactions with regulatory hurdles. 


Contact

 Axel Meythaler

Axel Meythaler Managing Director
Management Consultants

Prof. Dr. Jochen Vogel

Prof. Dr. Jochen Vogel Managing Director
Management Consultants