Facilitating executive retreats for private equity acquisitions to speed transition, drive vision & build value.

Despite significant risk and market pressures, private equity acquisitions by activist investors are fundamentally buoyed by the shared opportunity to build value. Daniel Vogelzang facilitates deep-dive management retreats which bring the deal team and management team together in the initial period after acquisition to act as a springboard for value creation. These custom, multi-day offsites result in a unified team, clarity of mission and vision, and a powerful strategic roadmap called the 100 Day Action Plan, for driving execution and ultimately creating high-performing portfolio value.

  • Unifies and connects new ownership and executive team - Results are owned by internal team; increasing adoption of results and ultimate success 
  • Speeds transition time from acquisition to execution 
  • Immediately forms a common vision and mission within new reality of ownership structure 
  • Leads to clarity in strategy and delivers a focused roadmap
  • Unfolds new insights for growth, innovation and efficiency

Most retreats are 3 day events, held at aspirational offsite locations designed for thinking big and building relationships. Every session is customized exactly to the client’s needs and challenges at hand. We will plan and prepare all logistics, advanced materials, research, questions and exercises as needed to prepare the participants. The multi-day session will be structured yet creative; rigorous yet fun. Participants often report a deep excitement and enthusiasm from the experience with a sense of team closeness and a drive to execute on results.

100 DAY ACTION PLAN

  1. Identify Strategic Imperatives based on investment thesis
  2. Prioritize Short-Term Activities for cash-flow & equity boost
  3. Structure Long-Term Initiatives with goals, delegation & metrics

POTENTIAL RESULTS

FOUNDATION

  • Business Objectives
  • Mission
  • Vision
  • Values

BUSINESS

  • Business Model
  • Strategic Imperatives
  • Innovative Approaches
  • SWOT Analysis
  • Gap Analysis

POSITIONING

  • Customer Segmentation
  • Capabilities/Offerings
  • Unique Value Proposition
  • Competitive Analysis

BRAND

  • Reason to Believe
  • Authentic Storytelling
  • Brand Attributes
  • Image and Identity
  • Brand Promise
  • Brand Hierarchies