Carve-Out Consulting & Strategy Services

Carve-outs are some of the most complex and high-risk transactions in M&A, especially in the middle market, where speed, resource constraints, and execution precision all collide. As the leading middle-market Integration Management Office (IMO) firm, Stonehill Innovation brings a structured, execution-first approach to carve-outs, ensuring organizations can separate cleanly while maintaining operational stability and protecting deal value. By combining deep M&A expertise with hands-on delivery, Stonehill helps clients move from strategy to execution without losing momentum.

A successful carve-out requires more than planning. It demands a fully aligned carve-out strategy that connects leadership vision with real operational execution. Stonehill works closely with executive teams to define separation scope, map dependencies, and build a clear, actionable roadmap that supports Day 1 readiness and long-term independence. With a strong focus on TSA strategy, operating model design, and value preservation, every decision made during planning directly supports execution in the field and eliminates gaps that often derail carve-outs.

Execution is where Stonehill leads the market. Acting as a dedicated Carve-Out Management Office (CMO), Stonehill embeds within client teams to drive coordination across all workstreams, including operations, finance, HR, and technology. This IMO-led approach ensures accountability, accelerates decision-making, and maintains alignment across stakeholders throughout the separation. By proactively managing risks, tracking milestones, and enforcing governance, Stonehill enables organizations to execute complex carve-outs with speed, clarity, and control.

Technology and operational separation are often the most critical and most fragile components of a carve-out. Stonehill brings deep expertise in IT carve-outs, data separation, and operational disentanglement, ensuring systems, processes, and teams are transitioned without disruption. At the same time, Stonehill supports change management and leadership alignment, helping organizations communicate effectively, maintain employee engagement, and build a strong foundation for the standalone business. This integrated approach ensures that both the technical and human elements of the carve-out are executed seamlessly.

What sets Stonehill apart is its ability to deliver consistent outcomes across every phase of the carve-out, combining structured leadership with hands-on execution in the moments that matter most.

• Embedded IMO leadership that drives coordination and accountability across all workstreams

• Execution-ready strategy that aligns TSA planning, operating models, and timelines

• Clean operational and technology separation that removes dependencies while maintaining continuity

• Faster path to independence through disciplined TSA management and milestone-driven execution

• Strong governance and risk management that keeps the carve-out on track

Stonehill’s position as the leading middle-market IMO firm is built on its ability to deliver results, not just recommendations. By integrating strategy, execution, and governance into a single model, Stonehill ensures carve-outs are completed efficiently, risks are minimized, and newly independent businesses are positioned for long-term success.