Track record log: Executive Talent Optimisation

Catalysis assisted investees of the private equity houses with the following assessment support

Industry |

Professional services |

Financial services |

Description

2024

CCO assessment

Referencing

| PE House

| Undisclosed

| Foresight

Industry |

Healthcare |

TMT |

Business services |

Retail/consumer |

Healthcare |

Distribution & logistics |

TMT |

Educational recruitment |

TMT |

Description

2023

CFO assessment

CEO assessment

Referencing on Executives

Assessment

Team planning

CEO assessment

GM assessment

CFO selection support

Team planning

Role specification

| PE House

| LDC

| Tenzing

| YFM

| Undisclosed

| Apposite

| No sponsor

| Perwyn

| LDC

| Guinness Ventures

Industry |

Food concept incubator |

Engineering |

Phone accessories |

Metal printing |

Packaging solutions |

Broadcast technology solutions |

Furniture manufacturer |

Provider of global technology solutions |

Entertainment, trampoline park |

Engineering |

Maintenance of medical Endoscopes |

Building materials |

Description

2022

Role Specification

Ops director coaching

Psychometric analysis

FD selection process

CFO selection support

CEO specification

CEO coaching

COO assessment

Coaching

CEO assessment

MBI CEO assessment

Second tier team planning

| PE House

| Guinness Ventures

| Total Capital

| Undisclosed

| Chamonix

| Undisclosed

| WestBridge

| Perscitus

| Undisclosed

| Guinness Ventures

| Total Capital

| Foresight

| Undisclosed

Recruitment platform |

Phone accessories |

LED lighting design |

Clean room accessories |

Energy sector IT |

Mobile software |

Truck rental |

Precision engineering |

Shopping centre dev |

Maintenance, gritting |

Precision engineering |

Printing & IT for SMEs |

2021

Various role specifications

CEO psychometrics

FD candidate assessment

CEO candidate assessment

FD candidate assessment

CRO candidate assessment

Operations Dir assessment

FD candidate assessment

CEO candidate assessment

Sales Dir candidates assessment

Chair candidates assessment

CEO candidate assessment

| Puma

| No sponsor

| Bestport

| Foresight

| Northedge

| Bowmark

| Northedge

| Total Capital

| No sponsor

| Total Capital

| Connection Capital

Digital Transformation |

Bathroom Supplies |

Private Equity |

Professional Software |

Metal Printing |

Wind Turbine Repair |

Healthcare |

2020

FD Assessment

CMO Assessment

Psychometric Analysis

Sales Director specification

FD assessment

FD specification

CEO assessment

| LDC

| Gresham House

| NorthEdge

| Chamonix

| Bridges

| Foresight

Building Equipment Distribution |

Water & Gas Contracting |

IT Services |

Mobile Software |

HR Software |

Environmental Services |

Gaming Services |

Travel Agency |

Truck Rental |

Marketing Services |

School Furniture |

Training |

Specialist Distribution |

Transport/Logistics |

Winter Gritting/Grounds Maintenance |

Education Advisory |

Knowledge Transfer |

2019

CEO selection

Chairman selection

COO & sales selection

CTO selection

Performance management

FD selection

Chairman selection

CEO selection

CEO assessment

CEO selection

FD selection

COO selection

FD selection

Sales director assessment

CEO selection

Psychometric analysis

| Foresight

| GCP

| Horizon

| LDC

| NorthEdge

| Rockpool

| Total Capital

| Undisclosed

Kitchen installation |

Paper conversion |

Kitchen installation |

Clinical Testing |

Consulting Engineers |

Business services |

HR Software |

Legal Services |

Soft Drinks |

Stairlifts |

Tools Distribution |

Pet Products |

Specialist Distribution |

Transport/Logistics |

Accounting |

2018

Senior Sales

FD

Senior Sales

Senior sales assessment

FD candidate assessment

CEO assessment

CEO candidate assessments

CEO candidate assessment

CCO assessment

COO assessment

CEO assessment

FD assessment

FD candidates assessment

FD assessment

Partner psychometrics

| NorthEdge

| None

| NorthEdge

| Foresight

| LDC

| Rockpool

| LDC

| NorthEdge

| Rutland

| Total Capital

| Undisclosed

Cruise agency |

Furniture distribution |

Paper conversion |

Soft drinks |

Debt Management |

Hair Care |

Insurance Broking |

Care Homes Group |

Clothes Brand |

Specialist Distribution |

Hotel Linen |

2017

COO

CEO candidate

FD

Potential COO psychometrics

CMO assessment

COO assessment

HR assessment

COO assessment

Team assessment

FD assessment

Sales director assessment

| NorthEdge

| FPE

| NorthEdge

| Abris

| LDC

| Maven

| Stage Capital

| Total Capital

|

Drama clubs |

Geosciences advisory |

Paper conversion |

Telecommunications |

Debt Management |

Scientific Instruments |

Asset Management |

Rent to Buy Retailing |

Plastic Extrusion |

2016

CFO candidate

COO

CEO candidate

Chairman

Team assessment

Addressing under-performance

Selection support between two FD candidates

CEO candidate specification

Interim HRD selection

| Encore

| FPE

| NorthEdge

| FPE

| Abris

| Foresight

| Gresham House

| Vision Capital

|

Aerospace components |

EPOS Software |

Metal printing |

Payments software |

Recruitment |

Gyms |

Events Software |

Social Enterprise |

International Schools |

Bakery Products |

Healthcare Software |

2015

FD candidate

Chairman candidate

CEO candidate

Various US senior sales

Senior Ops candidate

Chairman candidate

Assessment, referencing on CEO candidate

Psychometric analysis on potential CTO and CFO

CEO candidate assessment

Psychometrics and analysis on four candidates

Psychometrics and analysis on PD candidates

Psychometric analysis on a potential CEO

Psychometrics on FD candidate

| Foresight

| Chamonix

| FPE

| Chamonix

| Encore

| FPE

| Impact Ventures

| Providence Equity

| Stage Capital

|

Payments software |

Property management et al |

Debt Management |

Metal Printing |

International Schools |

Plastic Extrusion |

Care Homes Group |

Food Service |

IT Services |

2014

US-based Sales Director

CEO candidate

BD director

Assessment of an FD

Assessment on two CEO candidates

360 exercise with developmental feedback

Psychometrics and referencing on a candidate

Psychometrics & referencing on two candidates

Assessment of a supply chain director candidate

Psychometrics, assessment, referencing, CEO role

Assessment and referencing of CEO

Assessment of an HR director candidate

| FPE

| Electra

| Abris

| Chamonix

| Providence Equity

| Rutland

| Stage Capital

|

Aerospace components |

Care homes group |

Gyms |

Media telecoms |

Photographic software |

Plastics recycling |

Property management et al |

Recruitment |

Renewables |

Self storage |

Warehouse racking/shelving |

Audio Products |

Energy Efficiency |

Events Software |

International Schools |

Food Wholesaling |

Patent Attorneys |

2013

FD candidate

Chairman candidate

MD candidate

FD

Chairman

Head of Marketing candidate

FC and COO candidates

Divisional MD candidates x 2

MD

MD candidate

Chairman

Business unit head

MD candidate

Recruitment support

Assessment on sales director; operations director

Psychometric analytics/support recruitment process

Selection process for two new heads

Assessment & referencing on CFO candidate

Selection process and psychometric support

| Chamonix

| Barclays Ventures

| FPE

| Barclays Ventures

| Chamonix

| Electra

| None

| FPE

| Caledonia

| Chamonix

| Caledonia

| FPE

| Providence Equity

|

Warehouse racking/shelving |

Plastic moulding |

Plastic extrusion |

Property Management |

Plastic Extrusion |

Patent Attorneys |

IT Services |

2012

Commercial Director candidate

FD candidates x2

Head of Manufacturing candidate

Assessment & referencing of FD

360 degree process for senior manager

Assessing & referencing candidates for FD roles

Assessing and referencing for global BD role

Assessing & referencing candidates for HR roles

Assessment and referencing of FD candidates

Assessment and referencing of potential COO

| Chamonix

| Rutland

| Electra

| Rutland

|

Aerospace components |

Plastcis recycling |

Printing/process outsourcing |

Aerospace Components |

Plastic Moulding |

Plastic Extrusion |

2011

NED candidate

MD candidate

NED candidate

MD candidate

Assessment & referencing of potential HR director

Brief headhunters for MD role & referencing

Assess and reference - heads of sales, procurement

Assess and reference - HRD

| Chamonix

| Rutland

Professional services |

Plastic Extrusion |

2010

Accounting Partner

Assess and reference - FDs

| None

| Rutland