Last Updated: September 25, 2025
Analyzing Management
Public company leadership plays a crucial role in both the preliminary evaluation and continuous risk assessment processes for hedge funds and asset managers. ManagementTrack offers a consistent methodology that eliminates distractions by highlighting distinct strengths and weaknesses, identifying clear warning signs and positive indicators, and establishing a tangible connection between CEO actions and investment outcomes.
CEO Pagliuca’s M&A skill is critical to realizing Adlumin acquisition value.
Analysis of N-able CEO John Pagliuca: Positive
Despite recent execution failures that have weakened core growth metrics, John Pagliuca’s proven ability to lead complex M&A integrations is the critical skill needed to realize the value of the pivotal Adlumin acquisition.
Management evaluated John Pagliuca’s track record and skillset against the following key factors for NABL:
- Reversing NRR decline to re-accelerate growth
- Integrating Adlumin to drive security revenue
- Driving security cross-sell into the MSP base
- Sustaining margins to service debt and fund growth
John Pagliuca’s Track Record & Key Open Questions to Research
ManagementTrack provides track record analysis, career playbooks, strengths, and weaknesses for every CEO. It allows investors to dig deeper to uncover hard to find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question #1
Regarding the large, debt-funded Adlumin acquisition, is Pagliuca a disciplined operator focused on a clear integration plan and ROI, or is he a visionary more willing to accept execution risk and financial leverage to achieve a transformational strategic goal?
Question #2
Faced with slowing growth and a recent security breach that undermines his strategy, will Pagliuca demonstrate the operational discipline to fix the underlying retention and credibility issues, or will he prioritize pushing his high-level strategic vision at the expense of execution?
Why Do Investors Use ManagementTrack?
Q: How does ManagementTrack evaluate NABL’s CEO, John Pagliuca?
A: ManagementTrack’s evaluation of John Pagliuca involves a proprietary career analysis and interviews with former colleagues to establish his track record, core competencies, and potential weaknesses. This profile is then benchmarked against NABL’s most critical challenges: reversing the decline in net revenue retention to re-accelerate growth, successfully integrating Adlumin to boost security revenue, driving security cross-sell into the MSP base, and sustaining margins to service debt while funding growth.
Q: Beyond career analysis, what other methods does ManagementTrack use to predict executive impact on performance?
A: ManagementTrack utilizes proprietary models to detect and analyze executive evasion during earnings call Q&A, flagging when such behavior deviates from the norm. Furthermore, the platform scrutinizes all insider transactions to identify outlier activity that may signal future stock performance. These inputs, combined with the ManagementTrack Rating—a predictive 1-to-10 score for each executive—provide investors a distinct, forward-looking view on how management’s ability will shape future performance.
Q: What is the scope of ManagementTrack’s coverage?
A: ManagementTrack provides real-time coverage of the entire C-suite for every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author: Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
- Verified Career History by ManagementTrack for John Pagliuca
- Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
- N-able, Inc. 10Q
- N-able, Inc. 10K
- N-able, Inc. Earnings Calls
- N-able, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
