Private Equity

Leadership Consulting

Effective Leadership is a Sound Investment

The competition for qualified talent is the key challenge for the private equity industry.

But it isn’t financial talent that they are looking for–it is operational ability and effective team leadership.

As one industry professional surveyed explained, “Financial acumen and wizardry are not as renowned as an ability to grind through the 100-day business plan.”

Meritage Leadership has successfully worked with leading private equity firms to strengthen existing leaders and build new ones.

Our private equity consulting program offers a combination of 360 assessments, group workshops and leadership coaching.

Unlike other leadership consulting programs, Meritage can accurately measure leadership effectiveness and use this data to drive leadership performance, developing leaders at all levels of the company while creating a sustainable structure to handle the constant change that is inherent to this high-stakes industry.

Divesh Makan Managing Partner ICONIQ Capital

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“Meritage has a unique ability to engage every member of our senior team on a leadership growth journey that far exceeded our expectations. The tools, methodology, and insights have and will continue to drive significant changes in how we run our firm and engage the rest of our staff. What made Susan and the team stand out was the trust they’re able to create. This is the gold standard of leadership programs.”

— Divesh Makan, Managing Partner, ICONIQ Capital

“Having experienced the Enneagram with Susan and her team earlier this year, it was truly eye-opening. Connecting behaviors to their roots and understanding what drives me has been invaluable. I believe this is an incredible opportunity that everyone should seize for personal growth.”

— Jessica Riberio, Global Head of Human Resources, Providence Equity Partners

“The Meritage Team has the rare ability to balance absolute candor, supportive encouragement and incredible listening skills to their clients. Their persistence, and high IQ and EQ approach, provides context to what is a very rewarding process.”

— J. Johnson, COO, Managing Partner, Capricorn Investment Group

“Meritage has exceptional abilities to understand the deeper context of a situation and to effectively lead one through a process of personal discovery, ultimately unlocking the most effective ‘mindset and heartset’ for success.”

— Stephen George, Chief Investment Officer, Private Equity Investment Firm

“When I first started working with Meritage, I had a number of projects that had been overwhelming me with their scope and complexity. The most important (and daunting) project on my plate was the raise of our first fund. With Meritage’s help, I reframed the project, dramatically simplified my strategy and tactics, and completely changed my interaction with potential targets. Ultimately, I achieved the results I desired, successfully raising the fund. More importantly, I had fun in the process.”

— Brent Johnstone, Founder and Managing Director, Private Equity Firm

“When I began my leadership coaching firm exploration, I started off with a high bar and a long list of must-haves. Susan and her firm checked all the boxes and more. Their expertise in leadership assessments is unmatched and ability to craft a program to my firm’s vision has made her a strategic and valued thought partner. Less than one year in and we are already seeing results. We look forward to a future partnering with Susan and Meritage.”

— Nicole DeCristofaro, Vice President, Talent Management, Providence Equity Partners

Get a taste of what effective leadership can do

Ultimate Delegation Guide | Meritage Effective Leadership Consulting

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