Overview of Resource Management of Boston's services to support private equity and their portfolio companies.

1. Resource Management of Boston’s
PRIVATE EQUITY &
PORTFOLIO COMPANY
SOLUTIONS

2. DUE DILIGENCE POST DEAL
OPERATING
PLAN SUPPORT
INTERNAL
TEAM
DEVELOPMENT
TRUSTED
ADVISOR
HUMAN
CAPITAL
STRATEGY
SUCCESSFUL
EXIT
Signium USA’s Leadership Consulting practice has the tools and
services to support you and your portfolio companies throughout
the life cycle of your investment. We will help you scale faster.

3. Leadership Team Assessments (Pre or Post Deal)
Executive team and directors take our 3D online assessment – measures problem
solving methodologies, communication style/preference, fit to role, motivation,
integrity and cognitive acumen. Summary reports are prepared and presented to the
Investment Team. Used to:
• Understand the team, its challenges and accelerate decision-making related to Human
Capital issues.
• Proactively develop strategies to fill in/supplement talent gaps
• Improve Investor and/or Operating Partner’s ability to communicate with new team and
maximize effectiveness
• Utilize Owner’s motivational data to help fine-tune deal structure
• Share results to build a stronger team that is positioned effectively to scale and grow.
Organizational Audit (Pre or Post Deal)
During a 2 day onsite visit, we conduct interviews to better understand strengths and
weaknesses of leadership, staff, organizational structure, and culture. Our summary
report highlights:
• Leadership and staff competencies and gaps
• Critical team members (ex. tribal knowledge, unique technical skills)
• Review of the organizational structure and recommendations
• Significant cultural or morale concerns, if applicable
PE/Portfolio Tools & Solutions

4. Quarterback Human Capital Strategy
Work closely with the Operating Partner and other Portfolio Leadership to help
develop and execute talent strategies to accelerate growth and improve the
organization’s ability to scale. Examples of HC consulting services:
• Develop Phase I org structure based on current staff and critical players
• Develop roadmap to Phase II org structure including development and succession
plans
• Provide recruiting support to fill critical leadership gaps
• Incorporate 3D assessments into hiring process – bring science to selection
• Provide coaching and advisory services to portfolio leadership, helping with the
transition to PE-ownership
• Conduct Leadership Development Workshops to improve teamwork and leadership
effectiveness (especially when new, external CEO is hired)
• Conduct Growth X-Ray workshops to drive more strategic (vs. tactical) thinking and
improve ability to scale successfully.
PE/Portfolio Tools & Solutions

5. IndustrialManufacturing –TechEnabledServices
“PEwasthefirstinstitutionalcapitalinCOandhelpedthebusinessrelocatetoastate-of-the-art facilitytocapture
theingenuityoftheprocess CObuilt.ThebusinesswassuccessfullysoldtotheXGroup,providinginvestorswith
an11Xreturn. COcontinuestobeaninnovator intheindustrytoday.”-quotefromPEfirm’sannouncementofexit
◦ Soldtostrategic5yearslater,recentlyopened600,000sq.ftmanufacturing facility
◦ Servicesprovided:HCstrategyconsulting,3Dassessmentsforselectionforall positions,SalesEffectivenesstraining,Team
Workshop
IndustrialManufacturing –Advanced Materials, Sealing Solutions,Thermal
Management Systems
“COisagreatexampleofhowPE’sstrategyofpartneringwithatopcaliberCEOtobuildaworld-class
managementteamcandelivertremendous valueforourinvestors.“ -quotefromPEfirm’sannouncementofexit
◦ Soldtostrategicwithin7years,1yearaheadofplan
◦ Servicesprovided–CompleteassessmentofleadershipteamrequestedbyCEO,3Dassessmentsforselectionforallfuture
positions,HCConsulting,UtilizedglobalpartnershiptoconductTeamWorkshopandCoachingforstrugglingGerman
Manufacturing facility
IndustrialManufacturing –Transportation
“Wewere gratifiedtosupport theevolution ofCofromasmall,nicheplayerintoavaluedstrategicpartner–that
istheessence ofwhatwestriveforatXCapital.”-quotefromPEfirm’sannouncementofexit
◦ Soldtostrategicwithin6years. Salesgrowthof$8millionto$200millionover10years.
◦ Servicesprovided–PreDealLeadershipAssessments,PostDealOrganizational Audit,ongoingHCconsultingservices,3D
assessmentsforselection,TeamWorkshop,GoalSetting/Strategic Planningsupport
Successful Track Record

6. Over the past several years, Resource
Management of Boston has become an
invaluable resource to me. They have deep
knowledge of human capital issues and zero in on
critical issues quickly. More importantly, they
think like executives - so they understand how
their knowledge can be applied to impact a
client’s overall business. I recommend them to
anyone who is serious about building a first-class
organization. – Founder
RM Boston leadership consulting has provided us
with evaluative testing on CEO's and Sales VP's of
companies we invest in. Their insights have been
revealing. It is highly cost-effective, especially if you
consider how it guides us in the way we interact
with executives, post-closing. Some of our
companies have subsequently used RM Boston for
their own internal needs. Signium leadership
consulting is extremely good at their craft! – PE
Partner
Testimonials

7. Specialization in Small-to-Midsize Companies
We have chosen to focus our practice on midsized companies where we can make a
difference. We enjoy developing strong partnerships with leadership and strive to
become trusted advisors who can help not only diagnose, but also anticipate issues. We
bring best practices from supporting multiple successful exits.
Experience with PE and Portfolio Companies
We specialize in supporting growth stage Series B, C and Mezzanine financed companies
that require a strong team to scale and achieve a successful exit. We understand the
challenges associated with growth and specialize in building organizations and teams
who are highly motivated to act and execute quickly.
Business People vs. Industrial Psychologists
We have over 35 years of combined real-world business experience spanning HR,
Operations, Sales, Purchasing, IT, Quality and Training. Our strategies, solutions and
services are based on experience - not theories.
Why Resource Management of Boston?

8. Our PE Clients use our services pre and post deal to mitigate risk while helping
accelerate their understanding of the team they are going to partner with. What
makes them tick? Are they stuck? Are there any challenging dynamics that need to
be understood? Can they execute? Do they have what it takes to take the company
to the next level?
We would welcome the opportunity to help you diagnose the organization,
recommend a course of action and work together to make the team better and
stronger, improving execution and accelerating growth. Please contact us to learn
more.
Merrill Mahoney
mmahoney@rmboston.com
339.933.0418
Gabrielle Jenkins
gbjenkins@rmboston.com
781.258.8042
Why Resource Management of Boston?