In high-stakes corporate deals, it’s all about knowing what truly matters — and acting on it with precision. This 1-day workshop will empower you as a deal team leader with the technical savvy to ensure both an exceptional investment thesis and negotiation for the deal close — achievable only through the disciplined application this key type of due diligence.

Trillions are invested each year in the pursuit of M&A. But here’s a twist: over 70% of deals fail to deliver on their promises. Why? Because too often, the focus is misplaced in the intense pace of transactions. And historically a skills gap remains among investment professionals as this type of due diligence expertise evolved within the management consulting industry.

Top minds from the Harvard Business School, McKinsey, AlixPartners, Korn Ferry, Deloitte, Mercer, and others know the data on this: getting the intangible assets right — people & culture, compensation & benefits (and aligned incentives), the target operating model, and regulatory considerations — these hold the real keys to preserving deal value. Prioritizing them from the start — and factoring these qualitative factors in quantitative modeling — doesn’t just secure returns, it amplifies them.

For private equity (PE) professionals, weaving HCDD seamlessly into the deal process isn’t just a nice-to-have — it’s a game-changer. Research shows that PE funds leveraging top-tier talent and culture assessments, for example, can achieve nearly 300% ROI. In fact, CEOs assessed using market-leading methods deliver 25% greater investor returns (i.e., IRR). The secret lies in embedding these insights early, even as early as the Letter of Intent (LOI), enabling PE firms to align talent with strategy before the final decision is made. The result? The right people in the right roles, delivering exceptional outcomes.