Private Equity

LEADERSHIP AND CULTURE THAT PROTECT AND ACCELERATE VALUE.

Value in a portfolio company is created and lost through its leaders. The strategy, the model and the thesis all depend on the people carrying them, and the difference between a deal that delivers and one that disappoints is usually leadership and culture rather than the plan on paper. We understand the pace and the pressure of private equity, and we work with firms and their portfolio companies to make leadership a driver of value rather than the risk that erodes it.

We bring senior, practical experience to the people side of the deal, working with the discretion and speed that PE demands. We help its leaders perform when it matters most.

How we support Private Equity:

Leadership and culture in the firm

We work with PE firms on how their own people lead, individually and as a partner group, building the culture and capability that the firm runs on and that sets the tone for everything it backs.

Support across the portfolio

We bring portfolio companies together for targeted, practical learning on leadership, culture and people performance, creating cross-company communities where leaders share what works and lift each other’s practice rather than solving the same problems in isolation.

People and culture due diligence

Before you invest, we help you see the leadership and culture you’re buying. Drawing on our proprietary Performance and Engagement Expert Audit©, we build a clear picture of a target’s leadership strength, the health of its culture and where the people risks and opportunities sit, translated into an Early Insights Report© you can act on. The thing most likely to make or break the thesis is the one least visible in a data room, and this is where we shine a light on it. Where a deeper read on a target’s culture would help, our culture diagnostic goes beneath the surface of how an organisation really works.

One business or the whole portfolio

There are two ways we build leadership and culture in private equity, and the right one depends on the scale of what you need.

Performance and Engagement is bespoke and senior, working closely with a firm or a single portfolio company on the people questions that matter most, at the depth and discretion the situation calls for. Where the need is broader, building leadership capability consistently across a whole portfolio, that’s the work of our sister company, Inclusion Live®. Inclusion Live is a research-led, productised system designed to develop leadership capability at portfolio scale, grounded in research across nearly 600 PE-backed mid-market businesses. Same team and the same belief underneath, two different ways of delivering it.

Not sure which fits? That’s exactly the conversation to have. Get in touch and we’ll help you find the right starting point, whether that’s us, Inclusion Live, or both working together.

DEI Strategy and People Development

We help PE firms to create inclusive cultures that builds DEI into their DNA. We equip teams to be confident, capable and consistent in making Inclusion Live® in your workplace and with each other.

Portfolio Companies

We support portfolio companies by providing targeted, collaborative learning on DEI and people practices. Through our hosting of portfolio learning forums, we create portfolio communities, bringing high impact learning, cross-company collaboration and fresh practices.

DEI Pre-Investment Due Diligence Screening

We understand how to create and nurture diverse, equitable and inclusive cultures. Developed from our proprietary Performance and Engagement Expert DEI Audit© we build a picture of a company’s DEI literacy, the level of engagement from the leadership to DEI and whether DEI is in the DNA of their culture. We translate this into a DEI Early Insights Report© of our preliminary analysis of their DEI strengths, opportunities and gaps to consider.

If you have a leader or a team worth investing in, whether in your firm or in a business you’ve backed, we’d be glad to talk.

FREQUENTLY ASKED QUESTIONS

Directly. The strategy and the model depend entirely on the people carrying them, and most deals that underdeliver do so because of leadership and culture rather than the plan itself. Strong leadership and a healthy culture protect the thesis and accelerate value through the hold; weak ones erode it quietly, often before the numbers show it.

Both, and the work differs for each. We work with firms on how their own people lead, individually and as a partner group, and we work inside portfolio companies with the leaders carrying the business through the hold. We also bring portfolio companies together for shared, practical learning across the group.

It’s a clear read of the leadership and culture you’re buying, before you buy it. Drawing on our proprietary Performance and Engagement Expert Audit©, we assess a target’s leadership strength, the health of its culture and where the people risks and opportunities sit, and translate that into an Early Insights Report© you can act on. It surfaces the thing most likely to make or break the thesis and least visible in a data room.

Performance and Engagement is bespoke and senior, working closely with a firm or a single portfolio company at the depth and discretion the situation calls for. Inclusion Live® is our sister company, a research-led, productised system for building leadership capability consistently across a whole portfolio at scale. Same team and the same belief underneath, two different ways of delivering it. If your need is portfolio-wide rather than one business, that’s Inclusion Live’s work.

We understand the pace and work to it. Engagements are scoped to the situation and the timeline in front of us, with the speed and discretion private equity demands, whether that’s a focused due diligence read against a deal clock or longer support through the hold.

That’s exactly the conversation to have. Get in touch and we’ll help you find the right starting point, whether that’s us, Inclusion Live, or both working together.

x

We use cookies to give you the best online experience. By agreeing you accept the use of cookies in accordance with our cookie policy.