PE Value Creation Performance System A Path To Accelerated Returns
We redefine executive performance and enterprise execution to transform accelerated growth.
Private equity firms face unique challenges in aligning executive leadership, nurturing talent, fostering organizational culture, and driving accelerated outcomes amidst rapid growth.
At Transcend, we specialize in supporting private equity firms and their portfolio companies through this critical phase of growth and transformation. Our holistic approach combines leadership and strategy coaching with organizational development initiatives, enabling us to amplify the performance of both individuals and teams while cultivating a cohesive, future-focused culture.
Jump To:
Faster Growth
Starts Here
- Listen: Podcast episode with our CEO Craig Wiley on how our proven approach works
of PE firm leaders rank leadership effectiveness as the #1 lever to value creation.
A performance consulting firm with a proven track record of over 20 years, consistently delivering client value from project to project.
Our team—strategists, I/O psychologists, executive coaches, and organizational development experts—leverages deep business acumen to enhance value creation and minimize investment risk.
Unlike traditional consulting firms that focus on isolated business aspects, we optimize the entire performance ecosystem, aligning key results drivers with your investment thesis.
We don’t just claim to be different; our results demonstrate our impact.
Critical Challenges that Increase Risk and Marginalize Value Creation
- An underdeveloped near-term and long-range growth strategy
- Marginalized execution within critical growth levers
- Attrition of mission-critical talent and subpar integration of Firm appointed talent
- Compromised transparency linked to process, system, and reporting gaps
- Misalignment between Firm and PortCo across critical elements of the business
- Over-reliance on pursuing growth through financial engineering and operational efficiency
Value Creation Performance System (VCPS)
Transcend maximizes results for Private Equity firms through the 3 areas of our VCPS:
Strategic Deal Execution
Leveraging performance frameworks and assessments to identify leadership capabilities, tactical risks, strategic opportunities, and required transformations to inform deal negotiation, structure, and post-acquisition strategy.
Portfolio Company Growth
Guiding portfolio companies through a proprietary change process, driving relational and tactical transformations to accelerate growth, enhance performance, optimize operations, and sustain profitability.
FirmOperations
Enhancing Firm performance by aligning partners to a strategic growth plan, guiding execution and maximizing profit to bolster Firm confidence, interconnection and relevance.
Mitigate Risk & Maximize Opportunity To Accelerate Value
Strategic Enablement
Through a proven process of differentiated strategy and team development, we guide firms in creating near and long-term strategies to maximize returns, manage risks, and ensure sustainable growth and value creation.
Go-To-MarketMaximization
We craft strategies and insights to enhance sales and business development processes, bolster brand strategy and communications, and ensure a customer-centric approach to accelerate growth and expand market reach and revenue streams.
Talent Optimization
We build world-class teams through proactive performance management and competency-based talent development practices, positioning our clients to execute at speed and lead within their industries.
Operational Excellence
We systematically assess operational processes, capabilities, resource allocation, and data-driven insights to uncover opportunities, enhance productivity and accelerate profitability.
Innovationat Scale
We catalyze long- and short-horizon innovation mindsets, behaviors and processes to foster a performance culture of continuous improvement, innovation and competitive advantage.
Accelerate
Private Equity Success
We’ve mastered a proprietary approach to accelerating value creation, leveraging strategy as the cornerstone of executive alignment, engagement, performance, and development, ensuring every dollar invested enables the execution of the growth strategy.
We engage talent across your business, expanding the ownership of growth and innovation deep into the organization to increase buy-in, alignment, transparency, and speed of execution within both the firm and portfolio.
Our holistic and action-oriented approach combines relational and tactical transformation methods to accelerate complex change toward industry-leading results. Â
We’ve mastered a proprietary approach to accelerating value creation, leveraging strategy as the cornerstone of executive alignment, engagement, performance, and development, ensuring every dollar invested enables the execution of the growth strategy.
We engage talent across your business, expanding the ownership of growth and innovation deep into the organization to increase buy-in, alignment, transparency, and speed of execution within both the firm and portfolio.
Our holistic and action-oriented approach combines relational and tactical transformation methods to accelerate complex change toward industry-leading results. Â
A Trusted Growth Catalyst
of PE leaders cite unfocused execution as the number one cause of poor executive performance.
Strategic Deal
Execution
Maximized returns on investments through robust company evaluation mitigating human and tactical risk while clarifying opportunity.
Challenge
- Barriers to trust between PE and acquisition target
- Lack of transparency to the motives and capacity for agility in high-change environments
- Existing performance culture barriers that could stall 180-day integration plans on day one
- Lack of executive capability assessments to align effective incentives and equity distributions
- Misalignment of existing talent to generate accurate organizational design for integration success
- Ambiguity into overall talent engagement and capability needed to execute upon the investment thesis
- Lack of consumer insights to assess potential value creation and new market opportunity
Solution
We conduct enterprise performance assessments to understand current state, identify critical gaps and ensure an accurate investment thesis. These assessments include:
- Key Talent Competency Interviews and Assessments Â
- Enterprise Strategic Readiness AssessmentsÂ
- Performance Culture Interviews and AssessmentsÂ
Following these assessments, the process is expanded to deliver: Management team observations and insights, Consumer assessments, Optimized organizational design, Leadership transformation needs analysis, Key employee retention plan (KERPS) advisory, Business plan advisory and design, and Integration planning.
Impact
- Improved Founder/Incumbent Leadership and Firm Acquisition Confidence: Reduce post-acquisition friction and focus both parties on a future path with aligned transparency, data and roadmaps.
- Clarified Strategic and Transformation Risks: Comprehensive and holistic due diligence assessments accurately evaluate the tactical and relational enablers of business scalability and agility.
- Interconnected Near-term Business and Talent Plans: Accelerate integration and mitigate 180-day execution risks with clear roadmaps to deploy across execution teams.
- Full Transparency to Executive Team Capability and Capacity: Improve talent acquisition, operating partner selection, executive cadence and talent development planning.
- Clear, Holistic Data: Spanning from consumer to front line, leverage baseline performance measures to inform the prioritization of investments and accurately project anticipated transformation costs.
- Data and Insights that End Deal Pursuits: Quickly uncover due diligence insights exposing leadership, cultural, and tactical transformations risks that exceed the return-on-investment thesis.
Portfolio Company
Growth
Accelerated value creation with industry-leading multiples.
Challenge
- Overreliance on inorganic growth strategies and financial engineering
- Lack of shared alignment and commitment to a comprehensive strategic plan
- Marginalized bandwidth for effective new portfolio company integration
- Leadership team lacking readiness to lead business and people to new levels
- Slower-than-expected and/or lower-than-expected returns
-
Fast Fact:
New port-co CEOs need to fill 30-40% of level 2 roles and 50-65% of level 3 roles.
Solution
365-Day Plan Execution: We partner with firms and portfolio companies to design and execute a comprehensive set of business plans to elevate transparency, strategic growth and rigor across any or all the 5 factors of business performance.
With deep expertise in performance transformation, we deliver excellence through a curated deployment of services tailored to the most critical growth needs of the portfolio company, including:
- Strategy Engagement System (SES)
- Executive to Board Effectiveness
- Bolt-On Onboarding and Integration
- Best-in-Class Talent Management
- HR Strategy Development
- Performance Culture Enablement
Other services delivered in this stage can include: Client/Consumer studies, Sales force elevation, Organizational design execution, Holistic leadership effectiveness, Hiring and onboarding process design, and Board representation
Impact
- Faster Growth: Attain 30% faster growth with clear execution roadmaps, increased alignment, elevated leadership, and maximized organic and inorganic opportunities.
- Mitigated Risk: Structured and facilitated partnership, strategy, and board engagements eliminate blind spots, diminish resistance, and accelerate adoption of the firm strategy.
- Effective Capital Deployment: Accelerated integration of bolt-ons, transparency to resource constraints versus performance challenges, and expedited onboarding and offboarding of executive talent saves time, money, and strategic opportunity costs.
- High Premium at Exit: Gain multiples of value with a compelling growth strategy, proven track record, a best-in-class leadership team, and a reputation for producing industry leading assets.
- Proven Leadership: Build a bench of top-performing relational and tactical operating partners and executives that drive operational excellence, strategy, and innovation with scale and sustainability.
Firm
Operations
Maximized firm performance and profit, with investors and portfolio companies as raving fans.
Challenge
- Lack of firm vision and long-range strategic growth plans to proactively align partners
- Unclear or misaligned talent management practices to slow deal flow and performance
- Inefficient operational processes that limit proactive portfolio management
- Role and ownership ambiguity that limits standardization of investor and portfolio management
- Unclear career pathing to attract and retain the best talent
Solution
We deploy a series of proven executions and leading executive performance expertise to align partners, operations, and critical talent to a firm growth strategy and methodology of portfolio management. Engagements typically include many of the following capabilities:
- Strategic Vision Alignment
- Firm Strategy Rollout
- Key Role Assessment
- Partner & Leader Coaching
- Advisory on Challenges and Opportunities
- Performance Integration Plan
- Centralized vs. Decentralized Strategy
- LP Interviews
Impact
- Becoming the Firm of Choice: Execute a cohesive firm growth strategy that delivers streamlined decision-making, increased portfolio confidence, and new levels of talent engagement. The result is a PE brand that aids recruiting, retains talent, and promotes a performance culture with aligned performance and expectations.
- Scalable Leadership: Develop scalable firm leadership capable of managing increased complexity and volume of fund progressions.
- Deal Sourcing Volume: Achieve greater efficiency and quality within deal sourcing and origination teams that are clear on roles, decision-making processes, and best-in-class cadence.
- Enhanced Investor Confidence: Boost investor confidence with transparent, comprehensive, and timely reporting that highlights differentiation in performance management and portfolio acquisition.
Private Equity Insights
Let the journey begin!
Transform portfolio companies into consistent high-performing assets, mitigating risk and maximizing value creation with a proven business transformation partner.
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Faster Growth
Starts Here
- Listen: Podcast episode with our CEO Craig Wiley on how our proven approach works