CLIENT CASE STUDIES

Strategic Placement of Head of M&A for a Private Equity Platform Company
Our client, the crown jewel platform company of a rapidly growing lower middle market private equity firm, was embarking on an ambitious growth strategy to double its size within the next 12 to 18 months through a series of acquisitions.

Successfully Placing a CFO for a Large Family Office
The Family Office had spent over 12 months working with multiple search firms to find a Chief Financial Officer (CFO) but had no success. Despite reviewing over 68 candidates, none matched the unique needs and culture of the organization.