Private Equity Diligence

Elevate business performance through talent.

Elevate Partners conducts leadership due diligence for portfolio companies during the pre- and post-acquisition stages, helping companies grow at a fast pace and leading to positive returns for investors.

The Elevate Partners process provides private equity firms with a deeper understanding of the specific skills, competencies, and risk factors associated with the portfolio company’s CEO and top-team members, both individually and collectively. With Private Equity Diligence firms will gain insight and clarity through a comprehensive profile of character and motivation, leadership, technical competence, and potential for success in a critical role.

After the process is completed, top leadership is provided with a customized set of actionable, developmental priorities that are crafted to accelerate performance of key leaders for a positive impact overall internal rate of return.

Our Approach

Steps to a faster firm turn-around.

Elevate Partners’ Private Equity Diligence approach assesses bench strength and role readiness for critical positions.

Private Equity Diligence Approach

Bench Strength and Risk Analysis

We evaluate the successional lineup and provide a deeper understanding of leadership’s talents, shortcomings, and associated risks.

Facilitation

We work closely with investment partners and executives to get a better understanding of the culture and listen to their needs.

Development Planning

We create a formal “working action plan” to enhance individual performance of executive team members and fill the gaps.

Alignment

We gain a clear understanding of the firm’s investment thesis, aligning strategic goals and leadership competencies.