Due Diligence for Investment or Acquisition
Too often private equity and investment bankers focus solely on financials when performing their due diligence. We believe that it is just as critical to evaluate the overall health of an organization from a human capital perspective. Where is the company healthy? Where are the vulnerabilities in leadership and culture? Knowing those things upfront gives you the ability to make better decisions. If you decide to move forward with investment or acquisition, this information will allow you to onboard and help the organization navigate change more effectively for a faster return on investment.
Areas we are often asked to assess:
- Executive Team
- Employee Attrition
- Bench Strength
- Inventory on organizational elements: mission, vision, values, job descriptions, performance reviews, hiring/onboarding practices, succession plan, etc.