Change Management Through PE Ownership Transition

The first 100 days of PE ownership are the highest-risk window for talent attrition – key leaders who don’t understand what’s changing, or who fear it, start looking elsewhere before the Value Creation Plan even gets off the ground. This one-day workshop equips Operating Partners, portco leadership, and HR teams with a practical framework for managing that transition: reading retention risk early, communicating change in a way that builds trust rather than fear, and navigating the specific dynamics of founder-led and family-owned businesses moving to professional management under PE ownership.

Features:

• Identify retention risk among key leaders in the critical first 100 days of ownership
• Apply a structured communication framework for announcing and explaining ownership change
• Build trust between incoming Operating Partners and existing management teams
• Navigate founder/promoter-to-professional-management transition dynamics specific to Indian businesses
• Design a stay-plan for flight-risk leaders tied to the Value Creation Plan timeline
• Leave with a first-100-days change management plan for an assigned portco scenario