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CASE STUDY
Optimized Organizational Processes and Structure to Support Rapid Growth at PE Firm
Challenge
A first-time PE fund lacked standardized processes to drive consistent outcomes and an organizational structure to provide career progression and support scaling.
The company needed help creating an approach to “future proof” its organizational structure, improve talent management, and refine internal processes and KPIs.
Approach
- Interviewed key stakeholders to identify key themes and pain points
- Benchmarked existing organizational structure against other first-time funds with similar AUM
- Conducted 3rd party expert interviews to evaluate best-in-class operational tools
- Facilitated workshops to capture input into future state stage gates, meeting cadence, reporting, and governance
- Developed investment framework and organizational changes to support continued rapid scaling of business
Results
I.
Implemented end-to-end investment process and requirements to drive uniformity across deal analysis
II.
Optimized approach to ensure effective leveraging of advisors and value capture opportunities
III.
Identified HR leadership gap necessary to upskill Principal role and improve team mentorship and training
IV.
Created VP role to drive consistency in deal evaluation, foster leadership opportunities, and serve as main client contact
Results
I.
Implemented end-to-end investment process and requirements to drive uniformity across deal analysis
II.
Optimized approach to ensure effective leveraging of advisors and value capture opportunities
III.
Identified HR leadership gap necessary to upskill Principal role and improve team mentorship and training
IV.
Created VP role to drive consistency in deal evaluation, foster leadership opportunities, and serve as main client contact
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