Sample Projects

The following summaries of sample projects will give you insight into my executive assessment and management consulting process. My experience advising investors and executives with these projects continues to influence my current services.

CEO ASSESSMENT FOR PRIVATE EQUITY INVESTORS

Investors at a leading private equity firm wanted an executive assessment of the CEO and an Organization Scan for a $60M enterprise software business during the due diligence period. The project gave investing principals insight into the strengths and gaps of the CEO and executive team and helped them understand what issues to watch for as the company executed on its growth plan. As part of the executive assessment I offered advice to the CEO to adjust his leadership style in order to drive higher alignment and accountability within his team.

EXECUTIVE TEAM ASSESSMENTS AND WORKSHOP

The Chairman & CEO of a rapidly-growing San Francisco Bay Area virtualization software company hired me for management consulting and to conduct in-depth 360 developmental assessments for himself and the members of his executive team. The project included a series of executive team workshops that helped the team find better ways to hold each other accountable.

M&A EXECUTIVE ASSESSMENT

The CEO of a publicly traded natural resources company engaged me and my colleagues to conduct executive assessments of the top 20 executives at a competitor as part of an M&A integration process. The report drove decisions on whom to keep on and in what role. “Looking back, the accuracy of [Jonathan’s] insights was spooky,” he said.

EXECUTIVE COACHINGI worked with a high potential leader in a rapidly growing Bay Area company for four months. When we met, he was experiencing frustration and disappointment in both his personal and professional lives and was in need of development support. He wanted to move beyond this and sought to position himself for functional or department leadership. I helped him to identify a self-imposed constraint to his effectiveness and helped him to identify and practice some skills and behaviors that are now allowing him to function in a more senior role. His interactions with the company’s top executives are both more confident and more nuanced as a result of this work.

ORGANIZATION SCAN FOR PRIVATE EQUITY INVESTORS

Private Equity investors in a $30M electronic health records company hired me to conduct an Organization Scan. The two-week project uncovered mismatches between the top two executives’ roles and their capabilities, and resulted in the board recasting each of their roles.

Testimonials

Team Leader

Jonathan was instrumental in my personal growth from Director to Managing Director. He’s an amazing systems thinker, seeing many steps ahead in organizational strategy, to advise on how to best move ahead. His advice and coaching was helpful in strategic as well as tactical ways. I was able to talk through detailed strategic plans and come out with a better understanding of what steps would be most fruitful as well as a shared view on the overall strategy.

Team Leader, Singularity Education Group

Jonathan was such a trusted partner in not only helping to build my team, but also acting as a great sounding board and guide through many difficult situations with poor performers and tricky HR situations. In addition, built a wonderful and essential management training program . He crafted an inspiring 2-day offsite for all managers that helped build relationships across silo’d business units, build a common perspective on company culture and gave us useful, every day tools to draw from.

Senior Leader, Pinterest

I worked with Jonathan when I assumed a leadership role. With Jonathan’s coaching , I was able to think beyond the requirements of my current role, to focus on building the mindset needed to be successful in a more complex role. He helped me to identify and then work beyond assumptions which were holding me back, while helping me build new narratives and practices for maintaining high levels of engagement and energy both at work, and outside of work. His coaching was instrumental to the professional success I have been fortunate to accomplish in the past two years.

CEO, publicly traded company

“Looking back, the accuracy of Jonathan’s assessments was spooky.” 

CEO, $60M SOFTWARE COMPANY

Jonathan worked with me and my team with respect and treated the work with complete discretion; his insights about each member of my executive team and myself were spot-on; and he was entirely focused on our business and the results we need.. I recommend Jonathan highly to other investors and executives.

CEO, $60M SOFTWARE COMPANY

Jonathan worked with me and my team with respect and treated the work with complete discretion; his insights about each member of my executive team and myself were spot-on; and he was entirely focused on our business and the results we need.. I recommend Jonathan highly to other investors and executives.

CEO, $60M SOFTWARE COMPANY

Jonathan worked with me and my team with respect and treated the work with complete discretion; his insights about each member of my executive team and myself were spot-on; and he was entirely focused on our business and the results we need.. I recommend Jonathan highly to other investors and executives.

CEO, publicly traded company

“Looking back, the accuracy of Jonathan’s assessments was spooky.” 

CEO, publicly traded company

“Looking back, the accuracy of Jonathan’s assessments was spooky.” 

CEO, $60M SOFTWARE COMPANY

Jonathan worked with me and my team with respect and treated the work with complete discretion; his insights about each member of my executive team and myself were spot-on; and he was entirely focused on our business and the results we need.. I recommend Jonathan highly to other investors and executives.