Pre-sign carve-out scoping
Functional separation map (IT, HR, Finance, Operations, Legal, Commercial). Carve-out P&L. Asset and liability inventory. Stakeholder + customer comms plan.
AtlanticM&A — Agentic Transformation OS
Sell-side and buy-side divestiture work — pre-sign scoping, virtual TSA addendum drafting, NewCo standup, per-service exit clock, dependency mapping. One backbone, both sides of the table.
0:00The agreement you were sent
Every carve-out ends with a document like this. Services, terms, exit dates. Somebody has to keep track of all of it.
0:08Hand it the agreement
So hand it over. The agreement itself, not a summary. It does not have to be signed: a draft is enough to model the TSA exit before close.
0:19It reads the agreement
It reads the legal document and understands it. Every service, which function it belongs to, how long it runs, and what has to happen before it can end. Nobody now needs to do that by hand each time something changes on the project.
0:34Every service, every exit date
The services are laid out by function, with each exit's priority and its progress towards exit. The AI shows the critical path for exit. You can see what has already gone, what goes next, and what is still running six months from now. A missed exit costs real money. Our TSA module stops that from happening.
0:57Give notice on one of them
Exiting is a formal act. It needs a legal notice, in writing, by a date the agreement sets. So give notice on a whole function at once, set the notice period for the seller, and every date follows from it. Check the notification before submission.
1:15Built for practitioners
A manual spreadsheet can hold the dates. It cannot draft the letter, submit for legal review, or tell you which service to exit next. Start a free trial whenever you are ready.
Six phases on one platform — sell-side and buy-side share the same backbone.
Functional separation map (IT, HR, Finance, Operations, Legal, Commercial). Carve-out P&L. Asset and liability inventory. Stakeholder + customer comms plan.
Per-service TSA scope, pricing, exit triggers, and dependencies — drafted from operational reality, not legal templates. AI-assisted drafting against precedent. Audit trail on every clause.
Day 1 plan for the standalone NewCo: legal entities, payroll, banking, ERP, customer-facing systems, brand assets. Sequenced cutover with critical-path tracking.
Every TSA service has its own exit timeline. AtlanticM&A tracks the exit clock service-by-service, surfaces dependencies, and flags slippage before it cascades.
Cross-service dependencies surfaced visually — pull on one TSA service and see what else slips. No more discovering on Day 90 that the ERP exit blocks the payroll exit.
When the divestiture closes, the post-close integration project picks up the same backbone. No replatforming, no data migration — the buyer inherits a clean handover pack.
TSA Tracker, Virtual Walk the Walls, and the per-service exit clock have a dedicated feature page
Carve-outs are rarely solo work, so most divestiture teams start on Firm, at 3 or more active projects. Every plan includes a portfolio view across every project. Multi-NewCo and multi-jurisdiction programmes usually run on Enterprise.
For independent consultants, interim managers, independent sponsors and small corporate development teams.
from$1,000/ month
billed annually
For consultancies, private equity firms and mid-market corporate development teams running several programmes at once.
from$3,000/ month
billed annually
For private equity portfolios and global corporate development, with the security, contract and procurement terms they require.
from$56,000/ year
billed annually
Running it yourself
Your workspace, your team, your governance. Work plans, RAID and the steering pack live where the people doing the work already are.
Delivering this for a client?
Same methodology, same quality, one consultant. When the engagement ends, transfer the project to the client account: they keep the method, the history and the reporting, not a folder of final documents.
See how independents use it14-day free trial. No credit card. SOC 2 Type II observation underway · 75 patents filed.