Our Process

Our firm is a specialized boutique executive search firm located in Dallas, Texas, specializing in exclusive contingent and retained searches.  We focus on building long-term relationships with candidates and clients, taking time to get to know the skills, experience and management styles of the hiring authority and candidates so we can ensure a successful fit. We take time to know our clients and our candidates well, and to carefully, and fully listen to their needs and concerns.

Our Process Steps

  • Deep understanding of job requirements including corporate Culture and management style
  • Background document for candidate research
  • Expanded job description to send to potential candidates
  • Assessing management traits of hiring authority and match with candidates
  • Networking for possible candidates
  • Possible candidates become candidates:
    •  if the opportunity meets their compensation and location requirements
    •  there is a strong match with corporate culture and their assessment meets needed management traits
    • And after their research, they are enthusiastic about the opportunity
  • We often use a Talent Fit filled in by the candidate (See Talent Fit in Resources)
  • We present 2-4 fully qualified candidates


Our Go To Market Strategies

  • Exclusive Contingent Search Model: Best practices of both Contingent and Retained Services.
  • “Purple Squirrels”: In addition to partnering with our clients to source various levels of talent on a regular basis, they often engage us to identify candidates (Purple Squirrels) who are difficult to find. These requested characteristics may include unique or specific experience requirements, geographic location, or skills needed to address corporate changes including culture, leadership, turnarounds, start-ups, M&As, IPOs, or technology. A common denominator in many searches is the need to lead change or manage high-growth situations.
  • Functions: Mid-level to C-Suite leaders in finance, accounting, human resources, logistics and operations, general management, information technology and sales and marketing, in both small and large businesses.
  • Ownership: Private equity portfolio companies, family offices, closely held businesses, middle market companies, and divisions of Fortune 1000 companies.
  • Industries: Financial services, retail, hospitality, manufacturing, distribution, energy, technology, professional services, family offices, real estate, and construction.

Geographic Coverage: Worldwide capability with our strongest market presence in the U.S.