Equity Carve Out

I remember a practic problem where it said that with an equity carve out, the original management still maintains large influence over the new company or is a majority shareholder or something along those lines, is this true or is something like it true?

No, new Company, new IPO.

Carveout - creation of a new legal entity

Jeez idk what I’m thinking of, could of sworn it was a divestiture where management still had influence in some way

FYI - NONE of the divestiture examples keeps sames Management. All has to do with if you get shares allocated and how.

I think you’re right clip. I remember that mock question too.

I found it…schweser mock 1, question 13…the solution states “with a carve out, the selling corporation may (usually does) maintain some control of the business that has been split out into a separate company”

Yea, Schweser is wrong there.

I think what they’re saying is that part of the original sub is maintained by the parent. So, you take 25% of a subsidiary, and issue shares to the public through a IPO, that creates a complete new company. But the parent still has the other 75% of the original subsidiary. That’s my understanding.

S2000 if you are looking at this can you clarify?

This would be correct. Equity Carve Outs happen a lot with Minority Interest of Companies. I’m “CARVING OUT” the specific revenue generating unit. Although that Schweser Practice question was really unclear. I’ll take back what I said. Management maintains control - BUT there is a new management in place in the NEW Business.