Transaction
Execution/
Transaction Execution sits at the heart of deal complexity and growth risk due to differing objectives from all parties.
Sellers want speed of disposal, buyers require assurance and low risk, and portfolio companys demand seamless transition with minimum disruption.
Whether buy side or sell side, as a strategic transformation partner, Evology’s hands on expertise and experience in planning and executing on complex Carve Out and Merger Integration programmes, means we share your focus on likely pain points and can interpret them into clearly defined strategies, to achieve your objectives.
Our consultants don’t stop at strategy. We execute with precision, through a tactical application of our Execution Framework, guiding you through each phase of the transaction to TSA exit. From assessing your requirements, defining your options and designing and implementing solutions to leave you with a stable foundation from which to grow, our Transaction Execution service sets the standard.
TM
- Carve Out Execution
- Merger Integration Execution
Carve Out Execution/
Taking businesses from integrated divisions to fully standalone entities, we embed within the organisation to lead the separation end-to-end, supporting management through the change and establishing clear governance to drive all workstreams to a defined plan.
From completion through to TSA exit, we coordinate activities across people, process, technology and finance managing dependencies, mitigating risks and keeping delivery on track. We facilitate new supplier relationships, run structured RFP processes and unlock significant operational cost savings as part of the transition.
Our teams provide the capability needed to stand up the new organisation, implementing the systems, processes and controls needed to operate independently. By combining structured programme leadership with hands-on delivery, we ensure carve-outs are executed seamlessly, protecting value, maintaining continuity and enabling the business to perform as a standalone entity with confidence.
How we help:
- End-to-end separation execution from completion to TSA exit
- Managing TSA governance and service termination
- Designing and implementing standalone cross-functional operating models
- Commercial support (change of control, contract negotiation & novation)
- Implementing enterprise systems (ERP, CRM, HRIS) and IT infrastructure
- Standing up core people services (Payroll, Pensions & Benefits)
- Re-brand/de-brand & comms facilitation
- Supplier identification, RFP management and vendor selection
- Delivering operational cost savings and efficiency improvements
- Risk mitigation and maintaining business continuity
- Input into the Value Creation Plan
Merger Integration Execution/
With a clear focus on synergy realisation and execution certainty, we help private equity firms and management teams combine businesses in a way that captures value quickly, efficiently and with minimal disruption.
We combine detailed business analysis with end-state planning to identify synergy opportunities and provide leadership with the insight needed to make informed decisions on processes, tooling and architecture. We define a target operating model that maximises cost savings, drives efficiencies and supports scalable growth.
From completion through to full integration, we embed within the business to manage delivery, align workstreams and maintain a pace of execution, supporting the management team to focus on business as usual.
We rationalise systems, suppliers and processes to unlock synergies and eliminate duplication, ensuring benefits are realised in line with the investment case.
By combining structured programme leadership with hands-on execution, Evology accelerates synergy capture, reduces integration risk and enables the combined business to perform as a single, higher-value organisation.
How we help:
- End-to-end integration execution from completion to steady state
- Managing TSA governance and services termination
- Designing and implementing standalone cross-functional operating models
- Commercial support (change of control, contract negotiation & novation)
- Managed discovery and options assessment
- Synergy identification, tracking and realisation (cost and revenue)
- Systems integration, rationalisation and data migration
- Supplier consolidation and contract optimisation
- Process harmonisation and efficiency improvement
- Process & Technology architecture design and workflow
- Risk mitigation and issue resolution throughout integration
- Benefits tracking aligned to the investment case
- Input into the Value Creation Plan
The Transaction
Execution model/
- Establish our defined governance model & ways of working, to lay the foundational pillars for programme success
- Discover your people, process, system & contractual requirements, identifying treatment and synergies to drive alignment in your business
- Develop a people engagement plan to support stakeholder groups through a trusted transition (Management support, business wide comms, branding)
- Build a detailed transition roadmap to sequence your future state service enablement, ahead of the TSA end dates
- Support your RFP assessment and vendor down selection processes
- Design a future state Operating Model and architecture, underpinned by best practice industry standards (Regulatory, GDPR, ISO27001, Cyber Essentials, ITIL, PCI DSS etc)
- We’ll deploy the programme deliverables through a controlled migration process, with a low-risk approach to go live
- Implement functional back-office services required to support day to day operations (HRIS, Finance ERP, Payroll, Technology)
- Simplify your business landscape, rationalising 3rd party services and driving commercial agreements to generate cost benefit
- Work with third parties to decommission & dispose of legacy services & data
- Establish enduring internal & vendor led service models, under the new TOM
- Build the Day 2 value creation roadmap, through the Identification, assessment & prioritisation of future opportunities post TSA exit