Define
We come in at the screening to help you define the key objectives driving the investment thesis and forming the synergy targets.
Why Sefirot
We challenge the status quo approach to transactions.
We price in the people, culture, and capability risk from initial diligence and track it through the deal life cycle, measuring progress, flagging risks, and mitigating them to realize more of the deal's promised value for shareholders.
The Sefirot Approach to Transaction Advisory
Assess
Do we have the right cultural fit, organizational readiness, leadership alignment and capability to realize and deliver on the investment thesis. Does the investment thesis track the human risks of the transaction?
Govern
Set up the governance, frameworks, KPIs and OKRs, and accountability necessary to drive execution with discipline and rigor, while tracking interdependencies and risk, and the human risks surfaced in Assess.
Design
Design a harmonized operating model that aligns cultures, leaders, and capabilities around a shared vision, built around what the Leadership Execution Risk Index and Operational Leverage Activation Score reveal.
Realize
Execute with discipline. Track milestones, course-correct, and stay until the value is realized.
Our Differentiated Advantage
Our proprietary instruments track the human side of the transaction from diligence through integration.
Thesis Execution Index
Tracks the financial, operational, and human value levers through the deal lifecycle.
Are the core value levers moving post-close?
Leadership Execution Risk Index
Assesses and tracks alignment, capability, decision rights, incentives, and enablement to identify risks and interdependencies.
Are the leaders aligned, capable, and equipped to execute and scale?
Operational Leverage Activation Score
Tests whether the systems, governance, and culture can support the next phase of growth.
Can this organization withstand scale?
How we work
The value creation roadmap
We partner with you and your leadership team throughout the entire journey, step by step.
Discover
We meet with your leadership team to surface insights, identify challenges and blindspots. This allows us to hear the real constraints your teams face but do not know how to articulate or raise.
Synthesize
We distill our findings into a clear diagnostic.
Align
We present our findings to you, your board, and leadership team and then together we prioritize the value levers that will have the most impact.
Strategic roadmap
We will then map your priorities into a value creation roadmap with KPIs, owners, and timelines.
Execute
We stand up the transformation office, track the KPIs, and drive accountability until the value is realized and continuously track for risk, interdependencies, and measure progress.