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The Investment Lifecycle

Partner across all four stages of the investment lifecycle.

CEOs and investors partner with FMG Leading at various stages along the growth lifecycle — from the deal model through the management presentation to the next buyer.

01

30–180 days · Pre-close

Diligence

Close with conviction — not hope.
Investors gain a deal-team edge.
Healthcare commercial diligence and human capital diligence surface the real competitive dynamics, leadership capability gaps, and organizational risks that affect the thesis. Investors close knowing what they bought.
What gets delivered
  • Commercial due diligence
  • Human capital due diligence
  • Leadership capability assessment
  • Org & cultural risk identification
Diligence
First 100 Days

02

Onboarding · Days 0–100

First 100 Days

Activate from day one — not month 18.

CEOs and investors set the foundation together.

The first 100 days inside a PE-backed business are unlike anything most CEOs have experienced. FMG Leading partners on governance, value creation planning, and the day-one strategic alignment work that guides the next three to five years.
What gets delivered
  • Leadership transitions
  • Board effectiveness
  • VCP design and implementation
  • Strategy execution
  • Org integrations

03

3–5 year hold period

Value Creation

Where the multiple gets made — or lost.
CEOs run the long game with a partner at the table.
Most portco value is made or destroyed here. CEOs partner on organic growth strategy, organizational performance transformation, leadership optimization, M&A integration, and continuous organizational intelligence via the Client Insights Portal.
What gets delivered
  • Value Creation Plan acceleration
  • Organic growth
  • Inorganic growth
  • Turnaround leadership
Value Creation
Exit

04

6–12 months pre-exit

Exit

Position for a premium multiple.
CEOs and investors land the story buyers will pay for.
Exit valuation is increasingly driven by the quality of the management team and the clarity of the forward growth narrative. CEOs walk into the management presentation with a coherent strategy, a credible forward story, and a leadership team buyers visibly want to back.
What gets delivered
  • Exit-ready leadership
  • Dynamic scenario planning
  • Succession planning
  • Forward growth narrative