Building a global team in private equity

The client was a fast-growing midcap private equity house with global offices. They had grown significantly during the pandemic when in-person activity as a whole firm had been restricted. Relationships were functional at best and largely built on Zoom and Teams interactions. The executive recognised they needed to build social cohesion across the entire organisation of 80 people.

We began by creating, in partnership with the client, a three-day conference in a major European city. The objectives were to instil strategic messages and hold critical conversations, meet colleagues and build relationships and unite the firm around a shared experience that would serve as a cultural artefact.

The client was delighted with the event. It was the right balance of hard work and fun to energise and motivate the participants, The group left with a better understanding of individual and cultural differences, a strong sense of cohesion it created, and renewed strategic direction for the next five years.  We continue to engage with the firm to support their leaders and teams and embed the change in the culture.