Due Diligence: Validate Leadership Before the Deal Closes
This is when conviction matters most. Assess whether existing leadership can execute on the value creation plan — or if key transitions need to be in motion before signing. Gain speed, clarity, and discretion — before the clock starts ticking.
Due Diligence
Pressure Builds Before the Ink Dries
The diligence window is short — but its implications are long. This is the moment to confirm whether current leadership can deliver, and whether successor options are within reach. Early visibility into talent risks ensures faster decision-making and smoother transitions.
Risks of under-resourcing this stage:
- Underestimating time and complexity of replacing key leaders
- Discovering leadership gaps when it's too late to course-correct
- Assuming a smooth post-close handoff without a succession plan
Talent Readiness, Built into the Diligence Process
Move fast without compromising diligence. Plug talent strategy directly into the deal process to inform decision-making and line up critical leadership moves ahead of close.
- Search scenario planning based on investment thesis and org structure
- Confidential outreach to validate executive availability and interest
- Leadership risk assessments to evaluate bench strength and replacement feasibility
- Pre-close alignment on potential transitions and post-signing timelines
Every step is discreet, aligned to your deal logic, and designed to compress post-close downtime.
Where Talent Intelligence Sharpens the Investment Thesis
Real scenarios where early insight into leadership risks and options de-risks post-close execution.
1
Back-Channel Candidate Exploration
Quietly assess interest and fit of potential replacements—without disrupting the deal or creating noise.
2
Leadership Risk Assessment
Evaluate current leadership’s ability to deliver on the plan. Identify whether changes are needed — and if so, when.
3
Successor Identification
If change is likely, identify proven leaders ahead of time — ready to step in post-close.
4
Search Readiness Planning
Align timelines, stakeholders, and scorecards pre-close so hiring activates immediately post-signing.
Two Ways to Engage at This Stage
Whether you’re pressure-testing your leadership assumptions or preparing for a fast-turn post-close transition, our flexible models meet you where the deal is.
