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      EXECUTIVE SEARCH CASE STUDIES

      MR Tanner Case Study: Hiring a Head of Sales to Build a Commercial Function From Scratch

      A privately held infrastructure services firm pivoting into commercial markets needed its first head of sales. No team, no playbook, no pipeline. We placed a leader who had built a revenue function from scratch, then run one nationally.

      Case Study: Building the First Sales Function for a Newly Acquired Mortgage Technology Platform

      A profitable mortgage technology company acquired an AI-enabled platform and needed someone who could sell it. We built the first sales function for a profile the company had never recruited, in one of financial services’ narrowest markets.

      Case Study: VP and General Manager Search for a Multi-Location Equipment Rental Platform

      A multi-location equipment rental platform needed a VP and general manager who could own the P&L, optimize a fleet and drive commercial growth. We found a builder’s instincts rather than a manager’s oversight.

      Case Study: President Search for a Closely Held Powersports Dealership in Interior Alaska

      A closely held, multi-location powersports dealership needed its first President, and a candidate willing to relocate to interior Alaska for a newly created role. We placed a leader committed to the owners’ long-term vision.

      Case Study: CMO Search for One of America’s Largest Direct-to-Consumer Ammunition Retailers

      One of America’s largest direct-to-consumer ammunition retailers had spent two decades building a loyal subscription base. We placed a CMO who could scale that brand without breaking what made its customers stay.

      Case Study: Global CFO Search for a Post-Merger Food and Beverage Platform

      Two legacy food and beverage organizations had just merged, and finance would either hold the integration together or break it. We placed a Global CFO who unified both companies and built scalable financial infrastructure.

      Case Study: CEO Succession at a NASDAQ-Listed Semiconductor Company

      A NASDAQ-listed semiconductor manufacturer had to solve chief executive succession without a gap in operational leadership or a signal of instability to its investors. We placed a CEO who could own both from day one.

      Case Study: Finding the Right CFO for Galderma’s Growing U.S. Operations

      A global dermatology company standing up new U.S. headquarters needed a CFO for its fastest-growing market. We placed a finance leader who could build the American function while reporting into a European parent.

      Case Study: First-Ever CFO Placement for a Founder-Led Defense Technology Company

      A founder-led defense technology company delivering mission-critical systems to the U.S. military had never had a CFO. We placed its first one in roughly eight to ten weeks, with infrastructure to match the ambition.

      Case Study: Elevating Financial Leadership for a Family-Owned American Icon

      A family-owned consumer brand millions of Americans recognize needed financial leadership equal to its legacy. We placed a CFO with the strategic horsepower to carry a household name into its next phase of growth.

      Case Study: Building Strategic People Leadership for a $600M+ Multi-Site Services Platform

      A multi-site services platform had outgrown a transactional HR function. We placed a CHRO with credibility in the field, strategic influence in the boardroom, and the operational instincts to hold both together.

      Case Study: National Wealth Management Firm Secures Rare Partner-Level Tax Talent in Hyper-Competitive Market

      A national wealth management firm needed partner-level tax talent with ultra-high-net-worth expertise. The candidates were not looking, and the Big 4 were courting them relentlessly. We found and closed one anyway.

      Case Study: Reframing Operational Leadership to Support Scalable Growth

      A vertically integrated construction and development firm hit a growth phase its operating structure could not carry. We reframed the role itself, then placed an operations leader who brought alignment, speed and accountability across functions.

      Case Study: Strategic CFO Placement for a Private Family Office

      A private family office needed a CFO who could work at the intersection of financial operations and investment strategy. We ran a discreet, targeted search built on rigorous stakeholder alignment and a nuanced evaluation framework.

      From Stabilization to Scale: Placing a Growth-Ready COO for a Physician-Led Healthcare Group

      A physician-owned gastroenterology group with more than twenty locations was moving from stabilization to scale as its COO departed. We placed an operator who could run multiple service lines under a board of practicing physicians.

      Case Study: Building Leadership in Threes at TaborStreet

      An entrepreneurial industrial services platform needed three leaders, not one, and needed them to work as a unit. We ran the searches in parallel and built the leadership team the business model actually required.

      Case Study: Building a Marketing Function from Scratch: San Antonio Area Foundation CMO Placement

      A community foundation managing more than a billion dollars in charitable assets had never had a marketing function. We placed a CMO to build one from scratch, for a mission-driven organization with no commercial playbook.

      Building Economic Sovereignty: Cowen Partners Executive Search Places First CEO for Cowlitz Economic Authority

      A federally recognized tribe had grown a portfolio of enterprises that each ran independently. We placed the first CEO of its new economic authority, charged with turning separate businesses into one strategic division.

      Case Study: Global Fresh Produce Leader Secures Critical North American Expansion Executive

      A century-old global fresh produce company had let its North American growth outpace its leadership structure. We placed the executive who could manage a complex web of partner relationships across the continent.

      Case Study: Precision Search for a High-Impact Tax Leader at DT Midstream

      A publicly traded midstream natural gas company, recently spun off from its parent, needed a tax leader for a structure few executives have ever run. We found one inside a narrow and specialized candidate pool.

      Case Study: Hands-On CFO for Renewal by Andersen

      Two offices of a national replacement window and door franchise had outgrown their finance support. We placed a hands-on CFO who could scale with the business rather than simply report on it.

      Case Study: Guided by Culture, Driven by Mission: UAII CEO Placement

      The only Urban Indian health center in Los Angeles, serving the nation’s largest American Indian population, needed a CEO. We placed a leader guided by the community’s culture and accountable to nearly fifty years of mission.

      Case Study: Scaling Operations for Wool & Company with Transformative Leadership

      One of the country’s fastest-growing independent yarn retailers had scaled on organic growth and service alone. We placed an operations leader who could put structure behind a beloved brand without dulling what made it loved.

      Case Study: Propelling Retail Analytics Leadership for Market Performance Group (MPG)

      A business consulting and services firm needed visionary leadership for its retail insights division. We placed an executive with a record of driving growth and transformation, and we did it in record time.

      Case Study: CEO Search for Signal Financial Federal Credit Union

      A Washington-area credit union serving more than twenty thousand members needed a chief executive. We placed a CEO who could grow a member-owned institution without losing the service culture that built it.

      Case Study: Fruitist – Head of Tax

      A rapidly scaling global produce enterprise faced increasingly complex international operations across multiple markets. We placed a Head of Tax who could build compliance infrastructure ahead of the growth rather than behind it.

      Case Study: Bluum – Chief Operating Officer

      A private-equity-backed provider of classroom technology reaching millions of students daily needed a chief operating officer. We placed a COO who could scale delivery across North America while the sponsor’s growth plan ran.

      Case Study: Tulalip Tribal Federal Corporation, Chief Executive Officer

      A tribal economic development corporation diversifying beyond gaming faced a significant leadership gap. We placed a chief executive to drive sustainable, non-gaming growth and long-term economic independence for the community it serves.

      Case Study: Private Equity Portfolio Company Boards

      An investment firm builds every portfolio company board around six outside industry executives rather than its own partners. We recruited the directors and chairs that structure demands, search after search, across multiple portfolio companies.

      Case Study: ESOP Board Refresh

      A billion-dollar, employee-owned manufacturer and distributor set out to refresh its board. We recruited directors with industry-leading building supply experience to guide strategy for the employees who actually own the company.

      Case Study: Unico Properties – Head of Tax

      A real estate investment and operating firm managing roughly seventeen million square feet needed a Head of Tax. We placed one fluent in the structures behind decades of sponsored investment vehicles.

      Case Study: Okland Construction’s Chief People Officer

      A family-owned construction company more than a century old needed its people strategy to catch up with its growth. We placed a Chief People Officer who aligned culture and business goals without rewriting either.

      Case Study: Roundstone’s Chief Marketing Officer Search

      A health benefits innovator pioneering medical group captives for small and mid-sized employers needed a CMO. We placed a marketing leader who could explain a genuinely new model to a skeptical market.

      Case Study: Strategic Recruitment of VP of Marketing

      A technology provider to the self-storage industry wanted sharper market positioning and wider reach. We placed a VP of Marketing who understood both the integrated software and the operators who actually buy it.

      Case Study: Roof Doctors Strategic Head of Sales Recruitment

      A growing roofing services company had revenue and territory targets its sales leadership could not reach. We placed a Head of Sales with the experience to expand both, at the moment the business most needed it.

      Case Study: Executive Search for Photonis Defense, Inc.

      A rapidly expanding defense manufacturer working to high-precision standards needed an Executive Director of Operations. We placed a leader who could lift operational capability and strengthen the executive team at the same time.

      Case Study: Executive Search for Wesco’s Chief Information Officer

      A paint and equipment supplier with more than two hundred North American locations needed to modernize decades-old technology. We placed a Chief Information Officer to lead that work across automotive, industrial and aerospace markets.

      Case Study: Executive Recruitment for Global X ETFs

      A pioneer in thematic investing and income ETFs needed executive leadership to match its global reach. We recruited for a firm running more than a hundred funds across four continents, in a relentlessly competitive talent market.

      Case Study: Executive Search for Chief Financial Officer at Wausau Supply

      An employee-owned manufacturer and distributor needed a CFO with Fortune 100 manufacturing experience who would still fit an ownership culture built on its people. We found the rare candidate who was credibly both.

      Case Study: CFO Executive Search for Addition Financial

      A billion-dollar-plus Florida credit union needed a chief financial officer with real industry experience, not a general finance hire. We placed a CFO to guide strategy for a member-owned institution at scale.

      Case Study: Recruiting an Operations Counsel for Adapt Health

      A multi-state home medical equipment provider was expanding faster than its legal support could follow. We placed an Operations Counsel to handle healthcare regulatory complexity across every division and state it serves.

      Case Study: Recruiting a Government Affairs Professional for Total Wine

      America’s largest independent fine wine and spirits retailer was expanding across state lines into a thicket of alcohol regulation. We placed a government affairs professional fluent in local, state and federal rules.

      Case Study: Head of Capital Markets – Solar Energy

      The nation’s first consumer lending platform for solar energy was scaling fast and needed to diversify its capital sources. We placed a Head of Capital Markets to fuel the loan program and protect consumer rates.

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