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Technology Due Diligence for Carveout Transactions

Carveout transactions require separating technology that was never designed to be separated. Understanding entanglement depth is critical for realistic planning.

Carveout Challenges

Shared Infrastructure

  • Common data centers and cloud accounts
  • Shared network infrastructure
  • Enterprise-wide security systems
  • Common development environments

Entangled Applications

  • Shared ERP and business systems
  • Common customer databases
  • Integrated reporting systems
  • Shared APIs and services

Data Complexity

  • Determining data ownership
  • Separating shared customer records
  • Historical data access needs
  • Ongoing data sharing requirements

TSA Considerations

Typical TSA Services

  • Infrastructure hosting
  • Application access
  • IT support
  • Security monitoring
  • Development resources

TSA Risks

  • Seller motivation to end quickly
  • Service level degradation
  • Cost escalation
  • Knowledge transfer gaps
  • Extended dependency risk

Separation Planning

  • Day 1 minimum viable separation
  • 90-day critical path items
  • TSA exit milestones
  • Stranded cost management
  • Independent operation target state
Key Takeaway: Carveout separations typically cost more and take longer than expected. Build 50-100% contingency into separation timelines and budgets.

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