Assessment-Informed Coaching – Why It Works

Your top investment professional needs coaching. But on what? In most firms, the answer is vague: “Leadership development” or “communication skills” or “we’ll figure it out.” So they go to a generic executive coach who works with everyone from startup founders to nonprofit directors. Coaching is generic too: “Let’s talk about your strengths.” “What’s your […]

Succession Planning – Building Your Leadership Pipeline

Your best MD is 62 and retiring in 3 years. Your top originator just got recruited. Your COO is joining a board. If your firm has a systematic succession plan, you’re prepared. If not, you’re in crisis mode. Most PE firms DON’T have succession plans. They manage ad hoc when someone leaves. Consequences: disrupted deal […]