YellowRoad helps businesses navigate towards success by identifying and removing roadblocks.
We help you – private equity firms, director-major shareholders, and family offices – navigate your growing and scaling environments. We advise you how to maximize value, ensuring optimal outcomes when it’s time to exit.
We do this by supporting you in building better leadership capabilities necessary to de-risk your investments, independent expert consultancy, providing you personalized coaching and mentoring , and aligning your strategy, culture and roadmap to ensure seamless execution.
Our team consists of senior advisors with C-level experience and successful entrepreneurs, offering you our combined expertise and personalized guidance during moments that matter. As your trusted advisor, we treat your business as our own, delivering hands-on, tailor-made solutions that combine strategic direction with practical steps to achieve your goals.
PE portfolio company
This private equity firm, renowned for its diverse portfolio of investments, approached us with the prospect of investing in a new venture. The firm sought our expertise to conduct a thorough assessment of the leadership team of the potential acquisition.
Due to confidentiality reasons, we are not able to mention the name of this client.
Achieved successes in this case:
- Informed investment decision: We enabled a confident acquisition by providing a thorough assessment of the leadership team's strengths and alignment with the company's vision.
- Seamless integration and prepared leadership: We ensured seamless integration of the new venture into the portfolio, with a well-prepared and aligned leadership team driving sustainable growth.
- Strategic alignment and roadmap development: We facilitated the creation of a detailed roadmap and strategic alignment among the leadership team, ensuring clear priorities and cohesive execution.
This private equity firm, renowned for its diverse portfolio of investments, approached us with the prospect of investing in a new venture. The firm sought our expertise to conduct a thorough assessment of the leadership team of the potential acquisition.
Our process commenced with individual interviews with all members of the management and leadership team. This allowed us to uncover each member's personality traits, their perspectives on the company, and their vision for its future. Conducting these interviews individually ensured the confidentiality that we always seek within our projects.
Following the interviews, we employed the Lencioni model to perform a comprehensive team dynamics assessment. Each team member was asked to complete an extensive questionnaire, which allowed us to evaluate the team's collective strengths and weaknesses. By analysing their responses, we were able to identify significant disparities in perceptions and pinpoint the core competencies that the team possessed.
Our assessment revealed that, while the leadership team exhibited strong collaborative skills, there were notable differences in their visions for the company's future direction. Based on these insights, we recommended that the private equity firm proceed with the acquisition, but with a clear precondition: the development of a detailed roadmap for the newly acquired venture.
To ensure the successful execution of this strategy, we facilitated the creation of this roadmap through a series of targeted workshops. These workshops were designed to foster alignment among the leadership team, clarify strategic priorities, and establish a concrete plan for moving forward. The process culminated in a leadership summit, where final strategies were refined, and a cohesive plan was solidified.
Through our comprehensive approach, the private equity firm was equipped with the insights and tools necessary to integrate the new venture seamlessly into their portfolio. Our involvement ensured that the leadership team was not only aligned with the strategic vision but also prepared to drive the company towards sustainable growth and success.
The swift and efficient collaboration with the CEO accelerated this journey, and with our independent role we fostered trust with the leadership team. These key factors contributed to the overall success of the project.
Director-major shareholder (DMS)
This DMS is founder of a SME that has gone through rapid growth for the past five years. As there were no (family-related) successors, the DMS sought our expert advice on the best course of action for the future of his business and to guide him towards his best exist strategy.
Due to confidentiality reasons, we are not able to mention the name of this client.
Achieved successes in this case:
- Strategic succession planning: We provided the DMS with a clear and comprehensive succession plan, including internal and external options, ensuring a smooth leadership transition.
- In-depth organisational assessment: We conducted a thorough analysis of the company's strengths, weaknesses, and potential, enabling informed decision-making and future growth strategies.
- Ongoing support and implementation: We offered continuous advisory services and strategic planning sessions, ensuring successful implementation and long-term organisational stability and growth.
This DMS is founder of a SME that has gone through rapid growth for the past five years. As there were no (family-related) successors, the DMS sought our expert advice on the best course of action for the future of his business and to guide him towards his best exist strategy.
Our approach began with a comprehensive assessment of the current leadership landscape and potential succession options. Initially, we held in-depth individual interviews with the DMS and key stakeholders within the company. These interviews aimed to understand the nuances of the company's operations, the director's vision, and the expectations of other key players. It allowed us to establish a clear picture of the current leadership dynamics and the strategic objectives moving forward.
Next, we conducted a thorough analysis of the company's organisational structure and performance metrics. This involved evaluating the operational strengths and weaknesses, the market position, and the long-term growth potential. Our team also assessed the internal talent pool to identify potential candidates who could be groomed for leadership roles, ensuring a seamless transition.
Following these assessments, we presented the DMS with a detailed report outlining several strategic options. These included internal succession plans, external recruitment strategies, and potential partnerships or mergers. Each option was accompanied by a risk-benefit analysis and a step-by-step implementation roadmap.
Finally, we facilitated strategic planning sessions with the DMS and his management team to align their vision with actionable steps. This resulted in a strategic roadmap that outlined the critical milestones and timelines for executing the chosen succession plan. Our involvement did not end there; we provided ongoing support through regular check-ins and advisory services to ensure the plan's successful implementation.
By engaging with us, the DMS gained clarity and confidence in his next steps, ensuring his company's sustainable growth and stability beyond his tenure. Our strategic and personal approach not only addressed his immediate concerns but also laid the groundwork for long-term organisational success.
Contact details
YellowRoad
Stationsplein 45, Unit A3.202
3013 AK Rotterdam
robert.charlier@yellowroad-nl.com