Case Study 1

Global Value Chain

Setting Up a Private Equity Carve-out for Success

A PE firm working with a major tech organisation decided to carve out a new, stand-alone company.

Company Background

Client Challenges

With a tight timeline to launch, the carveout entity needed to quickly establish their people, systems and processes and create an optimised value chain from day one. BDO and the client identified the challenges, including:

Need to go to market quickly

Need to establish a legal entity structure

Need to align and execute on a cross-border financial strategy

BDO's Solution

To lay the foundation for future success, BDO built out a finance department and the associated infrastructure.

To foster connectivity between departments, BDO led the design and implementation of a new ERP system.

BDO stepped in as the interim finance leader to support the newly formed organisation’s professionals and provide guidance and leadership.

BDO served as the interim global tax leader and developed a strategy to meet their international, transfer pricing and state and local tax needs.

Company Benefits

A strong operational foundation for the new entity, setting it up for long-term financial success.

An optimised tax structure that minimised risk and met the organisation’s needs in every location of operation.

A connected and communicative supply chain that maximises values across the business.

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