The Helix

Having issues attracting and retaining inclusive talent?

Are your shareholders interested in understanding your D&I practices?

Are you looking to understand the potential D&I risks of an investment or placement?

Need a prioritized roadmap of next steps, based on potential financial impacts?

Drawing on our experiences of private equity due diligence and running People organizations, The Helix is a data collection, analysis, and roadmap-producing tool that can be used for both organizational diagnostics and due diligence: transactions, and enterprises (Asset Managers, GPs, etc.) for Asset Owner and platform considerations. It covers up to 13 categories from Leadership to Benefits and includes a distinct focus on minimizing headline risks. Employee surveys and interviews with key executives are part of the process.

A Helix engagement delivers:

  • A roadmap of suggested improvements prioritized by industry research and personal experiences

  • Workforce perceptions and insights regarding key policies and protocols

  • Insights into executives–individually and as a team–with topical observations

  • An overall numerical value that can be used for internal and external benchmarking, due diligence, and can make the firm eligible for a League Certification and Seal of Inclusion

Our Current Helix Offerings

The Double Helix: Our most comprehensive offering. Molded for mature or PE portfolio companies who want to leverage best practices to boost their valuation and/or establish a baseline

The Growth Helix: A scaled-down version of the Double, configured for the specific needs, scale, and budgets of start-ups and rapidly growing firms, including PE portfolio companies depending on their level of maturity

The Single Helix: Has been crafted to directly address three key issues as part of transactional due diligence and/or post-transaction implementation: Management, how to accelerate gender diversity by focusing on the Human Capital Pipeline, and mitigating gender-related Controversy Risks

The GP Helix: Draws on distinct aspects of the Helix to assess relative internal gender dynamics and can include a review of high-level ESG elements as well. Designed to build and augment relations with LPs

The Asset Management Helix: Focuses the process on top-of-mind inclusion and sustainability-related screens. Conceived to support the attraction and retention of HNW, Family Office, and Institutional clients who are looking for both socially responsible management and returns

 

A Word on Transactional Due Diligence: Don't Take Our Word For It

Per firms such as Morgan Stanley and SASB,  gender diversity impacts all factors of valuation, from top to bottom line and cost of capital and, if handled properly, can significantly mitigate gender-related Headline risks and their impact on Enterprise Value. Think the estimated $20B loss in valuation at Uber (and the revoking of their London license as management is not "fit and proper") and the legal, PR, and OPEX impacts of the recent Google suit

Image showing that if management needs replacing, holding periods and equity multiples are optimized if the change happens immediately.

Additionally, studies show that management decisions made when a transaction is closed, lead to shorter holding periods and higher multiples on exit.

Leveraging our 50+ PE strategy due diligence projects, decades of talent assessment, and executive client-side expertise in Human Capital, the League delivers results that can impact valuations both pre-closure and at exit.