Post-Close Intelligence for Investors and Operators
OUR SUITE OF SOLUTIONS EXPOSES THE RISKS THAT UNDERMINE DEAL VALUE.
Actionable human capital insights improve diligence, accelerate integration outcomes, and drive value creation.
Diagnostics
Our proprietary, leadership-centric methodology delivers precise, behavior-based insights into leadership dynamics—surfacing the risks and misalignments that traditional diligence and financial models often miss.
By focusing on executive cohesion, cultural fit, and decision-making readiness, we help investors determine whether leadership is positioned to execute the deal thesis from Day One.
These diagnostics are designed for use during post-close integration, leadership transitions, and periods of operational inflection. By identifying misalignment early, we enable sponsors and operators to intervene decisively—protecting momentum and accelerating value creation.
See how our process maximizes deal success.
Key Features
Scalable Framework:
Designed to accommodate the evolving scale and complexity of your organization, ensuring comprehensive and relevant evaluations.
Versatile Evaluation Options:
Provides the flexibility to conduct regular monitoring or undertake thorough investigations, tailored to organizational requirements.
Actionable Insights:
Delivers strategic advice grounded in data, enabling leaders to confidently undertake corrective measures.
Mission-Centric Alignment:
Ensures that operational enhancements harmonize with the organization's core mission, bolstering your strategic objectives.
Intelligence
Core Areas:
Collaboration
Organizational Culture
Processes & Operations
Risk & Dysfunction
Team Dynamics
Workplace Climate
Leadership & Workforce Alignment:
Employer Brand Perception
Leadership
Management
Mission Alignment
Purpose & Fulfillment
Talent & Leadership Potential
Trust
M&A Transaction & PMI Strategy
Cultural Assessment
Communication Plan
Human Capital Strategy
Synergy Validation
“JUST BECAUSE SOMETHING WORKS DOESN’T MEAN IT CANNOT BE IMPROVED.” — SHURI, BLACK PANTHER
Deepen your insight into organizational health through targeted evaluations of operational and transactional risks, strengths, and weaknesses.
Our comprehensive Assessments, Checks, and Audits provide nuanced perspectives on your organization’s performance, uncovering key areas for improvement and growth while ensuring alignment with industry standards.
Assessment
is a thorough evaluation process that examines your organization's current state, performance, and potential risks based on rational and factual analysis.
By conducting a comprehensive assessment, our consultants employ rigorous methods to provide you with clear reports and metrics.
These offer valuable insights into your organization's health, future growth opportunities, and informed decision-making capabilities.
Ultimately, this ensures that your business remains proactive in addressing potential challenges and maintains a thriving trajectory.
Check
is a streamlined evaluation process that focuses on a specific area of your organization, providing valuable insights without the comprehensive scope and formal nature of an audit.
Our experts draw upon their extensive experience to efficiently assess your organization's performance in the targeted area, offering a deeper understanding of the current situation.
They identify opportunities for immediate improvement, all while requiring less time and resources compared to a full-scale assessment.
Checks are best employed regularly. Most clients plan bi-annual Culture Vitality Checks to monitor progress.
Audits
provide a comprehensive, independent, and systematic analysis and evaluation of a company's overall activities and performances.
They typically follow standardized processes, such as those outlined by the International Organization for Standardization (ISO).
These assess various aspects of a company, including quality management, environmental performance, occupational health and safety documentation, and other key areas.