Investment success isn't just about the numbers.
It's about the people.

The AlixPartners annual Private Equity Leadership Survey has for four years identified the gaps in communication, expectation and urgency between investors and the leaders of their portfolio companies. Not every deal is made or broken on the numbers alone.

Assessing the impact of the Investor, CEO and CFO relationship

AlixPartners leadership advisers routinely assess the impact of this three-way leadership dynamic in the deep data-driven analysis of portco potential and revenue opportunity.

Recommended strategies include:

  • Proactive management of the triangular relationship between PE sponsors and portco company CEOs and CFOs.
  • Early understanding of major misalignments related to the role of human capital in PE firms' investment theses.
  • Disconnect between beliefs and behaviors with regard to predeal assessment of prospective portcos.

Taking charge in the first 100 days

Private Equity firms must act swiftly on a number of key priorities in the first 100 days of an investment deal to significantly raise the likelihood of its success.

Recommended strategies include:

  • Conducting an independently facilitated workshop between the PE sponsor and portco management team in order to build alignment.
  • A clear definition of roles and expectations for members of the executive team.

WEBINAR: Fourth Annual Private Equity Leadership Survey key findings & case studies

Watch our webinar on the survey results and see how to apply the findings to your portfolio, understand best practices and learn from case examples.

AlixPartners speakers:

  • Ted Bililies, Ph.D., Managing Director, Organizational & Transformative Leadership practice leader
  • Josh Tecchio, Vice President, Organizational & Transformative Leadership practice