Smooth Migration of IT Systems and Data Following Carveout
Where are you in the hold?
Early Hold: Day 1 to 100
The value-creation plan is on paper. The PortCo leadership team is waiting to understand what comes next. The first 100 days determine whether the thesis gains momentum or starts to drift. This is when we establish the technology roadmap, launch integration or carveout execution, surface trapped value opportunities, and fill any technology leadership gaps before they create exposure.
We've built independent IT environments for four simultaneously carved-out business units across five countries, on time and on budget. We've stood up managed services at Day 1 cutover so PortCos have a functioning IT organization from the moment they go independent.
Mid-Hold: Execution and Transformation
By mid-hold, the question has shifted from whether the initiatives are running to whether they're moving the numbers. Most aren't, not because the plan was wrong, but because disciplined execution and accountable program management are harder to sustain than they are to launch. That’s the difference between a value-creation plan that moves EBITDA and one that consumes capital without producing it.
We've built data and AI platforms that produced measurable financial outcomes inside the hold period. We've delivered ERP transformations for PE-backed businesses on time and within budget. We've avoided $10M in potential revenue loss at a PortCo by stabilizing infrastructure and standing up technology leadership during an executive transition.
Late Hold: Exit Readiness and Go-To-Market Positioning
When the exit timeline comes into view, the technology environment needs to be stable, documented, defensible, and ready for buyer scrutiny. Technical debt that accumulated during the hold becomes a valuation problem if it isn't addressed before the process opens.
We conduct sell-side technology diligence before a buyer does, build the technology narrative for the CIM, identify SG&A performance improvement opportunities, and support the deal team through the diligence process. When a carveout is part of the exit structure, we design and negotiate the TSA to protect the seller through transition.
For a closer look at how we support exits, see our [Go-To-Market Advisory page].
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