FIT TO LEAD

Pre-Deal

Management Due Diligence

Spot execution risk before it hits returns. I assess leadership capability, team cohesion, and cultural alignment against the specific investment thesis – quantifying the people delta before you sign. Most management DD confirms what the deal team already believes; mine tests it.

Appointment

CEO Hiring & Evaluation

Select with conviction. Using the FOCUS methodology, I link candidate capability directly to the Value Creation Plan – replacing gut feel with evidence-based hiring and succession planning. This reduces failure risk and shortens the time to traction.

First Six Months

The First Six Months

Win the deployment phase. Align with the board. Pressure-test the plan and the top team. Lock in the cadence that makes progress visible. Early wins build credibility; early problems get fixed before they compound.

Hold Period

CEO Coaching & Mentoring

Sharpen judgement under pressure. In high-stakes PE environments, technical skill is rarely the point of failure; judgement and temperament are. I go beyond standard coaching to strengthen the CEO’s internal operating system – so they handle complexity with clarity, make better calls under pressure, and lead with sustainable intensity.

Team Coaching

Turn talent into collective velocity. A group of capable executives is not necessarily a leadership team. Most PE-backed exec teams are assembled, not designed – impressive individuals within a mediocre team. I work with the team as a system, so they execute the Value Creation Plan as one unit rather than in parallel.

Founder Coaching & Mentoring

Match founder fire with PE-grade discipline. I help the founder either step up into the CEO role the company now needs, or step aside cleanly – without the business paying twelve months of emotional tax on a drawn-out transition. Either way, the founder mindset survives; the chaos doesn’t.

Facilitated Workshops

Turn the thesis into a plan the team owns. From clarifying your strategy and Value Creation Plan to designing a high-performing leadership team, I facilitate working sessions that end in decisions and ownership – not a deck that gathers dust.

Exit Prep

Exit-Ready Leadership Team & Succession Planning

Protect the exit multiple. I build the leadership depth and continuity buyers want to see. A clear succession plan and a cohesive team are visible signals of risk-free execution for the next owner.

Coaching for PE Directors and Partners

Partners spend their careers assessing others – and almost never get honest challenge themselves. I coach investors through the shifts that matter, from leading deals to leading the firm, drawing on nine years in the partner seat.

The Director-to-Partner transition. From executing deals to originating them – building your own franchise, your own judgement, and your own name in the market.

The Partner-to-Leader transition. From leading deals to leading the firm – developing your people, shaping firm strategy, and building the reputation that raises the next fund.