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Pre-deal management due diligence on an acquisition

Client
Mobeus Equity Partners
Sector
Outsourced customer contact (investee: Ventrica)
Commissioned by
Investor
Context
Pre-deal
Services
Leader due diligence · Executive and board teams
Our findings formed part of Mobeus’s decision to proceed with the acquisition.

The situation

Before acquiring a stake in Ventrica, an outsourced contact centre business, Mobeus needed an objective view of whether the leadership team could deliver the investment case.

What we did

With the Ventrica and Mobeus teams, we defined a model of leadership excellence specific to Ventrica’s strategy, then assessed each leader against it using several techniques and reference data. Each leader worked through their strengths, development areas and future potential before we presented findings to Mobeus.

What changed

Investment and operating partners valued seeing psychological and business perspectives together in a way they had not experienced before.

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