M&A INTELLIGENCE
A transaction can look attractive on paper and still destroy value in execution.
Sheyconomics supports investors, corporates and transaction teams with screening, diligence, valuation, carve-out analysis, synergy logic and post-deal priorities.
The work connects strategic fit with the operating reality of separation, integration, financing and value creation so that the transaction case can be tested before complexity becomes cost.
When this work is useful
Use this work during target screening, commercial or operational diligence, carve-out planning, integration preparation or post-deal value creation. It is particularly useful when the investment case depends on synergies, standalone costs, shared services, management capacity or complex cross-border execution.
Screening
Strategic fit, market quality, valuation range and initial red flags.
Diligence
Revenue quality, margins, customer concentration, operational dependencies and downside.
Execution
Carve-out perimeter, standalone costs, governance, integration and value capture.
Selected transaction experience
Selected experience includes analytical work connected to the Veolia–Suez carve-out. The work combined transaction logic with operating and ESG considerations across a complex separation context.
What it demonstrates. The quality of a transaction decision depends not only on strategic rationale and valuation, but also on how clearly dependencies, standalone economics and execution risks are understood.
TRANSACTION CONTROL ROOM
Four views that should stay connected.
Commercial
Market growth, competition and customer quality.
Financial
Revenue quality, margins, cash and valuation.
Operational
Standalone costs, dependencies and integration complexity.
Strategic
Fit, synergies, optionality and exit pathways.
Illustrative carve-out workplan
Perimeter
Assets, people, contracts and shared services.
Standalone economics
Costs, systems, TSA needs and working capital.
Execution risk
Dependencies, milestones and transition governance.
M&A TOWARD 2030
Technology and capital conditions will reshape where consolidation creates value.
Scenario work can test how AI adoption, digital infrastructure, energy transition, supply-chain redesign and financing conditions affect strategic buyers, integration logic and valuation. These are decision scenarios, not point forecasts.
What a mandate can deliver
Synergy model
Revenue, cost and timing assumptions.
Standalone cost model
Shared services, TSAs and separation economics.
Risk register
Dependencies, severity and mitigation.
Integration dashboard
Milestones, value capture and executive decisions.
