How We Work
Flexible Ways to Hire Senior Talent
Every senior hire is different. Some are permanent leaders a firm will build around. Others are urgent gaps that need coverage now. We offer two ways to help, and we’ll recommend the one that fits your situation.
Our Delivery Models
Executive Search
When it fits: A senior hire will shape your firm’s direction and client relationships. At this level, a poor fit costs far more than the search.
How we work: We go beyond active job seekers and reach people who aren’t looking. We start by understanding the role, your firm, and your culture. Then we evaluate candidates against a clear scorecard and share what we found, including what we’d still want to explore.
We search for:
Wealth management: Lead and senior advisors for independent RIAs and wealth firms, and leadership roles as firms grow or acquire.
Private markets: Operating and portfolio operations leaders, and finance leaders (controllers, VPs of Finance, and CFOs) for private equity and venture capital firms and their portfolio companies.
Focus: Discreet, personal service from a founder who has worked as a licensed advisor.
Interim and Fractional Support
When it fits: An unexpected vacancy, a stalled integration, or a project that needs experienced hands now.
How it works: We build each interim engagement around your specific need. We learn what the role requires, source and evaluate candidates for it, and recommend the best fit. Once you’ve chosen, we can bring the professional on through our Employer of Record partner, which handles payroll and onboarding so your team can focus on the work.
Typical needs:
Interim controllers
Fractional CFOs
Project-based finance and operations support.