Separation
Robust planning to realise value and mitigate risk.
We help businesses release value by assisting with divestment of non-core or underperforming assets. Our analysis can assist vendors and buyers with understanding separation risks, standalone costs and develop robust plans to achieve desired outcomes and maximise transaction value. Our assessment of divested assets also provides synergy benefits for the new owner.
We can provide detailed separation planning, including:
determining the standalone cost base
implementing a structured approach, understanding separation risks and potential areas of value leakage, such as stranded costs
identifying potential dis-synergies and requirements to provide ongoing transitional services post separation and the impact these factors on valuation.
Our experience
UBS
We were engaged to run the Project Management Office for UBS to assist with the strategic planning for its exit from its wealth management business in Australia. We were involved in managing the wind down and closure of this business and the off-boarding and transition of its clients and assets to Crestone.