Organisational & Management Due Diligence

We work with both investors and clients looking for investment from a number of channels in the lower-mid and mid-market space to carry out organisational and management due diligence evaluating the structure, scalability and culture of the business and talent of the senior team.

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Organisational & Management Due Diligence

We adopt a situational approach to evaluation which ensures our findings are contextual, relevant and implementable. We understand the organisational challenges founders face, the situations they are in and we help devise clear roadmaps for their businesses and their people in the context of delivering a 3–5-year plan. Most importantly, we help start the people conversation early and create a catalyst for change post deal, often working hand-in-hand with them to support the change process.

Our approach:

Online Profiling

Online profiling of key members of the current management team to give us a baseline data set, helping us to understand their core skills, capability and motivation.

1:1 Sessions

1:1 session of 60-120 minutes with the key players to explore individual and role history, team structure, roles, responsibilities and key deliverables (now and in the future), as well as key organisational challenges/pinch points now and in the future, and the team dynamic.