Carveout transactions present both opportunities and execution challenges

This discussion, featuring Gregg Albert, Managing Director of Corporate Strategy and M&A at Accenture, Kevin Freeman, Chief Counsel of Securities and Transactions at Tenneco, Sergio Letelier, Vice President and Deputy General Counsel - Corporate, Securities and M&A at Hewlett Packard Enterprise, Chandradev Mehta, Director of Strategic Planning and Transactions at LyondellBasell, during the annual M&A Conference at the University of Chicago considered the environment for spin-off transactions and offered specific guidance on the disposal process and common deal terms including transition services agreements, the sufficiency of assets and financial statements representations, and the structure of escrow or holdback mechanisms to cover the seller’s indemnification obligations.

In addition, the on-going tax efficiency of each separated business post-closing was considered as well as the merits of long-term shared services, supply chains, and other operational entanglements.

Offerings include:

M&A Conferences assemble corporate development leaders, in-house M&A counsel, board members, and private equity investors to discuss current challenges impacting complex transactions and consider innovative methods to improve deal performance.

The M&A Academy provides guidance on material negotiation issues and offers perspective on improving M&A performance from strategy development through closing.

M&A Master Classes: These live online M&A courses cover the specific decisions, information, and actions that are required during the acquisition process. The teaching faculty are renowned professors who provide practical guidance from their extensive M&A experience.

M&A Resources: This fast growing collection includes self-paced e-learning modules and editions of the M&A journal, Transaction Advisors, and information on critical negotiation issues, shifting deal dynamics, and techniques for transaction planning, structuring, and execution.

Members of the Transaction Advisors Institute are some of the most active and sophisticated M&A professionals that enjoy being part of an elite community of in-house dealmakers. Membership is strictly limited to corporate and private equity professionals

[jacobhernandez]

thank for your videos, this really opens up on getting to know what a company is vs its ordinary business, Colgate and its conglomerate portfolio and many more financial reports I read. thank you!