Our Market

Financial Services, Corporate Finance, Dynamic Change Operating Companies

Our market is representative of the relationships we have developed throughout years of successfully completing searches for scores of companies and clients. Those relationships span the breadth of financial services markets including:

  • Investment Banking

  • Corporate Banking

  • Institutional Investing

  • Private Equity

  • Mezzanine

  • Hedge Funds

  • Specialty Corporate Finance


We have also developed strong relationships within the growth company C-Level community, having conducted numerous CEO and CFO searches at companies going through dynamic circumstances, including rapid growth and turnaround. And we have provided services to numerous larger public and private companies in need of corporate finance talent in treasury, strategy & corporate development and financial planning & analysis.

As a Houston-based executive search firm, our primary market is Texas, but our relationships stretch across the country. We've run into a lot of people while providing search services for over 30 years. In that period, we have completed assignments in Houston, Dallas, Austin, New York City, Los Angeles, Chicago, San Francisco, Boston, St. Louis, Denver, Washington D.C., Atlanta, New Orleans, Tulsa, Oklahoma City, Raleigh and Minneapolis. And we’ve completed a number of assignments in parts of the country few have ever traveled. Search execution is all about process and after 30+ years of refinement our process works in any locale.


Leadership Finance Roles


Within investment banking, private equity and corporate banking, we have executed a significant number of searches for senior leadership roles including Partner, Managing Director and Director.


Execution Finance Roles


In these same markets and in the hedge fund, investment management and institutional investor communities, we have completed a multitude of Vice President, Associate and Analyst searches.


Corporate Leadership Roles


We have conducted over 80 CFO searches for public and private companies. We have also conducted CFO searches for companies in bankruptcy. View or download our CFO Slide Deck here.

On several occasions, investors have hired us to conduct CEO searches to replace leaders either retiring or at companies dealing with dramatic financial and/or operational challenge.

The majority of our CEO and CFO searches have been for the portfolio companies of private equity investors. We are extremely adept at finding C-Level executives for companies undergoing dynamic change.


Corporate Management & Staff Roles


In addition to our extensive C-Level search experience, we have executed a broad range of projects in the treasury, corporate development, investor relations, strategic and corporate planning areas.