MD Financial Management
Client Background
Solutions: Leadership Coaching, Organizational Change Management, Team Development, Pre-Hire Assessments, and CEO Evaluation
The Challenge
Leadership Alignment
The executive leadership team needed coaching and development sessions to create alignment around a new vision and strategy for MD Financial Management.
Navigating Organizational Transformation
The financial industry regulations triggered a technology and infrastructure transformation, and MD needed support to ensure smooth and effective change management.
Talent Acquisition and Development
MD required pre-hire assessments for executive roles, onboarding coaching for new hires, and leadership development to build high-potential leaders within the organization.
Our Approach
TBG supported the CEO by providing executive coaching, developing the ELT, and facilitating alignment around MD’s new strategic vision. We guided MD through organizational and human capital transformation, conducted pre-hire assessments, and introduced a CEO evaluation process. Training sessions were held to help leaders communicate changes effectively and consistently across the organization.
Coaching Outcomes
Stronger Leadership Team
MD’s ELT aligned around a new vision and strategy, supported by TBG’s leadership coaching, helping the company navigate through periods of significant change.
Successful Organizational Transformation
MD managed to successfully navigate the regulatory-driven technology and infrastructure transformation, resulting in stronger operational efficiency and compliance.
Continued Leadership Development
TBG’s ongoing relationship with MD helped develop future leaders within the organization, ensuring sustainable growth and alignment with the company's mission.
From day one of working with Leigh, his astute questions made a tremendous difference to my work as CEO. Leigh has also come to know and work with my direct reports, and he really understands MD’s culture. Those insights, coupled with his ability to get to the heart of an issue, broaden perspectives, and help people maximize their potential, have been invaluable to me and MD.

