Mergers & Acquisitions

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For successful merger integration, Liberty establishes a clear governance structure with dedicated resources; balances speed of action with sound risk mitigation; and proactively manages communications & ensures alignment with key stakeholder groups and regulators. Our collaborative nature, objective approach, and our experienced teams will guide you and your business through the difficult, yet rewarding, process that is merger integration.

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Experience the Liberty advantage of our individualized approach to your unique carve out project. Throughout the process, we focus on the priorities of our clients while using our four stages for success:

1)    During the Pre-Deal Stage, we identify specific client goals, define assets for sale, conduct reverse due diligence assessments, determine working capital & financials management, establish buyer evaluation criteria, understand deal impacts to business, define separation strategy, establish the deal timeline, and begin TSA framework.

2)    Throughout Pre-Close, we work with our client to finalize assets to be included in the deal, define roles & responsibilities, finalize TSA, create a cutover plan, execute logical separation, plan physical separation, and perform stranded costs analysis.

3)    At the Close Stage, we work with the client to manage the cutover plan.

4)    Finally, at Post-Close, we work with the client to manage separation activities, provide transition support, manage stranded costs, completion of working capital reconciliation, manage TSA, identify the post-close strategy, manage ramp-down activities, and ensure risk mitigation.

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We differentiate ourselves by leveraging senior resources with deep technical expertise and are able to successfully help both investors who are challenged to understand or lack technical expertise, and middle market investors who have large volumes of transactions in industries like healthcare, software, and financial services.