Boston-based PE and VC firms with portfolio companies that need executive transformation support. Operating partners and portfolio support teams often seek coaching resources for their leadership teams.
Portfolio companies undergo rapid leadership changes. Operating partners need trusted coaching resources for: new CEOs in the first 90 days, founders transitioning to professional management, executives navigating PE ownership dynamics, and leaders scaling from startup to growth stage.
Major firms with dedicated operating partner teams and leadership development resources.
| Firm | Type | Portfolio Size | Website | Contact Approach |
|---|---|---|---|---|
| Bain Capital | PE | 399+ investments | baincapital.com | Priority Operating Partner team |
| TA Associates | Growth | 560+ investments | ta.com | Priority Strategic Resources Group |
| Summit Partners | Growth | 550+ investments | summitpartners.com | Priority Peak Performance Group |
| Thomas H. Lee Partners | PE | 140+ companies | thl.com | Strategic Resource Group |
| Advent International | PE | 400+ investments | adventinternational.com | Portfolio Support Group |
| Audax Group | PE | 130+ platforms, 850+ add-ons | audaxgroup.com | Management teams focus |
| Charlesbank Capital | PE | — | charlesbank.com | Boston HQ |
| HarbourVest Partners | PE | — | harbourvest.com | Boston HQ |
More accessible for direct outreach. Often have hands-on involvement with portfolio company leadership.
| Firm | Type | Focus | Website | Notes |
|---|---|---|---|---|
| Parthenon Capital | PE | Services, Healthcare | parthenoncapital.com | Priority Founder partnerships |
| Spectrum Equity | Growth | Software, Internet | spectrumequity.com | Priority |
| Silversmith Capital | Growth | Tech-enabled growth | silversmith.com | Boston-based, mid-market |
| Nonantum Capital | PE | Lower mid-market | nonantumcapital.com | Hands-on with management |
| Bunker Hill Capital | PE | Lower mid-market | bunkerhillcapital.com | Boston-based |
| Cove Hill Partners | PE | Consumer, Tech | covehillpartners.com | Management partnerships |
| WestView Capital | Growth | Lower mid-market | westviewcap.com | Boston-based |
| Cohere Capital | PE | Lower mid-market | coherecapital.com | Accessible for outreach |
VC firms with later-stage portfolio companies where founders are scaling and need leadership support.
| Firm | Focus | Notable Investments | Website | Notes |
|---|---|---|---|---|
| General Catalyst | Growth-stage tech | Stripe, Snap, Airbnb | generalcatalyst.com | Priority Cambridge HQ |
| Battery Ventures | Tech, Growth | Glassdoor, Groupon | battery.com | Priority Boston office |
| Polaris Partners | Tech, Healthcare | 741+ investments | polarispartners.com | Boston-based |
| Volition Capital | Growth equity | B2B software | volitioncapital.com | Boston-based |
| HLM Venture Partners | Healthcare | 75+ healthcare companies | hlmvp.com | Hands-on with leadership |
YPO/EO chapters where executives gather — excellent for speaking opportunities and direct client acquisition.
| Organization | Members | Criteria | Website | Opportunity |
|---|---|---|---|---|
| EO Boston | 95 members | $1M+ revenue, founder/owner | eoboston.org | Priority Speaking, forum facilitation |
| YPO Northeast | 2,700+ members (region) | $12M+ revenue or 50+ employees | ypo.org/northeastern | Priority Speaking to chapters |
| EO Accelerator Boston | Growing | $250K+ revenue, scaling to $1M | eoboston.org | Earlier-stage founders |
| Vistage Boston | Multiple groups | CEOs, executives | vistage.com | Expert speaker opportunities |
Value proposition: "I work with portfolio company leaders navigating the unique challenges of PE ownership — the pressure to perform, founder-to-CEO transitions, and rapid scaling. My approach combines clinical psychology with intuitive wisdom to help leaders transform, not just optimize."
Entry points: Operating partners, Portfolio Support teams, Talent & People partners, EIRs (Executives in Residence).
For EO/YPO: Propose a forum or chapter presentation on "The Inner Game of Leadership" or "Science + Soul: A New Approach to Executive Transformation."