Product
Private Equity Scale
Growth within the portfolio (value-added services).
Our Private Equity Scale, or PE Scale, is designed to help you navigate the complexities of M&A. We partner with you to assess your current talent management practices, identify areas for improvement, and develop a plan to implement those improvements.
From acquisition to post-close, we support you to ensure your talent management practices are aligned with your new organization.
Scaling the Private Equity Scale:
P+CaaS (People + Culture as a Service)
Managed Services for Portcos to save time and resources.
Professional Services Projects
Offering interim support.
X-Portfolio Value-Added Services
- Account growth within portfolio (value-added services)
- M&A support (due diligence and/or post-close)
- Access to preferred partners/preferred pricing for HR tech, benefits, RPO, compensation data providers, training content platforms (contract negotiation x-portfolio)
- Access to preferred agency support for customized Talent-related solutions (i.e., livingHR):
- Culture assessment, talent brand, recruitment marketing
- Compliance/risk avoidance (risk assessment; in partnership with legal counsel)
- Development and execution of a customized talent acquisition strategy
- Back-office succession planning (develop HR team, search for CPO)
- Front office talent management assessment (succession planning, resource planning, org design, retention strategies, DEIB strategies)
- Compensation as a retention tool (i.e., developing appropriate pay mix such as carried interest)
- Org design + workforce planning + more
- Access to preferred agency support for customized Talent-related solutions (i.e., livingHR):
Due Diligence Support
Partner with existing HR team OR lead due diligence for the client related to talent management. Support through accessing:
- Cultural alignment (leveraging culture alignment workshops, discovery data, impression sites, leader interviews, etc.)
- Organizational strategy and structure
- Compensation and benefits comparison
- Reporting Compliance (EEO, OSHA, Vets 100, 5500, ACA, etc.)
- HR, Payroll, and benefits compliance
- HR tech assessment
- Risk assessment (safety records, pending lawsuits, e.g., wage and hour, EEOC, OSHA, workers comp, wrongful discharge, etc.)
- Communication practices, transparency + tone
- Data review (prior employee surveys, esp. engagement scores, time to fill, turnover rates, and reasons)
Post-Close Support
- Cultural alignment assessment + integration (leveraging culture alignment workshops, discovery data, impression sites, leader interviews, etc.)
- Conduct a post-acquisition discovery with acquired staff/leaders related to the Talent Lifecycle. Map current processes to the acquiring company's practices
- Conduct a post-acquisition compliance review
- Strategies for Retaining Key Talent
- Employee hiring/Onboarding
- Communications/Change Management
- Process + Systems
- People Systems Integration
- Pay, Benefits + Compliance (obtain job descriptions)
- Recruiting, Hiring, and Onboarding