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Organizational Diligence

Illuminates organizational capabilities and dynamics to assist investors in evaluating a potential investment or existing portfolio company. Applicable across the investment life cycle; yields meaningful insights to drive a talent and organizational roadmap.


During a competitive process, this concise organizational assessment yields insights into capabilities and team dynamics with a specific focus on alignment, transition readiness, and culture.


This comprehensive look provides a panoramic view of the organization’s capabilities and executive-level talent prior to closing a deal, post-close, or when preparing for an exit.


Builds upon rich data to prioritize actionable near- and long-term recommendations that directly address obstacles to achieving the desired results. Aligns leadership and focuses them on critical priorities and development that will move the needle at any point in the investment life cycle.