Supporting a Private Equity firm pre-deal

In Q2 2022, LCap was engaged pre-deal by a leading lower mid-market Private Equity firm to help assess the leadership team of a business they had entered into exclusivity with.

By: Sam R

29/09/2022

1 minute


In Q2 2022, LCap was engaged pre-deal by a leading lower mid-market Private Equity firm to help assess the leadership team of a business they had entered into exclusivity with. The key questions the client was looking to answer included:

  • How is the incumbent management team set up from a functional balance perspective?

  • Is the incumbent management set up well to deliver their value creation plan?

  • Does the incumbent management team possess good behavioural complimentary and diversity?

  • What changes, if any, could be made to optimise the team for success within their specific value creation plan?

To develop insight and understanding around these questions, LCap undertook a 3-week arm’s length Leadership Dynamics project to provide recommendations against the key questions. The work undertaken included:

  • An evaluation of the structure, experience, and projected behaviours using Leadership Dynamics’ Leadership Success Propensity Model for the asset.

  • Thorough PACE-based interviews with the incumbent management team.

  • A roadmap to support the PE firm and asset to optimise the management team’s value creation capability.

This Leadership Dynamics pre-deal analysis provided the Private Equity firm with a clear and rigorous understanding of the leadership teams capability to deliver their value strategy plan and a clear pathway to maximise that business’ value creation potential.

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