Behind any successful venture is the dynamics of the people. In this particular case, there were three individuals who came together to form a new investment company. On the face of it, they shared a common vision and belief system, but coming together and delivering something tangible and sustainable is another matter.

The three individuals had different professional backgrounds and experiences, two from a corporate background, the other a serial entrepreneur. In addition, they had different geographic exposure. These factors meant they each had different perspectives and standards on how things should be done. We also had to factor in personalities and levels of dominance, whilst ensuring they all had an equal say, especially since they were equal partners from an equity perspective. So the challenge here was how to align them and shift their mindset from being sole operators to creating an institutional framework equipped to attract and safeguard 3rd party investors’ capital.

The work consisted of one-to-one sessions with each of the partners, along with combined sessions to create a cohesive way forward. Helping them shape and articulate the vision, values and methodology, we went a step further to ensure they could deliver in alignment with what they proffered to stand for. We tested their values and thesis on potential target investments which provided much debate and ironing out, without the complexity of outside shareholders. This gave them the opportunity to come up with solutions and align themselves as a united front prior to dealing with outside influence. We also identified appropriate board members who provided the right balance of experience, credibility and natural affinity to help foster and drive the mission and purpose of the organisation.

inSight - Salty not Sweet

13 + 4 =

STRATEGY & EXECUTION

STRATEGY & EXECUTION

A budding entrepreneur wanted to create an investment company focused on Africa with a triple-bottom line. We helped him define and shape the vision, as well as the values and behaviours he wanted to stand for and demonstrate. We then measured some of the target...

TEAM ACQUISITION

TEAM ACQUISITION

A financial institution was in trouble and we were contacted by a member of the team to look at options. Within the space of a week, every member of the team was profiled, identifying their skills, capabilities, aspirations and team fit. We worked out a number of...

CHANGE OF LEADERSHIP

CHANGE OF LEADERSHIP

A family business with a franchise partner had a challenge – they had to replace the Managing Director with immediate effect. Failure to do so could result in them losing their business relationship with the franchise partner, which would have a big impact on their...