Assess whether a top customer is actually sticky (610a8d)
August 31, 2026 · SmartSolo
Situation
Carve-out stranded-cost model arrived with an HSR second-request rumor for carve-out separation lead. That is a M&A Due Diligence People and Contracts decision on a top customer is actually sticky in a health-system acquiring a specialty practice.
Decision
Carve-out separation lead in a health-system acquiring a specialty practice must choose Proceed / Reprice / Walk / Hold using carve-out stranded-cost model after an HSR second-request rumor.
Hypotheses to test
- Authorize Proceed now; carve-out stranded-cost model already has the discriminator after an HSR second-request rumor.
- Keep Reprice in force until carve-out stranded-cost model is completed after an HSR second-request rumor for carve-out separation lead.
- Treat carve-out stranded-cost model as Walk because both readings appear after an HSR second-request rumor.
- Refuse a M&A Due Diligence close: carve-out separation lead does not have the page a top customer is actually sticky turns on in carve-out stranded-cost model.
Analysis required
- Tie quality-of-earnings, working-capital, and contingent items in carve-out stranded-cost model to a top customer is actually sticky.
- Name the document carve-out separation lead still needs before signing.
- Test whether an HSR second-request rumor is a diligence gap, a price chip, or a walk-away.
- For this M&A Due Diligence People and Contracts file, read carve-out stranded-cost model against an HSR second-request rumor and write the one fact that would move a top customer is actually sticky for carve-out separation lead.
Recommendation
Choose Proceed / Reprice / Walk / Hold on this M&A Due Diligence / People and Contracts packet (carve-out stranded-cost model after an HSR second-request rumor). Lead with the M&A Due Diligence option carve-out stranded-cost model can support after an HSR second-request rumor, then the two facts that force it, then the Monday action for carve-out separation lead in a health-system acquiring a specialty practice.
Command returns
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