EXECUTIVE SEARCH CASE STUDIES

      Case Study: Executive Search for Photonis Defense, Inc.

      Overview of Photonis Defense Photonis Defense, Inc. is a rapidly expanding company with a strong focus on two significant business areas. Known for its innovation and energetic approach, Photonis specializes in manufacturing that demands high precision and quality. The company is on a quest to enhance its operational capabilities and leadership team by recruiting an

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

      Client Profile Company: WescoIndustry: Paint and Equipment SupplyEstablishment: Over 45 years agoHeadquarters: North AmericaLocations: 200+ across North AmericaAnnual Revenue: Over $1 billion Business Challenge Wesco, a leading supplier of paint and equipment in diverse markets including automotive, industrial, and aerospace, faced the challenge of modernizing its IT infrastructure to support its rapid expansion and diverse

      Case Study: Executive Recruitment for Global X ETFs

      Client Profile Company: Global X ETFsIndustry: Finance (Exchange-Traded Funds)Founded: 2008Headquarters: New York City, USAGlobal Presence: North America, Europe, Asia, Latin AmericaAssets Under Management: $38 BillionSpecialization: Thematic Investing, Income Solutions, International AccessNumber of Funds: Over 100 Business Challenge Global X ETFs, a pioneer in thematic investing with a vast portfolio of over 100 funds, sought to

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

      Client: Wausau SupplyIndustry: Manufacturing / DistributionObjective: Recruit a Chief Financial Officer (CFO) with extensive experience in Fortune 100 manufacturing environments. Background Wausau Supply, an employee-owned company known for its innovative manufacturing and distribution solutions, faced the challenge of managing its continued growth while maintaining its commitment to employee ownership values. The company sought a CFO

      Case Study: CFO Executive Search for Addition Financial

      Client: Addition Financial Credit UnionIndustry: Financial Services/ BankingObjective: Recruit a proven industry experienced Chief Financial Officer (CFO) to support and guide financial strategies for the billion-plus asset institution. Background Addition Financial, a prominent billion+ asset credit union based in Lake Mary, Florida, sought to enhance its leadership team by recruiting a Chief Financial Officer with

      Case Study: Recruiting an Operations Counsel for Adapt Health

      Client: Adapt HealthIndustry: HealthcareObjective: Hire an Operations Counsel to support the company’s multi-state, multi-division operations. Background Adapt Health, a prominent provider in the healthcare sector, operates across multiple states and divisions, delivering comprehensive home medical equipment and services. As the company expanded, managing legal complexities related to healthcare regulations, mergers, acquisitions, and operational compliance became

      Case Study: Recruiting a Government Affairs Professional for Total Wine

      Client: Total Wine & MoreIndustry: Retail (Specialty – Alcoholic Beverages)Objective: Recruit a proven Government Affairs Professional with expertise in local, state, and federal regulations. Background Total Wine & More, America’s largest independent retailer of fine wine, spirits, and beer, is expanding its operations across multiple states. As such, navigating the complex regulatory environment associated with

      President Commercial Real Estate

      The Need  One of the east coast’s largest multi family real estate companies, Beacon Communities based in Boston, was in need of a highly experienced President of Property Management when a long term executive of the company announced their retirement. This position was highly transformative, overseeing seven regional SVPs, a growing portfolio of 140 diverse

      Head of Capital Markets – Solar Energy

      The Need  As the nation’s first consumer lending platform for solar energy, Sungage’s proprietary platform was scaling quickly and the CEO needed to diversify their capital sources to the fuel the rapidly growing residential solar loan program while providing consumers the most competitive rates available. The Solution Working with the CEO and executive staff, Cowen

      Global Head of Tax

      The Need: Tax Leadership Paradigm, the world’s largest Web3, Crypto, and Blockchain venture capital firm needed to address the evolving crypto and blockchain tax climate for their funds and portfolio companies globally. Cowen Partners Executive Search was identified as a strategic partner due to our deep understanding of global tax, tax laws, lobbying, and venture

      Global NGO Chief of Staff

      The Need BOMA is a U.S nonprofit organization and Kenyan NGO that provide the people and governments of Africa’s drylands with economic inclusion programs that increase resilience to multiple crises. BOMA retained Cowen Partners to find a Chief of Staff reporting into the CEO. BOMA is implementing a new strategic growth plan and needed a

      Case Study: CEO Succession Search for Bi-Mart by Cowen Partners

      Executive Summary Bi-Mart, a leading employee-owned retailer with over 70 stores and a legacy spanning back to 1955, faced a significant transition challenge with the retirement of its long-serving CEO. Recognizing the need for a strategic approach to find a suitable successor, Bi-Mart enlisted Cowen Partners, a prominent executive search firm. This case study outlines

      CFO Billion+ Energy Provider

      The Need Vicinity Energy, the nation’s largest district energy provider, had just been spun off from Veolia, one of the world’s largest public service providers, and they needed a CFO. Now owned by a French private equity group and with significant financial reporting, acquisitions, and integrations on the horizon, the CFO needed to have significant

      Global Seafood General Manager Search

      The Need Ocean Beauty, one of the nation’s largest and most recognized seafood companies had just built a brand new, state-of-the-art processing facility when they retained Cowen Partners’ services to find a world class General Manager. The Solution Cowen Partners identified four highly-qualified candidates across the country, all of whom worked directly for the competition.

      Pre IPO Sales, Marketing, and Finance

      The Need Fast growing and privately held Consumer Edge is one of the nation’s leading providers of alternative data to the world’s largest hedge funds and consumer brands. Lead by its CEO and Chief Revenue Officer, the company contacted Cowen Partners to help build out enterprise sales, data partnerships, demand generation marketing, and finance functions.

      Chief Technology Officer Search & IPO

      The Need The largest privately owned coffee chain in the U.S., owned by TSG Consumer Capital, was rapidly scaling to go public and needed an experienced Chief Technology Officer to modernize the company’s information technology systems, including fulfillment, inventory, POS, app, and drive through systems, with the goal of supporting continued growth. Ultimately, they tasked

      Enterprise Sales Leadership Recruiting

      The Need One of the nation’s largest performance management and business analytics consultancies was having trouble identifying, retaining, and recruiting qualified sales leadership. The company had relied unsuccessfully on referrals, job ads, and third-party recruiters for years without success. Experiencing high turnover and declining revenue, eCapital Advisors retained Cowen Partners to recruit a new board

      COO for National Fitness Chain

      The Need Svetness Fitness, one of the fastest growing in home personal training companies in the United States, retained Cowen Partners to find their first Chief Operating Officer. Svetness was experiencing double digit growth and had obtained the capital, and expertise of a private equity group to expand operations and they needed a COO who could

      Global Human Resources Leader

      The Need  Sciforma, an award-winning provider of portfolio and project management software, retained Cowen Partners to find a global leader of human resources. As Sciforma planned for future growth across the United States, Europe, and India, they needed a strategic HR Executive that could elevate the function and be a key business partner the executive team.  The Solution

      General Counsel Supporting Sales

      The Need  ETR (Enterprise Technology Research) needed a General Counsel to support their enterprise sales team in negotiations with some of the world’s largest technology companies, be a data privacy compliance and regulatory planning subject matter expert, and a strategic business partner to the CEO and Board. The Solution Cowen Partners met with each of

      COO & CFO for Fast-Growing CPG Company

      The Need Fast-growing consumer packaged goods company, LadyBoss Health & Weight Loss, had become a $200 Million business, ranking #4 on the Inc. Fastest Growing 500 list. Managed entirely by husband and wife co-founders it was time to hire some professional management to take the company to the next level. Including operations, finance, and marketing.

      REIT VP of Tax

      The Need  Unico Properties, one of the West Coast’s largest commercial real estate investment companies was right sizing and internalizing their strategic tax function when they contacted Cowen Partners for help identifying the right person.   The Solution In partnership with the CFO, CHRO, and head of Talent Acquisition Cowen Partners profiled Unico’s ideal candidate,

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