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Refer An Executive

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The CEO Discovery Process

CEO Discovery introduces candidates to the most relevant financial sponsors.

Financial Sponsor
  • Source candidates from financial sponsors, industry executives, investment bankers, lawyers and recruiters
  • Screen candidates based on experience,   expertise and career objectives
  • Provide information on how financial sponsors operate generally and on specific sponsors
  • Help candidates develop their investment thesis and related investment plan
  • Assist candidates in crafting a personal presentation for use with sponsors
  • Based on extensive knowledge of the private equity community, select the “best fits” for each candidate
  • Make targeted senior-level introductions to 10 to 20 selected sponsors
  • Gather feedback from both candidate and financial sponsors
  • Determine next steps for follow up
  • Assist with negotiating employment terms
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