Representative mandates
For illustration · written briefs confidential
Chief Financial OfficerPhoenix, AZRetained·
VP, Chief Financial OfficerEden, NCRetained·
Chief Financial OfficerPalm Beach County, FLRetained·
CFO, Family OfficeBethesda, MDRetained·
Hospital Market CFOAugusta, KYRetained·
Director of Finance & StrategyLongwood, FLPermanent·
Chief Financial OfficerPhoenix, AZRetained·
VP, Chief Financial OfficerEden, NCRetained·
Chief Financial OfficerPalm Beach County, FLRetained·
CFO, Family OfficeBethesda, MDRetained·
Hospital Market CFOAugusta, KYRetained·
Director of Finance & StrategyLongwood, FLPermanent·
Chief Financial OfficerPhoenix, AZRetained·
VP, Chief Financial OfficerEden, NCRetained·
Chief Financial OfficerPalm Beach County, FLRetained·
CFO, Family OfficeBethesda, MDRetained·
Hospital Market CFOAugusta, KYRetained·
Director of Finance & StrategyLongwood, FLPermanent·
C
The corporate desk · retained

A retained
practice.

Director, vice-president, and the C-suite. Retained search, leadership advisory, on-demand interim talent, board services, and assessment. Milestone-paid. Confidential. We carry the mandate from intake through reference-check.

Mandate fee
30—33%
OF TOTAL COMP
Milestones
III
ENGAGE · SHORT · PLACED
Confidential
Default
NO PUBLISHED MANDATE NAMES
Replacement
30d
GUARANTEED
— Mandate index
The corporate desk · mandate types
COL/MM · QUARTERLY
I.
Chief Executive Officer
Public · private equity · founder transition
II.
Chief Financial Officer
Public · PE-backed · pre-IPO
III.
Chief Human Resources Officer
Build · turnaround · M&A integration
IV.
Chief Marketing / Revenue Officer
B2B SaaS · consumer · enterprise scale-up
V.
Chief Technology / Digital
Modernisation · platform · digital transformation
VI.
Supply Chain & Operations
Multi-site · multi-product · multi-geography
VII.
General Counsel
Regulated industries · privacy · litigation
VIII.
Board · Independent Director
Audit chair · compensation · lead director
Private lead · founder issuedCONFIDENTIAL

— Mandate types we engage on. Specific mandates remain confidential by default.

Chapter I
01

Search.

Retained executive search is a deliberate exercise. We work exclusively, on milestones, and we carry the mandate end-to-end — from intake through candidate development, references, and reference-check. The desk is led by a search partner with operating depth in the function, not a generalist with a Rolodex.

Mandate fee
30—33%
of total comp
Milestones
III
engage · short · placed
Replacement
30d
guaranteed
Chapter II

Practice areas.

Nine functional surfaces. Each is led by a partner with operating depth — never by a generalist who learned the function from a job description. Industry verticals layer on top: financial services, healthcare and life sciences, industrial, consumer, technology, private equity, and public sector.

01.

CEO & Board

Chief Executive · Independent Director · Audit Chair · Comp Chair · Lead Director searches.

02.

Finance

CFO · VP Finance · Treasurer · Controller · Head of FP&A. PE-backed and public.

03.

Human Resources

CHRO · VP Talent · Total Rewards · Head of L&D · DEI leadership.

04.

Marketing & Revenue

CMO · CRO · VP Sales · Head of Brand · Head of Growth · Head of Partnerships.

05.

Technology & Digital

CTO · CDO · CIO · VP Engineering · Chief Data Officer · Chief AI Officer.

06.

Operations & Supply Chain

COO · VP Ops · Chief of Staff · GM · Chief Supply Chain Officer.

07.

Legal, Risk & Compliance

General Counsel · Deputy GC · Chief Compliance · Privacy · Risk leadership.

08.

Government & Corporate Affairs

Chief Government Affairs · Head of Public Policy · External Communications.

09.

Strategy & Transformation

Chief Strategy Officer · Chief Transformation · Carve-out and integration leadership.

Chapter III
03

Leadership advisory.

Beyond the appointment. Search opens the chair; advisory holds the chair. We carry executives and boards through the work that comes after the offer letter — assessment, succession, coaching, M&A integration, and team acceleration.

01.
Board Effectiveness
Composition reviews, charter audits, board dynamics, evaluation cycles, and succession.
02.
CEO Succession Planning
Long-cycle planning. Internal candidate development, external slate, transition frameworks.
03.
Leadership Assessment
Hogan, KFALP-style behavioural assessment with operating-context scorecards. Pre-hire and incumbent.
04.
Executive Coaching
C-suite and VP-level engagements. Onboarding, scale, transformation, and post-promotion.
05.
Inclusive Leadership · DEI
DEI-anchored search and advisory. Equity audits, sponsorship programmes, ERG strategy.
06.
M&A Talent Planning
Target talent diligence, integration architecture, retention design, leadership team rebuild.
07.
Team Acceleration
Top-team interventions. New-leader assimilation, performance audits, role-and-decision-rights resets.
Chapter IV

On-demand talent.

For when the work cannot wait for a permanent appointment. Interim executives. Project leaders. Senior consultants and subject-matter experts deployed on a fixed engagement, with a defined exit.

01.

Interim Executives

Interim CFO, COO, CHRO, GC, and CMO. For leadership transitions, post-deal stabilisation, transformation programmes, and crisis response. Day-rate or fixed-fee.

02.

Project Leaders

Programme directors and transformation leads. Embedded for the life of the engagement — ERP, M&A integration, finance modernisation, regulatory remediation.

03.

Senior Consultants

Functional experts deployed against a defined statement of work. Strategy, finance, HR, legal, and operations specialisms.

04.

Subject-Matter Experts

On-call advisory for boards and CEOs — niche regulatory, valuation, governance, and turnaround expertise.

Chapter V

Discreet,
by default.

Retained search is, more often than not, a confidential exercise. An incumbent who does not yet know they are being replaced. A board that will not announce a search until a candidate is identified. A founder transitioning to chair. We do not publish mandates we should not publish. We do not list logos that have asked us not to.

Industries
Where the practice operates
01
Financial Services
02
Healthcare & Life Sciences
03
Technology
04
Private Equity
05
Industrial & Manufacturing
06
Consumer Markets
07
Energy & Utilities
08
Government & Public Sector
From the practice

A C-suite hire is a five-year decision dressed as a six-month engagement. We do not rush it. We deliver a shortlist of three, with reference depth that survives the third board meeting.

Founder · CEO