Our Partners’ heritage at McKinsey & Company and IBM gave us valuable experience and perspective working successfully with blue chip public companies. We understand the cultural nuances and high standards of these organizations and interact very comfortably with Corporate leadership.
We offer a results-oriented, yet caring and empathetic approach to working with private company clients, especially family-owned businesses. These engagements may involve a generational transition to new leadership or identifying new, non-family executives for key functional roles. Our proven track record of conducting multiple engagements for private company clients allows us to be a trusted partner to them.
We completed our first private equity portfolio company search over 20 years ago. Since then we've worked with PE firm clients to assist them in attracting outstanding CEOs to new platform investments as well as both CEOs and key functional leaders (Finance, Operations, Sales/Marketing, HR) to their existing portfolio companies. The private equity clients with whom we partner include the entire spectrum, from lower middle market, middle market and upper market.