Resources
Resources for professional services leaders
Expert resources for professional services leaders. Learn how to optimize talent decisions, develop investment professionals, and build high-performing teams. From hiring to coaching outcomes, explore insights grounded in behavioral science and financial services expertise.
Talent management insights
Succession Planning for PE Firms: How to Build a Leadership Pipeline and Reduce Key Person Risk Your best MD is 62 and retiring in 3...
Decision-Making Under Uncertainty: An Executive Framework for Investment Leaders You’re presenting a deal to your investment committee. You have financials, market analysis, team assessment. But...
Building Executive Presence for Financial Services Leaders: How to Command Authority and TrustYou have credibility. You’ve done deals. You understand the market. You make good...
Coaching outcomes for professional services
Executive Coaching ROI: Measurable Results from Professional Services Firms Your investment professional needs development. You’re considering coaching. But before you commit, you want to know:...
Assessment-Informed Coaching: Why Data-Driven Development Works Better Than Generic Coaching Your top investment professional needs coaching. But on what? In most firms, the answer is...
Leadership development insights
The Most Important Part of Diligence Nobody’s Talking About Management team effectiveness remains the single most important factor determining the success of a private equity...
Investment Committee Effectiveness: How Data-Driven Teams Make Better Decisions Faster Your IC spent 3.5 hours in a meeting. You discussed four deals. Three got unanimous...
PE Firm Hiring: How to Assess Investment Team Capability Beyond Track Record When hiring investment professionals, PE firms face a critical challenge: past deal success...