Private Equity Team Context Form

Team Name:*
Requestor Name:*
Please respond to the following questions, which will provide Hogan with the relevant background information for the Team Debrief.
Team Context
The following questions relate to the team.
What are your investment goals, over what period of time, and what is expected from the team to deliver these goals (organic growth, acquisitions, culture shift, etc)?
What are the strengths of the team with regards to team dynamics?
What challenges is the team currently facing with regards to team dynamics? Are there any anticipated challenges that may impact team dynamics?
How would you describe the culture of the team?
Team Member Infomation
The following questions relate to the individual members of the team. Please provide relevant information for each member of the team.
Who are the members of the team (i.e., name, job title, tenure) and what are they generally responsible for?
What strengths have you seen from individual team members that should be capitalized on?
What watch-outs or potential red flags have you seen from individual team members that should be addressed?

Team Context