When your people thrive, your business thrives.

As the CEO of Vertex, building and developing my executive team has been essential to support our rapid growth and success. Carson Tate has partnered with me and my executive team to help us deeply understand each other, how to work together to optimize our individual and collective strengths, as well as, navigate and overcome interpersonal conflicts and challenges. She has equipped us with a simple, yet powerful strategic planning methodology that has enabled extraordinary success. Navigating rapid revenue growth of 500% in a single year is overwhelming, and Carson’s guidance ensured we never lost sight of our core objectives. Carson’s keen insights, action orientation, and commitment to the success of Vertex has made her an invaluable partner.

"At Alpine, we believe in building fulfilling careers for people first. Our CEO in Training (CIT) program places aspiring leaders into CEO and CXO roles at our portfolio companies immediately after graduation. To develop our CITs into CEOs faster we partnered with Carson Tate to design a customized, comprehensive learning and development program. Using our CEO Readiness Scorecard, each CIT completes an individual development plan to guide their leadership development. Skill and knowledge specific learning journeys that leverage experiential learning, coaching, mentorship, and self-reflection equip and empower our CITs reach their individual development goals and be “CEO ready”. In its first year 49% of CITs have started their IDP, and 30% have completed IDPs with action steps in motion."

"Carson helped me see myself as others see me so I could more effectively leverage my unique leadership strengths, collaborate, and partner with my colleagues, and develop my team. As a result, I now effectively lead a global commercial organization in my company with greater than $1 billion revenue and have a renewed focus on developing a diverse workforce capable of managing a fast, growing business."

"As a result of Carson’s actionable tools, practical approaches, and results-driven stories our team members have enhanced their meeting facilitation skills, improved their productivity, and now more effectively communicate and collaborate with each other.  Carson and her team deliver engaging and impactful programs that are relevant for all team members…from the shop floor to the C-suite and every band in between."

“At Frist Cressey Ventures we’ve worked extensively with Carson on strategic planning, individual coaching, and firm retreats. Carson's business judgment and insights have been incredibly helpful. She has been a pleasure to work with. Carson is a deeply experienced professional in human capital consulting and has helped us apply these tools and principles to continue to improve our firm. She is always prepared, always energetic, and always has the team’s best interest in mind. With Carson’s help we’ve made significant progress as a team around long-term, intermediate term, and short-term goals. We look forward to continuing our work with her.”