Organisational Due Diligence
Facts: Whilst financial and scientific-technical due diligence processes are common at different stages of growth (pre IPO, pre M&A, etc.), the equivalent 'organisational due diligence' - that looks at skills, capabilities, quality of management and leadership and simply organisational ability to execute a plan - are rare or very weak. Often, the usually very able people conducting financial and technical due diligence processes, have less skills and tools to complement it with the organisational angle.
"The most efficient way to produce anything is to bring together under one management as many as possible of the activities needed to turn out the product. Some of the best business and non-profit CEOs I've worked with over a sixty-five-year consulting career were not stereotypical leaders. They were all over the map in terms of their personalities, attitudes, values, strengths, and weaknesses."
Peter Drucker
|
To conduct a structured due diligence process focused on organisational capabilities and management, to complement financial and technical due diligence. |
|
Through selected interviews and a standard suite of sensitive assessment tools, we map the whole spectrum of organisational capabilities. The process is very much tailored to the situation and its intrinsic and possible unique conditions of confidentiality, timing/speed and other needs. In M&A mode, a parallel, fast and selected Organisational Due Diligence allows matching capability comparisons between A and B companies, pointing to a 'Day-1-Scenario' for the integration and flagging areas of immediate required focus. |
|
A dynamic documentation that is presented to the sponsor in a workshop format to allow selected discussions or additional advice. |
|
Pre-founding rounds or pre-IPO to present an independent organisational assets picture. In pre-M&A situations. When new management on board as a way to obtain fast, independent 'baseline assessment'. |
|
This is usually a 2-3 week process that can be highly compressed to cater for confidentiality or a specific time window. |
|
