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:
Retail Broker/Dealers, Institutional Money Managers, Investment Companies, Investment Advisors, Wealth Managers and Hedge Funds
Research and Financial Analysts, Portfolio Managers, Product and Marketing Strategists, Risk Managers and and Compliance professionals
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)
PORTABLE BOOKS OF BUSINESS, including individual HNW Business Development professionals or team lift-outs; small/medium-sized RIA/wealth management firm acquisition consulting
Performance of Baseline Estimate of Value of Your Business, Considering Price at Which to Buy or Sell
"I hire people brighter than me and then I get out of their way."
- Lee Iacocca, Ford