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Pre-Deal Services

Before a deal closes, we map the leadership market to assess talent, surface capability gaps, and benchmark critical roles. In a landscape shifting with AI, we help you bring in the right executives and advisors early to validate the plan, strengthen execution, and support valuation.

Pre-Deal Executive Search & Market Mapping for PE-Backed SaaS

In PE-backed SaaS, the investment thesis is only as strong as the leadership team behind it.

But the bar has changed. AI, faster execution cycles, and higher expectations are exposing where teams can’t deliver. What looked like a strong team a few years ago doesn’t always hold up today.

We partner with private equity firms to get a clear view of leadership before a deal closes. Not just who’s in place, but whether the team can execute in the environment they’re stepping into.

What We Do

Our pre-deal work includes executive search, market mapping, and leadership benchmarking for private equity firms investing in SaaS and technology companies.

We also connect firms with experienced operators and board members who can pressure test the strategy and step in quickly post-close.

Execution risk. Leadership gaps. What needs to change before you invest.

Why It Matters

Most deals don’t miss because of strategy. They miss because the team can’t execute. Getting clarity before you invest helps you move faster post-close and avoid costly resets.

“The team at Lancer was great. They had a deep understanding of the company and the role required by the CFO. They moved the process along quickly and efficiently.”

Charlie DicksonFormer Senior Operating Advisor, Hellman & Friedman
partnerlogo40+ PE Firms Served

We've partnered with over 40 PE firms and placed over 1,200 SaaS and Technology leaders

partnerlogoGlobal Operations

Our search team operates out of New York, San Diego, Sydney and Kuala Lumpur to identify global talent

partnerlogo25 Years of Expertise

We have over 2 decades of experience supporting top PE-backed companies

partnerlogoWe Move Faster

Our small, agile team has a 20% shorter average placement time than larger firms

Need help in finding quality talent?

The Lancer Group delivers high caliber executives who drive superior returns, helping investors increase portfolio company ROI.

Contact Us

San Diego

875 Prospect Street, Suite 305, La Jolla, CA 92037

Toronto

401 Bay Street, 16th Floor, Toronto, ON M5C 2L7

New York

667 Madison Avenue, 5th Floor, New York, NY 10065

Sydney

Suite 7/163 Sailors Bay Road, Northbridge NSW, 2063