ASSISTING TEAMS

Critical Success Factor

Strategic Resource offers management team due diligence, assessing teams against their business plan prior to investment or structured finance deals. We have four main due diligence services.

1. Key players report for 3-4 managers/directors
2. Management team report for 5-8 managers/directors
3. Two-tier report for 9-12 managers/directors
4. M&A report. Combined team and culture* report for buy-and-build strategy or bringing portfolio clients together.

Our report gives you an insight into the degree to which the managers have the individual competencies and teamwork they need to be successful with their business plan.

"Strategic Resource added disproportionate value to the process through its work with management. This diligence product has been so well received on the occasions that we have used it that it is seen as a way of adding value."

"Strategic Resource's team diligence was thorough, frank and professional. The management team being assessed saw the team report as the most relevant of all the diligence work."

Some benefits of using our due diligence reports

1. Increased confidence in making investment decisions and improved hit rate of successful deals.
2. Reduced rework with portfolio management teams.
3. Feedback process handled for you. Strong track record of feedback having a positive impact and making a difference.

* Culture report is carried out by our colleagues at Organisational Solutions
(www.organisational-solutions.co.uk)