Executive team assessment revealed a roadmap to exponential growth

The Challenge

A CEO of a mid-sized financial institution had an ambitious vision to triple the firm’s size in the next 3-5 years but needed to know if the executive team had the capabilities to deliver. The executive team successfully grew the business to its current size, but had issues with pace, agility, and alignment. He needed to assess whether his current executive team could deliver and determine if leadership changes were necessary. The CEO needed to quickly bring certainty to meet growth goals.

The Solution

The team aligned the executive team on the critical strategic initiatives needed to accelerate growth. Then, they redesigned the organization structure and implemented an executive team operating pace to more effectively drive the business. Each executive's ‘fit’ for a future role was assessed, and feedback was shared with the executive, along with suggestions for closing gaps. The CEO received feedback on fits for a future role, organizational readiness, and focused-growth recommendations.

The Results

  • The team ascertained executive fit, discovered gaps, determined organizational readiness, and provided growth-focused recommendations.
  • Unprecedented growth and completing its first asset-backed securitization in one year.
  • 50% of the executive team changed, either through personal selection or with guidance, within year 1.
  • Team members reported having clearer direction on their growth objectives and more effective discussions in team meetings. This led to a reduced churn rate and greater collaboration.

30-Minute Value Max Intro Discussion

To get companies off to a fast start, we offer our “Value Maximization Workshop” to support leaders in identifying the true value drivers of an integration and jump starts the planning process to ensure success.