Management Assessment
We take the time to get it right by doing a deep dive into the company and interviewing 10-15 employees (executives and one layer down) so that we can understand and then paint for our clients an accurate picture of the culture and team dynamics.
In our process, we examine the human capital both qualitatively and quantitatively to identify behavioral data points which can be used to help the sponsor come to quicker conclusions about the caliber of management team, company culture, and team dynamics.
Within 48 hours of the assessment, we provide the sponsor with a high-level, verbal debrief with our key recommendations.
Once we have analyzed all of the data, we then give the client a robust, 50-page summary report approximately two weeks later.
Our assessment process occurs:
Pre investment as part of the diligence process
Post acquisition
For target acquisitions
Off-sites & Speaking events
Design and facilitate leadership off-sites for portfolio companies.
Design and facilitate leadership off-sites for private equity funds.
Speak at events on topics related to human capital, talent assessment, and management team development.
management Development
We specialize in developing executives of owner/founder led businesses. Oftentimes their entrepreneurial approach or challenging personality gets in the way of growth.
By immersing ourselves into the DNA of the company and building rapport with employees across all levels, we are able to understand the company, people, and team dynamics from the inside.
This comprehensive approach enables us to work with both the CEO and the entire leadership team so they can evolve to achieve scale.
Private equity funds
We work internally with your team on leadership development, communication, and process improvement.
We function as a strategic advisor with expertise in human capital to help your team think through management issues affecting your portfolio companies.
We act as “marriage counselors” between your team and the portfolio company management team to ensure that healthy, two-way communication and a true partnership is maintained through exit.
screening and onboarding c-level talent
We serve as the point person for the search firm leveraging the many hours we have spent immersed in the company’s DNA.
This bespoke, high-touch approach ensures a chemistry fit between the candidate, executive team, and company culture.
After the search firm moves on to their next search, we stay around for the onboarding process to support the newly hired executive, giving the sponsor piece of mind that he/she will stick - virtually eliminating any mis-hires.
Board Meetings
Attend board meetings as an objective observer.
Provide expertise on team dynamics, culture, human capital, motivation, and talent development.
Give direct feedback afterwards to the board members and management team about their communication, body language and level of engagement with each other.