Buyer-Led M&A™ Masterclass: A Practical Guide to Corporate Carve-Outs

Corporate carve-outs can unlock significant value—but only when they are prepared and executed deliberately. Unlike standalone divestitures, carve-outs are business units that  depend on the seller’s operations for systems, people, contracts, and/ or financial reporting. Without early preparation, these dependencies introduce risk, slow execution, and often lead to valuation erosion.

Join Larry Forman (Co-Founder of Xpertegic Advisors and veteran carve-out operator) and Kison Patel (Founder & Executive Chairman at DealRoom) for a practical Buyer-Led M&A™ Masterclass focused on the realities of corporate carve-outs. Drawing on decades of deal experience, this session breaks down how experienced teams prepare a carve-out for sale, define what is truly “in the box,” and execute transactions without last-minute surprises.

In this session, you’ll discover:

• How to “know thyself” by conducting seller-side diligence to surface and mitigate risks before buyers do
• How to clearly define what is included and excluded in a carve-out to reduce friction during diligence and negotiation
• How to prepare people, contracts, and shared services for separation without disrupting the core business
• How to quantify a carve-out when full P&Ls do not exist, including handling allocated and stranded costs
• Why time is the enemy in carve-outs, and how preparation enables speed without sacrificing control

Whether you are leading your first carve-out or building a repeatable divestiture capability, this session will help you move from reactive execution to a disciplined, Buyer-Led approach that protects value and reduces risk throughout the transaction.

Save your seat now.