Operating Partners & Value Creation Leads
Maximize portfolio performance by identifying hidden workforce risks and cultural friction that delay returns.
Corporate Development & M&A Leaders
Improve deal predictability and post-close execution with people intelligence traditional diligence misses.
Portfolio Company Executives (CFO, COO, CHRO)
Align teams, reduce attrition risk, and execute faster with a clear picture of morale, leadership gaps, and friction points.
Post-Merger Integration & Change Management Leads
Fuel your integration roadmap with confidential insights—grounded in behavioral data, not bias or guesswork.
Institutional Advisors (Legal, Financial, HR)
Strengthen your clients’ positions with third-party intelligence on people risks, dysfunction, and cultural liabilities.

Who We Help

Transaction Advisors

Business Brokers
Exit Planners
Corporate Law Firms (M&A)

Strategic Buyers

Corporate Development Teams
Small + Medium Enterprises
Family Offices

Financial Sponsors

Private Equity Firms (PE)
Venture Capital Firms (VC)
Institutional Investors

Our Services

Change & Integration Support

Change Management Consulting
PMI Pre-Planning Support
Post-Merger Integration (PMI)
Post-Merger Integration Risk Assessment

Organizational Optimization

Human Capital Consulting
Operational Efficiency Audits
Organizational Health Assessments
Organizational Risk in M&A
Team Dynamics Evaluation

People Risk in M&A

Cultural Due Diligence
Culture Vitality Check
Human Capital Due Diligence
Leadership & Talent Evaluation
Leadership Due Diligence
Workforce Risk Assessment

How We Help

Bold Genesis helps investors and acquirers avoid people problems that tank deals. We speak with employees, interpret patterns, and deliver insights that reveal hidden issues—like toxic culture, poor leadership, or change resistance—before they cause damage.

We blend qualitative insights with quantitative analysis to uncover leadership due diligence gaps, workforce risk assessments, and signs of organizational risk in M&A—surfacing issues like misalignment, friction, and instability before they trigger post-merger integration risk.

Our insights are clear, actionable, and built to fit seamlessly into your process—whether pre-close, during transition, or amid M&A integration challenges in the critical first 90 days post-close.

Grounded in behavioral science and forensics, Bold Genesis delivers evidence-based human capital due diligence—enabling sharper decisions, fewer surprises, and better post-merger outcomes.

Bold Genesis
Evidence-Based Advisory™

Deliverables

Culture & Alignment

Internal Brand Alignment
Leadership Alignment
Long-Term Strategic Alignment

Operational Impact

Organizational Efficiency
Talent Retention
Value Maximization Post-Merger

Risk & Insight

Actionable Insights
Human Capital Risk Analysis
Quantified Negotiation Leverage

All images courtesy of Getty Images, UnSplash. Copyright Bold Genesis, LLC

We’re here to help!

Thank you!We will be reaching out to you within 48 hours.

Key Stakeholders

Who We Help

Our Services

How We Help

Bold GenesisEvidence-Based Advisory™

Deliverables

Thank you!
We will be reaching out to you within 48 hours.

Bold Genesis
Evidence-Based Advisory™