Private Equity CEO Business Coaching

With over 20 years spent building my own company from the ground up and successfully selling it to Private Equity, I know firsthand the transition challenges founders face when new ownership takes the reins. My experience as a founder allows me to connect with portfolio company CEOs on a practical level, helping them align with PE goals while maintaining the entrepreneurial spirit that drives growth. Through Apex CEO and my “APPM Method” (Alignment, Product, People, Margins), I work as an in-house operating partner, supporting founders in navigating the post-acquisition landscape and meeting their next-level objectives.

In-House Operating Partner for Private Equity

Bridging Founders & Private Equity

Learn More

In-House Operating Partner Program for Private Equity

Purpose

To fast-track alignment and performance in both newly acquired and underperforming portfolio companies by providing Private Equity business coaching support that addresses growth and operational challenges, drives measurable improvements, and aligns leadership with Private Equity objectives.

Role & Approach

As a former founder who successfully transitioned into a PE-backed environment, I offer a unique perspective that’s often missed by external advisors. I know what it’s like to have built something from the ground up, and I understand the hesitation, expectations, and adjustments that come when new ownership steps in.

Program Highlights

Transition & Alignment for New Ownership

Goal: Help founder-CEOs align with PE objectives, bridging their entrepreneurial mindset with PE’s strategic vision.

Focus: Establish OKRs and metrics that create clarity, accountability, and alignment between founders and new shareholders.

Revitalization of Underperforming Companies

Goal: Support CEOs in addressing core issues and steering the company back to a growth trajectory.

Focus: Diagnose barriers to performance, establish focus areas, and revitalize leadership and strategy to drive real results.

Growth Strategy Development

Goal: Equip founder-led companies to scale smoothly while maintaining their core vision.

Focus: Using the APPM Method, I work directly with CEOs to refine product positioning, optimize revenue channels, and foster a scalable culture.

Operational Excellence via APPM

Goal: Implement high-performance practices that improve margins and operational efficiency.

Focus: Strengthen four critical pillars: Alignment: Ensure strategic clarity and shared purpose across teams.

Product: Position offerings effectively in the market.

People: Develop a proactive leadership team ready to drive forward momentum. Margins: Increase profitability through strategic cost management.

Leadership Mentorship & Decision-Making Support

Goal: Act as a trusted mentor for CEOs, helping them navigate high-stakes decisions and growth challenges.

Focus: Provide grounded, actionable insights to help CEOs manage complex decisions, scaling, and preparing for future exits.

Focused, Strategic Engagement

As a Private Equity CEO coach, I work closely with portfolio CEOs through customized programs of 2, 3, or 4 strategy-focused meetings each month. In these sessions, we dive deep into key issues, co-develop practical solutions, implement them, and establish accountability through follow-up. This structured, iterative approach keeps CEOs on track and aligned with PE goals, while providing the flexibility to adjust as new challenges and opportunities emerge.

One To One Meeting

Schedule a 15-minute call to learn more.

Limited to just 4 concurrent CEO clients—secure your spot now!

Schedule Book A Meeting