Operating experience inside a PE portfolio — not advisory from the outside. I've sat on the deal team side and run the integrations myself.
People diligence
Pre-close
Leadership assessment, retention risk mapping, comp liabilities, and cultural red flags — surfaced before they're priced into your surprise, not after. You get a people findings memo that reads like the rest of the deal book.
The first 100 days
Post-close
Integration run as a plan with owners and dates: key-talent retention, org design, comms sequencing, and the quick wins that signal competence to a nervous workforce.
Value creation
Hold period
Talent as an EBITDA lever — turnover cost taken out, hiring engines built for the growth plan, leadership benches that don't require external rescues. Instrumented so the board sees it quarterly.
An org that diligences well: clean comp structures, documented succession, retention locked for the transition. People strength becomes part of the equity story, not a disclosure risk.