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Organizational Due Diligence: The Read Deal Teams Skip Until It's Too Late
Three weeks before exclusivity, a deal team had the model buttoned up. Revenue quality, customer concentration, margin bridge, all diligenced to the decimal. Nobody had looked a…
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The OHB vs an Engagement Survey: What's the difference?
An organizational health diagnostic (OHB) survey and an engagement survey both aim to assess the state of a company's workforce, but they serve distinct purposes and provide dif…
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Post-Merger Integration Moves at the Speed of the Influencer Network
"The fact that we've quantified the influencer network is so helpful. Leveraging it is brilliant, we need to take advantage of that right now." That's from a COO running post-me…
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Why Value Creation Plans Stall in Execution
Most VCPs are sound on paper. They break in the gap between the plan and the people who have to deliver it. Here's where they fail, and how to see it coming. What a value creati…
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Organizational Health: The Hidden Driver of Returns
PE firms diligence the financials and the management team. Far fewer measure whether the organization underneath can actually execute the plan, and it's often what decides the r…
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Right People, Right Seats: Management Assessment in PE
Management quality is the single most cited driver of PE returns, and the hardest to assess objectively. Here's how to move from gut feel to a read tied to the value at stake. W…
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