Private
Equity.

Every deal is a bet on leadership. We help investors and the leaders they back make the right leadership calls - from diligence through exit.

Do you have the leadership to deliver the investment thesis?

We give investors and management teams the evidence and judgment to make the leadership calls the value-creation plan depends on.

# 0

Leadership is PE’s leading value-creation priority.

0 %

of PE firms report CEO turnover during the hold.

0 x

more likely to outperform when the top team is aligned and effective.

The leadership risks the financial model can’t see.

They rarely show up in diligence. They show up in execution.

  • A next phase that asks more of the CEO than the last
  • A leadership team not yet aligned around the value-creation plan
  • Missing capabilities the plan depends on
  • People decisions deferred too long
  • A pace and level of complexity the leadership hasn’t operated at before

The question isn't whether leadership matters. It's whether your leadership can deliver in the time you have.

Readiness isn’t a score. It’s a trajectory.

The question isn't simply "Are they ready?" It's "Can they get there in time?"

Who can deliver now? Who can get there within the hold? Where will the gap persist?

Leadership Readiness Accelerator.

Know who can make the journey. Accelerate what can change.

The value-creation plan has a timetable. So does leadership readiness. We determine who can meet what the business needs next, what can realistically change in time, and where a leadership decision may be required.

1.

The Leadership Standard

What the next
phase requires.

2.

The Readiness Map

Who’s ready, who can
get there, and where the risks sit.

3.

The Acceleration Plan

What needs to change, and by when.

4.

The Leadership Calls

Who to back, develop or transition, based on evidence, not impressions.

Leadership support across the investment lifecycle.

The Leadership Accelerator is one start point. We work with investors, boards and portfolio-company leaders throughout the hold – including when the plan changes or the hold extends – bringing an independent view everyone can trust.

  • Leadership
    Due Diligence

  • Leadership Due Diligence

    Pre-deal

    Assess the CEO and critical leaders before leadership risk becomes execution risk. We evaluate each leader against what the next phase will require – not simply what they have delivered before – and show who can scale, who can get there in time, and where leadership gaps could affect execution.

    Not a personality report. A clearer view of leadership risk before you invest.

  • Top Team
    Performance

  • Top Team Performance

    Post-close

    Is the team running the business as one? Drawing on data from 3,000 teams, we identify what’s slowing decisions and accountability, align the team around the value-creation plan, and help it execute with greater pace and discipline.

    Not a team offsite. A team built to execute.

  • CEO & Executive
    Coaching

  • CEO & Executive Coaching

    Throughout the hold

    The role is growing fast. Is the leader growing with it? We coach CEOs and executives on the few behaviors and decisions that will make the biggest difference to performance, with clear goals, a set timeframe and a confidential space to do the work.

    Not open-ended development. Coaching tied to clear outcomes and a defined timeframe.

  • Selection &
    Succession

  • Selection & Succession

    Any point in the hold

    Who leads next, and will they succeed? We establish a clear succession process, define what the role requires, independently assess internal and external candidates, and support the selected leader through the transition.

    Not just the right appointment. A faster path to performance.

  • Mid-Hold
    Reset

  • Mid-Hold Reset

    When the plan changes

    The business has changed. Has the leadership? When the hold runs long, the thesis moves or performance stalls, we reassess the CEO, top team and key leaders against what the business needs now. Then we strengthen what can realistically change in time – and make clear where a leadership decision is needed.

    Not a restart. A reset to the plan you’re actually running.

Leadership Due Diligence

Pre-deal

Assess the CEO and critical leaders before leadership risk becomes execution risk. We evaluate each leader against what the next phase will require – not simply what they have delivered before – and show who can scale, who can get there in time, and where leadership gaps could affect execution.

Not a personality report. A clearer view of leadership risk before you invest.

Top Team Performance

Post-close

Is the team running the business as one? Drawing on data from 3,000 teams, we identify what’s slowing decisions and accountability, align the team around the value-creation plan, and help it execute with greater pace and discipline.

Not a team offsite. A team built to execute.

CEO & Executive Coaching

Throughout the hold

The role is growing fast. Is the leader growing with it? We coach CEOs and executives on the few behaviors and decisions that will make the biggest difference to performance, with clear goals, a set timeframe and a confidential space to do the work.

Not open-ended development. Coaching tied to clear outcomes and a defined timeframe.

Selection & Succession

Any point in the hold

Who leads next, and will they succeed? We establish a clear succession process, define what the role requires, independently assess internal and external candidates, and support the selected leader through the transition.

Not just the right appointment. A faster path to performance.

Mid-Hold Reset

When the plan changes

The business has changed. Has the leadership? When the hold runs long, the thesis moves or performance stalls, we reassess the CEO, top team and key leaders against what the business needs now. Then we strengthen what can realistically change in time – and make clear where a leadership decision is needed.

Not a restart. A reset to the plan you’re actually running.

ORL brought rigor to our successor assessment process, ensuring that we weren’t relying on biases or unstructured intuition. Their approach gave us clear, actionable insights.

CEO

Investor-backed Business Services Company

ORL is the most trusted partner that we work with…nobody else touches that senior leader audience except for them because of the trust they’ve built

Executive Talent Leader

Fortune 500 Technology Company

ORT listened to our needs and worked with us as partners. They didn’t push their own agenda but helped us develop solutions that made sense for us.

Senior Executive

Healthcare Technology Company

What leadership call are you facing?

Whether you’re assessing a management team before investment, unsure whether a CEO can scale, or trying to get a senior team moving faster, we’d be happy to compare notes.