Case study · Talent partners
One operating partner, no support, placed six senior hires across her 13-company portfolio.
- AUM
- $2.3B
- portfolio companies
- 13
- operating partner, no team
- 1
The context
A $2.3B lower-middle-market PE firm with 13 portfolio companies. An operating partner for human capital with no team underneath her: she is the entire talent function.
The pain
A thirteen-company portfolio and no talent team.
Every senior hire outsourced to a search firm or handled solo.
Locked into an assessment vendor on a multi-year, per-company contract.
The outcome
Six senior hires in two quarters: a CEO, a CRO, a CPO, a replacement CFO and two controllers. More executives held in the product than the firm has portfolio companies. Her own framing: replacing a CEO adds roughly three years to exit.
What changed
Runs the entire talent function from a single seat.
Built the record through open conversation rather than templates: 71 documents with zero workflow runs behind them.
Replaced the outside search-firm process end to end.
How they use it.
Scorecards
COO, CMO, VP Sales, talent coordinator, associate.
Interview guides
Per-outcome guides for a four-person panel.
Candidate reports
One per finalist, comparable side by side.
Leadership-programme hiring
Super-day guides and evaluation reports.
Case-presentation evaluation
180-day plan guides, scored against the role.
Job descriptions
Portfolio-company and firm-internal roles.
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