Pre-Deal People Diligence

Know the people risk before you sign.

The data room tells you what you're buying. It's quiet on whether you can keep it. Before close, we assess whether the leadership will stay, where the talent risk sits, and whether the synergies in your model are actually deliverable.

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Why it matters

You priced the assets. Nobody priced the org.

Financial and legal diligence are thorough. The people risk, the thing that most often sinks the return, usually gets a paragraph and a gut feel. By the time you find out the founder was the business, or half the team is a flight risk, the price is already paid.

We give the deal team an evidence-based read on the human side while there's still time to price it in, walk away, or plan around it.

What we assess

Leadership stay-probability: who's likely to stay through the transition, and who's already halfway out.
Key-person risk: where the value is dangerously concentrated in a few people.
Culture red flags: the gaps between the pitch and the daily reality.
Synergy deliverability: whether the org can actually execute the case you're underwriting.
Org scalability: whether the team can carry the growth plan, or will need rebuilding.

What you walk away with

A people read you can act on before close.

A go / no-go signal

A clear view of whether the people risk is manageable, mispriced, or a reason to walk.

Risk priced into the deal

The retention costs, earn-outs, and safeguards you should build into the terms, not discover after.

A head start on day one

The beginnings of the integration and retention plan, ready the moment the deal closes.

Bring us in during diligence.

De-risk the deal before the money moves.

Tell us the target and timeline; we'll scope a fast, confidential people-diligence read that fits your process.

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