Representative Sample of
Completed
Search Assignments
Financial Services
Secured Lending
(Includes Asset Based and Leveraged Cash Flow Lending)
Search activity in this space in corporate lending and finance covers a range of position levels from two year professionals to group heads and managing directors. Clients include banks, finance companies, investment banks and hedge funds. A sample of successfully completed searches in this space include:
- Managing Director/Group Head – Asset Based Lending
- Senior Vice President – Structured Finance (Leveraged Cash Flow & ABL)
- Director – Debt Hedge Fund (Mezzanine & Junior Secured Finance)
- Director – Start-Up Structured Finance Group
- Sr. Vice President/Business Development – Asset Based Lending
- SVP/Senior Portfolio Manager – Factoring/Small ABL
- Vice President – Buy Side Bank Loan Debt Group
- Associate – Underwriting/Portfolio Management
- AVP – Portfolio Management & Underwriting
- Operations Manager – Asset Based Lending
- Group Portfolio Manager – Leveraged Cash Flow & Asset Based Lending
- Associate – Leveraged Cash Flow Lending
- Field Examiner/Auditor – Asset Based Lending
- Senior Vice President – Region Manager- Asset Based Lending
- Vice President – Business Development Officer
- Senior Underwriter – Asset Based and Leveraged Cash Flow Lending
- Region Manager – Inventory/Distribution Finance
Mezzanine/”Tranche B”/Secondary Debt
Our search activity in this realm has included position levels at the Analyst /Associate level at the lower experiential end to Group Head at the other. Successfully completed searches include:
- Managing Director – Debt Hedge Fund (Mezzanine & Junior Secured Finance)
- Fund Portfolio Manager – Senior and Subordinated Debt
- Director – Start-Up Structured Finance Group
Turnaround Management Consulting
The majority of searches in this space have been for Director level and higher positions. The trend is changing toward filling the back end with Associates and Managers. The challenge in this area of search is identifying qualified professionals willing to “live on the road”. A sample of completed searches include:
- Managing Director/Office Head – NYC Turnaround Consulting Firm
- Senior Vice President – Turnaround Consulting Firm
- SVP – Workouts (Asset Based and Leveraged Cash Flow Lending)
- Director – Int'l Public Accounting Firm – Consulting Services
- Director – Turnaround Consulting and Litigation Support
- Associate – Turaround Consulting
Private Equity
Our clients have included some well known and well regarded private equity investment firms and hedge funds. Our position searches in this arena have been in the Analyst to V.P. range. Successfully completed searches include the following:
- Vice President – Private Equity Firm
- Associate – Private Equity Firm
- Manager of Finance and Strategy – Private Equity Firm
- CFO – Private Equity Portfolio Company
Investment Banking
Our body of search work has focused in the Corporate Finance, Private Placements and Special Situations areas. Successfully completed searches include the following:
- Senior Vice President – West Coast Office Head – Int'l Investment Bank
- Senior Associate – Capital Markets Group – Investment Bank
- Senior Vice President – Corporate Finance
- Managing Director – Office Head – Regional Investment Bank
Distressed Investing/Debt
An increasingly dynamic sector seeing both new entrants as well as others that have imploded in 2008. Successfully completed searches included:
- Senior Fund Portfolio Manager – Platform Start Up
- Portfolio/Fund Operations Manager – Broadly Syndicated Debt Fund
Industry Vertical Corporate Lending
We have successfully completed industry vertical searches in areas such as health care, communications, food and agriculture and distribution finance. Successfully completed searches include the following:
- Senior Vice President – National Marketing Manager – Health Care Finance
- Senior Vice President – Large Corporate Agricultural Lending
- Underwriter – Health Care Finance
- Vice President – Communications Finance
Manufacturers, Distributors and Service Companies
- VP – Director of Engineering – OEM Manufacturer – Wisconsin
- Eastern U.S. Sales Manager – Midwest Headquartered Manufacturer
- Plant Operations Manager – Chemical Firm
- Manager of Combustion Engineering – Energy Related Business
- Manager of Strategic Planning – Phoenix Based Holding Company
- Human Resources Manager – Public Company Subsidiary
Accounting and Internal Company Finance
- Chief Financial Officer – Mezzanine Fund of Insurance Company
- Controller – Chemical Company
- Manager of Dealer Investments – Major Furniture Manufacturer
- Audit/Tax Professionals – Mid-Tier Accounting Firm
- Senior Financial Analyst – Fortune 500 Company
- CFO – Business Services Firm – Dallas