WEBINAR – No More Excuses: Assessing Managing at Due Diligence
Watch our recorded WEBINAR from March 6
For private equity firms, management team quality is one of the biggest indicators of deal success—yet it’s often overlooked pre-close. We hear all too often that evaluating the management team before deal close is impossible, as it could alienate the CEO, derail the transaction, or sour the investor/management team partnership. However, our experience shows that these are all myths. This webinar explores how firms can gain meaningful perspectives on investor readiness, management capabilities, and key decisions or moves to make during post-close transitions.
We were thrilled to discuss real challenges and questions investors face with an expert panel that engages in management due diligence prior to close. Watch as panelist shared their experiences and actionable insights on a variety of topics that confront deal leads, bankers, and heads of talent, including:
- What does a pre-close management due diligence process look like?
- How do you approach bankers or the CEO about assessing the management team before close?
- How can we convince deal leads to invest in a management team due diligence process?
- How can firms avoid alienating deal leads and management teams?
- Do you share the assessment results with the management teams?
- How are the due diligence results shared with the Investment Committee?
- Has management due diligence ever stopped a transaction?
- What should be done with the data post-assessment?
- What role does the Head of Talent play in the process?
Moderator: Dan Hawkins, Founder & CEO, Summit Leadership Partners
Panelists:
- Lori Ali, Managing Director, Head of Talent, PSG
- Kristen Chang, Managing Director, Human Capital, LLR Partners
- Angela Geffre, Head of Human Capital, GrowthCurve Capital
- Lori Malcolm, Operating Partner – Human Capital, Sentinel Capital Partners
- Jim Scarfone, CHRO & Human Capital Operating Partner, MidOcean Partners
Contact us if you would like more information about our Management Due Diligence solutions.