We bring collaborative, best practice solutions to solving our clients’ biggest business challenges
For early-phase investments pre- or post-transaction, our organization and talent diligence offering helps PE firms avoid unnecessary surprises and “see around corners” to achieve the portfolio company’s strategy and goals faster. During the value creation and exit stages, our organization transformation offering applies a systems-oriented view to make the big changes that deliver results.
Organization & Talent Diligence
What are our business and financial goals and what are the biggest growth levers?
What organizational capabilities (muscles) do we need to win in the market? How mature are they?
What are the strengths to preserve? What are the problems to solve to achieve the value creation plan?
How does effective or high-performing is our leadership team? How well do they complement or conflict with each other?
What are the key strengths, development areas, and roles of your leaders relative to their future in the Value Creation Plan?
What actions do we recommend taking to improve your organization, leadership team effectiveness, and individual leaders?
Organization Transformation
What is our purpose? What do we envision the business becoming in 3-5 years?
What are our business & financial goals?
How will we expand with and acquire customers to grow organically?
How will we acquire other firms to grow inorganically?
How integrated should our lines of business and functions be?
What organizational muscles do we need to win?
What structure will help us build our capabilities?
How do we make decisions together?
How do we measure and reward success?
What leadership skills, abilities and behaviors do we need?
How high-performing is our leadership team?
Do our people need training or development to do their jobs successfully?
Do our values and behaviors align with our goals?