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Best practices for a smooth hand-off during platform manager transition

28 June 2018

High Road Capital Partners is a private equity firm that buys and builds great companies at the smaller end of the middle market. A client of Ipreo Private Capital Markets, they recently encountered a challenge common to many companies faced with making tricky transitions without putting critical business functions on hold.

High Road was shifting to a new internal iLEVEL product platform manager, and Steve Siwinski, Operating Partner, and no stranger to the importance of business continuity, enacted five key best practices to ensure a smooth transition.

In partnership with their iLEVEL Account Manager and training resources, High Road utilized these best practices, each of which is an integral part of the support Ipreo offers. Today, we're collaborating with High Road to explain exactly how those best practices came into play at a critical juncture.


"Although it took a while to replace their platform manager, High Road's swift and careful preparation enabled them to maintain operations during the hiring process and transition the new candidate seamlessly."

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