Management & Organisation Due Diligence

Strategy, leadership & execution for Day One high performance

Reducing operational risk, accelerating speed to growth, and providing reliable insights that allow smart adjustments throughout the holding period.

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The Morg&Co Methodology

Morg&Co helps executive teams to develop insights into their Company's organisation and its talent and prepares them for the stretch of their future challenges. The process reduces organisation and managerial risks caused by rapid expansion and, through insightful collaborative planning, translates them into operating advantages that help the Company reach its growth curve faster.

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1. Identify Risks

Starting with the growth plans and analysing the condition of the organisation, we help identify the main sources of risk and then transform the realities of anticipated high-pressure growth into concrete operational and leadership challenges.

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2. Plan for Growth

Using shared insights into the organisation and its people, we work with each leader and the team to develop a roadmap of how to achieve the goals with a strong focus on developing the Company in a sustainable way.

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3. Prepare for Success

With a focus on execution, we help executives consider and manage their own temperaments, skills and experience to work with their team and execute with resilient pragmatism in demanding operating environments.

The Collaborative Process

Combines operational planning and focus on critical success factors to help leadership manage risks and deliver sustainable high-performance

Identify Risks

Develop organisation insights

Use proprietary diagnostics and interactive sessions to understand the condition of the organisation, its leaders and its teams

Identify risk factors

Develop clear picture of the 'stretch' for the organisation, identifying key priorities and clarifying the scale of Management's growth challenges

Explore execution clarity

Dive deep to understand precisely how the management team considers the challenges ahead and plans to deliver growth goals

Understand accountability

Investigate individual clarity, ownership, and clarity of roles, reporting lines, bottlenecks, and how ready the organisation is to grow at speed

Plan for Growth

Develop a map for the road ahead

Develop precise priorities for the organisation and each leader, including key relationships, access to resources and their efficient allocation

Clarify growth barriers

Identify internal barriers and organisational hurdles to growth and change, and develop insights into how they can be overcome as the Company goes through successive phases of growth

Create conditions for progress

Co-create a strategic approach to communication, collaboration, change, and performance and project management for sustained growth

Plan for performance

Examine how accepted approaches to operational improvement, targets, performance and rewards will support an engaged workforce as the Company expands

Prepare for Success

Clarify individual goals

Based on the company goals, insights and knowledge of internal barriers, create exact description of execution tasks with each leader

Identify leader strengths and risks

Using established profiling methods, work with individual leaders to evaluate the size-of-the-lift for their roles as the Company expands, and how they can approach the stretch

Pressure-testing

Help leaders manage their responses to high-pressure environments, mitigating adverse behaviours and ensuring consistent, effective leadership and relationships

Organisation leadership

Help the team develop an approach to communicating and leading across the growing organisation, and develop mechanisms to upgrade

Why is it Important?

The current private equity environment demands operational excellence and managerial precision like never before

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Operational improvements are now key to improving returns

PE firms that go deeper and broader with management and operational improvements in their portfolio are likely to achieve superior overall returns – and faster.

2

Greater debt servicing pressures intensify the need to focus on managerial discipline

Changes in the interest burden are super-charging the need for management to be precise about priorities, risks, and activities that create cash and pay down debt without choking growth or profitability.

3

New Portfolio Company Leaders are often unprepared for fast-growth challenges

Greater pressure increases chances of failure in leaders who are unadapted to pressurized PE environments and are not used to managing sustainable growth and change at speed.

4

Qualified talent crisis increases the risks of distressed portfolio companies

Leadership remains the number one differentiator going into a tougher PE environment, and many portfolio companies may find their top teams need help to successfully navigate tougher environments.

Why Morg&Co?

Our unique approach combines the very best of strategic consulting and executive assessment to address real managerial factors that drive strong execution and high performance

Specialist Focused Advisory

We focus solely on helping to create fit-for-purpose leadership that can drive healthy performance. Our approach systematically targets critical areas for managerial success and creates concrete tasks and operational clarity that help leaders approach their challenges.

Connect the Investment Thesis to Real Execution

Morg&Co's 'end-to-end system' constantly connects board objectives, priority growth activities, top team alignment & company-wide change agendas, and then focuses leaders' personal qualities to grow the whole organisation and deliver anticipated returns.

Operational Performance Focus

We focus on delivering sustained high-performance cultures across the Company. Our methods prepare entire organisations to focus on successful goal achievements that result in multiplicative growth.

Link Planning, Execution, and Human Behaviour

Our team draws on experience in multiple sectors to join the dots between deal teams and operators, combining strengths in Private Equity, performance, strategy, executive leadership and human behavior, brought together at a suitable pace, and with a specific focus on bringing the investment thesis to life.

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James Morgan MBA CPsychol, Managing Partner

25 years in consulting, leadership assessment, private equity and executive management in blue chip and fast-growth companies.