ABOUT US INVESTMENT CRITERIA PORTFOLIO TEAM CONTACT US CORP CARVE-OUTS Experts in Corporate Carve-Outs & Divestitures What Makes Us the Best Shackleton has significant expertise in corporate carve-out and divestiture transactions that differentiates us from other firms. As investment professionals with hands-on operating experience—having run international businesses with manufacturing, distribution, logistics, retail and e-commerce—we know what it takes to successfully transition a corporate carve-out. Certainty of Close Understanding and achieving the corporate seller’s objectives and priorities. Expedited 30- and 60-day closing timelines focused on critical path items. Flexibility with stock versus asset transactions as well as tax treatment. Limited reps and warranties appropriate for the transaction. Expedited decision making resulting in agility and flexibility. In-House Operations Experts We work with corporate parent companies to implement tailored, yet common-sense solutions for the transition of a business division. The complexities of a corporate carve-out require a multitude of skillsets including: Moving Facilities Separating shared facilities including moving or closing facilities. Implementing IT Systems Implementing stand-alone information technology, cybersecurity, and cloud-based software systems including ERP, WMS and CRM. Establishing Healthcare Benefits Underwriting stand-alone healthcare and insurance benefits comparable to the seller. Hiring & Retaining Personnel Retaining key personnel, hiring new personnel or implementing a reduction in force. Managing Shared Customers & Suppliers Experience managing shared customers and suppliers with the seller and the divestiture. Implementing Finance & Accounting Implementing stand-alone finance and accounting functions. Modernizing Marketing Implementing state-of-the-art B2B and B2C digital and offline marketing including media plans, e-commerce, social media, etc. Investing in Research & Development Investing in product development, equipment and manufacturing processes driving customer success and profitability. It's About People There’s more to achieving a successful corporate carve-out than just operating expertise: Cultivating a healthy company culture that recognizes and rewards success. Establishing appropriate employee compensation, bonuses, and benefits policies. Maintaining leadership and other key personnel as well as the business know-how. About Us Investment Criteria Contact Us Shackleton Equity Partners Shackleton Equity Partners is a private equity firm specializing in corporate carve-outs and special situations. This includes both underperforming businesses as well as healthy businesses undergoing a transformation. The Firm ABOUT US INVESTMENT CRITERIA PORTFOLIO TEAM CONTACT US Headquarters 898 North Pacific Coast Highway Suite 500 El Segundo, California 90245 (310) 734-8121 © Copyright 2020 – Shackleton Equity Partners LLC. All Rights Reserved.