The Playbook
Read it before the next carve-out closes.
Free. No marketing follow on. One email with the PDF, and the firm goes quiet unless the reader writes back.
35 pages. The definitive buyer-side guide to Transition Services Agreement exits for private equity firms and corporate buyers. Pre-signing leverage. Mid-TSA renegotiation. Exit acceleration. Written for operating partners and CFOs who need answers in the next 90 days.
The Playbook is structured around the moments in the TSA lifecycle where the buyer either takes leverage or loses it. Each chapter is a working reference, not a narrative. Read the chapter that matches the deal phase in front of you.
Where the buyer has negotiating power, where the seller does, and how to move three core terms from seller default to buyer favorable before signing.
Cost-plus, fixed fee, mark-up plus pass-through, hybrid, FTE rate, transaction based, and two newer variants. How each one shifts margin, and the counter for each.
The nine workstream checklist used inside live engagements. IT, finance, HR, treasury, procurement, tax, legal, cybersecurity, and Newco commercial operations.
The extension fee curve, how to model it, and the three negotiation moves the buyer can make before the original term ends to flatten the curve.
SLA breach claim templates. The credit calculation worksheets. The language that gets paid. The escalation sequence before arbitration becomes the only option.
Anonymized buyer side engagements across industrial, healthcare, and tech carve-outs. Each one shows the situation, the move, and the numerical outcome.
"The most useful TSA reference I have read. It is the document I keep on my desk for the duration of a carve-out, not the one I read once and shelve."
Operating Partner, top-10 PE fund
Free. No marketing follow on. One email with the PDF, and the firm goes quiet unless the reader writes back.