For PE sponsors and boards who need the commercial team steady and the plan back on track after a CEO change. We find what broke, set the course correction, and build AI agents into how the team sells.
Leadership change is common under PE ownership, and the new leader is often learning the business from the outside while the hold clock keeps running. An interim CEO needs an honest read on what broke, a commercial plan the board can back, and more capacity in the team without adding headcount.
of large US buyouts brought in a new CEO under private equity ownership.
University of Chicago research →CEO turnover within two years of a PE-sponsored buyout announcement.
Corporate Governance: An International Review →Brett Jansen, our CEO, leads the board-level conversations and the C-suite interviews where confidential information is shared. AI architects and project managers build under her direction.
Six weeks. A company-wide read across people, process and technology, with full depth on sales, product and marketing. Ends with a board readout.
About 13 weeks. Fix what broke, rebuild the commercial plan, and put AI agents to work in the commercial team. Ends with a board review.
Optional. Monthly support to keep the plan running, train the team and extend the agents.
What's included
What's included
An illustrative commercial team, not a specific company. Every agent has a named human owner. Headcount decisions stay with the board.
Key accounts held by founders. Research and follow-up done by hand.
Spend not tied to pipeline. Messaging not matched to buyer stage.
Positioning set by founders. Little win/loss evidence.
CRM data incomplete. Forecast assembled by hand.
We go deep where we have depth, and we tell the board where it needs a specialist.