Private Capital

New technologies are redrawing markets, the geoeconomy is shifting, and decarbonization is accelerating change. Private Capital faces opportunity and complex risk at once.

Entrepreneurial families, private equity firms and sovereign wealth funds need governance and leadership that can navigate special situations and create sustainable value.

Drawing on hundreds of boardroom mandates worldwide, we bring investor-grade insight to the owner and portfolio levels – delivering board services and CEO advisory that strengthen board effectiveness, unlock high-end CEO performance, and improve outcomes in critical moments.

Private Equity

Refinancing cliffs, shut IPO windows and complex carve-outs compress timelines and raise the stakes. Value creation now hinges on board-level decisions and CEO performance across the deal cycle.

We partner with private equity and venture capital firms at the fund and portfolio levels to strengthen board effectiveness, unlock CEO performance and handle special situations.

Fund / Investment Committee:

  • Sharpen decision roles, approval checkpoints and agenda discipline.
  • Add governance & leadership diligence to the deal process.
  • Support expansion into continental Europe with fit-for-purpose IC and oversight practices.

Portfolio (pre-deal to exit):

  • Pre-deal & Day 1: Governance and leadership diligence; first-100-days decision agenda; board setup for carve-outs and integrations.
  • Boards that work: Board Evaluation & Benchmarking and a pragmatic Board Operating Model to lift decision quality, meeting cadence and board pack clarity.
  • CEOs who perform: CEO Performance Review & Benchmarking; CEO Transition Advisory (incl. C-Suite reset); CEO Transformation Support; CEO Succession Strategy with an emergency protocol.
  • Special situations: Turnarounds & liquidity oversight, crisis tabletops (hostile bid, liquidity/covenant stress, cyber, geopolitics).
  • Public-market moments: IPO/listing readiness, disclosure and proxy-season packs; pay-vs-performance architecture for CEO and board compensation.

Geopolitical fragmentation, new technologies and the sustainability shift add complexity – amplified by succession and the division of responsibilities across family, ownership and corporate management.

Drawing on mandates worldwide, we partner with entrepreneurs, families and their family offices to protect and grow wealth, values, impact and cohesion through succession and across generations. Our promise is simple: we turn purpose into operating reality at the owner, family office and portfolio levels.

  • Family: We define your intergenerational family strategy, translate it into an owners’ mandate and a practical family operating framework, and align purpose and simple rules—so decisions are timely and unity lasts.
  • Family Office: We design, set up and benchmark the family office operating framework—clear roles, an investment council rhythm and simple checkpoints—so capital and leadership move in sync.
  • Portfolio: As a leading CEO- and board-only boutique, our Board Effectiveness and CEO Performance practices help you handle special situations, turn governance into competitive advantage and unlock high performance across portfolio companies.

Preserve values. Speed decisions. Accelerate intergenerational growth.

Families & Family Offices

Sovereign Wealth Funds

Nation-scale capital needs a fund that moves at policy pace and market speed. We help you set the foundation and make it work—clear mandate, clear decisions, consistent stewardship.

Fund level:

  • Owners’ mandate & charter: Define purpose, risk appetite and long-term objectives, with simple boundaries between state, board and management.
  • Investment Committee operating model: Decide who decides, on what, and when—focused agendas and approval checkpoints for timely, well-grounded decisions.
  • Sovereign wealth fund operating model: A practical framework that keeps governance, reporting and accountability aligned through cycles and change.
  • Stewardship & engagement framework: How the fund shows up as an owner—priorities, engagement rhythm and a straightforward disclosure approach that builds trust.
  • Portfolio governance standards: Consistent expectations for boards in state-influenced companies—meeting discipline and leadership standards that raise performance.

Portfolio Level:
We partner with sovereign wealth funds to bring board services and CEO advisory to portfolio companies. Our commitment is simple: stronger boards, higher-performing CEOs, better outcomes in high-stakes moments.

  • Boards that work: Independent evaluations and a practical operating model that lift decision quality, meeting discipline and board-pack clarity.
  • CEOs who perform: Performance reviews and benchmarking, first-100-days and transition support, and succession readiness.
  • Special situations: From hostile bids and liquidity stress to cyber and geopolitics—rapid diagnostics, focused preparation and confident execution.

Featured Private Capital Cases

RefineValue is the trusted partner to entrepreneurial families at the family, family office and portfolio levels – and to sovereign wealth funds and private equity at the fund and portfolio levels. We strengthen boards, elevate CEO performance and handle special situations where value is determined. Explore our latest case studies.

Consultants

When to call us

Family strategy & mandate. Family office roles & rhythm. Portfolio: stronger boards, higher-performing CEOs, special-situations readiness. If this fits, share a few lines – we’ll reply with a focused next step.