MC

Separation Economics

Stranded Cost & Dis-Synergy Engine — sell-side divestiture · Golden Hour (InBev → PepsiCo)

Original acquisition
$162M
Headline sale price
$200M
True net proceeds range
$165M – $185M
Base case
$175M

Net proceeds bridge

Headline price → True net proceeds (base case, $M)

Medium confidence
Bridge reflects base case. Range driven by ±$10M variation in stranded costs and recovery actions. See Scenarios tab.

Key data gaps

Items that materially affect confidence

  • Incomplete HR census (8% of FTEs unmapped)
  • Incomplete ERP separation estimate (vendor SOW pending)
  • Unclear vendor repricing terms (top 12 vendors)
  • Limited customer cross-sell attribution (CRM gaps)

Headline conclusion

Under the base case, stranded costs and dis-synergies reduce headline proceeds by ~$25M (net of recovery actions), yielding a true net proceeds range of $165M – $185M.

DiligenceDesk presents this as a range, not a single point. Each input is traceable; confidence reflects data quality, not model optimism.