Carve-Out Specialist

Carve-Out Specialist

Posted Today by Finatal

Negotiable
Outside
Hybrid
London Area, United Kingdom

Summary: The Carve-Out Specialist role involves leading the strategic separation of a substantial SaaS business unit from its parent group within a large-cap private equity backed software organization. This hands-on leadership position requires collaboration with executive stakeholders and external advisors across various workstreams to establish the new entity as a fully operational legal entity. The role demands a proven track record in managing complex carve-outs and a deep understanding of SaaS business models. The successful candidate will drive the execution of the carve-out from planning through to post-separation stabilization.

Key Responsibilities:

  • Lead end-to-end carve-out execution from separation planning through to Day 1 readiness and post-separation stabilisation
  • Drive the operational, legal, financial, and technical disentanglement of the business from the parent group
  • Coordinate and manage third-party advisors (legal, tax, accounting, IT, and transaction specialists)
  • Establish the newco structure, including governance, legal entity setup, and operational frameworks
  • Oversee TSA (Transitional Services Agreement) design, negotiation, and exit planning
  • Ensure continuity of SaaS operations, including customer contracts, billing systems, and service delivery
  • Partner with senior leadership to define and execute separation strategy and timelines
  • Identify and mitigate risks across all carve-out workstreams
  • Support future exit readiness and value creation initiatives post-separation

Key Skills:

  • Proven track record of leading multiple complex carve-outs and divestitures within large-scale organisations
  • Deep experience in SaaS / software business models, including recurring revenue, subscription billing, and cloud-based operations
  • Demonstrated experience setting up standalone legal entities (NewCo) following separation
  • Strong understanding of TSAs, financial separation, and operational disentanglement
  • Experience working alongside Tier 1 advisory firms (e.g. Big 4, legal advisors, investment banks)
  • Ability to operate at both strategic and execution levels in a fast-paced, high-stakes environment
  • Exceptional stakeholder management skills, including C-suite engagement
  • Prior experience supporting private equity-backed or exit-driven environments is highly desirable

Salary (Rate): undetermined

City: London

Country: United Kingdom

Working Arrangements: hybrid

IR35 Status: outside IR35

Seniority Level: undetermined

Industry: IT

Detailed Description From Employer:

Carve-Out Specialist (Software – Large Cap Private Equity)

Location: London / Hybrid

Type: Interim Outside IR35

Start: By end of June RB1505

Overview

We are supporting a large-cap private equity backed software organisation undertaking a significant strategic divestiture. This is a high-impact opportunity for an experienced Carve-Out Specialist to lead the separation of a substantial SaaS business unit from its parent group and establish it as a fully operational, standalone legal entity. This is a hands-on leadership role working closely with executive stakeholders and external advisors across legal, financial, operational, and technical workstreams.

Key Responsibilities

  • Lead end-to-end carve-out execution from separation planning through to Day 1 readiness and post-separation stabilisation
  • Drive the operational, legal, financial, and technical disentanglement of the business from the parent group
  • Coordinate and manage third-party advisors (legal, tax, accounting, IT, and transaction specialists)
  • Establish the newco structure, including governance, legal entity setup, and operational frameworks
  • Oversee TSA (Transitional Services Agreement) design, negotiation, and exit planning
  • Ensure continuity of SaaS operations, including customer contracts, billing systems, and service delivery
  • Partner with senior leadership to define and execute separation strategy and timelines
  • Identify and mitigate risks across all carve-out workstreams
  • Support future exit readiness and value creation initiatives post-separation

Key Requirements

  • Proven track record of leading multiple complex carve-outs and divestitures within large-scale organisations
  • Deep experience in SaaS / software business models, including recurring revenue, subscription billing, and cloud-based operations
  • Demonstrated experience setting up standalone legal entities (NewCo) following separation
  • Strong understanding of TSAs, financial separation, and operational disentanglement
  • Experience working alongside Tier 1 advisory firms (e.g. Big 4, legal advisors, investment banks)
  • Ability to operate at both strategic and execution levels in a fast-paced, high-stakes environment
  • Exceptional stakeholder management skills, including C-suite engagement
  • Prior experience supporting private equity-backed or exit-driven environments is highly desirable