Board Advisory / CEO Search

The effectiveness of a company starts at the top. Alignment between owners, board and CEO defines direction, accountability and performance.
We work with owners and boards on CEO succession, leadership transitions and board composition in mid-market environments. Independent assessment, clear role definition, and strategic alignment to ensure long-term transformation, continuity and value creation.
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Cases
Advisory Board Chair for Founder-led B2B SaaS Company
Client
Private Company
Sector
Software & Digital
Size
80 Employees
  • Experienced SaaS operator or investor who has successfully been navigating high-growth phases.
  • Well-connected in the European and transatlantic PE and growth equity landscape. Able to facilitate relevant introductions.
  • Supports founders in professionalizing their organization: metrics, governance and team structure.
  • Works alongside the founder rather than above them. Builds trust through substance and continuity.

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Cases
Non-Executive Director for PE-backed Healthcare Services Company
Client
PE Portfolio Company
Sector
Consumer & Health
Size
600 Employees
  • Experience scaling patient facing or B2B2C service models including reimbursement and contract structures.
  • Effective sparring partner for the CEO. Raises relevant questions and contributes substance to strategic discussions.
  • Understands PE governance requirements and helps translate them for a complex management team.
  • Trusted advisor who supports the development of key executives during a demanding growth phase
  • Senior operating background in healthcare services or regulated health adjacent industries.

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Cases
CEO for PE-backed Buy-and-Build Business Services Platform
Client
PE Portfolio Company
Sector
Business Services
Size
400 Employees
  • Has led integration of multiple acquired businesses and understands the complexity of a buy-and-build strategy.
  • Sector experience in outsourced or facility services. Focused on utilization, client retention and service quality.
  • Capable of rolling out shared services and standardized processes while preserving local management responsibility.
  • PE exit experience. Manages toward EBITDA milestones and communicates clearly with investors throughout.
  • Integrative leader who develops a shared identity across a decentralized and diverse organization.

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Cases
Managing Director for Family-Owned Specialty Chemicals Producer
Client
Family Business
Sector
Industrial Tech
Size
250 Employees
  • First external CEO in a family business.
  • Proven ability to earn trust, set a clear direction and professionalize the organization.
  • Background in specialty chemicals or technical distribution with a strong commercial track record.
  • Has introduced pricing discipline, structured sales processes and systematic margin management.
  • Credible at all levels of the organization. As comfortable with the workforce as with the ownership family.
  • Strong communicator who aligns family expectations with operational priorities and keeps the leadership team focused.
Cases
CEO for PE-backed Industrial Automation Software Company
Client
PE Portfolio Company
Sector
Software & Digital
Size
180 Employees
  • CEO or GM track record in a mid-market B2B vertical software company.
  • Solid understanding of industrial or manufacturing sectors. Speaks the language of plant managers and procurement teams.
  • Has scaled ARR and improved NRR through structured sales processes and product led expansion.
  • Experienced in working with PE investors: KPI reporting, value creation plans and board communication.
  • Strong leadership personality who builds high performance teams while preserving a motivated company culture.
Focus Areas

Critical Leadership Decisions

At the core of our approach is a strong belief: The right leaders don't just run companies they change their trajectory.
Our advisory work in CEO and board matters focuses on three core areas:
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CEO Succession

Structured succession and external CEO search in ownership-driven environments.

Leadership Transitions

Managing CEO replacements, founder exits and investor-driven changes with discretion and continuity.

Board Composition & Governance

Strengthening boards through the appointment of Non-Executive Directors and independent advisors aligned with ownership and strategic priorities.
Process

2P's Three Step Approach

1

Define the mandate

Align stakeholders, success criteria and the candidate profile before touching the market.
2

Map, engage, assess

Discreet mapping beyond visible candidates, senior assessment focused on judgement and personality.
3

Close and embed

Decision support through referencing and negotiation; onboarding follow-through to protect the outcome.
Our Principles

How we work

01

Partnership

We engage as partners in decisions, not as external suppliers. Direct, committed and invested in long-term outcomes.
02

Direction

We execute sensitive mandates with confidentiality, discipline and clear communication.
03

Independent Judgement

We challenge assumptions, sharpen role clarity and assess leaders beyond the obvious.
04

Accountability

We keep commitments and take responsibility for outcomes. Measured by impact, not activity.
FAQ

Common questions about our services

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Still having questions? Reach out at info@2p-partners.de for more answers.