Extended Capability
Leadership & Governance
The people and structure side of a transition: interim executives when there's a leadership gap, and the governance and operating structure that determines whether new capital or a new leadership team actually gets used well.
What this includes
- Interim CFO, COO, and Head of Corporate Development placement
- Governance structure, board setup, and organizational design
- Operating model design after a raise or transaction closes
Who this is for
Companies with a leadership gap, or those building governance and operating structure after a raise, transition, or period of growth.
Areas of work this page covers
- 06 Special Situations, Governance and Restructuring. For companies under pressure or in transition.
- 08 Corporate Strategy, Value Creation and Operator Advisory. For companies that need a clear operating plan.
How an engagement starts
- 10 day diagnosticA review of the company's position and a written plan with options.
- 30 day readiness programThe investment case, materials and investor list, ready to use.
- 60 to 90 day advisory projectA defined scope, timetable and set of deliverables.
- Ongoing investor relationsA weekly call with management and a short written update each month.
- Transaction preparationWork plan, information requests, coordination of counsel and management preparation.
- Approved regulated mandatesCarried out only through a properly registered firm and authorized individuals.
What a company receives
- A written plan within ten days of the first conversation.
- A ranked investor list, with the reason each investor fits.
- A call plan for the first thirty days after an announcement.
- The investment case, in a form management can deliver in five minutes.
- Draft answers to the hardest questions investors will ask.
- A monthly update on meetings held, feedback received and next steps.