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The Cost of the Wrong Commercial Leader Is Too High 
commercial due diligence for PE-backed companies

Talented leaders often fail when dropped into dysfunctional environments not built for their success. Our Focused Commercial Assessment ensures your next hire enters a high-performance system designed to win, maximizing the odds of your most critical investment.  Commercial due diligence for PE-backed companies.

The Value Gap commercial due diligence for PE-backed companies

More than $1M

typical hard cost of a failed commercial leadership hire (search, comp, equity, severance)

6–18 months

time typically lost to a misaligned leader before a board steps in

1 in 3

the share of most sales organizations that will never perform, regardless of investment

Rule of 40+

the standard PE sponsors expect; the wrong leader makes it unreachable

15+ YEARS AS A CRO AND COMMERCIAL LEADER

15+

years as a CRO and commercial leader

11+

years inside PE-backed operating environments

$120M → $300M+

revenue scaled (NAVEX, Vista Equity Partners)

40%+

YoY bookings growth delivered (PRGX, Ardian)

2

sponsor liquidity events navigated firsthand

A Top Commercial Team Is an Orchestra, Not a Collection of Soloists.

The best revenue organizations aren't star performers left to improvise. They're a disciplined ensemble — a defined process, clear expectations, and every person in the role that fits their skill set, given the instruction and tools to produce extraordinary results together. That's the foundation installed in every engagement.

It's Not Just Growth. It's How Fast You Get There.

Speed to results is the real measure of commercial leadership — efficiency of execution that compounds into dramatically improved topline growth combined with profitability: the Rule of 40+ every PE sponsor is chasing. The wrong leader doesn't just underperform. They slow the whole organization down while they figure it out, at your expense.

AI Is the Biggest Productivity Unlock Since the Industrial Revolution.

Used well, AI doesn't replace your sales organization — it reveals it. It cleans your pipeline, sharpens your ideal customer profile, accelerates deal velocity, and shows faster who your top performers really are. In this line of work, roughly a third of any sales organization consistently performs, a third has the ability but lacks training or focus, and a third will never get there no matter the investment. AI lets us make that call faster — move out the bottom third, coach the middle third to its potential, and keep compounding the top third's results. Most businesses can do more today with two-thirds the headcount they had yesterday, with the right leader steering the ship.

Selling Is Serving, Not Pushing.

Sales isn't about features and benefits. At its core, it's identifying a real need in the market, knowing precisely who your A, B, and C accounts are by industry and size, and then serving them — asking the right questions, and listening acutely and empathetically, until you understand and feel the cost of the problem your company can solve. That's the standard installed in every engagement.

Focused Commercial Assessment

We provide an independent, evidence-based audit of your sales, marketing, and pricing to replace impressions with data. This ensures your growth investments and leadership decisions are grounded in commercial reality.

GTM & Commercial Due Diligence

Value-creation advisory for PE deal teams — before the deal closes and after. Commercial due diligence during an active deal.

Board & Advisory Roles

Ongoing counsel for portfolio companies and founder-led businesses navigating their next stage of growth.

Fractional CRO & Revenue Leadership Delivery

A strategic execution model to install forecasting governance, pipeline discipline, and scalable commercial systems through an embedded leader.

Latest Insight

The $1M Mistake: What a Failed Commercial Hire Really Costs a PE Portfolio Company

Talented leaders often fail in broken systems not built for their success. Our assessment fixes the environment first, ensuring your hire enters a winning infrastructure instead of a $1M mistake.

Even the best hire will fail in a broken commercial system.
De-risk your next leadership investment by starting with a Focused Commercial Assessment to fix the foundation first.

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