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PE Services

Uncover Hidden Value in Your Portfolio Through People

Private equity success hinges on more than financial engineering. The costliest risks, and biggest opportunities, are people‑related. Studies show that 50% of failed acquisitions cite culture mismatch as a primary reason, yet few investors integrate human capital due diligence into their investment thesis. We partner with PE investors and portfolio company leaders to de‑risk investments and accelerate returns by building resilient cultures and capable leadership.

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People Due Diligence

Traditional due diligence checks the numbers, but 70% of deals falter from overlooked people risks: misaligned culture, weak leadership, and hidden turnover that drain value after close.

We conduct comprehensive people due diligence:
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Leadership Assessment: Evaluate the strengths, gaps and succession readiness of the leadership bench,
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Cultural Diagnostics: Identify cultural strengths, potential clashes with the investment thesis, and integration readiness.
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Talent Analytics: Analyse turnover, engagement and capability metrics to quantify risks and opportunities.

Expected Outcome: Clients gain insight into people risks and readiness, strengthening valuations and negotiations. From C-suite to frontline, we assess the teams that drive performance, because you’re investing in people, not just a business.

Book a PE Strategy Session
Fill out the form to arrange your call.

Post‑Acquisition Integration and Transformation

Post‑close, integration missteps destroy value. Research shows that companies that prioritize cultural integration are 2.5 times more likely to achieve deal objectives.

Here's how we can help your organization:
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Integration Roadmap: Co‑create a 100‑day plan that aligns structures, systems and cultures.
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Change Management: Deploy communication strategies, training and stakeholder engagement to minimize disruption.
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Performance Alignment: Translate deal thesis into team‑level goals and incentives.

Expected Outcomes: Faster synergy capture and less churn. Our clients reduce time‑to‑productivity by 40%, and integration satisfaction scores improve by 30% within the first six months.

Book a PE Strategy Session
Fill out the form to arrange your call.

Performance And Operating Models

Many portfolio companies lack operating discipline and accountability frameworks. Without clear KPIs, compensation alignment and performance management, growth stalls.

Here's how we can help your organization:
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OKR & KPI Design: Define leading and lagging indicators linked to value drivers.
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Incentive Programs: Structure bonus and equity plans to motivate the right behaviours.
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Continuous Feedback Systems: Install performance cycles and coaching rhythms that drive execution.

Expected Outcomes: Increased productivity and clear line of sight from strategy to day‑to‑day actions. Clients usually see 15–20% improvement in EBITDA within 12 months due to increased accountability and performance focus.

Book a PE Strategy Session
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Leadership And Culture Acceleration

Deal success depends on leaders who can inspire, align and deliver results through others. Nearly 60% of executives fail within the first 18 months due to poor leadership fit or inadequate support.

Here's how we can help your organization:
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Executive Coaching & Onboarding: Provide one‑to‑one coaching and tailored onboarding for new and incumbent leaders.
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Culture Design Workshops: Define and embed aspirational values, behaviours and rituals across the organization.
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Leadership Development Programs: Offer cohort‑based experiences leveraging tools like Everything DiSC® Work of Leaders to enhance communication, vision and execution.

Expected Outcomes: Strong, aligned leadership team and high‑trust culture. Clients report 30% reductions in leadership turnover and significant improvements in employee engagement.

Book a PE Strategy Session
Fill out the form to arrange your call.

Exit Readiness And Value Realization

When it’s time to exit, human capital can make or break the deal. Buyers pay premiums for scalable teams and transferable culture, but deduct for looming talent gaps.

Here's how we can help your organization:
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Succession & Continuity Planning: Ensure that key roles have ready successors and knowledge is institutionalized.
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Employer Brand & Talent Storytelling: Position the company as an employer of choice to attract quality leadership for the next stage.
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Data‑Driven Human Capital Reporting: Prepare dashboards and narratives that quantify people value to potential buyers.

Expected Outcomes: Increased valuation and smoother exits. In one case, our exit‑readiness work contributed to a 12% premium on sale price due to the demonstrated strength of leadership and culture

Book a PE Strategy Session
Fill out the form to arrange your call.

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Get Started

download a “PE Services Overview” PDF and schedule a conversation

Discover how we help investors unlock value at every stage of the deal. Download our PE Services Overview to see the impact of a people-first strategy, and let’s schedule a conversation about your next opportunity.

PE Service Overview