You diligence the numbers.
Who's diligencing the people delivering them?

Platforms or add-ons — QoE and legal get months. The management team gets a few dinners and a general instinct.

SOUND FAMILIAR?

Who are we buying, who can deliver, and who can exit?

Can the team I'm buying deliver my underwriting?

Individual and collective capability to beat the plan.

Buying add-ons: what gaps get filled, and which remain?

The seller's team, the incumbent team, and who runs what.

How can I help my CEO and their team?

Who is good, who needs support, who is missing.

Will the current org structure deliver the underwriting?

Roles, incentives, reporting lines, and who owns what.

Can this team acquire, develop and retain key people?

Hiring engine, bench strength, and who you can't lose.

Is this management team exit ready?

TTM under their belt as a team, and ready to present well at MP.

THE PQ PLAYBOOK

The PQ playbook, across the deal lifecycle.

For funds and their portfolio companies: PQ applies the same leadership, organization, and talent systems from diligence through exit — pre-close to post-close.

PQ across the deal lifecycle: Leadership, Organization and Talent from close through exit
Optimal investment periods for each service across the deal lifecycle
WORKING WITH YOU
ON YOUR INVESTMENTS — BY DEAL STAGE
PRE-CLOSE
Diligence the team and org you are buying

Assess ability to run, scale and exit as a portco.

POST-CLOSE & GROWTH
Accelerate change management to deliver underwriting

Evaluation and implementation across leadership, organization and talent.

EXIT PREP
Prepare the team for exit

Fill prioritized gaps that help you finish strong and get a multiple expansion.

How we work with your portfolio →
ACROSS YOUR FUND — WHATEVER THE STAGE
Identify and prioritize human capital efforts across the entire portfolio

Patterns across the portfolio, and inside each company.

Start with the Portfolio Mapping Tool →
Leadership mapping across the portfolio

Compare C-suite capability, using your deal and ops teams' insight.

Programmatic application of the PQ playbook

Build PQ into your fund's own playbooks.

OUR APPROACH TO UNDERSTANDING CAPABILITY

Based on behaviors and actions, not psychology.

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Reads what people actually do on the ground

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Tracks how behavior changes over time

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Reads each person against their role and your context

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Hands you tactical moves — coach, back, or add

You're not in the business of changing who people are. You're in the business of affecting change with them — for your context, with the right people at the right time supported by the right structure and incentives.

Get a clear read on the teams you're backing.