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Upcoming Event  |  12/04/2019  |  New York

A Candid Conversation
on Carve-Outs

Accordion Roundtable Series Presents...
A Candid Conversation on Carve-Outs

When

Wednesday, December 4, 2019
8:30 am

Where

The Wayfarer | 101 W 57th St.
New York, NY 10019

The carve-out craze is crazier than ever.

When it comes to M&A activity, carve-outs are notoriously complex and plagued by low success rates. Yet, the number of carve-outs conducted by buyout firms continues to rise – signifying the tremendous potential upside of this complicated deal.

On December 4th, we’re carving out time to discuss the path to a successful carve-out. (Pun intended.) Join us as we walk-through: the most common diligence downfalls, the do’s and don’ts of Day 1 readiness, the hidden tripwires of the first 100 days, and the keys to successfully structure and exit a TSA.

Discussion topics include:

  • TSA Trouble: Which risky aspects of the TSA/purchase agreements are most commonly overlooked? What are best practices for operationalizing the TSA?
  • People Problems: How can you ensure you have the right people in the right roles to drive the business forward?
  • Cash and Credit Challenges: What’s the best way to manage standalone cash-in/cash-out between establishing credit and new billing processes, managing liquidity and debt, and standing up bank accounts/KYC and treasury?
  • Stakeholder Reporting Stand-up: How can you quickly (but thoroughly) stand up IT systems and tools? And, what can you do in the meantime?

Limited reserved seating.
Register now to reserve your spot.

Meet the Discussion Leaders

Gary Moran
Gary Moran
Managing Director, Head of Northeast Region

As a Managing Director and Head of Accordion’s Northeast Region, Gary’s role includes recruiting top notch professionals, career development, client relations and satisfaction, new business development, thought leadership, and oversight of certain projects.   Read more

Kerri Chiu
Kerri Chiu
Vice President

Kerri is a Vice President with experience in guiding Sponsors and CFO organizations through transformation initiatives and executing complex M&A integration/separation.  Read more