Industry Practices

Our practice areas—including industry, functional and regional specializations—enhance our ability to conduct successful searches for clients. The following is a listing of our Industry Specialization and focus:

Industry Specialization

Retail Broker/Dealers, Institutional Money Managers, Investment Companies, Investment Advisors, Wealth Managers and Hedge Funds

Primary Concentration

Research and Financial Analysts, Portfolio Managers, Product and Marketing Strategists, Risk Managers and and Compliance professionals

Niche Positions

Capital Markets, Bankers and Analysts, Marketing-Business Development, Buy-side-Sell-side Research Analysts, Equity and Fixed Income Portfolio Managers, Senior Management (CFOs, CCO's, CEO's, CIOs, COOs, DORs)

Buy vs. Build

PORTABLE BOOKS OF BUSINESS, including individual HNW Business Development professionals or team lift-outs; small/medium-sized RIA/wealth management firm acquisition consulting

M&A Analysis & Planning

Performance of Baseline Estimate of Value of Your Business, Considering Price at Which to Buy or Sell

View our Search Process

Finding Top Talent

"I hire people brighter than me and then I get out of their way."

- Lee Iacocca, Ford


Phone: (253) 277-3731
Mobile: (206) 679-5955
Fax: (253) 981-4939