Our Services

We provide targeted advisory and coaching to maximize value and mitigate risk at every stage of the investment.

CEO & C-Suite Assessments

Go beyond the resume to evaluate leadership potential, fit, and potential derailers for critical C-suite hires, both pre-deal and for key portfolio roles. Our assessment process is comprehensive, combining deep behavioral interviews with world-class, validated instruments like the Hogan Assessment to provide objective insights into a leader's strengths, risks, and core values.

Leadership Onboarding & Integration

Custom-built 90-day onboarding plans for new portfolio CEOs and C-suite leaders to accelerate their impact, align with the board, and set a clear path for value creation. To build deep self-awareness and accelerate development, our onboarding programs are supported by comprehensive feedback mechanisms, including the Center for Creative Leadership (CCL) 360 suite.

For Private Equity Firms

Services designed to help sponsors assess risk, integrate assets, and optimize portfolio governance.

Board Effectiveness Evaluations

Confidential evaluations to analyze board dynamics, improve decision-making processes, and ensure the board is operating as a strategic asset, not just an oversight committee.

Pre & Post-Deal Cultural Audits

Identify cultural risks and alignment opportunities during due diligence. Post-deal, we map and provide a roadmap to integrate cultures and unlock performance. We provide deep, data-driven diagnostics of your organization's culture using proven frameworks like the Denison Culture Survey, allowing us to benchmark your team against high-performing organizations and identify specific levers for change.

For Portfolio Leaders

High-impact coaching designed for the unique pressures of the private equity environment.

Executive Coaching

One-on-one coaching to help you navigate complex investor dynamics, manage your board, build high-performing teams, and lead with resilience and clarity.

Transition Advisory

Specialized support for entrepreneurs and founders transitioning into a PE-backed structure, helping you adapt your leadership style and meet new expectations.

Leadership Team Alignment 

Workshops and advisory to align your senior leadership team around the value creation plan, breaking down silos and focusing execution.