Hold Period: Scale the Team. Accelerate the Plan.
The team that got you to $30M won't take you to $100M. Leadership gaps start to show. Execution slows. Upgrades matter most—quietly, quickly, and mapped to value creation.
Hold Period
The Compounding Impact of Strong Leadership
Growth raises the bar. Gaps become bottlenecks. Underperformance compounds. Without timely upgrades, execution stalls and value lags.
Risks of under-resourcing this stage:
- Leadership gaps become bottlenecks to continued growth
- Underperformance lingers due to delayed upgrades
- Lack of a succession plan risks continuity and execution

How We Strengthen Your Team Through Scale
Ensure leadership evolves with the business. Plug in growth-ready executives, shore up succession, and keep pace with transformation demands.
- Functional searches tied to growth levers
- Upgrades for post-close performance or M&A integration
- Succession mapping to de-risk transitions
- Scalable support for serial acquirers
Each intervention is purpose-built to sustain momentum and maximize value throughout the hold period.
Growth-Stage Interventions That Accelerate Outcomes
High-leverage moments where the right executive can reshape the trajectory.
1
Functional Upgrades
From finance and GTM to operations — we place leaders who can scale systems, drive efficiencies, and accelerate revenue as the business matures.
2
Underperformance Replacements
Manage sensitive transitions with speed and discretion, ensuring leadership isn’t the barrier to transformation.
3
Succession Planning
Avoid reactive transitions. Identify potential successors early to support continuity and build long-term bench strength.
4
M&A Talent Support
For serial acquirers, support every add-on with repeatable sourcing, onboarding, and leadership continuity.
Two Ways to Engage at This Stage
Whether upgrading a single function or building leadership capacity across the portfolio, choose the model that fits your scale, urgency, and search volume.