Catalyst Index™: Practical Leadership Intelligence

Our proprietary assessment tool evaluates executive teams in founder-led companies, providing data-backed insights on how leaders perform under pressure, during change, and when scaling businesses—specifically designed for middle market demands.

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Why Leadership Assessment Matters in M&A

68%

Failed Deals

Percentage of M&A transactions that underperform due to leadership execution issues

3x

ROI Impact

Higher returns when leadership capability matches growth strategy

90%

Predictability

Accuracy in forecasting executive performance in high-pressure situations

Most deals fail not because of market conditions or strategy flaws, but because the team can't execute the plan. Catalyst Index™ helps you understand how leaders think, anticipate high-stakes behavior, and identify strengths and concerns before investing.

Comprehensive Leadership Intelligence

Growth Readiness

Who can lead through the next phase

Development Needs

Where coaching or support will accelerate results

Risk Assessment

Leadership gaps that may limit business potential

Each Catalyst Index™ report delivers a straightforward summary of working style, decision-making patterns, stress responses, and leadership tendencies—giving investors actionable intelligence to optimize team performance and reduce risk.

Seamless Integration Throughout the Investment Lifecycle

Due Diligence

Validate leadership capability and alignment with investment thesis before closing

Post-Acquisition

Inform organizational design, coaching priorities, and team development

Value Creation

Demonstrate commitment to developing human capital alongside financial performance

Exit Preparation

Document leadership strength as a key value driver for potential buyers

We incorporate the Catalyst Index™ throughout our process to ensure leadership capability supports your investment goals at every stage—proving we're focused on both people and performance.

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