Carve-out implementation and consultancy for medium-sized companies

A carve-out requires speed and a clear structure. We set up the process within 48 hours and guide you through every stage, from the analysis and the sales memorandum right through to the targeted approach to investors. In this way, we create a transparent basis for decision-making and a controlled process for all parties involved. intelligentis supports medium-sized companies with a tried-and-tested approach that combines speed, professionalism and value-driven action.

A quick pitch to investors
Start within 48 hours
Structured M&A process
High reliability and expertise
Reliable and discreet
Value-driven sales process

Efficient carve-out strategies reliably implemented

A carve-out often requires a swift yet structured approach, particularly when time pressure and operational challenges coincide. The spin-off of a business unit can only succeed if analysis, strategy and investor engagement are seamlessly integrated. A structured and agile M&A process forms the basis for swiftly achieving strategic objectives such as focus, profitability or cost reduction.

Our approach:
We set up the carve-out process in a short space of time, provide clarity on the next steps and avoid costly alternatives through precise and reliable execution.

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Structured M&A advice for secure business sales

A carve-out can only succeed if the sale process is prepared in a structured manner and the individual steps are seamlessly coordinated. To this end, we establish a clear basis for decision-making, coordinate all parties involved and ensure that speed, transparency and security are guaranteed at all times. This enables owners and management to retain full control over the process, even under time pressure.

Key elements of our carve-out process:

Negotiation support and development of a suitable sales strategy
Business analyses and the preparation of a sales memorandum
Setting up a secure data room
Targeted outreach to suitable investors to encourage competitive bidding

Through continuous coordination and clear updates, progress remains transparent at all times and all decisions are made on a sound basis.

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Analysis

Sales Memorandum

Strategy

Investor Presentation

Negotiation process

Sale of a business

Schindler

Carve-out of a business unit that is not part of the core business

Spin-off of a business division
Preparation of business analyses and a sales memorandum
Engagement within a discreet, specialised sector
Successful sale in a challenging market environment during the COVID-19 pandemic

Bühler Group

Carve-out of a manufacturing plant with around 100 employees

Spin-off due to changing market conditions
Preparation of business analyses and a sales memorandum
Engagement with and negotiations with the works council
350 investor presentations in three months
High-profile communication and media coverage
Successful sale after an 8-month project duration

Konecranes Germany

Carve-out of a manufacturing plant with over 250 employees

This division was acquired by the Group and is not part of its core business
Analysis of the Group’s integrated cost and performance accounting
Preparation of a sales memorandum in English
Project language: English; international stakeholder structure
Involvement of Finnish group management, German divisional management, plant management, works council, trade union and regional economic policy bodies
Identification of three potential buyers

Frequently asked questions about carve-outs in small and medium-sized enterprises

A carve-out raises many questions for SMEs, particularly when decisions have to be made under time pressure. The answers below provide a quick overview of typical challenges and show how intelligentis guides companies safely through the entire process.

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What is a carve-out?

A carve-out is the separation of a business unit, division or subsidiary from an existing company. intelligentis supports medium-sized companies in preparing for this process in a structured manner and implementing it successfully.

When is a carve-out worthwhile for medium-sized companies?

A carve-out is worthwhile if a business unit no longer fits with the core business, is unprofitable or is intended to free up capital. intelligentis analyses the current situation, identifies realistic options and develops a suitable sales strategy.

How quickly can a carve-out be implemented?

We set up the carve-out process within 48 hours and immediately begin with analysis, strategy and approaching investors. The total duration depends on the market and the size of the company, but in the case of SMEs it is usually manageable.

How does a carve-out work?

A carve-out involves analysis, a sales memorandum, strategy development, a data room, approaching investors, negotiations and the completion of the sale. intelligentis coordinates all stages and ensures that the process runs smoothly, even under time pressure.

What are the risks involved in a carve-out?

The greatest risks include delays, unclear data, a lack of competition and operational disruptions to day-to-day business. intelligentis mitigates these risks through clear structures, rapid implementation and a targeted approach to investors.

How does intelligentis provide support during a carve-out?

We support you throughout the entire process, from the initial analysis right through to the completion of the sale. Owners and management make all decisions based on clear information, whilst we ensure the process is swift, well-structured and secure.