Are you noticing some of your portfolio companies losing momentum, or struggling to break through to the next level? Too often, underperformance is addressed by simply changing leadership at the top. But have you paused to ask: what’s truly driving these results? Have you taken the time to conduct a...
Focusing Organizational Diligence – Is It the Horse or the Rider?
In organizational diligence for private equity-backed portfolio companies, one of the most nuanced challenges is deciding where to focus attention: on the “horse” - the organization itself - or the “rider” - the CEO and leadership team. Evaluating both qualitative and quantitative data is critical to uncovering where the portco’s...
Breaking Down Silos: The Power of Integrated Diligence in Private Equity
In private equity, due diligence on target companies often happens in silos - financial, commercial, operational, and leadership talent assessed separately, with limited cross-functional, cross-discipline analysis. But organizations are complex, interconnected systems made up of strategy, structure, people, processes, systems, and data. A fragmented diligence approach falls short when it...