organization solutions

Succession Management

Our seasoned  talent management professionals consult with you to enhance your approach to succession management, and help you evaluate  and develop future leaders.
organization solutions

Succession Management

Our seasoned  talent management professionals consult with you to enhance your approach to succession management, and help you evaluate  and develop future leaders.

Creating a Structured Approach to Identify, Develop, and Retain Leaders

Succession management has evolved to be more than simply identifying individuals in line for critical roles. Done well, it ensures a pipeline of well-prepared talent aligned to the strategy and culture of your organization and leads to creating structured leadership and development programs that ensure long-term adaptation to a rapidly changing marketplace. Succession management is no longer “nice-to-have”; boards and external investors expect their companies to have strong succession plans in place.

Our succession management professionals focus on the capabilities and expectations your organization needs to execute now and plan for the future. We tailor our approach to your organization, pipeline, market, and trends for the future. This blend of advisory practice and hands-on assessment and process support ensures your Human Resources team has the tools and resources it needs to assess current leadership, define key roles, develop readiness plans, and identify and develop your talent bench.

 Building a Healthy Talent Pipeline

We partner with your HR team to define roles needed for future success and create a continuous stream of candidates ready to step into them.

Unlocking Mobility

Our experts can design an internal marketplace for talent mobility, boosting visibility and fostering growth opportunities within your organization.

Improving Retention

We create a robust succession plan that keeps identified leaders engaged and committed, providing them with a clear path for advancement within the company.

Mitigating Leadership Risks

We help you prepare for the unexpected by creating a comprehensive contingency plan, so you’re never left wondering what happens if a key leader departs.

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CASE STUDY: Building a Scalable Executive Talent Strategy Across a Growing PE Portfolio

Client Need
A small private equity firm had grown rapidly through multiple acquisitions across infrastructure, real assets, and private credit. The CEO, anticipating potential turnover post-earn-out, asked for a deeper understanding of leadership bench strength across the newly acquired businesses. The Head of Talent engaged Berman Leadership to design and execute a comprehensive executive assessment program for the top 30 leaders below the executive team.

 

Context and Approach
The firm had expanded quickly and needed insight into the leadership capabilities of executives inherited through acquisitions. They weren’t just assessing for development—they were assessing for readiness. Berman Leadership created a senior leadership competency model tailored to the PE environment, blending commercial, operational, and leadership dimensions.

 

Assessments were completed by a small team of experienced consultants with deep financial services expertise. Reports were written with care—developmental but direct—knowing the CEO might make quick judgments based on brief comments. Every executive received an individual debrief, followed by a four-way development planning meeting.

 

With strong early impact, the firm now plans to extend the program to the top 100 leaders over the next 3–4 years.

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