What We Do
You Can't Afford Six Months of Runway Before the Team Is Working Well.
tEamBITDA™ is Lodestone's integrated engagement for PE-backed companies at critical transition points. Executive assessment, CEO advisory, and team alignment — designed to work together, deployed when it matters most.
The Stakes
Why Year 1 Defines the Entire Hold
Post-close is when value creation plans win or lose. Most PE firms know the risks. Fewer have a system for addressing them fast.
~70%
Of PE firms replace the CEO during the hold period — and the majority of those decisions were unplanned at acquisition. Leadership risk is real.
90
Days. The window where norms get set, trust gets built or lost, and teams learn how to work together — or don't. This is when we go to work.
1
Integrated engagement. Assessment informs coaching. Coaching informs team sessions. Team data comes back into the room. That's the design.
The Program
Three Components. Built to Work Together.
The best individual offerings don't fully work in isolation. That's the problem tEamBITDA™ solves. Assessment informs coaching. Coaching informs the team sessions. Individual data comes back into the room. That's the integration.
Assess
Up to 5 ELT Members
Multi-method evaluation of the leadership team: validated personality inventories, business simulation, and structured behavioral interview. Assessed against your specific value creation plan — not generic competencies. You get targeted insight on each leader's strengths, risks, and fit for what you actually need them to do.
Align
Knowing Me, Knowing You™ + Vision & Values
Facilitated sessions built for post-acquisition realities. Knowing Me, Knowing You™ is a data-driven process — not a trust fall. It brings individual assessment results back into the room so the team understands how each person is wired, what they need to do their best work, and how to set up shared work streams that actually stick. Vision & Values aligns the team on where the business is going and what it stands for, so everyone is operating from the same foundation.
Advise
4 Months, Bi-Weekly + On-Demand
Targeted advisory for the CEO, grounded in assessment data and focused on the 1–2 leadership challenges most relevant to the value creation plan. Bi-weekly sessions plus on-demand access. Not life-long coaching — a focused engagement with a defined scope and a clear end.
What You Get
Every Engagement Delivers
tEamBITDA™ is a complete package. Here's exactly what's included.
In Practice
What This Looks Like at a Portfolio Company
A newly acquired portfolio company had a capable leadership team — but two senior executives had overlapping authority, unclear decision rights, and three months of built-up friction. Left unaddressed, that dynamic would have cost the firm a quarter of execution. Lodestone deployed tEamBITDA™ within 30 days of close. Knowing Me, Knowing You™ surfaced the conflict directly and gave the team a shared language for how they each worked. Vision & Values aligned the group on priorities from the top down. The CEO had a coaching partner through the transition. The value creation plan launched on schedule.
Why Lodestone
Most Firms Weren't Built for Deal Timelines. We Were.
Executive coaching and assessment firms are common. Firms that understand hold periods, value creation plans, and what PE partners actually need to know — those are not.
| Lodestone |
|---|
|
Organizational psychologists trained in workplace science |
|
Multi-method assessment, remote-capable |
|
Targeted, business-centric reports |
|
Senior consultants only |
|
Full-lifecycle services across the hold period |
|
Economical pricing |
| Commonly Used Firms |
|---|
|
Clinical psychologists applying therapy models to the workplace |
|
Require many hours in person |
|
Narrative opinion reports |
|
Junior staff supervised by “big names” |
|
Focus only on diligence, search, or coaching |
|
Substantial fees |
Other Ways Lodestone Works With PE Firms
DILIGENCE
Human Capital Due Diligence
Talent Assessment
Executive Assessment
Team Effectiveness
Post-Close Team Alignment
Leadership Development
Individual Executive Development
Group Development
Group Leadership Development
HR Optimization
Human Capital Process Optimization
Culture
Culture & Engagement
Your Next Investment Deserves a Right Start.
tEamBITDA™ can be deployed within 30 days of close. We work on deal timelines.