FTI Experts’ Hub: Going Through an M&A or Carve-Out? What’s Your Real Estate Strategy?

When going through a merger, acquisition or carve-out, you need to act with extreme care to ensure a smooth transition for everyone involved. To avoid pitfalls and subsequent issues, real estate strategy is one aspect that requires special attention.

“CRE leaders need to be involved in those key upfront stages so they know where the business plans to grow and contract in the two to three years post-merger, so that they can configure de footprint and the real estate operating model to meet the business where the business is at the right time,” said Rob Raymond, managing director in FTI Consulting’s Real Estate Solutions Group, in the second FTI Experts’ Hub podcast this year.

Although M&A activity is far from its 2021-2022 peak levels, there’s a lot of dry powder out there and deals are wanting to be made, even though buyers and sellers are having a hard time agreeing on the price. But when deals do get the green light, CRE leaders need to be ready.

“CRE leaders need to know their portfolio intimately as soon as they know there’s an M&A coming,” Raymond said in this episode.

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What are the critical questions you should be asking in order to understand the impact of the M&A or carve-out on your real estate portfolio and operating model? What value levers do you have at your disposal? Tune in to find the answer to all these questions and many others from our expert!

Here’s what Raymond and Calugar discuss in this podcast:

• Raymond’s work in the M&A space (1:05)
• M&A activity today (2:19)
• CRE leaders’ role (3:33)
• Why CRE leaders need a seat at the table (5:17) 
• Risks and pitfalls (5:58)
• Understanding M&A impacts on portfolios and operating models (7:13)
• Value levers (8:46)
• Streamlining post-merger space planning and enhancing efficiency (10:59) 
• Myths (14:24)
• Raymond’s advice to CRE leaders (16:55)

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