Navigating the Life Stages of Investment Firms

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As investment firms grow, we are often asked by their leaders: “How do we manage this growth?” and the deeper question: “How do we manage the chaos that accompanies this growth?  This paper outlines predictable changes that occur as a firm grows from an entrepreneurial shop to a more structured organization.

Description

As investment firms grow, we are often asked by their leaders: “How do we manage this growth?” and the deeper question: “How do we manage the chaos that accompanies this growth?” This paper uses “growth in staff” – not Assets Under Management (AUM), profit, revenues, or other such metrics – as a measure of a firm’s size. In our experience, the addition of people is what mostly influences the level of complexity in managing a firm. As a firm grows from an entrepreneurial shop to a more structured organization, there are predictable changes that occur in these areas:
• Vision and strategy
• Culture
• Decision rights
• Human capital
• Compensation and ownership
• Succession
• Balance: creativity and structure

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