PE & IM

Private Equity & Investment Management Culture and Leadership

Helping the pre-transaction decision-making process and the post-transaction portfolio value creation strategy by focusing on the effects of human capital in an investment thesis through the lenses of organizational culture, leadership, and executive team performance.

• We assess the organizations current culture and the desired culture alongside leader’s capabilities.

• Our tools and analysis identifies cultural strengths, entropy, gaps to close, and needed organizational and leadership development.

• We provide cultural and leadership insights pre-close and value creation strategies post-close.

• We provide the investors, Board, and CEO with data and counsel to accelerate their partnership, alignment, and results.

Our process and tools help to close the gap between the art and science of culture and leadership. We include culture and leadership assessments both at an individual and organizational level. Our consultants work with the results and the investment thesis to provide insights, risk mitigation strategies, and organizational and leadership development roadmaps.