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Profiling for Organisations

When buying a business, the value of extensive strategic, financial and regulatory due diligence is a given. But what about the culture? The leadership capability? The integration of the two tribes?

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Goldcrest Partners is expert in conducting culture and leadership due diligence of your acquisition targets. This insight helps inform your decisions, recognise risks, and plan successful integrations.

Due diligence of the human capital of an organisation during merger and acquisition activity is an important aspect of the process. Building an understanding of how the top team leads and the culture that prevails is vital to ensuring a good fit, evaluating leadership ceiling and getting ahead of integration issues.

From an organic perspective, if you are looking to change strategy this will require an enabling change in behaviour. Using profiling and assessment to identify where you are and what you need to do is vital to successful execution.

Organisational profiling and assessment for acquisition and development

At an organisational level, acquisition and development focuses on culture, both current and intended, and the infrastructure, people and processes that help define that culture. Primarily this means assessing how an organisation is achieving its strategy alongside the leadership’s impact upon and alignment with the intent of the business. 

Acquisition

When one business entity considers acquiring another it is far more than just the company’s financial position that forms part of the due diligence process.  The acquiring team is taking on a culture, most often determined by the existing leadership of that business. Assessing when acquiring a business gathers the evidence and to measure the current position.

Our approach is also likely to include undertaking personality assessments on the top team to better understand the dynamics and impact they individually and collectively have on the prevailing environment. Accompanied by our expert analysis and recommendations, we can add invaluable intelligence. Our advice will be provided on bespoke methods and practices needed to embed and engage the incoming leadership team and help them motivate the wider workforce.

Development

Business success is often primarily measured by financial metrics. However, developing appropriate behavioural skills across the organisation is essential to achieving these financial and strategic goals. Designing mechanisms that will instil various inter-connected behaviours results in making positive changes to both individual mindsets and organisational level growth.

At Goldcrest Partners we can review your culture, help you clarify the one you would like to have and bridge the gap.

Profiling for Organisations Case Studies

Assessing an organisation to evaluate culture through the lens of values

The client was a UK based wealth manager that had experienced change at the top…

Shifting the compliance culture to enable the business

The client was a global financial services firm, that recognised that its compliance function needed…

Making sense of an employee engagement survey

The client had just completed its annual engagement survey.  The results were largely positive, however

Empowerability – the secret to maximising employee potential

Empowerment and Empowerability are two sides of the same coin and are fundamental elements for…

7 conditions for a high performing team

To the casual observer, high performing teams can look almost effortless, with a sense of…

Personal sustainability & renewal

Being successful in financial services can reap many rewards but the environment is often highly…

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