Roundtable: The art of the corporate carve-out | BZ

Sullivan Street Partners’ Investment Professional Oliver Marshall was invited to participate in BZ’s first round table on the ‘Art of the Corporate Carve-Out’. With approximately one-third of the top 20 deals in Q3 of 2023 being carve-outs, it is important now more than ever to understand their feasibility as a portfolio strategy and a means to build long-term value.
 
During the round table, we discussed the post-acquisition strategies typically employed, ways to work with existing management, and the criteria to ensure that a business can succeed post a carve-out. Given Sullivan Street’s comprehensive experience in executing complex carve-outs, we enjoyed digging deep into a topic that leverages our skillset and reflects our portfolio.
 
Thank you to Cem Yaslak for moderating and to the BZ team for inviting us to contribute. We are always keen to share our industry knowledge with our peers, and to have a candid conversation about the different approaches we adopt. It was a pleasure exploring this pertinent subject alongside Azeem Ahmed from AlixPartners, Dave Edwards from FRP Advisory, PwC’s Chris Hawes, AURELIUS’ Tristan Nagler, and Lincoln International’s Sophie Pollitt.
 
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