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Your investment thesis is doomed without the right organization to make it happen. 

It's 2024. Taking a superficial approach to org due diligence doesn't cut it any more. Do you really understand what you're buying, and the human capital needed to make it soar?  

 
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Private equity investors & execs agree:

The #1 predictor of a strong exit for a portfolio company is the strength of leadership and talent1.

When PE investors don't develop a clear picture of the leadership, talent, and culture pre-closing, it can mean:

A less confident investment decision

Slower value creation post-closing

Greater risk to investment returns

And investors can't afford to get this wrong in today's hyper-competitive era of private equity. 

But the reality is: most PE professionals are never trained on how to do organizational due diligence effectively.

And this can create risk to investment success.  

That's where we come in. 

We help private equity investors really understand what you're buying... before you blindly write a big check. We focus on assessing 4 key areas:

LEADERSHIP

Quality of leadership is one of the top factors impacting value creation success. Where is the current leadership team fit-for-purpose? And where are the gaps? 

TALENT

Value creation success depends on having the right talent in the right roles. Which roles are most important to value creation success? How strong is the talent in those roles? 

CULTURE

The culture needs to support your value creation agenda—not work against it. What is the target company's culture today? Where will that support or impede value creation?

CAPABILITIES

What capabilities are required to make your value creation agenda come true? Where is the target company strong? Where is it weak? What needs to happen post-closing to shore-up the gaps?

When you take a disciplined approach to organizational due diligence—and take action on the findings—it can mean: 

Smarter investment decision

Faster time-to-value post-close

Potential for stronger returns

The private equity-grade intel investors need to: 

Invest with greater confidence

Get the right people into the right seats

Develop your VCP, and make it happen

We tackle org diligence with private equity-caliber speed and rigor. Here's what to expect.

✓ Thesis-oriented. We start by understanding your thesis. Due diligence should always work backward from there. 

✓ Management-friendly. We recognize that org discussions can be sensitive, and are skilled in alleviating mgmt concern.

✓ Insights-driven. Due diligence should never be a fishing expedition. We home-in on the questions that matter most. 

✓ Action-focused. ODD is only as useful as the actions it prompts, and the impact those have on value creation. 

✓ Executed at the speed of private equity.

You've got questions, and we've got answers.

Meet your guide: Dan Cremons

Early in my career as an investor and operator in SMBs, I learned the hard way:  hiring is one of the most important, yet most challenging and broken processes in business. Case-in-point: 50% of new hires fail within 18mo. 

To make matters worse, once new hires are made, managers are failing to tap into the full potential of these employees. The average manager reports to be tapping into only 65% of the capabilities their people have to offer. 

These challenges create a major tax on teams and their companies. Employees are less productive and engaged. Managers are less effective. And their companies' performance is put at risk. 

​​But on the flip side, when managers are able to make smarter hiring decisions more consistently, and have some of the essential tools they need to bring out more of their peoples' best stuff, it means stronger business performance, a higher likelihood of achieving your business goals, and greater career success. 

That’s precisely why I created Hire to Win. To equip ambitious leadership teams with the skills, tools, and coaching they need to hire smarter and lead more effectively… in 90 days.

Want to take your leadership and your team's performance to new heights? Click below to book a call. 

 

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3 Costly Due Diligence Mistakes... and How to Avoid Them

There are 3 areas that private equity investors often under-diligence. And when they do, it can be costly.

In this on-demand workshop, we'll cover: 

 ➤ 3 often-overlooked due diligence issues—and why investors overlook them. 

➤ How these due diligence mistakes impact the investment decision, and post-closing value creation.

➤ A simple roadmap that will help you to avoid these costly pitfalls, and close with confidence. 

ACCESS THE WORKSHOP HERE →

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