Organizational Transformation

Accelerating Transformation with a Global Asset Manager

The Challenge

As a fast-growing alternative asset manager, our client was expanding rapidly across asset classes, industries, and geographies. With a focus on long-term performance, the client aimed to refine its people and culture strategy to ensure alignment, scalability, and sustained success.

“Our business is scaling faster than our organization.”

The idealis Approach

idealis partnered with the client to develop a research-backed culture and leadership strategy supporting scalable growth. Using our proprietary Culture Index, Values Assessment, and Real to Ideal Blueprint tool to understand the existing culture and identify what needs to shift.

The Transformation

With clear data and strategic insights, idealis worked with the executive team to design and implement a roadmap for transformation. This included efforts to enhance strategy, strengthen operations, and amplify human capital priorities globally, regionally, and locally across the firm.

Office-specific analysis of current experiences, bright-spots, and painpoints

Identification of firm-wide values & strategic guidance on implementation including partnership on a firm-wide experience to introduce the team to the values in action.

Visual display of current sentiments and satisfaction broken down by location, department, leadership level, and tenure

Recommendations for key areas of focus across strategy, organization, and leadership

The Results

Following idealis’ engagement, the client successfully implemented key cultural and leadership shifts, leading to:

Broadened leadership perspectives and insights, supported by survey and interview data
Stronger leadership alignment and stakeholder buy-in
An aligned executive coaching strategy designed to guide key leaders in embedding the values across business units.
Clear line of sight for employees between the organization’s values, cultural identity, and business priorities.
The foundations of a culture that enables scalable & sustainable expansion across global markets

"Working with idealis gave us the structure and insights we needed to scale - without losing what made our firm successful in the first place."

Senior Executive
Financial Services

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