Sync-Align.
A two-week, senior-led process that aligns PE-backed leadership teams to the investment thesis and the priorities that move it.
“Sync-Align helped us turn a leadership transition into an opportunity to reset and accelerate. It gave us a clear view of where we were strong, where we needed to improve, and — most importantly — where we needed to align. It helped turn that alignment into action, shaping new ways of working and a sharper execution framework to accelerate growth.”
It's like a McKinsey engagement you can actually use.
PE CFO
I wish I had this two years ago.
PE-backed CEO
You've built a portco operating system.
PE talent partner
What comes out of two weeks.
Every engagement produces the same four artifacts. Figures below are from an illustrative engagement.
Platform overview
Assess → Sync → AlignSurfaces deep internal viewpoints against the individual investment thesis — not “peer benchmarks.”
Facilitated alignment sessions that drive clarity and sync the findings across the leadership team.
Creates alignment tools to run the business — not a 25-slide deck.
8-pillar OBHA scores
Effectiveness / CriticalityExecution roadmap
Priority → Clarify → Monitor- GTM model clarity and team role definition
- Disciplined pricing & deal approval process
- Customer feedback loop into product & ops
- Strategic priorities reinforced in decision-making
- Leadership accountability across functions
- Cultural health & engagement signals
- Operating cadence & meeting discipline
- Retention in critical roles
- Financial reporting & governance rhythm
KPI scorecard
Multi-year trajectory| Initiative | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| 1-1 Finance governance | $150M | $180M | $220M | $270M |
| 1-2 Commercial engine | $240M | $290M | $345M | $410M |
| 1-3 Leadership alignment | 65% | 78% | 88% | 92% |
| 1-4 Platform acceleration | 30% | 45% | 62% | 75% |
| 1-5 Operational integration | 18% | 32% | 48% | 60% |
Top 5 strengths
Highest effectivenessTop 5 risks
High criticality, low effectivenessExit deal metrics.
Target trajectory from an illustrative engagement — the shape of what a sequenced plan is built to move.
Pick where your portco is in the cycle.
Sync-Align is modular by design. Start with the engagement that lays out the game plan. Add senior leader 1-on-1s. Or run the whole thing, including the offsite where we drive the plan to outcome on-site. You only buy the layers you need.
Sync-Align Engagement
Strategic intelligence and the game plan that comes out of it.
- Sync-Align surveys + structured conversations
- OBHA 8-pillar diagnostic with criticality/effectiveness scoring
- KPI scorecard baseline + multi-year trajectory
- Top 5 strengths + top 5 risks
- Senior leadership team virtual planning session
- Closed-door readout to CEO & sponsor
Engagement + Leader 1-on-1s
The same game plan, sharpened by a clear-eyed read on the leadership team.
- Everything in the Sync-Align Engagement
- Senior leader 1-on-1 interviews
- Leadership team profile + role-fit analysis
- Watch items + intervention recommendations
- Confidential leadership readout to CEO & sponsor
Engagement + 1-on-1s + Offsite facilitation
The plan, the leadership read, and we're on-site to drive it to outcome.
- Everything in the Sync-Align Engagement
- Everything in Leader 1-on-1s
- Facilitated leadership offsite (1–2 days, on-site or virtual)
- Pre-offsite alignment artifacts & agenda
- Post-offsite priority stack & 90-day operating cadence
- Governance rhythm + KPI scorecard handoff
Two weeks from now, your team could be running the system.
Twenty minutes is enough to figure out where your portco is in the cycle and which tier matches. No pitch — just clarity.