Case Studies

Anonymized engagements. Real value created.

Every organization's challenge is different. Our work is tailored to context, but consistently focused on clearer decisions, stronger leaders, and better outcomes. Confidentiality is a non-negotiable: every case on this page is anonymized to protect the client and the individuals involved. Industry and stage are named; specific firms and people are not. Under NDA, we provide deeper references and walk-throughs on request.

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Senior executives across portfolio companies
IndustryPE-backed manufacturing
StagePost-close, first 12 months
ScopeCEO assessment + coaching + top-team alignment
Duration14 months

When the thesis wasn't landing in Q2

A $2B manufacturing PE portfolio company closed on plan, but two quarters in the EBITDA trajectory had flattened against the investment thesis. The board was asking whether the CEO was the right match for a post-close operating cadence; the sponsor wanted evidence before a major move.

Arcadia was engaged for a comprehensive assessment of the CEO plus the top five direct reports, a six-month coaching engagement with the CEO, and a one-day offsite with the full top team around investment-thesis alignment. The assessment surfaced that the CEO's strengths (strategic pattern recognition, investor-facing presence) were well-matched to the role; the gap was in operating rhythm, a delegation pattern shaped by a prior career at a slower-decision-cycle firm.

Coaching scope was narrowed to that specific gap. The offsite produced a written 90-day execution commitment each top-team member signed up to. By Q3 post-engagement, quarterly EBITDA was back on investment-thesis plan; the top team had developed a visible cadence for surfacing and resolving the friction points the assessment identified.

"The work gave us an honest read on where the gap actually was. We stopped spending political capital on the wrong questions." Operating Partner, mid-market PE firm
IndustryFortune 500 healthcare
StagePost-reorganization
ScopeLeadership-layer integration + 6-month team coaching
Duration9 months

Three teams combined on paper; one team in practice took longer

A Fortune 500 healthcare business unit reorganized three previously separate teams into a single leadership layer reporting to a new division president. Three months in, interdepartmental escalations were running weekly, decisions were stuck, and the talent retention risk was beginning to show in voluntary departures at the director level.

Arcadia ran a four-week integration engagement: individual Hogan profiles + structured interviews across the new team of eleven, a two-day working session to re-contract on team operating rhythm and decision rights, and a team-360 baseline. The follow-on six-month team coaching engagement embedded a coach in the team's monthly operating reviews to surface patterns in real time and debrief on what the team kept doing anyway.

Measured outcomes at the nine-month mark: interdepartmental escalations dropped from roughly weekly to near-zero; director-level voluntary attrition reverted to the division baseline; the team's 360 scores on "candor" and "decision velocity" moved meaningfully on the second measurement cycle.

"We knew which conversations we had been avoiding. We just needed someone in the room with no stake in keeping them avoided." Division President, F500 healthcare
IndustryFederal civilian agency
StageDirector succession
ScopeSuccession assessment + top-team coaching
Duration8 months

A transition with no senior career attrition

A federal civilian agency was transitioning directors. The incoming director was stepping up from a deputy role; the career civil-service leaders reporting to the position had seen prior transitions produce significant turnover at their level, with predictable loss of institutional knowledge.

Arcadia ran an assessment of the incoming director's leadership profile alongside a team assessment of the six senior career leaders reporting to the role. The deliverables (confidential, shared only with the hiring party) included a specific coaching plan for the incoming director focused on the dynamics most predictive of senior-leader retention, and a team coaching engagement scoped around the transition itself.

Outcome at the eight-month mark: the director transition completed with zero voluntary attrition of senior career civil-service leaders. The team coaching engagement closed on the plan; no extension required. The agency continued with the Arcadia relationship for the incoming director's ongoing coaching only.

"The assessment gave me a map of the room I was walking into. That mattered more than any briefing book." Agency Director, federal civilian agency

More engagements documented as clients clear them for publication.

Case studies live here only with explicit client approval. For a confidential walk-through of engagements we cannot publish publicly, contact us under NDA.

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