Day One Readiness

Background & What Alpha Did:

Our client was looking to migrate its US investment teams and over $100 bn in assets to a Target company as part of a carve-out transaction. A Transitional Service Agreement (TSA) had been established, after which the carve-out would be required to operate independently. Alpha was engaged to assist in documenting and establishing the service schedules within the TSA and support our client in planning and managing the separation process.

Key activities included:

• Establishing a robust project management and governance structure to guide the transaction, both during the transition and post-Day One
• Developing a detailed separation and migration plan to ensure the business was ready for Day One
• Leading the execution of the separation, ensuring a smooth transition and that the client and carve-out were well-supported throughout the migration

Key Outcomes:

• Day One Readiness Plan
• Carve-Out Planning
• Separation Management