An operating partner's primary goal in the first six months is not to implement a rigid plan, but to foster curiosity and human connection. This builds the relationships and deep understanding necessary to tackle the right, high-impact projects later on.

Instead of arriving with a rigid 100-day plan, CPC advises using the initial post-acquisition period to build trust. The management team is exhausted from the sale process. Forcing immediate, top-down changes is a mistake; the priority should be establishing vulnerability and mutual understanding for long-term success.

PE investors often fail to unlock a portfolio company's full potential by only interacting at the board level. Engaging deeper with operational leadership is crucial to understand the team's true quality and identify opportunities to transform the value proposition, which are often missed from the boardroom.

To build immediate trust, Gryphon Investors kicks off portfolio company relationships with a "touchy-feely" session. Using personality assessments, the most senior Gryphon partner must share their own development plans and weaknesses, disarming the new management team and setting a tone of vulnerability and authenticity.

Collaborating with the CEO on hiring for key leadership gaps is a powerful trust-building tool. It provides tangible help on a time-intensive process, demonstrates value, and forces alignment on the skills and profiles needed for the company's next chapter.

To regain mindshare from neglected partners, focus on a "ground game." Start by showing up and listening, then deliver quick, tangible wins like unblocking a renewal or simplifying a painful process. Consistent follow-through rebuilds trust and mindshare faster than most leaders expect.

When starting a new partnerships role, resist the pressure to show immediate results. Spend the first 90 days on a listening tour with internal teams and external partners to identify systemic patterns and root causes, rather than applying superficial 'Band-Aid' solutions.

A true integration leader must deeply understand the acquirer's operations, connect strategic deal value to tactical decisions, and act as a translator between siloed workstreams. This requires intense curiosity and hands-on involvement beyond the scope of traditional project management.

The key to post-acquisition integration isn't a perfect plan, but spending significant time on the ground with the acquired team. Leaders must earn the right to lead by demonstrating consistency and empathy over weeks and months, as initial promises are met with skepticism. A single presentation won't win anyone over.