Fast, decision-ready diagnostics for leadership gaps, operating risk, and AI value creation.
Every assessment is scoped, priced, and time-boxed up front. You get a clear deliverable, a prioritized action plan, and a team that already knows how to execute what comes next. No discovery phases. No open-ended billing. Just practical, senior-level work that moves the portfolio forward.
Leadership Gap Assessment
Find out whether your operating team can execute the plan — before the plan fails.
A rapid, structured evaluation of whether the leadership bench — CEO through VP level — can deliver on the operating plan. Covers capability, capacity, succession readiness, and org design across the full C-suite and next layer down. Produces a clear recommendation on what to hire, restructure, or supplement.
Best for
PE sponsors evaluating a new platform company, operating partners concerned about execution capacity mid-hold, or boards preparing for a leadership transition.
Output
Leadership scorecard across the full bench, gap analysis by function, succession risk map, org design recommendations, and a hiring priority roadmap — delivered as a board-ready document.
Typical next step
Recruiting execution, interim leadership placement, succession planning, or IT assessment.
IT Value & Risk Assessment
Quantify IT risk, cost exposure, and remediation priority across the portfolio company.
A structured, time-boxed assessment that produces a quantified risk register, remediation plan, and board-ready view of IT exposure, cost, and opportunity. Priced based on company size, number of acquired entities, and complexity of the IT estate.
Best for
Post-close IT diligence, pre-exit readiness, or mid-hold operating reviews where IT cost and risk need to be quantified.
Output
Quantified risk register (typically 25–40 items), IT spend reclassification, vendor optimization roadmap, and a security posture summary — all in one executive-ready package.
Typical next step
Risk remediation, platform rationalization, or enterprise execution.
AI Workflow Opportunity Assessment
Identify where AI creates real operating leverage — and what is blocking it.
An operational diagnostic that maps specific workflows, scores them for automation feasibility and impact, and produces a prioritized roadmap the company can actually execute against. This is not a strategy deck — it is a hands-on assessment that produces measurable targets.
Best for
Portfolio companies that know AI matters but haven't identified where it creates real margin — or operating partners who want a clear-eyed view before investing.
Output
AI opportunity map, workflow automation scorecard, data readiness assessment, tool & platform review, and a build vs. buy vs. configure matrix — with a live executive readout.
Typical next step
30-day pilot, workflow implementation sprint, or operating leverage retainer.
Start with a conversation.
A 30-minute call to understand your environment, your constraints, and which assessment — if any — makes sense. No pitch deck, no pressure. Built for speed, clarity, and action — not bloated consulting cycles.