Investment Firms, Portfolio Boards and Investment Funds

Board Excellence is a highly-experienced provider of board and governance services to investment firms, investment funds and their portfolio boards. We have a particular focus on supporting the internal teams and their portfolio boards for;

  • Private Equity firms
  • Venture Capital firms
  • Development Finance Institutions (DFI)
  • Impact Investment firms
  • Investment Funds

Services for Investment Firms and Investment Funds

  • Training for partners, internal nominee directors/observers and external nominee directors/observers
  • Specialist training for groups of portfolio CEOs, Board Chairs and NEDs
  • Mentor support to internal and external nominee directors
  • Support to portfolio monitoring teams in the portfolio board effectiveness and governance areas
  • Support on board/governance component of a due-diligence pre-investment process
  • Support on complex board/governance disputes

Services for Portfolio Boards

Board Excellence provide a similar range of services to investment firm portfolio boards as they provide to corporate and SME clients. Given our strong engagement with and understanding of investment firms, we are uniquely positioned to work with CEOs, Founders and portfolio Board Chairs to help optimally engage and partner with their investment firm nominee directors and observers to ensure a highly effective board that adds significant value and excels for the company, its shareholders, employees and stakeholders.

  • Board Chair and Non-Executive Director Search service (Ireland only)
  • Board best practices workshop training for directors and executives
  • Mentor service for Board Chairs and Non-Executive Directors
  • External board evaluations
  • Support on Board composition, diversity and succession planing
  • Support on CEO succession planning
  • Mediation of boardroom disputes and issues seriously impacting board effectiveness
  • Strategy and Board Away-Day facilitation
  • General Governance support

Some of Our Clients

What Our Clients Say

“Board Excellence have demonstrated a deep expertise in board dynamics and the key factors that impact a board’s effectiveness and performance. We place a major emphasis on embracing board best practices in our investee companies. Board Excellence have developed a strong, practical framework which provides assistance to boards to improve their overall effectiveness and performance. They have been an excellent partner to work with and we look forward to building our relationship further”

Nicol Fraser,
Managing Partner, UK PE Firm,
Dunedin Capital Group Ltd
Private Equity & Investment Firms

“Efficient and effective boards are an important ingredient in managing and developing high growth businesses. We have worked with Board Excellence to great effect both training our own team in how best to maximise the effectiveness of boards but also with a number of our portfolio companies and chairmen. Board Excellence have great experience and are able to deliver the lessons learned in a coherent and digestible way. We are very happy to be working with them”

Henry Sallitt,
Managing Partner, UK PE Firm,
FPE Capital
Private Equity & Investment Firms

“Kieran Moynihan has provided mentoring services to me over the last 12 months in support of my role as chairman of the board of a private equity backed business. Drawing on a wealth of his own boardroom experience and a state-of-the-art knowledge of best practices, I find his down to earth observations invaluable in helping me to be effective in my chairman role. His advice on tactical aspects of managing and leading a board has invariably been spot on, while his overall focus is always on the prize of helping me develop a high performing board that adds real value to the organisation. I warmly recommend him.”

Jonathan De Pass,
Board Chair,
Private Equity & Investment Firms

“Kieran Moynihan of Board Excellence completed a very comprehensive review of our board structure and practices. The nature of the engagement was thorough and forthright but at the same time commercial and pragmatic. The insights and advice received from Kieran will enable our board to perform at a higher level and to work more effectively with management to deliver ambitious targets for our business. I would highly recommend the engagement of Kieran and Board Excellence in assessing a board and advising on how best to deliver enhanced board effectiveness.”

Maurice Hickey,
Executive Chair,
Green Isle
Private Equity & Investment Firms

“As a Development Finance Institution (DFI), DEG relies on the positive impact Nominee Directors can provide to our partner companies all over the world. Board Excellence has been a great partner in this, providing extensive expertise on board work through their Director training as well as by offering valuable insights on good board practices in general. Always open to adjusting the programme according to nominee Directors’ needs and interests, they have developed a training which addresses all areas of board work relevant to DEG’s Nominee Directors. We look forward to continuing working with Board Excellence in the coming years.”

Veronika Seibt,
Corporate Governance Officer,
KfW Development Bank DEG
Private Equity & Investment Firms

“FMO, the Dutch Development Bank, highly values training of its (potential) nominee directors to support them in the proper performance of their board role thus enabling them to positively contribute to board effectiveness and – dynamics. In Board Excellence we found a diligent, knowledgeable and experienced training institute performing a dedicated nominee director training highly appreciated by the participants.”

Felicie Ameschot,
Senior Corporate Governance Analyst,
Dutch Development Bank
Private Equity & Investment Firms

How Can We Support You?

Ireland & International
Kieran Moynihan
Managing Partner
Contact Kieran
United Kingdom
Paul George
Lead UK Partner
Contact Paul
Chaka Nkofo
Lead Africa Partner
Contact Chaka