CEO Succession and Leadership Change in PE-Backed Companies: A Guide for Operating Partners and Boards cover

CEO Succession and Leadership Change in PE-Backed Companies: A Guide for Operating Partners and Boards

Curated byCarly Vivian10 cardsUpdated Sep 2026
For private equity operating partners, CEOs, CHROs and boards deciding when to keep, replace or rebuild senior leadership after a deal or leadership change. Stanford GSB succession research plus PE-specific playbooks, curated by Carly Vivian, leadership and organizational change advisor and Stanford GSB Sloan Fellow.
The CEO Decision: How PE Investors Select and Reassess Leaders
corpgov.law.harvard.edu
The CEO Decision: How PE Investors Select and Reassess Leaders

Russell Reynolds research via Harvard Law School Forum on CEO transitions in PE-backed companies from entry to exit, and why lost time, not the change itself, is the real risk.

Closing the Leadership Gap in Private Equity
heidrick.com
Closing the Leadership Gap in Private Equity

Heidrick & Struggles on how PE firms can support, challenge or change portfolio leadership teams across the hold period, beyond CEO and CFO appointments.

A Playbook for New PE Portfolio-Company CEOs
mckinsey.com
A Playbook for New PE Portfolio-Company CEOs

McKinsey on rebuilding the C-suite after a buyout, including how many level-two and level-three roles new portfolio CEOs typically replace.

Stanford GSB: CEO Succession Planning Quick Guide
gsb.stanford.edu
Stanford GSB: CEO Succession Planning Quick Guide

Stanford GSB Corporate Governance Research Initiative on how boards hire, evaluate and replace CEOs, and whether insiders or outsiders perform better.

Stanford GSB: Senior Executive Succession and Talent Development
gsb.stanford.edu
Stanford GSB: Senior Executive Succession and Talent Development

Stanford Rock Center research on C-suite succession gaps, and why succession plans fail when they are disconnected from executive development.

Stanford GSB: Is Your CEO Irreplaceable?
gsb.stanford.edu
Stanford GSB: Is Your CEO Irreplaceable?

Stanford GSB survey of Fortune 250 directors on how thin the CEO talent pool is, including for turnaround leaders, and what that means for succession.

Stanford GSB: Four Lessons for New CEOs
gsb.stanford.edu
Stanford GSB: Four Lessons for New CEOs

Stanford GSB faculty and operators on what new CEOs of acquired companies get wrong about hiring, firing and transforming the business they inherit.

The CHRO's Role in Leadership Change and Transformation
kornferry.com
The CHRO's Role in Leadership Change and Transformation

Korn Ferry's global CHRO survey on HR leaders now spending most of their time advising CEOs and leadership teams through transformation.

This Guide Was Curated by Carly Vivian, Stanford GSB Sloan Fellow
carlyvivian.com
This Guide Was Curated by Carly Vivian, Stanford GSB Sloan Fellow

Carly Vivian is a leadership and organizational change advisor with thirty years advising senior executives through transformation, restructuring and leadership transition at Fortune 50 organizations. Former roles at McKinsey & Company, Coca-Cola, Slalom, the Federal Reserve Bank of San Francisco and Cogency Group. Stanford GSB Sloan Fellow.

Start with an email
carlyvivian.com
Start with an email

Describe the situation in a few lines. Carly replies directly.