Advisory boards
Advisory boards, introduced with discretion.
A confidential, introduction-led process: two-sided onboarding, sector insight, and eligibility clarity—built for board and advisory mandates.
Chief Financial Officer
Rahul Sharma
CFO · Public health tech
Marcela Gutierrez
Advisor · Enterprise SaaS scale
Gregory Walsh
Director · Healthcare fintech
What we deliver
Confidential advisory introductions.
Two-sided onboarding, global coverage (21+ countries), and a controlled introduction cadence.
Global reach for mandates
Coverage across North America, Europe, and key global markets (21+ countries).
Professional candidate experience
Respectful introductions with clear scope and scheduling, designed for confidential searches.
Eligibility clarity
Confirm fit, range, and availability before making introductions on either side.
Structured onboarding
A disciplined intake and first-contact onboarding step to align expectations early.
Confidential support
Designed for sensitive searches where discretion matters for both companies and candidates.
Controlled process
Orchestrated introductions and an aligned shortlist cadence to keep execution clean.
How engagements run
A methodical engagement process.
Every phase is mapped with aligned stakeholders and transparent delivery from intake to introduction.
Scope confirmation
Clear expectations for role parameters and availability before introductions.
Shortlist updates
Structured narrowing aligned to eligibility criteria—without broadcasting the search.
Introductions
Scheduling and orchestration for aligned meetings on both sides.
Mandate intake
Confirm scope, committee needs, and success criteria with a confidential intake call.
Candidate onboarding
First-contact introduction meeting to confirm fit, range, and availability.
Shortlist
Shortlisting begins within ~2 weeks after scope confirmation and intake alignment.
Introductions
Orchestrated introductions with clear expectations and discretion throughout.
Methodical approach with eligibility clarity.
A disciplined onboarding process to confirm fit, range, and availability before introductions are made.
Two-sided onboarding
A first-contact introduction meeting to confirm fit, background alignment, range, and availability.
- Eligibility clarity
- Availability confirmed early
- Mandate-aligned introductions
Confidential outreach
Discreet search posture designed for sensitive mandates and controlled introductions.
- Controlled introductions
- Discreet scheduling
- Clear expectations
Sector insight
Internal research supports a general understanding of market context and role parameters—without disclosing company names.
- Industry context
- Role parameters
- Mandate-fit calibration
Built-in governance
Enterprise-ready from day one.
Structured intake, compliant communication, and global coverage built into every engagement.
Confidential search posture
Discreet outreach and controlled introductions throughout the engagement.
Global coverage
North America, Europe, and key global markets (21+ countries).
Structured intake
Clear scope, committee needs, and success criteria before outreach begins.
What our clients say.
“Filled our audit committee chair seat in under four weeks. Two strong finalists, both board-ready. That almost never happens on the first pass.”
Catherine R.
Nom/Gov Committee Chair · Enterprise Cloud Infrastructure
“They challenged our brief early on — pushed back on scope in a way that actually saved us time. Most firms just nod and start sourcing.”
Malcolm T.
CEO · Industrial Automation
“Knew our sector cold. The shortlist felt like it came from someone who had actually sat through our board meetings.”
Douglas W.
Board Member · Consumer Fintech
“No filler updates, no unnecessary calls. Just steady progress and candidates that actually matched what we asked for.”
Richard H.
CFO · B2B Payments
“Our last firm took four months and brought one viable name. This engagement wrapped in five weeks with a stronger bench.”
Jonathan M.
CHRO · Advanced Manufacturing
“Brought candidates we genuinely would not have found on our own. That is the entire point of a retained search, and most firms miss it.”
Margaret D.
Board Chair · Healthcare IT
