1
Cultural Due Diligence Surveys
Culture is one of the hardest things to assess from the outside, but it often shapes whether a deal creates value. Before a transaction closes, our survey can surfaces how people actually experience leadership, trust, communication, and day-to-day work at a target company. The result is a clearer picture of cultural strengths and risks that sits alongside your financial and operational diligence.
2
Post-Close Integration Experience Surveys
The weeks and months after a deal closes are when employees are evaluating if they want to stay with the company. Our survey will you understand what landed well, what didn't, and where the employee experience needs attention. We look at how employees are feeling about the new ownership, leadership, culture, and their own futures, and we segment results so you can see differences across functions, locations, and tenure. Early signals let you adjust before small concerns turn into regretted departures, and they give both PE leadership and portfolio company management a shared, honest view of how integration is really going.
3
Ongoing Engagement & Experience Measurement for Portfolio Companies
Beyond any single transaction, portfolio companies benefit from a steady rhythm of employee listening. Our team offers engagement, onboarding, and exit surveys sized to each company, with consistent measures that let PE operating partners compare across the portfolio without losing what makes each company distinct. This gives you an early read on retention risk, leadership effectiveness, and culture over the full hold period.
4
Engagement Surveys for Your PE Firm
Your own employees also want to share feedback, ideas, and insights. Our team will partner with you to understand the employee experience and engagement across investment, operations, finance, investor relations, legal, and support functions so you understand how different groups experience the firm's culture, career paths, and expectations.