Pinnacle Genie
Pinnacle Genie
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Our goal is your desired exit.

Let's talk!

Beyond Due Diligence: Uncover Deeper Insights & Hidden Gems

At Pinnacle Genie, we understand the unique challenges and opportunities faced by portfolio companies of PE and VC firms. Recognizing that a traditional focus on boosting operating profits may be less effective than focusing on customer loyalty and employee satisfaction, and that every portfolio company acquisition comes with its unknowns, Pinnacle Genie delivers comprehensive insights that go beyond standard due diligence. 


With extensive experience working within and alongside these companies, we provide investors with a deeper understanding of hidden elements, such as executive team dynamics, employee engagement, company culture, and actual customer sentiment.


Our approach helps you achieve your desired and committed portco exit goals with greater insight and precision!

CEO Growth Acceleration Program


Protect your investment with the right leader! Pinnacle Genie's CEO Acceleration Program is designed to safeguard your investments by ensuring your portfolio companies are led by exceptional executives. We identify, develop, and elevate CEOs to succeed in their job.


The first year post-acquisition is crucial for establishing a clear path forward. Whether you have appointed a new CEO or retained existing leadership, our program provides the strategic guidance necessary to ensure a smooth take-off and drive long-term value creation. Our comprehensive approach mitigates the risk of leadership disruptions and maximizes exit outcomes.


CEO Growth Acceleration Program

Achieve Your EXIT Goals with Pinnacle Genie

Why PE & VC F Choose Us

  • For proven strategies: Assess and optimize organizational culture and client satisfaction. Identify and retain key employees crucial for sustained growth. Enhance leadership effectiveness to ensure clear communication and employee engagement.
  • For comprehensive insights: Deliver thorough pre- and post-acquisition examinations, addressing key questions often overlooked.
  • For tailored success: Utilize our people, processes, and technology framework to drive tailored success for every client.

RAVING FANS

“Transitioning to a new sector and role within the nonprofit industry late in my career felt like starting all over again. Lori guided me through the process, helping me gain confidence and experience at a higher level. Her support was invaluable in making this significant career change successful."


- VP, Client Experience at Leading US Bank

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