Capabilities

Four practice areas.
One operating principle.

Every engagement starts with the same question: what business outcome are we trying to move, and what people decision unlocks it? From there, we draw on four practice areas (sometimes one, often several) to deliver counsel that travels from the boardroom to the front line.

Practice 01

HR Strategy & Operating Model

CHRO advisory Function redesign HR tech Shared services

The situation

Your HR function was built for a company that no longer exists. The business has scaled, pivoted, acquired, or globalized — and the people function is running on a model designed three strategies ago. Cost is up, capacity is stretched, and the C-suite is asking what they're getting for it.

How we partner

  • Diagnose the current HR operating model against where the business is headed, not where it has been
  • Redesign the structure — CoEs, business partners, shared services, technology — to match the value-creation strategy
  • Build the investment case and transition roadmap, including talent moves and capability gaps
  • Stand alongside the CHRO through the change, not just at the kickoff and the readout

What good looks like

A people function that costs less, delivers more, and is sized correctly for what the business actually requires. CHROs we work with describe the result as "finally being able to lead the function instead of defending it."

Practice 02

Organization Design & Workforce Planning

Structure Spans & layers Workforce planning Integration design Cost takeout

The situation

The org chart is the wrong shape. Decisions are stuck two levels too deep, accountability is diffused across functions, and the workforce composition reflects the past five years of hiring decisions rather than the next five years of strategy. Or you've just closed a deal and the combined organization has to be designed before Day-1. Either way, the team wants to get it right the first time.

How we partner

  • Pressure-test the design intent: what the structure is being asked to deliver, and against what trade-offs
  • Redesign roles, layers, spans, and decision rights to match the operating model
  • Build the workforce plan: capabilities required, build-buy-borrow strategy, location and cost footprint
  • Lead post-close integration design: Day-1 organization, leadership announcements, comp and benefits alignment, and the first-100-days operating cadence
  • Manage the executive-level change choreography so the right talent stays and the right signals go out

What good looks like

Faster decisions, clearer accountability, leaner cost structure, and a workforce composition that reflects where you're going. Critical talent stays. Integration milestones land on schedule. The story makes sense to the street, the board, and the front line.

Practice 03

Executive & Board Advisory

CEO succession Top team effectiveness Board readiness Compensation philosophy PE operating partner

The situation

The questions in front of the CEO, the board, the founding team, or the PE operating partner are too consequential and too confidential for the usual advisory channels. CEO succession. A misfiring executive team. An incoming chair. A compensation philosophy under pressure. A portfolio company that needs a senior human capital perspective. The work requires judgment, discretion, and someone who has actually sat in the seat.

How we partner

  • Confidential counsel to CEOs and founders on executive team composition, transitions, and dynamics
  • Board advisory on CEO succession planning, leadership talent reviews, and human capital governance
  • PE operating partner support: portfolio human capital diagnostics, CHRO assessments, value-creation-plan inputs on the people side, and CHRO placement
  • Executive team effectiveness: diagnostics, facilitation, and the unglamorous work of making top teams actually function
  • Compensation philosophy and design at the executive and senior leadership levels

What good looks like

A CEO with a thought partner who has done the work, not a vendor pitching the next deck. A board confident in its succession plan. A PE operating partner with a credible read on portfolio leadership. An executive team that operates as a team. Decisions made with clarity, before they become crises.

Practice 04

Leadership, Talent & Culture

Succession Leadership development Culture diagnostics Performance philosophy

The situation

The bench is thinner than the org chart suggests. Critical roles have no credible successor. Leadership development feels like programs without outcomes. Culture is either an unspoken liability or a slogan on the wall — but rarely a managed asset. The CEO wants the talent agenda to actually move the business.

How we partner

  • Succession planning at the C-suite and critical-role level — assessments, development plans, accountability
  • Executive leadership development with measurable behavior change, not workshops
  • Culture diagnostics and intentional culture-shaping work tied to strategy
  • Performance management and rewards philosophy aligned to the outcomes the business actually needs

What good looks like

Credible successors in every critical seat. Leaders who actually lead differently after the work — not just rated higher in surveys. A culture that gets pointed to as an asset by the people closing deals, recruiting talent, and running operations.

Three Ways to Engage

Different situations, different structures.

The four practice areas describe what we do. The three engagement models below describe how we work together. Every engagement is principal-led and shaped to the situation. We discuss fit, scope, and structure on the first call.

Tier 01

Boardroom Advisor

A retained thinking partner to the CEO, board chair, or founder. On call for the decisions that don't fit in a project box. Confidential access, scheduled working sessions, and async between. For leaders who need a steady, senior sounding board over a defined horizon.

Tier 02

Strategic Engagement

A defined project with a defined scope, timeline, and outcome. Organization redesign, HR transformation, integration, executive succession, compensation redesign, leadership assessment. Principal-led discovery, design, recommendation, and implementation support.

Tier 03

Interim & Embedded CPO

Step-in Chief People Officer for the chapter that changes the company. Embedded with the executive team and board. Full CPO seat: operating model, talent decisions, governance, and Compensation Committee ownership. Available as W-2 interim executive or firm engagement.

Scope, structure, and investment are determined collaboratively after an initial conversation, and built around the outcome the engagement is meant to deliver.

Not sure which conversation to start with?

Most of our engagements begin with a single question: what's keeping you up at night? Tell us, and we'll tell you whether and how we can help.

Start a conversation Call 214-347-6220