Melisa Guerbi — For private equity

People risk is deal risk.

Most value-creation plans assume the talent will hold. I make sure it does — from diligence through exit, with the numbers to prove it.

Deal team reviewing documents in a boardroom discussion

5

Acquisitions integrated

2000+

Employees transitioned

90%

Talent retention post-close

$4.7M+

EBITDA improvement

Call me when…

  • The CIM's people section is two paragraphs long
  • Portco turnover is showing up in EBITDA
  • The 100-day plan has no people workstream
  • Leadership diligence was a reference call
  • Two portcos share the same people problem and neither HR team sees it
  • Comp liabilities surfaced after close, not before
  • The founder is the retention plan
  • Exit is 18 months out and succession is a name on a napkin

Any of these costs more than the fix.

Across the hold period.

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.

Exit readiness

Pre-exit

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.

Three ways to engage.

Per deal

People diligence and 100-day integration on a single transaction. Scoped, priced, and timed to your deal calendar.

Portfolio partner

Fractional people leadership across portfolio companies — one operating partner for talent instead of five inconsistent HR functions.

Single intervention

One portco with a people problem that's showing up in the numbers. I diagnose, fix, and hand back a system.

Send me the CIM. I'll tell you what the people section isn't saying.

Book a call

The next conversation

Let's talk about what your people data isn't telling you.

Thirty minutes. Bring your hardest people problem — I'll bring a way to measure it.

Book a call