Join Our Moderator, Shannon Gabriel

Expert Panel to Discuss Critical Dimensions of Operational Due Diligence

A panel of operating partner experts will discuss the following topics on October 19, 2022 at 2:50 PM

  • The dynamics of human capital diligence across all talent levels 
  • Partnering with investment teams to understand human capital risks during diligence
  • The role of human capital assessment/evaluation in the overall due diligence process
  • Understanding which people dynamics to watch pre-transaction—and helpful analytics
  • Deal dynamics that dictate your approach to developing a human capital plan
  • Examples of human capital issues that impacted the investment thesis
  • How the current environment shapes the way you approach due diligence
  • Understanding turnover costs and right sizing the impact during diligence

Gary HooverJeff Klapp, and Shannon Gabriel will be onsite to meet with operating partners.

Learn more about the PEI operating partner forum in New York by visiting the OPNY 2022 event page.


Gary Hoover Email Gary
Jeff Klapp Email Jeff
Shannon Gabriel Email Shannon