Public LifeSciences Company Why Was I Introduced? The governance chair is familiar with my approach and past success, and felt that this board would benefit from an independent Board Leadership Effectiveness Assessment. Results Clear identification of what works well with the board, what needs improvement, and what is missing Surfaced delicate and important role and […]
Strategic Planning Session for the Board and the Executive Team (Case 1)
Public Company in Changing Market Why Was I Asked for This Assignment? My client is a public company for whom I previously had done an Executive Team Leadership Effectiveness Assessment. One of my recommendations was for the board and management to engage in a Strategic Offsite to establish a clearer view of the growth opportunities […]
Strategic Planning Session for the Board and the Executive Team (Case 2)
Private Fast Growing High Tech Company From a profitable footprint in one market segment, the company needed to explore ways to significantly expand its market opportunity. I was asked to create a meeting that would tap into not only the resources of the company’s senior executives and the board, but also include specialized outside skills […]
M&A Board Integration Session and Strategic Planning Session
Public Company in the Renewable Energy Market One of my clients had just gone through a major merger transaction. The new chairman and CEO was highly impressed with the board of the acquired company and wanted to keep it intact. The first board meeting was critical for a couple of reasons: Acknowledge that the board […]
M&A Board Integration Session
M&A Board Integration Session Public High Technology Company The public company had gone through a merger with another public company. The new organization created a well differentiated company to be uniquely positioned for market leadership. The board had augmented in size with four new additional members who all had been on the board of the […]




