{"id":5520,"date":"2021-07-12T21:28:00","date_gmt":"2021-07-12T21:28:00","guid":{"rendered":"https:\/\/www.ewmglobal.com\/site\/?p=5520"},"modified":"2024-07-30T21:07:07","modified_gmt":"2024-07-30T21:07:07","slug":"are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning","status":"publish","type":"post","link":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/","title":{"rendered":"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning?"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"5520\" class=\"elementor elementor-5520\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-9773a1b animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"9773a1b\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-34e7ec7\" data-id=\"34e7ec7\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-355ac22 elementor-author-box--image-valign-middle elementor-author-box--layout-image-left elementor-widget elementor-widget-author-box\" data-id=\"355ac22\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"author-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-author-box\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.ewmglobal.com\/site\/leadership\/\" class=\"elementor-author-box__avatar\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/Raoul-Kamath.jpg\" alt=\"Picture of Written by Raoul Kamath\" loading=\"lazy\">\n\t\t\t\t<\/a>\n\t\t\t\n\t\t\t<div class=\"elementor-author-box__text\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.ewmglobal.com\/site\/leadership\/\">\n\t\t\t\t\t\t<h4 class=\"elementor-author-box__name\">\n\t\t\t\t\t\t\tWritten by Raoul Kamath\t\t\t\t\t\t<\/h4>\n\t\t\t\t\t<\/a>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-0acba6b animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"0acba6b\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-eab5560\" data-id=\"eab5560\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7fede3c elementor-widget elementor-widget-text-editor\" data-id=\"7fede3c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In private equity and debt firms, when a leadership exit occurs, it is most often a hectic transition, and could even result in other employees or key partners leaving the firm as well.<\/p><p>Limited Partners are sensitive to the negative impact a poorly planned succession plan can have on their investment, and almost always request details on the plan and demographic details about the founding and senior partners during their due diligence.<sup>1<\/sup><\/p><p>Private Equity firms can take several actions to ensure there are new leaders ready to step up should a key person leave. Every company must develop leaders that will be able to extend the relationships with a variety of stakeholders: investors, leadership teams of portfolio companies, as well as the firm\u2019s internal team.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-21ffe87 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"21ffe87\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-030cd1e\" data-id=\"030cd1e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9dbbb98 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"9dbbb98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-lg\" href=\"https:\/\/www.ewmglobal.com\/site\/ewm-global-to-attend-pei-cfos-coos-forum-new-york\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">EWM Global's Managing Director and CMO, Tom Pittman, recently moderated a panel at the PEI CFOs &amp; COOs Forum New York discussing Taking Stock of Succession Planning at your firm. Read more about the panel here.<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1053798 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"1053798\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1952e81\" data-id=\"1952e81\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4d55827 elementor-widget elementor-widget-text-editor\" data-id=\"4d55827\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h4 class=\"elementor-heading-title elementor-size-default\">The 3 Most Critical Factors to Creating an Effective Succession Plan in Private Equity<\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-2683b85 animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"2683b85\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3bc3916\" data-id=\"3bc3916\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-daace96 elementor-widget elementor-widget-text-editor\" data-id=\"daace96\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>1. Company Culture: Make employees Aware of the Company\u2019s Mission and Values<\/strong><\/p><p>Throughout the year, management should remind employees of the firm\u2019s mission and values. If these are prominent and constantly emphasized, bad apples will tend to fall off the tree naturally.<sup>2 <\/sup><\/p><p>Encourage low ego, high emotional intelligence, and effective communication. These qualities foster honest communication.\u00a0 When you communicate your succession plan with staff, partners, and investors there are no surprises when a departure occurs.<sup>3<\/sup><\/p><p>Ensure that competition among different parties within the company, is healthy. A mature private equity firm should be able to align forces internally, with multiple teams working on different ventures. If everyone has the same vision and values, working together should not create rivalry.<sup>2<\/sup><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-f82336c animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"f82336c\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f635141\" data-id=\"f635141\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d6f4ab8 elementor-widget elementor-widget-text-editor\" data-id=\"d6f4ab8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>2. Take a Chance on the Next Generation<\/strong><\/p><p>It is imperative to take a chance and trust the next generation. Focusing on professional development among these younger employees will make it much easier to promote from within. If the next generation of leaders has a strong understanding of the business, the culture, and the company\u2019s shared values, it will make transitioning to a new leader a smoother process.<sup>2<\/sup><\/p><p>Create trust within the younger generation by giving them more accountability and more time with senior management. A hands-on approach gives them confidence when it is time to transition.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d00457f animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"d00457f\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-161a83c\" data-id=\"161a83c\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4686984 elementor-widget elementor-widget-text-editor\" data-id=\"4686984\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>3. Get Comfortable With Letting Go<\/strong><\/p><p>It is difficult for a leader, especially a founder, to let go of control of the firm. They have worked diligently for many years and it is with trepidation that they turn over their position to a younger, less-experienced team member. This can cause senior employees to remain at the firm beyond their productivity. <sup>3<\/sup><\/p><p>New leadership and new ways of operating can be beneficial for everyone. If the proper succession planning is in place, the younger generation will be ready to step in and take the lead.<\/p><p>Succession planning is not a pleasant experience for leadership teams but it is a natural progression as the firm grows. It is important to take early steps to prepare the firm for success with a plan of action, especially for private equity firms, where founders often dictate the personality of the firm.<\/p><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-75620ad animated-slow elementor-section-boxed elementor-section-height-default elementor-section-height-default elementor-invisible\" data-id=\"75620ad\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2ca999b\" data-id=\"2ca999b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-aa65538 elementor-widget elementor-widget-text-editor\" data-id=\"aa65538\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><em>1. https:\/\/docs.preqin.com\/quarterly\/pe\/Preqin-PE-Quarterly-Q3-15-Capstone-Interview.pdf<\/em><br \/><em>2. https:\/\/www.ceotodaymagazine.com\/2018\/11\/4-steps-to-succession-planning-in-private-equity\/<\/em><br \/><em>3. https:\/\/altvia.com\/succession-planning-for-private-equity\/<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-ec1b881 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"ec1b881\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b643189\" data-id=\"b643189\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3d80c9a elementor-widget elementor-widget-spacer\" data-id=\"3d80c9a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-beada17 anwp-pg-widget-header-style--b anwp-pg-post-teaser__post-icon--size-16 elementor-pagination-position-outside elementor-widget elementor-widget-anwp-pg-classic-slider\" data-id=\"beada17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"anwp-pg-classic-slider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"anwp-pg-wrap\">\n\n\t\n\t<!-- Slider main container -->\n\t<div\n\t\tclass=\"anwp-pg-classic-slider anwp-pg-swiper-wrapper position-static swiper swiper-container anwp-pg-no-transform\"\n\t\tdata-pg-slides-per-view=\"3\"\n\t\tdata-pg-slides-per-view-mobile=\"1\"\n\t\tdata-pg-slides-per-view-tablet=\"2\"\n\t\tdata-pg-slides-per-group=\"1\"\n\t\tdata-pg-slides-per-group-mobile=\"1\"\n\t\tdata-pg-slides-per-group-tablet=\"1\"\n\t\tdata-pg-autoplay=\"no\"\n\t\tdata-pg-autoplay-delay=\"\"\n\t\tdata-pg-space-between=\"27\"\n\t\tdata-pg-effect=\"slide\"\n\t\tdata-pg-show-read-more=\"no\"\n\t\tdata-pg-enable-observer=\"no\"\n\t\tdata-pg-loop=\"no\"\n\t\tdir=\"ltr\"\n\t>\n\t\t<!-- Additional required wrapper -->\n\t\t<div class=\"swiper-wrapper\">\n\t\t\t<!-- Slides -->\n\t\t\t<div class=\"anwp-pg-post-teaser anwp-pg-post-teaser--inner-cover-link anwp-pg-post-teaser--layout-d d-flex flex-column swiper-slide\">\n\t<div class=\"anwp-pg-post-teaser__thumbnail position-relative\">\n\n\t\t\t\t\t<div class=\"anwp-pg-post-teaser__top-meta d-flex flex-column anwp-pg-post-teaser__category-column mr-auto\">\n\t\t\t\t<div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-0\" style=\"background-color: #1565C0\"><span>Industry Insights<\/span><\/div>\t\t\t<\/div>\n\t\t\t\n\t\t\n\t\t\t\t\t<img loading=\"lazy\" class=\"anwp-pg-post-teaser__thumbnail-img d-block anwp-pg-height-210 anwp-object-cover m-0 w-100\"\n\t\t\t\talt=\"Broadening Carry Participation: A Growing Norm\"\n\t\t\t\tsrc=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2026\/02\/Picture2-1024x738.png\"\/>\n\t\t\n\t\t<div class=\"anwp-pg-post-teaser__thumbnail-bg anwp-position-cover\"><\/div>\n\n\t\t<a class=\"anwp-position-cover anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/broadening-carried-interest-participation\/\" aria-hidden=\"true\" ><\/a>\n\t<\/div>\n\n\t<div class=\"anwp-pg-post-teaser__content flex-grow-1 pt-1 d-flex flex-column\">\n\n\t\t<div class=\"anwp-pg-post-teaser__title anwp-font-heading mt-2\">\n\t\t\t<a class=\"anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/broadening-carried-interest-participation\/\" aria-hidden=\"true\" >\n\t\t\t\tBroadening Carry Participation: A Growing Norm\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t<div class=\"anwp-pg-post-teaser__bottom-meta d-flex flex-wrap\">\n\n\t\t\t\t\t\t\t<div class=\"anwp-pg-post-teaser__bottom-meta-item d-flex align-items-center mr-3\">\n\t\t\t\t\t<svg class=\"anwp-pg-icon anwp-pg-icon--s16 mr-1\">\n\t\t\t\t\t\t<use xlink:href=\"#icon-anwp-pg-calendar\"><\/use>\n\t\t\t\t\t<\/svg>\n\t\t\t\t\t<span class=\"posted-on m-0\"><span class=\"screen-reader-text\">Posted on<\/span><time class=\"anwp-pg-published\" datetime=\"2026-02-26T17:38:07+00:00\">February 26, 2026<\/time><time class=\"anwp-pg-updated\" datetime=\"2026-04-02T20:34:40+00:00\">April 2, 2026<\/time><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n<div class=\"anwp-pg-post-teaser anwp-pg-post-teaser--inner-cover-link anwp-pg-post-teaser--layout-d d-flex flex-column swiper-slide\">\n\t<div class=\"anwp-pg-post-teaser__thumbnail position-relative\">\n\n\t\t\t\t\t<div class=\"anwp-pg-post-teaser__top-meta d-flex flex-column anwp-pg-post-teaser__category-column mr-auto\">\n\t\t\t\t<div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-0\" style=\"background-color: #1565C0\"><span>Company News<\/span><\/div><div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-30\" style=\"background-color: #1565C0\"><span>Conferences &amp; Events<\/span><\/div>\t\t\t<\/div>\n\t\t\t\n\t\t\n\t\t\t\t\t<img loading=\"lazy\" class=\"anwp-pg-post-teaser__thumbnail-img d-block anwp-pg-height-210 anwp-object-cover m-0 w-100\"\n\t\t\t\talt=\"EWM Global Speaks During the World Economic Forum 2026 in Davos\"\n\t\t\t\tsrc=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2026\/01\/Davos-Thumbnail-1024x576.png\"\/>\n\t\t\n\t\t<div class=\"anwp-pg-post-teaser__thumbnail-bg anwp-position-cover\"><\/div>\n\n\t\t<a class=\"anwp-position-cover anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/2026-world-economic-forum-davos-interview-with-ewm-global\/\" aria-hidden=\"true\" ><\/a>\n\t<\/div>\n\n\t<div class=\"anwp-pg-post-teaser__content flex-grow-1 pt-1 d-flex flex-column\">\n\n\t\t<div class=\"anwp-pg-post-teaser__title anwp-font-heading mt-2\">\n\t\t\t<a class=\"anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/2026-world-economic-forum-davos-interview-with-ewm-global\/\" aria-hidden=\"true\" >\n\t\t\t\tEWM Global Speaks During the World Economic Forum 2026 in Davos\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t<div class=\"anwp-pg-post-teaser__bottom-meta d-flex flex-wrap\">\n\n\t\t\t\t\t\t\t<div class=\"anwp-pg-post-teaser__bottom-meta-item d-flex align-items-center mr-3\">\n\t\t\t\t\t<svg class=\"anwp-pg-icon anwp-pg-icon--s16 mr-1\">\n\t\t\t\t\t\t<use xlink:href=\"#icon-anwp-pg-calendar\"><\/use>\n\t\t\t\t\t<\/svg>\n\t\t\t\t\t<span class=\"posted-on m-0\"><span class=\"screen-reader-text\">Posted on<\/span><time class=\"anwp-pg-published\" datetime=\"2026-01-27T17:06:52+00:00\">January 27, 2026<\/time><time class=\"anwp-pg-updated\" datetime=\"2026-02-26T15:38:50+00:00\">February 26, 2026<\/time><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n<div class=\"anwp-pg-post-teaser anwp-pg-post-teaser--inner-cover-link anwp-pg-post-teaser--layout-d d-flex flex-column swiper-slide\">\n\t<div class=\"anwp-pg-post-teaser__thumbnail position-relative\">\n\n\t\t\t\t\t<div class=\"anwp-pg-post-teaser__top-meta d-flex flex-column anwp-pg-post-teaser__category-column mr-auto\">\n\t\t\t\t<div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-0\" style=\"background-color: #1565C0\"><span>Industry Insights<\/span><\/div>\t\t\t<\/div>\n\t\t\t\n\t\t\n\t\t\t\t\t<img loading=\"lazy\" class=\"anwp-pg-post-teaser__thumbnail-img d-block anwp-pg-height-210 anwp-object-cover m-0 w-100\"\n\t\t\t\talt=\"The Hidden Influence Shaping Behavior in the Financial Markets: Incentive and Retention Framework\"\n\t\t\t\tsrc=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2026\/01\/EWM-Global-Thumbnail-1-1024x576.png\"\/>\n\t\t\n\t\t<div class=\"anwp-pg-post-teaser__thumbnail-bg anwp-position-cover\"><\/div>\n\n\t\t<a class=\"anwp-position-cover anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/the-hidden-influence-shaping-behavior-in-the-financial-markets-incentive-and-retention-framework\/\" aria-hidden=\"true\" ><\/a>\n\t<\/div>\n\n\t<div class=\"anwp-pg-post-teaser__content flex-grow-1 pt-1 d-flex flex-column\">\n\n\t\t<div class=\"anwp-pg-post-teaser__title anwp-font-heading mt-2\">\n\t\t\t<a class=\"anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/the-hidden-influence-shaping-behavior-in-the-financial-markets-incentive-and-retention-framework\/\" aria-hidden=\"true\" >\n\t\t\t\tThe Hidden Influence Shaping Behavior in the Financial Markets: Incentive and Retention Framework\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t<div class=\"anwp-pg-post-teaser__bottom-meta d-flex flex-wrap\">\n\n\t\t\t\t\t\t\t<div class=\"anwp-pg-post-teaser__bottom-meta-item d-flex align-items-center mr-3\">\n\t\t\t\t\t<svg class=\"anwp-pg-icon anwp-pg-icon--s16 mr-1\">\n\t\t\t\t\t\t<use xlink:href=\"#icon-anwp-pg-calendar\"><\/use>\n\t\t\t\t\t<\/svg>\n\t\t\t\t\t<span class=\"posted-on m-0\"><span class=\"screen-reader-text\">Posted on<\/span><time class=\"anwp-pg-published\" datetime=\"2026-01-27T12:28:25+00:00\">January 27, 2026<\/time><time class=\"anwp-pg-updated\" datetime=\"2026-01-28T08:43:26+00:00\">January 28, 2026<\/time><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n<div class=\"anwp-pg-post-teaser anwp-pg-post-teaser--inner-cover-link anwp-pg-post-teaser--layout-d d-flex flex-column swiper-slide\">\n\t<div class=\"anwp-pg-post-teaser__thumbnail position-relative\">\n\n\t\t\t\t\t<div class=\"anwp-pg-post-teaser__top-meta d-flex flex-column anwp-pg-post-teaser__category-column mr-auto\">\n\t\t\t\t<div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-0\" style=\"background-color: #1565C0\"><span>Industry Insights<\/span><\/div>\t\t\t<\/div>\n\t\t\t\n\t\t\n\t\t\t\t\t<img loading=\"lazy\" class=\"anwp-pg-post-teaser__thumbnail-img d-block anwp-pg-height-210 anwp-object-cover m-0 w-100\"\n\t\t\t\talt=\"Fairness &amp; Alignment in Continuation Funds: Designing Sponsor Incentives That Work\"\n\t\t\t\tsrc=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2025\/07\/Final-Continuation-Funds-Article-Feature-Image-2-1024x726.png\"\/>\n\t\t\n\t\t<div class=\"anwp-pg-post-teaser__thumbnail-bg anwp-position-cover\"><\/div>\n\n\t\t<a class=\"anwp-position-cover anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/fairness-and-alignment-in-continuation-funds\/\" aria-hidden=\"true\" ><\/a>\n\t<\/div>\n\n\t<div class=\"anwp-pg-post-teaser__content flex-grow-1 pt-1 d-flex flex-column\">\n\n\t\t<div class=\"anwp-pg-post-teaser__title anwp-font-heading mt-2\">\n\t\t\t<a class=\"anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/fairness-and-alignment-in-continuation-funds\/\" aria-hidden=\"true\" >\n\t\t\t\tFairness &amp; Alignment in Continuation Funds: Designing Sponsor Incentives That Work\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t<div class=\"anwp-pg-post-teaser__bottom-meta d-flex flex-wrap\">\n\n\t\t\t\t\t\t\t<div class=\"anwp-pg-post-teaser__bottom-meta-item d-flex align-items-center mr-3\">\n\t\t\t\t\t<svg class=\"anwp-pg-icon anwp-pg-icon--s16 mr-1\">\n\t\t\t\t\t\t<use xlink:href=\"#icon-anwp-pg-calendar\"><\/use>\n\t\t\t\t\t<\/svg>\n\t\t\t\t\t<span class=\"posted-on m-0\"><span class=\"screen-reader-text\">Posted on<\/span><time class=\"anwp-pg-published\" datetime=\"2025-07-14T19:42:18+00:00\">July 14, 2025<\/time><time class=\"anwp-pg-updated\" datetime=\"2025-10-07T06:57:36+00:00\">October 7, 2025<\/time><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n<div class=\"anwp-pg-post-teaser anwp-pg-post-teaser--inner-cover-link anwp-pg-post-teaser--layout-d d-flex flex-column swiper-slide\">\n\t<div class=\"anwp-pg-post-teaser__thumbnail position-relative\">\n\n\t\t\t\t\t<div class=\"anwp-pg-post-teaser__top-meta d-flex flex-column anwp-pg-post-teaser__category-column mr-auto\">\n\t\t\t\t<div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-0\" style=\"background-color: #1565C0\"><span>Industry Insights<\/span><\/div>\t\t\t<\/div>\n\t\t\t\n\t\t\n\t\t\t\t\t<img loading=\"lazy\" class=\"anwp-pg-post-teaser__thumbnail-img d-block anwp-pg-height-210 anwp-object-cover m-0 w-100\"\n\t\t\t\talt=\"Junior Staff Carry Allocation: Benefits and Potential Challenges\"\n\t\t\t\tsrc=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2024\/09\/2024-09-11_11-26-40-1024x725.png\"\/>\n\t\t\n\t\t<div class=\"anwp-pg-post-teaser__thumbnail-bg anwp-position-cover\"><\/div>\n\n\t\t<a class=\"anwp-position-cover anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/junior-staff-carry-allocation-benefits-and-potential-challenges\/\" aria-hidden=\"true\" ><\/a>\n\t<\/div>\n\n\t<div class=\"anwp-pg-post-teaser__content flex-grow-1 pt-1 d-flex flex-column\">\n\n\t\t<div class=\"anwp-pg-post-teaser__title anwp-font-heading mt-2\">\n\t\t\t<a class=\"anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/junior-staff-carry-allocation-benefits-and-potential-challenges\/\" aria-hidden=\"true\" >\n\t\t\t\tJunior Staff Carry Allocation: Benefits and Potential Challenges\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t<div class=\"anwp-pg-post-teaser__bottom-meta d-flex flex-wrap\">\n\n\t\t\t\t\t\t\t<div class=\"anwp-pg-post-teaser__bottom-meta-item d-flex align-items-center mr-3\">\n\t\t\t\t\t<svg class=\"anwp-pg-icon anwp-pg-icon--s16 mr-1\">\n\t\t\t\t\t\t<use xlink:href=\"#icon-anwp-pg-calendar\"><\/use>\n\t\t\t\t\t<\/svg>\n\t\t\t\t\t<span class=\"posted-on m-0\"><span class=\"screen-reader-text\">Posted on<\/span><time class=\"anwp-pg-published\" datetime=\"2024-09-12T11:54:02+00:00\">September 12, 2024<\/time><time class=\"anwp-pg-updated\" datetime=\"2025-10-07T07:03:19+00:00\">October 7, 2025<\/time><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n<div class=\"anwp-pg-post-teaser anwp-pg-post-teaser--inner-cover-link anwp-pg-post-teaser--layout-d d-flex flex-column swiper-slide\">\n\t<div class=\"anwp-pg-post-teaser__thumbnail position-relative\">\n\n\t\t\t\t\t<div class=\"anwp-pg-post-teaser__top-meta d-flex flex-column anwp-pg-post-teaser__category-column mr-auto\">\n\t\t\t\t<div class=\"anwp-pg-category__wrapper-filled px-2 d-flex align-items-center anwp-pg-post-teaser__category-wrapper align-self-start anwp-pg-category-parent-0\" style=\"background-color: #1565C0\"><span>Industry Insights<\/span><\/div>\t\t\t<\/div>\n\t\t\t\n\t\t\n\t\t\t\t\t<img loading=\"lazy\" class=\"anwp-pg-post-teaser__thumbnail-img d-block anwp-pg-height-210 anwp-object-cover m-0 w-100\"\n\t\t\t\talt=\"The Modern Landscape of Carried Interest\"\n\t\t\t\tsrc=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2024\/08\/The-Modern-Landscape-of-Carried-Interest-1024x576.png\"\/>\n\t\t\n\t\t<div class=\"anwp-pg-post-teaser__thumbnail-bg anwp-position-cover\"><\/div>\n\n\t\t<a class=\"anwp-position-cover anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/the-modern-landscape-of-carried-interest\/\" aria-hidden=\"true\" ><\/a>\n\t<\/div>\n\n\t<div class=\"anwp-pg-post-teaser__content flex-grow-1 pt-1 d-flex flex-column\">\n\n\t\t<div class=\"anwp-pg-post-teaser__title anwp-font-heading mt-2\">\n\t\t\t<a class=\"anwp-link-without-effects\" href=\"https:\/\/www.ewmglobal.com\/site\/the-modern-landscape-of-carried-interest\/\" aria-hidden=\"true\" >\n\t\t\t\tThe Modern Landscape of Carried Interest\t\t\t<\/a>\n\t\t<\/div>\n\n\t\t<div class=\"anwp-pg-post-teaser__bottom-meta d-flex flex-wrap\">\n\n\t\t\t\t\t\t\t<div class=\"anwp-pg-post-teaser__bottom-meta-item d-flex align-items-center mr-3\">\n\t\t\t\t\t<svg class=\"anwp-pg-icon anwp-pg-icon--s16 mr-1\">\n\t\t\t\t\t\t<use xlink:href=\"#icon-anwp-pg-calendar\"><\/use>\n\t\t\t\t\t<\/svg>\n\t\t\t\t\t<span class=\"posted-on m-0\"><span class=\"screen-reader-text\">Posted on<\/span><time class=\"anwp-pg-published\" datetime=\"2024-08-20T09:50:19+00:00\">August 20, 2024<\/time><time class=\"anwp-pg-updated\" datetime=\"2024-08-20T15:32:45+00:00\">August 20, 2024<\/time><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t<\/div>\n\n\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<div class=\"swiper-pagination\"><\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>In private equity and debt firms, when a leadership exit occurs, it is most often a hectic transition, and could even result in other employees or key partners leaving the firm as well. Limited Partners are sensitive to the negative impact a poorly planned succession plan can have on their investment, and almost always request [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5521,"comment_status":"open","ping_status":"open","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"off","ocean_gallery_id":[],"footnotes":""},"categories":[8],"tags":[],"class_list":["post-5520","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-insights","entry","has-media"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning? - EWM Global<\/title>\n<meta name=\"description\" content=\"Learn if private capital firms are following these 3 critical steps in succession planning to ensure smooth transitions and long-term success with EWM Global&#039;s insights.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning? - EWM Global\" \/>\n<meta property=\"og:description\" content=\"Learn if private capital firms are following these 3 critical steps in succession planning to ensure smooth transitions and long-term success with EWM Global&#039;s insights.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/\" \/>\n<meta property=\"og:site_name\" content=\"EWM Global\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-12T21:28:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-30T21:07:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1536\" \/>\n\t<meta property=\"og:image:height\" content=\"977\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"EWM Global\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"EWM Global\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/\"},\"author\":{\"name\":\"EWM Global\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#\\\/schema\\\/person\\\/e44d6a64a19cbb3f6c1a9b9dc5aaa793\"},\"headline\":\"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning?\",\"datePublished\":\"2021-07-12T21:28:00+00:00\",\"dateModified\":\"2024-07-30T21:07:07+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/\"},\"wordCount\":658,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg\",\"articleSection\":[\"Industry Insights\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/\",\"name\":\"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning? - EWM Global\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg\",\"datePublished\":\"2021-07-12T21:28:00+00:00\",\"dateModified\":\"2024-07-30T21:07:07+00:00\",\"description\":\"Learn if private capital firms are following these 3 critical steps in succession planning to ensure smooth transitions and long-term success with EWM Global's insights.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg\",\"contentUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2022\\\/03\\\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg\",\"width\":1536,\"height\":977},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#website\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/\",\"name\":\"EWM Global\",\"description\":\"Incentive Plan Administration\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#organization\",\"name\":\"EWM Global\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2025\\\/04\\\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png\",\"contentUrl\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/wp-content\\\/uploads\\\/2025\\\/04\\\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png\",\"width\":1201,\"height\":721,\"caption\":\"EWM Global\"},\"image\":{\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/#\\\/schema\\\/person\\\/e44d6a64a19cbb3f6c1a9b9dc5aaa793\",\"name\":\"EWM Global\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d4bbfe9b30b90521bdc533a5602afad0045bd95459bb142cbbe159b91a7cd232?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d4bbfe9b30b90521bdc533a5602afad0045bd95459bb142cbbe159b91a7cd232?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/d4bbfe9b30b90521bdc533a5602afad0045bd95459bb142cbbe159b91a7cd232?s=96&d=mm&r=g\",\"caption\":\"EWM Global\"},\"description\":\"Admin\",\"sameAs\":[\"https:\\\/\\\/www.ewmglobal.com\\\/site\"],\"url\":\"https:\\\/\\\/www.ewmglobal.com\\\/site\\\/author\\\/ewmadmin\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning? - EWM Global","description":"Learn if private capital firms are following these 3 critical steps in succession planning to ensure smooth transitions and long-term success with EWM Global's insights.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/","og_locale":"en_US","og_type":"article","og_title":"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning? - EWM Global","og_description":"Learn if private capital firms are following these 3 critical steps in succession planning to ensure smooth transitions and long-term success with EWM Global's insights.","og_url":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/","og_site_name":"EWM Global","article_published_time":"2021-07-12T21:28:00+00:00","article_modified_time":"2024-07-30T21:07:07+00:00","og_image":[{"width":1536,"height":977,"url":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg","type":"image\/jpeg"}],"author":"EWM Global","twitter_card":"summary_large_image","twitter_misc":{"Written by":"EWM Global","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#article","isPartOf":{"@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/"},"author":{"name":"EWM Global","@id":"https:\/\/www.ewmglobal.com\/site\/#\/schema\/person\/e44d6a64a19cbb3f6c1a9b9dc5aaa793"},"headline":"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning?","datePublished":"2021-07-12T21:28:00+00:00","dateModified":"2024-07-30T21:07:07+00:00","mainEntityOfPage":{"@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/"},"wordCount":658,"commentCount":0,"publisher":{"@id":"https:\/\/www.ewmglobal.com\/site\/#organization"},"image":{"@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#primaryimage"},"thumbnailUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg","articleSection":["Industry Insights"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/","url":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/","name":"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning? - EWM Global","isPartOf":{"@id":"https:\/\/www.ewmglobal.com\/site\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#primaryimage"},"image":{"@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#primaryimage"},"thumbnailUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg","datePublished":"2021-07-12T21:28:00+00:00","dateModified":"2024-07-30T21:07:07+00:00","description":"Learn if private capital firms are following these 3 critical steps in succession planning to ensure smooth transitions and long-term success with EWM Global's insights.","breadcrumb":{"@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#primaryimage","url":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg","contentUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2022\/03\/3d-white-people-drawing-strategic-creative-process-sketch-1536x977-1.jpg","width":1536,"height":977},{"@type":"BreadcrumbList","@id":"https:\/\/www.ewmglobal.com\/site\/are-private-capital-firms-following-these-3-critical-steps-in-their-succession-planning\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.ewmglobal.com\/site\/"},{"@type":"ListItem","position":2,"name":"Are Private Capital Firms Following These 3 Critical Steps in their Succession Planning?"}]},{"@type":"WebSite","@id":"https:\/\/www.ewmglobal.com\/site\/#website","url":"https:\/\/www.ewmglobal.com\/site\/","name":"EWM Global","description":"Incentive Plan Administration","publisher":{"@id":"https:\/\/www.ewmglobal.com\/site\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.ewmglobal.com\/site\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.ewmglobal.com\/site\/#organization","name":"EWM Global","url":"https:\/\/www.ewmglobal.com\/site\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.ewmglobal.com\/site\/#\/schema\/logo\/image\/","url":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2025\/04\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png","contentUrl":"https:\/\/www.ewmglobal.com\/site\/wp-content\/uploads\/2025\/04\/cropped-EWM-Global-TMF-Logo-Light-White-Writing-Mid-Res.png","width":1201,"height":721,"caption":"EWM Global"},"image":{"@id":"https:\/\/www.ewmglobal.com\/site\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/www.ewmglobal.com\/site\/#\/schema\/person\/e44d6a64a19cbb3f6c1a9b9dc5aaa793","name":"EWM Global","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/d4bbfe9b30b90521bdc533a5602afad0045bd95459bb142cbbe159b91a7cd232?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/d4bbfe9b30b90521bdc533a5602afad0045bd95459bb142cbbe159b91a7cd232?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d4bbfe9b30b90521bdc533a5602afad0045bd95459bb142cbbe159b91a7cd232?s=96&d=mm&r=g","caption":"EWM Global"},"description":"Admin","sameAs":["https:\/\/www.ewmglobal.com\/site"],"url":"https:\/\/www.ewmglobal.com\/site\/author\/ewmadmin\/"}]}},"_links":{"self":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/posts\/5520","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/comments?post=5520"}],"version-history":[{"count":10,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/posts\/5520\/revisions"}],"predecessor-version":[{"id":11164,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/posts\/5520\/revisions\/11164"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/media\/5521"}],"wp:attachment":[{"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/media?parent=5520"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/categories?post=5520"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.ewmglobal.com\/site\/wp-json\/wp\/v2\/tags?post=5520"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}