Learn more about
Participants will discover the importance of TSAs and identify considerations for negotiating and managing them.
Host: Kristen Fallon, senior manager, Deloitte & Touche LLP
Presenters: Garrett Gomez, senior consultant, Deloitte & Touche LLP
Shivesh Kumar, senior manager, Deloitte Consulting LLP
Bryan Martin, partner, Deloitte Consulting LLP
Jack Martello, manager, Deloitte & Touche LLP
Christine Murphy, managing director, Deloitte & Touche LLP
1.0 Overview CPE credit | Specialized Knowledge
Key takeaways
Joined by a vice president of finance, we’ll discuss their M&A experience and the role of finance leaders. We’ll then explore transition service agreements (TSAs), which are critical for financial buyers in M&A carve-outs, facilitating operational continuity and mitigating risks post-close. Effective TSA negotiation can help position a buyer as “preferred,” reduce dependance on the seller, and align costs with financial models. We’ll discuss:
- Definition and components of a TSA
- Considerations for defining scope and duration, securing fair pricing and payment terms, and decreasing liability exposure
- Examples of effective TSA use cases
