Expertise

Banking & Financial Institutions

Leadership searches for banks, credit unions and specialty lenders, from community institutions to national franchises.

Overview

Leaders for regulated institutions.

We recruit the executives and directors who run regulated institutions: people who can grow a franchise, satisfy examiners and lead through a cycle. Our partners have worked inside banks, so we know how the roles really differ between a community bank and a national lender.

Discuss Your Search

A modern bank lobby with marble floors and a wooden ceiling

Roles we place

The leaders we recruit for.

Chief Executive Officer
President
Chief Financial Officer
Chief Risk Officer
Chief Credit Officer
Chief Operating Officer
Chief Compliance Officer
Chief Lending Officer
Treasurer
Head of Commercial Banking
Head of Retail Banking
Board Chair
Non-Executive Director

In their words

They understood our board before we did. The CFO they found has changed how we run the bank, and the search never once felt rushed.

Catherine Ellis

Board Chair

Regional bank, Midwest
Discreet, rigorous and genuinely invested in fit. Two years on, every leader they placed with our portfolio is still in the seat.

Daniel Mercer

Managing Partner

Mid-market private equity firm
They represented me with the care of an adviser, not a recruiter, and were candid about the role in a way no one else was.

Priya Raman

Chief Investment Officer

Independent asset manager
They took the time to understand a small bank with big ambitions. Our new CFO was the right person for where we are going, not just where we have been, and the process was handled with complete discretion.

Grace Holloway

Chief Executive Officer

Community bank, Southeast
Every conversation was honest, including the ones about roles that weren't right. The offer I accepted was the one I would have chosen with a year to decide.

Marcus Adeyemi

Chief Financial Officer

Mid-sized commercial bank
The preparation was thorough and the feedback after each interview was direct. A year into the role, the partner who placed me still checks in.

Helena Strand

Managing Director

Private equity firm

Our approach

Five stages, one partner.

From the first briefing to the new leader’s first year, every search follows the same deliberate process, led by one partner.

See Our Approach

Other areas

Explore our other areas.

Private Equity & Venture Capital

Operating partners, portfolio company CEOs and investment leaders who create value from the first day of the hold.
Explore: Private Equity & Venture Capital
Asset & Wealth Management

Chief investment officers, distribution heads and practice leaders for asset managers, RIAs and private wealth platforms.
Explore: Asset & Wealth Management