Mukala Partners | Organizational Assessments

Comprehensive Assessments

We dig deep to understand leadership and organizational heath, leveraging data collected through interviews, surveys, and personality diagnostics.

Focus on Value Creation

We take time to understand the investment thesis and connect our assessments and recommendations to the factors that matter most in your context.

Strong Partnerships

We understand what productive collaboration between investors and management teams looks like. As a skilled intermediary, we surface the most pressing issues and facilitate tough conversations in ways that drive alignment and performance.

Hidden Insights

As a neutral third party, we maintain confidentiality and foster open, honest feedback on sensitive topics. Often, what one person hesitates to share is echoed by others—becoming a crucial issue that is finally addressed through our process.

Continued Support

We work with management teams throughout the hold period, supporting their success with regular pulse checks, coaching, and performance management.

Private Equity Sponsors:

Maximize investment returns by aligning leadership and talent strategies to unlock portfolio value.

Executive Teams:

Improve efficiency, communication, and leadership dynamics to meet investor expectations and scale effectively.

Scoping

Align on the value creation plan, key questions, and company-specific challenges.

Discovery

Conduct confidential interviews with key stakeholders at multiple levels of the business and administer personality diagnostics (optional).

Analysis

Analyze findings to deliver clear, data-driven insights that directly address your most pressing talent and organizational challenges.

Debriefs and Coaching

Debriefs with investment team and company leadership to ensure alignment on critical learnings and action items.

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What is an Organizational Assessment, and why is it important?

Mukala’s Organizational Assessments evaluate leadership capabilities and team health, uncover organizational challenges, and deliver practical action plans to support value creation.

How does Mukala's Organizational Assessment differ from other assessments?

Our assessments are focused at the intersection of talent and business outcomes. Our insights, recommendations, and coaching increase the impact of key leaders and foster stronger alignment between investors and management teams.

How long does the Organizational Assessment process take?

The initial assessment ranges from 2-6 weeks, with ongoing debriefs, coaching, and facilitation often continuing for an additional 10-12 weeks, depending on the organization’s size and complexity.

Who benefits most from Organizational Assessments?

These projects are particularly beneficial for private equity sponsors and executive teams. We tailor our approach to the organization’s needs and priorities at any given time—during diligence, immediately post close, or during the hold period.

What follow-up support do you offer?

We provide ongoing coaching as needed, at both the individual and team levels, to ensure follow-through on key initiatives. We also remain actively involved in supporting strong partnerships between investors and management teams over time.

Why is an external, third-party perspective valuable for Organizational Assessments?

As a neutral third party, Mukala gathers candid, unbiased feedback that internal teams often miss. Our independent role encourages honest input from stakeholders, revealing hidden challenges and opportunities that might otherwise go unnoticed.

How do Organizational Assessments support portfolio companies specifically?

Our Organizational Assessments are often more valuable to portfolio companies than they are to the investors who request them, as evidenced by over 80% of companies hiring us for follow-on engagements. Our process empowers leadership teams with feedback on how to improve individual effectiveness, team health, and investor partnerships.

"Pat made a significant impact at a critical time for us, both individually and as a team. His workshops on communication, culture, and psychological safety were practical, effective, and left a lasting impression. His plain-spoken, straightforward approach resonated deeply, balancing group facilitation with exceptional 1:1 coaching. He pushed us to be better while understanding our strengths and challenges. There's no one I'd rather hire for coaching and facilitation."

Danny Boockvar

President | Five Iron Golf

"Pat's ability to assess and coach is unparalleled. He's helped me avoid costly hiring mistakes and navigate complex decisions with lasting impact. His insight into people is extraordinary, balancing sharp analysis with genuine understanding. He also creates psychological safety, allowing for honest conversations that uncover true potential. I’ve worked with many coaches, but none match his skill in delivering transformative outcomes."

Lesya Lysyj

Chief Marketing Officer | The Boston Beer Company

"My experience working with Pat was exceptional. His ability to deliver clarity, both personally and for the team, was transformative. The Hogan assessment provided deep insights, and his direct, no-nonsense approach helped us uncover critical truths and actionable strategies. The team felt more connected, understood, and aligned, with key stakeholders unanimously recognizing the value of the process. His expertise turned gut feelings into validated insights, improving decision-making, team management, and long-term career planning."

Tim Recker

Chief Investment Officer | The James Irvine Foundation

"Mukala's insights were exceptional—insightful, detailed, and engaging. Their analysis provided a clear, nuanced understanding of the candidate that felt fresh and impactful. Unlike other firms we've worked with, they offered meaningful insights that resonated and added real value to our decision-making process."

Raymond Carney

CEO | Markon

“Mukala brings unique insights and methodologies into analyzing and optimizing top talent and management team dynamics. We have found working with Pat and his team enormously rewarding, helping us to break through barriers and blind spots and getting our team to perform at a higher level.”

Dan Epstein

CEO | ReSource Pro

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Quickly Understand Your Teams

Identify Gaps and Drive Performance

Data-Driven Insights, Ongoing Partnership

See the Impact of Our Organizational Assessments

Improve Alignment and Prioritization