Investment
Management team assessment and succession advisory
An independent view of whether a leadership team is equipped for the plan in front of it, and what to do where it is not.
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For investors
Before an investment, acquisition or refinancing, investors need to understand whether management can deliver the business plan. We assess each senior role against what the plan requires over the hold period, benchmark the team against the market and identify key person risk.
For boards
Boards use assessment to plan development, structure and succession. The aim is constructive: to give the team and the board a shared, evidence based view of strengths and gaps, and a practical plan to address them.
Succession advisory identifies credible internal and external successors for critical roles, so that an unexpected departure does not become a crisis.
How it works
Agree the standard
Define what each role must deliver against the business plan.
Assess
Structured interviews, evidence review and referencing, conducted openly with the team.
Benchmark
Compare capability with the wider market using our research.
Recommend
Clear findings, development priorities and succession options.
Related services
Common questions
Is the team involved?
Yes. Assessment is conducted openly with the people being assessed. That makes the findings more accurate and more useful.
Is this psychometric testing?
Our approach is based on structured interviews, evidence of past performance and referencing against the requirements of the plan. Where a client wishes to include psychometric tools, we can discuss how they fit.
Discuss your requirement
Tell us about the role or decision in front of you. We reply personally within one working day.
Or email hello@storiqpartners.com