Success Stories / Carve-Out Technology Strategy & ERP Readiness for Growth

From Carve-Out Complexity to a Scalable Technology Future

From Carve-Out Complexity to a Scalable Technology Future

Mergers & Acquisitions

More about Mergers & Acquisitions

Delivery & Transformation,Mergers & Acquisitions
Facing a carve-out from a $90B+ parent, our $200M+ client needed to clearly prove their technology readiness and show a credible plan to fix critical gaps. Cuesta delivered a sell-side diligence report, multi-year roadmap, and IT cost model—paired with and right sized operating model for finance and procurement operations supported by the parent entity.
  • Sell-Side Due Diligence
  • Operating Model Design
  • Technology Due Diligence
  • Product Strategy & Roadmap

Challenges

  • Preparing for carve-out independence while deeply reliant on the parent’s integrated back-office operations and enterprise systems.
  • Highly customized, complex software ecosystem with significant technical debt impacting scalability and maintainability.
  • ERP misalignment, as the parent’s robust SAP system exceeded the carve-out’s needs and lacked certain critical business processes.
  • Limited visibility for stakeholders into the true state of the technology landscape and the investments needed to address gaps.
  • Need for a credible, financially backed product strategy to guide innovation and modernization post-carve-out

Solutions

  • Developed a sell-side technology diligence report to clearly represent the current ecosystem, gaps, and future requirements.
  • Built a multi-year product roadmap and cost model addressing technical debt while enabling innovation and growth.
  • Created a defensible stand-alone IT cost model to guide budgeting and investment decisions.
  • Mapped critical finance, procurement, and HR processes to define ERP requirements and design a right-sized operating model.
  • Equipped leadership with a clear, credible narrative to instill confidence in stakeholders and accelerate post-carve-out execution.

 

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