Learn how our CEO succession planning process helped a PE-backed firm seamlessly transition leadership and quadruple EBITDA in 3.5 years.

When a mid-market PE firm’s founder/CEO announced sudden retirement, the leadership team faced critical challenges: identifying the right successor, maintaining growth momentum, and ensuring seamless knowledge transfer—all within tight timelines.

Keystone Partners implemented a comprehensive CEO succession planning strategy that addressed three critical phases: supporting the exiting CEO’s transition, developing a detailed successor profile through leadership assessments, and onboarding the new executive for immediate impact.

The result? A flawless leadership transition that maintained team cohesion, accelerated strategic planning, and delivered exceptional financial outcomes—more than quadrupling EBITDA during the 3.5-year holding period. This case study demonstrates how proactive succession planning transforms potential disruption into sustained organizational success.

Interested in learning more about the outcome of this process? Download for more details.