Service Offering (1 of 3) ​

Portfolio Due Diligence

(Pre-Deal & Active Portfolio investments)

This consulting service provides a greater understanding of hidden issues within portfolio companies that pose significant challenges for Private Equity firms. Among these challenges, assessing the human capital and leadership that’s driving overall performance is often the most complex and critical aspect. As we firmly believe, a company’s human capital is the lifeblood and most valuable asset that directly impacts its overall success.

We have witnessed organizations rise and fall solely due to the interplay of culture, strategy, and leadership. At our firm, we possess exclusive access to the organization’s leadership and can provide crucial details that are often beyond the reach of others. Our expertise lies in supporting private equity firms in making critical decisions at crucial times, ensuring they are well-informed and equipped to avoid unexpected pitfalls.​

Some of the essential details we offer include but are not limited to:

Our comprehensive assessments delve into the strengths, weaknesses, and potential of key executives and leadership teams. Understanding leadership capabilities is fundamental to determining a company’s growth trajectory.​

We meticulously evaluate the company’s culture and how well it aligns with the strategic vision of the investment firm. Cultural alignment is a key driver of success and integration during the investment lifecycle.​

Our firm examines the organization’s succession planning strategy to identify potential risks and opportunities related to future leadership transitions.​

Through in-depth feedback and interviews, we gauge the satisfaction and engagement levels of the workforce. Engaged employees contribute significantly to the company’s overall performance.​

By benchmarking talent against industry-leading counterparts, we provide insights into the company’s competitive advantage or areas of improvement.​

The overall goal is to assist Private Equity clients to make sound investment decisions, navigate uncertainties, and create long-term value. With our support, human capital and leadership become strategic assets that drive success, ensuring a strong foundation for growth, prosperity and return on investment. ​

fee structure:

Flat rate engagement fee ​

Service Offering (2 of 3) ​

Proactive Introductions to Executive Leadership​

This consulting service provides a greater understanding of hidden issues within portfolio companies that pose significant challenges for Private Equity firms. Among these challenges, assessing the human capital and leadership that’s driving overall performance is often the most complex and critical aspect. As we firmly believe, a company’s human capital is the lifeblood and most valuable asset that directly impacts its overall success.

We have witnessed organizations rise and fall solely due to the interplay of culture, strategy, and leadership. At our firm, we possess exclusive access to the organization’s leadership and can provide crucial details that are often beyond the reach of others. Our expertise lies in supporting private equity firms in making critical decisions at crucial times, ensuring they are well-informed and equipped to avoid unexpected pitfalls.​

Our steady flow of introductions includes, but is not limited to:

We connect our clients with experienced and visionary leaders, including CEOs, COOs, CFOs, and members of the Board of Directors, who can drive the success of their portfolio companies.​

Through our vast network, we provide access to scientific experts and consultants who possess specialized knowledge critical to the success of research and development initiatives.​

Our introductions include seasoned operational experts who excel in optimizing processes, streamlining efficiency, and enhancing overall performance.

We connect our clients with commercial experts who can help drive sales, marketing, and business growth strategies.

Our firm introduces talented professionals who can spearhead business development efforts and devise innovative marketing strategies.

The overall goal is to assist Private Equity clients to make sound investment decisions, navigate uncertainties, and create long-term value. With our support, human capital and leadership become strategic assets that drive success, ensuring a strong foundation for growth, prosperity and return on investment. ​

fee structure:
  • Project Start: Flat rate engagement fee factored into the first placement​
  • Board of Directors & Consultants Placements: One-time flat rate fee ​
  • Permanent Placements: Percentage of candidate first year’s guaranteed gross compensation with retainers rolled into the balance​
  • Replacement guarantees​
Service Offering (3 of 3) ​

Active Retained Search

Our Retained Search is where we prioritize critical executive searches to identify the perfect candidate for your organization’s unique needs. We understand the significance of these pivotal positions, and our seasoned team of experts will collaborate closely with you to fully comprehend your specific requirements and preferences.​

With Retained Search, we uphold a steadfast commitment to transparency and seamless communication. Throughout the entire search process, we keep you and your leadership teams informed every step of the way. Our detailed weekly reporting metrics, in-depth reviews, and frequent status updates provide invaluable insights into the progress of the search, fostering a strong sense of partnership.

Key Features of 3D CRO Group’s Retained Search:

When we undertake a retained search for our clients, the search is assigned a full team dedicated to managing the entire process. This includes a Senior Practice Leader, 2-3 Executive Recruiters, and an Operations Manager. This level of focus ensures a strategic and organized search process, covering the market thoroughly, and delivering a consistent message to each candidate.​

We adapt to your changing business needs and priorities, ensuring a dynamic approach to talent acquisition. Our flexibility enables us to tailor the search process to align with your organization’s evolving requirements.​

Our dedicated team focuses solely on strategically critical roles, expediting the search process without compromising on the quality of candidate evaluation and selection.​

We maintain strict confidentiality throughout the search to safeguard your organization’s sensitive information. Confidentiality is paramount in all aspects of our engagement.​

Leveraging our extensive network and comprehensive screening processes, we present only the most qualified candidates who align with your specific criteria and organizational goals.​

Our commitment to transparency extends to weekly reporting metrics, reviews, and status updates, keeping you fully informed at all times. This open communication approach fosters an engaged and collaborative partnership.​

At 3D CRO Group, our Retained Search service is designed to deliver outstanding results by combining personalized attention, rigorous evaluation, and clear communication. Partner with us to secure the ideal executive talent that will drive your organization’s success and propel it to new heights.​

fee structure: