M&A Advisory
Professional Services Firm
Full Credential Description
In a recent operational due diligence (ODD) engagement, a private equity-backed company was considering the carve-out of a significant division from a listed healthcare and distribution company. The client faced specific challenges related to employee benefits, including pensions, life assurance, share schemes, and long-term incentive plans (LTIPs). The buyer had limited human resources available to assess these complex issues, which could significantly impact the valuation and the terms of the sale and purchase agreement (SPA). To address these niche issues, Global PMI Partners (GPMIP) deployed a specialist benefits expert within 24 hours. This expert provided a clear assessment of the benefits diligence findings, explaining how these factors influenced the valuation and necessitated updates to the SPA and transition services agreement (TSA). Additionally, the expert developed a communication plan for Day 1 and proposed non-listed benefits solutions to facilitate the integration process. As a result of this tailored solution, the client was able to navigate the complexities of the employee benefits landscape effectively, ensuring that potential liabilities were managed and communi
Measurable Results
Professional advisory services and strategic guidance delivered