Case Study: Reframing Operational Leadership to Support Scalable Growth
Company Background Spruce Builders is a vertically integrated construction and development firm with operations spanning preconstruction, procurement, construction execution, and sales. As project volume and complexity increased, the organization entered a critical growth phase. One that required stronger operational alignment, faster execution, and clearer accountability across its core functions. The Challenge Initial Assumption: The Need
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Case Study: Strategic CFO Placement for a Private Family Office
Cowen Partners was engaged to conduct a discreet, highly targeted search for a CFO who could operate at the intersection of financial operations and investment strategy. The engagement demanded rigorous stakeholder alignment, thoughtful outreach, and a nuanced evaluation framework to ensure both technical excellence and cultural fit. This case study outlines how our process delivered
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From Stabilization to Scale: Placing a Growth-Ready COO for a Physician-Led Healthcare Group
Company BackgroundFlorida Digestive is a physician-owned and operated gastroenterology group with 22 locations across Florida. The organization has several service lines, including surgery centers, anesthesia services, pathology, infusion therapy, and a nutrition program. A board of physicians governs the company, electing one member to serve as the active CEO. THE CHALLENGE The Leadership TransitionThe outgoing
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Case Study: Building Leadership in Threes at TaborStreet
Company Background TaborStreet is an innovative, entrepreneurial-minded team dedicated to helping partners build and operate businesses in the industrial services landscape. The company provides customizable solutions across talent management, branding and communications, data and analytics, legal and compliance support, finance and accounting, training and development, risk management, and strategic guidance. The Challenge Tabor Street needed
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Case Study: Building a Marketing Function from Scratch: San Antonio Area Foundation CMO Placement
Company Background The San Antonio Area Foundation (SAAF) is the designated community foundation for San Antonio and South Central Texas, managing $1.3 billion in assets across 500+ charitable funds, including a landmark $605 million bequest from philanthropist John L. Santikos. Since 1964, SAAF has awarded over $ 800 million in grants and scholarships to close
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Building Economic Sovereignty: Cowen Partners Executive Search Places First CEO for Cowlitz Economic Authority
The Cowlitz Indian Tribe was breaking new ground. After achieving federal recognition in 2000, they’d built an impressive portfolio of business enterprises—including the Ilani Casino Resort, tobacco outlets, and other ventures. But these operations had grown organically, each running somewhat independently. Now they wanted something different: a cohesive economic enterprise division with real strategic direction.
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Case Study: Global Fresh Produce Leader Secures Critical North American Expansion Executive
When T&G Global came to us, they had a problem that many growing international companies face: their North American operations had outpaced their leadership structure. This 127-year-old New Zealand company, now a subsidiary of German agricultural giant BayWa, had built an impressive market presence with premium apple brands like Envy, Jazz, and Joli. But managing
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Case Study: Precision Search for a High-Impact Tax Leader at DT Midstream
Company Background DT Midstream (NYSE: DTM) is a $1B publicly traded midstream natural gas company spun off from DTE Energy in 2021. With approximately 570 employees (expected to exceed 600 by year-end), DTM operates pipelines, storage, gathering, and processing assets across major U.S. basins, including the Haynesville, East Texas, and Appalachian basins. The company targets
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Case Study: Hands-On CFO for Renewal by Andersen
Company Background Renewal by Andersen is a leading provider of replacement windows, patio, and entry doors, with over 100 locations across North America. Known for delivering quality products and exceptional customer service, Renewal by Andersen continues to expand its footprint and market presence. The Challenge Two primary Renewal by Andersen offices recognized that, as their
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Case Study: Guided by Culture, Driven by Mission: UAII CEO Placement
Company Background United American Indian Involvement, Inc. (UAII) was founded in 1974 by Marian Zucco (Paiute) and Babba Cooper (Lakota) in response to the challenges created by the Indian Relocation Act of 1956. Based in Los Angeles, the city with the largest American Indian population in the U.S., UAII remains the only Urban Indian health
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