Industry Practices

"Our practice areas enhance our ability to conduct successful searches for our clients"

Industry Practices Overview

Our practice areas — including industry, functional and regional specializations — enhance our ability to conduct successful searches for clients.

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

I don’t think there is any other quality so essential to success of any kind as the quality of perseverance. It overcomes almost everything, even nature. ~ John D. Rockefeller