Help the industry gain a better understanding of talent strategy, leadership development, and succession planning within portfolio companies backed by private equity and venture capital. Your input will shed light on key industry trends, and we will share the results with all participants to help both the industry and your organization perform better, driving the success and growth of your investments.
*These results anonymously will be shared during an in-person Lunch & Learn on May 21st, as well as through virtual webinar sessions, all in partnership with Réseau Capital. All participants will have the chance to win a Garmin watch, Forerunner 165.

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* 1. What are the main factors of deal success or positive recent exits? Please rank with first being the most important.

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* 2. When deals or exits were not as successful, rank the following factors in order of importance with the first being most important:

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* 3. Which methods do you most often use to recruit new executives? Please rank with the first being used most often.

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* 4. Before a transaction or investment, rank the following in order of time and money spent evaluating them with the first being the most time and money spent:

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* 5. How would you describe the proportion of time spent evaluating talent and capabilities of the management team compared to other analyses (financial performance, sector, technology)?

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* 6. From your experience, what is the most frequent trigger to drive succession planning for an executive? Please rank the following scenarios, with 1 being the most common:

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* 7. What tools/processes do you use to evaluate the talent and the skills of the management teams and to select board members for your portfolio companies?

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* 8. Do you consider that a well-thought-out succession plan can allow a company to obtain a premium during an investment or transaction?

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* 9. Do you award a premium during an investment to a company that has a succession plan in place?

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* 10. During board meetings, rank the following elements in order of discussion time (first being the most discussed):

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* 11. During your board meetings, when discussing talent, skills or leadership challenges in a portfolio company, do you feel these issues are taken seriously and that prompt, effective actions are implemented to address them?

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* 12. Before investing in a company, has your organization implemented methods, processes, or tools to ensure that the talent and the skills of the management teams in place will achieve the desired growth and results? If yes, what methods do you use to evaluate the talent and skills?

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* 13. In your opinion, what is more important for long-term value creation?

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* 14. Have you ever been in a hurry to replace a CEO because you waited too long to take action, and chose a candidate without being sure it was the best person for the role?

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* 15. Which leadership role, outside of the CEO, is the most challenging to plan for succession?

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* 16. To be eligible to win a Garmin Forerunner 165 watch, please provide your contact information:

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