
Helping PE investors and their new portfolio companies win the First 100 days.Â
In private equity, you don’t get a second chance to get off to a strong start post-close. We help investors and management win the First 100 by getting aligned and building momentum.

What happens in the first 100 days sets the trajectory for a new investment.
It's tough to win the hold period if you don't win the First 100.Â
Does your firm have a playbook for doing so?

But when PE investors don't have a blueprint for getting aligned and building momentum during the first 100, it can mean:

Confusion, frustration, and misalignment

Slower value creation and missed opportunity

Greater risk to investment returns
Truth is: in private equity, time is money. And investors can't afford to squander the critical First 100 day period. Â
Common—but costly—mistakes we see investors make in the First 100: Â

Administrivia overload.
Bog the new port-co down in administivia—instead of focusing on the issues and opportunities that matter most.

Slow to act.
92% of deal-makers said waiting too long to take action on known talent issues had resulted in port-co underperformance.

Failure to align.
Misalignment on the value creation agenda among the PE sponsor and management is a surefire way to put target returns at risk.Â

Keeping it arms-length.
Building a trusting relationship with management is foundational to a great partnership. Doing so takes effort and intentionality.Â

An experienced guide & proven playbook for winning the First 100.Â
We lead private equity investors and management through the critical First 100, focusing on 5 key things—the "5 S's."

STRONG RELATIONSHIP
Be intentional about building a strong foundational relationship with mgmt.Â

SENSE OF URGENCY
Identify needed changes and quick wins, and move swiftly and decisively.

SHARED REALITY
Create a shared understanding of where the business is today—before planning for the future.Â

SAME DIRECTION
Establish a clear vision, strategy, and value creation plan that gets everyone moving in the same direction.

SOLID TEAM
Translate that value creation plan into a corresponding "people plan." Get the right team onto the field.Â

When you take a disciplined approach to nailing the "5 S's" above, it can help your portfolio company:Â

Build stronger momentum

Deliver value creation faster

Achieve better returns
By Day 100, your newly-acquired portfolio company will have:Â

An actionable value creation plan

A corresponding people plan

Early wins, in the bag

We lead investors and management through the critical First 100 days. Here's what it looks like:

✓ Roadmap-driven. We start by understanding your thesis, and design the First 100 roadmap with your goals in mind.
âś“ Level setting. A successful investor / mgmt partnership must be grounded in clear expectations, and a shared reality about the business. We'll always start here.Â
âś“Â Active facilitation. Getting aligned requires having the right discussions on the right topics. We'll lead structured sessions that create clarity & alignment on the vision, strategy, and value creation plan.Â
âś“Â Expert coaching. Led by a trained coach who has been both an investor and a PE-backed CEO. We'll spend time 1-on-1 helping investors and management win the First 100. Â

The 5 Key to Getting Off to a Strong Start in the First 100
The 5 keys to success for creating alignment, building momentum, and starting strong during the high-stakes first 100 days post-acquisition.
In this on-demand workshop, we'll cover:Â
➤ Why a "fast start wins the race"—and why the First 100 Day period is so important to deal success.
➤ The factors that get in the way of winning the First 100 Days.
➤ 5 keys to getting off to a fast start in the critical first 100 day period.


We help ambitious private equity firms accelerate people-powered value creation throughout the deal cycle.
