Pre-Deal Executive Search & Talent Intelligence
An investment thesis is only as strong as the leadership team behind it.
The Lancer Group helps investment firms assess leadership risk before a transaction closes. We provide executive search, talent mapping and market intelligence to determine whether the team in place can execute the investment thesis and where new leadership may be needed.
What We Do
Our pre-deal work includes:
- Executive search and succession planning
- Talent mapping and market intelligence
- Leadership benchmarking
- Management team assessment
- Board and operating advisor introductions
We work with investment firms across private equity, growth equity, private credit and other investment strategies, as well as their portfolio companies.
Pressure Test the Team and the Thesis
We connect investors with experienced executives, board members and operating advisors who can evaluate the strategy, identify execution risks and step into leadership or governance roles post-close.
Why It Matters
Identifying leadership gaps before close helps investment firms move faster, reduce execution risk and avoid costly management resets.
Know who can deliver the plan before you invest.
“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.”
40+ PE Firms ServedWe've partnered with over 40 PE firms and placed over 1,200 SaaS and Technology leaders
Global OperationsOur search team operates out of New York, San Diego, Sydney and Kuala Lumpur to identify global talent
25 Years of ExpertiseWe have over 2 decades of experience supporting top PE-backed companies
We Move FasterOur small, agile team has a 20% shorter average placement time than larger firms
Ready to build your leadership team?
From pre-deal talent intelligence to C-suite and board recruitment, The Lancer Group specializes in retained executive search for private equity firms and their SaaS and technology portfolio companies.
