Investment Manager Seeks X-factor In Pursuit of Success Wellbeing-oriented private equity funds seek to increase probability of success while accelerating that same success. Case Stories Client Private equity fund manager Background A private equity fund focused on investments dedicated to improving people’s wellbeing seeks a way to improve the probability of the success of its investments, while accelerating the speed of such success. Primary Challenges Significant maturity gaps have been identified in leadership talent and leadership culture Leadership talent turnover needs to be executed Mission, Vision & Purpose non-existent or not fully leveraged Evidence Uneven leadership talent is struggling to navigate growth expectations and new ownership structure Leadership culture is immature and fragmented – causing competing agendas, inefficiencies, and concerns over the ability to react to internal and external factors Leadership talent, in pockets, is actively resisting the change/transformation Emotional Pain Points Lack of Confidence Could Not or Didn’t Know How To Support & develop leadership talent to improve ability to navigate the new environment and landscape Create a connected, cohesive, and appropriate leadership culture Orient the growing enterprise around Mission, Vision & Purpose Get a handle on the intangible and behavioral elements, talent, and culture, of their investment theo Intervention Culture Leadership Culture Transformation Community Sponsorship (LAUNCH or other offering) Broad org culture transformation through lens of Mission, Vision & Purpose Talent CEO Advisory Targeted leadership advisory Cohort advisory Functional Outcomes Leadership talent and culture that is able to master the internal challenges/opportunities and stay ahead of the external variables Mitigation of common issues with Talent and Culture in growing, PE-backed businesses Minimizing the need for PE leadership to “baby-sit” the leadership talent Increased probability of a successful and profitable exit Increased enterprise value of portfolio company Emotional Outcomes Confidence Improved clarity