LEADERSHIP DUE DILIGENCE
Decision-ready intelligence for the full deal cycle.
A structured leadership assessment methodology built for private equity. Each component can stand alone. Together, they form an integrated approach to leadership risk and value creation across the life of your investment.
— WHO IT’S FOR
Built for every stage of the hold.
INDx’s Blueprint is designed for PE firms, operating partners, and deal teams that treat leadership as a value creation lever.
PRE-INVESTMENT
Assess the portfolio company leadership team before you close. Understand the capability, identify the risk, and determine alignment with your deal thesis before making the investment.
People Due Diligence
POST-CLOSE
Structured integration built on assessment data accelerates time-to-effectiveness and reduces the risk of early derailment.
Integration & Onboarding
POST-CLOSE
When leadership composition changes or organizational context shifts, structured team coaching builds alignment and expedites performance.
Team Effectiveness
PRE-EXIT
Build a compelling narrative for acquires. Demonstrates bench strength, reduces perceived risk, and supports exit valuation.
Executive Assessment
WHY IT MATTERS
75%
of C-suite leaders leave post-acquisition within 1-2 years
50%
of those departures are unplanned, disrupting operations immediately.
#1
reason deals succeed is leadership quality.
A rigorous process with a fast turnaround.
HOW IT WORKS
FULL PROCESS & DELIVERABLES
The INDx Blueprint Overview
Every component, every deliverable, and what you receive in a single, sharable document designed for your deal team.
Participants complete the Hogan suite of assessments: Hogan Personality Inventory (HPI), Hogan Development Survey (HDS), and Motives, Values, Preferences Inventory (MVPI).
Assessment
A behavioral interview anchored to the role demands, deal thesis, and integration context.
Debrief & Recommendations
INDx walks stakeholders through the findings and provides actionable recommendations.
Data Integration
Assessment and interview data synthesized into clear, decision-ready reports.
Structured Interview
THE SCIENCE BEHIND IT
Why Hogan Assessments
INDx uses Hogan because the science predicts workplace performance and provides an objective lens for understanding people.
Hogan Personality Inventory (HPI)
Everyday characteristics that influence how a person gets along with others and achieves goals: how they work, how they lead, and how successful they can be in their role.
Hogan Development Survey (HDS)
Behaviors that emerge when people stop self-monitoring. Understanding these patterns early means addressing risk before it becomes a problem.
Motives, Values, Preferences Inventory (MVPI)
Core values and motivations that determine the environments where a person will thrive and how well they align with your deal thesis and culture.
LET’S START A CONVERSATION
Ready to bring the same rigor to people decisions that you bring to financial decisions?
A 30-minute consultation with an INDx Talent senior practitioner. No pitch, no obligation. Just a focused conversation about your organization and what a well-scoped assessment engagement would look like.