The Problem
Investors typically have multiple financial metrics and assessments to value a company as an investment opportunity … the financial capital of a company.
However, the success or failure of an investment opportunity post-deal more often hinges on leaders and people aspects … the human capital of a company.
Many investors have few pre-deal ways to accurately and consistently assess the human capital critical to investment success, increasing investment risk. Many investors also don’t have proven, consistent development approaches for post-acquisition people development, increasing return risk.
In effect, the right side of the Optimal Business Success Model is assessed, but the left side is often not assessed or inadequately assessed.
Implementing proven human capital approaches pre- and post-deal can both improve total investment returns and create differentiation to attract great future investment opportunities.
The Solution
- Install a pre-deal human capital due diligence methodology for assessing people strengths and discovering any hidden risks to better judge potential investment return.
- Install a post-deal human capital development methodology to maximize actual investment return.
Our Proposed Solution
Leverage our approaches and selected tools from our partner Potentia Solutions:
Pre-Deal – the Human Capital Due Diligence System
A comprehensive, proven methodology to identify leadership assets, liabilities, and effectiveness before a PE investment, including proprietary:
- P6 set of 6 whole-person, high-performance assessments addressing individual capabilities AND motivations, based on more than 4 decades of applied and academic research by Dr. Michael O’Connor.
- Talent Balance Sheet™ of 40 Key human capital data points/factors with hundreds of subfactors.
- PRO-daptive® leadership effectiveness analysis.
Post-Deal – Maximize your ROI with Potentia Human Capital Development System
Proven methods & tools to measure, manage, and develop the leaders and key people who in turn manage and operate the companies in which you invest, leveraging Potentia’s proprietary assets as needed like:
- Talent Balance Sheet™.
- PRO-daptive®leadership effectiveness analysis.
- Winning Measures™ system for hiring and developing higher performers.
- Performance Management application tailored for company specific situations and needs and implementing Winning Measures™.
- Potentia Optimal Business Success Model and Organizational Assessment – a comprehensive assessment and improvement actions across strategy, systems & processes, people, and culture.
Deliverables and Timeframes Examples
Pre-Deal
- C-Suite Package
- All six P6 assessments and PRO-daptive®analysis reports, Talent Balance Sheet™, and Executive Summary
- 3 to 10 working days from completion of the assessments
Post-Deal
- C-Suite Package (same as Pre-Deal, if not already implemented OR if leadership changes are made)
- Job Analysis portion of Winning Measures™
- Custom development of Key Results Areas and Critical Tasks by company and position
- 3 to 10 days per position
- Winning Measures™ system implementation
- SaaS application
- Fee based on company size
- Potentia Organization Assessment
- Combination of online surveys across employee population and expert analysis
- Fee and timeframe based on scope and company size