Chief of Staff Solutions for Private Equity
Accelerate Value Creation with a Chief of Staff
Private Equity Talent Solutions
Unlock the full potential of the Chief of Staff function within your portfolio companies. Our Community of Excellence is designed to elevate CoS talent, implement best-in-class operating practices, and create a high-impact engagement model that drives alignment and execution across your investment ecosystem.
What We Offer
01
02
03
04
Strategic CoS Development
Equip your Chiefs of Staff with pre-built frameworks, playbooks, and peer learning opportunities to enhance their leadership and execution capabilities.
Portfolio-Wide Operating Best Practices
Standardize and implement effective processes across your portfolio, ensuring consistency and efficiency.
Seamless Communication & Reporting
Establish clear communication lines, standardized reporting frameworks, and data-driven insights to keep PE firm leadership informed and portfolio companies aligned.
Execution & Value Creation
Align methodologies between firm leadership and portfolio companies, ensuring that strategy translates into execution with measurable impact.
By investing in a dedicated Chief of Staff Community of Excellence, your firm creates a scalable, high-performance operating system that maximizes value creation across your portfolio.
Let’s build a cohesive, high-impact Chief of Staff network that transforms operations and accelerates success.
Interim Chiefs of Staff quickly align on timelines and value creation goals, integrate seamlessly with your existing teams and governance structures. Our scalable support model ensures consistent execution across your portfolio, backed by clear performance metrics that track directly to your investment.
Process
01
02
03
04
2-4 weeks to Match & Engage
6-12 Month Engagement
Focus on strategic initiative execution and integration, supporting existing resources
Work with Portfolio Companies
Sample Deliverables
Operating System & Cadence
Cross-Functional Program Management
Roadmap & Strategic Planning
Proven Use Cases for a Chief of Staff
-
Our Day 1-100 planning and alignment programs balance systems integration and process optimization with thoughtful culture and change management, ensuring sustainable performance improvements.
-
From growth strategy execution to product transformation programs, we drive the critical initiatives that create competitive advantages and ensures your strategic vision translates into tangible value creation.
-
Our structured 30-60-90 day programs quickly identify and capture immediate value creation opportunities to simultaneously drive operational efficiency improvements, revenue enhancement initiatives, and working capital optimization.
-
We optimize executive team effectiveness by implementing clear decision-making processes, a right size rhythm of business and performance management framework to ensure leadership teams operate with alignment, speed, and agility.
Our Chief of Staff Interim Team
Alex Jonas
Chief of Staff
Jennifer Lien
Chief of Staff
Jamie Cole
Chief of Staff
Kaitlin Boileau
Chief of Staff
Caroline Hoyle
Chief of Staff
Kim Nguyen
Chief of Staff
Priya Ponnapula
Chief of Staff
Florian Rittmeyer
Chief of Staff
Johnny Drozdek
Chief of Staff
Molly Kettle
Chief of Staff
Sabina Wilson
Chief of Staff
Chief of Staff Executive Recruiting helps medium to large PE firms achieve faster value creation by quarterbacking high-priority initiatives, maintaining portfolio momentum, and creating seamless coordination between deal teams, operating partners, and portfolio leadership.
Process
01
02
03
04
4-6 weeks to Recruit
Ongoing Engagement
Focus on long-term, sustained growth and strategic partnership
Work with PE firm or portfolio companies
Executive Recruiting Success Metrics
6,000+
96%
100
Proven Use Cases for a Chief of Staff
-
Our Day 1-100 planning and alignment programs balance systems integration and process optimization with thoughtful culture and change management, ensuring sustainable performance improvements.
-
From growth strategy execution to product transformation programs, we drive the critical initiatives that create competitive advantages and ensures your strategic vision translates into tangible value creation.
-
Our structured 30-60-90 day programs quickly identify and capture immediate value creation opportunities to simultaneously drive operational efficiency improvements, revenue enhancement initiatives, and working capital optimization.
-
We optimize executive team effectiveness by implementing clear decision-making processes, a right size rhythm of business and performance management framework to ensure leadership teams operate with alignment, speed, and agility.
Proven Results in PE Environments
-
PE firm struggling with fragmented communication and reporting across portfolio companies.
-
Implemented Traction EOS
Provided leadership coaching
Created a playbook for future acquisitions
-
Improved transparency in portfolio performance
Reduced administrative meeting time by 25%
-
Shift from family-run business to growth-focused organization, while delivering largest client project, to date.
-
Implemented operational framework
Product Launch support
X-C-Suite team alignment
-
Drove $10M+ in revenue delivered
Ensured the right team members are in roles that maximize their strengths
-
The new CEO needed support transitioning and developing an operating cadence and implementing Traction EOS throughout the organization to prepare for scale.
-
Targeted, comprehensive search
Focusing on candidates with management consulting and operational expertise in scaling VC-backed startups
-
Successfully placed a seasoned Chief of Staff candidate within 30 days, who excelled in achieving all Q2 and Q3 milestones
Why Us?
Top Talent
Deep Expertise
Framework
Ready to Partner with Us?
Schedule a Consult With Us Today