Compliance & risk management
Identifying potential liabilities in employment practices, classification issues, and benefits compliance before they become deal breakers.
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05 / Diligence
HR diligence built for private equity.
Private equity firms face unique challenges acquiring and managing portfolio companies. HR is often where the value thesis quietly breaks. Conceptual HR provides HR Due Diligence and Outsourced HR support that protects deals, reduces risk, and helps portfolio companies actually scale.
Pre-LOI
Through post-close
Multi-state
Compliance experience
Portfolio
Ready engagement model
Confidential engagement
Deal ready
diligence in your IC's format
HR due diligence
Reducing risk. Maximizing value.
Before finalizing an acquisition, the HR landscape of the target deserves the same scrutiny as the financials. We surface the risks, classify them, and tell you what they mean for the deal.
Compensation & benefits analysis
Evaluating cost structures, competitiveness, and alignment with industry benchmarks to surface hidden cost exposure.
HR policies & procedures
Reviewing handbooks, contracts, employment files, and policies to confirm they align with legal requirements and best practices.
Workforce strategy & culture fit
Assessing organizational structure, leadership capability, talent retention opportunities, and cultural risks that could undermine the thesis.
Post-acquisition HR support
Streamlining.
And scaling.
Once the deal closes, portfolio companies need a scalable HR strategy that drives efficiency and growth. We provide hands on HR support tailored to each business — and aligned to the portfolio operations team's priorities.
HR infrastructure development
Implementing or optimizing HR processes that can scale with rapid growth — without rebuilding every six months.
Technology & payroll integration
Aligning HRIS and payroll systems across portfolio companies for clean reporting and smooth operations.
Talent management & retention
Building recruitment, onboarding, and leadership development programs that protect key people post close.
Compliance & risk mitigation
Keeping portfolio companies current with evolving labor laws and industry regulations across every state they operate in.
How we engage
From pre-LOI to ongoing portfolio support.
01
Pre-LOI scoping
Confidential intake call. We learn the thesis, the timeline, and where you need confidence before signing.
02
Diligence & risk report
Comprehensive review of HR, compliance, comp, benefits, and culture. Findings delivered in a deal-ready format your IC can act on.
03
Post-close integration
We run the day-one HR plan — payroll, benefits, policies, systems — so the operating team can focus on the value creation plan.
04
Ongoing portfolio support
Optional ongoing HR partnership across portfolio companies, with reporting cadence aligned to your portfolio operations team.
Why partner with us
We don't just identify issues. We solve them.
Unlike traditional HR consultants, every engagement comes with a dedicated HR advisor who runs the work — from diligence through integration. Personalized service, portfolio scale, conflict free recommendations.
What you can count on:
- Senior HR practitioners — never junior generalists or call centers
- We do the work, not just identify it in a report
- Dedicated advisor model that scales across portfolio companies
- Multi-state compliance experience — 43 states managed in prior roles
- Independent of any HRIS, PEO, or broker — recommendations are conflict free
- Discreet engagement — comfortable inside live deal processes
Let's talk
Protect the deal.
Then make it work.
Whether you're evaluating a target or stabilizing a portfolio company post close, a 20 minute conversation is the fastest way to see whether we're the right HR partner.