Human Capital Assessment for Investors

Boswell Group consultants assist investors in their assessment of CEOs and management teams in prospective companies, as well as companies already in their portfolio. We provide critical insights that are not readily forthcoming in the course of ordinary due diligence, and develop a composite picture of a management team, particularly the CEO and CFO, including its leadership depth, retention risks, and senior team dynamics. These assessments complement investors’ intuitive take, including helping them interpret their own direct observations and experiences with the management team. Our consultants conduct these assessments for private equity firms, venture capital firms, hedge funds and other investors, aimed at providing a psychological portrait of a management team, particularly the CEO, including its leadership depth, retention risks, and senior team dynamics.