Financial Services
Our team is dedicated to supporting your hiring requirements across Financial Services.
Trusted Partners to Finance Leaders
We partner with Private Equity firms and their Portfolio Companies globally to deliver high-impact leadership and critical growth hires, at pace, with precision and with complete discretion. From board-level executives through to the high-performing functional leaders responsible for delivering the value creation plan day to day.
Our work is focused on the points in the investment lifecycle where talent has the greatest impact. We support growth platforms and bolt-on strategies, founder transitions and leadership upgrades, post-acquisition integration, pre-exit leadership strengthening, rapid backfills during critical value creation phases, and the build-out of high-performing functional teams beneath newly appointed executives.
Alongside our work with portfolio companies, we partner directly with Private Equity firms and investment platforms across the global alternatives ecosystem. The team works across the US, UK and Europe, supporting organisations operating in highly competitive investment markets.
Within private equity environments, we support both investment firms and their portfolio businesses with specialist hiring across data, legal, risk and compliance, finance and accounting, marketing, and business development functions. These hires play a critical role in strengthening operating platforms and supporting management teams as they execute on growth strategies.
Across the broader alternatives market, we work with leading investment managers, advisory platforms and specialist firms across private credit, real assets, real estate and hedge fund strategies. Our mandates span investment research, origination and underwriting, portfolio and performance analysis, portfolio management, fund operations, investor relations and product specialist roles.
Assignments typically range from Analyst through to Managing Director and Partner level, depending on the stage and structure of the platform.
Operating on an exclusive, retained or contingent basis, the team is trusted by sophisticated global institutions and specialist investment platforms for their market insight, execution and ability to consistently access exceptional talent across international markets.
Sub Sectors
Investment Banking
Private Equity
Financial Services Team
Dana Drutis
Executive Director
Michael Brown
Executive Director
Isabella Haley
Principal Consultant
Oliver Wiggin
Senior Consultant
George Butler
Senior Consultant
Millie Sorrell
Senior Consultant
Typical Roles
Skills matrix
Investment research, deal origination, pipeline development, financial modelling, valuation analysis, due diligence, transaction execution, investment strategy, portfolio construction, portfolio performance analysis, market analysis, sector research, investment committee materials, capital allocation.
Portfolio management, portfolio monitoring, value creation planning, operational improvement, growth strategy, bolt-on acquisition strategy, M&A integration, performance tracking, KPI development, board reporting, portfolio analytics, exit preparation, value realisation.
Fund accounting, financial reporting, financial planning and analysis (FP&A), management accounting, budgeting and forecasting, liquidity management, cash flow management, audit coordination, tax structuring, transaction support, portfolio company financial oversight.
Regulatory compliance, investment fund structuring, legal due diligence, governance frameworks, risk management, operational risk, compliance monitoring, internal controls, regulatory reporting, fund documentation, AIFM compliance, FCA compliance.
Data analytics, investment data analysis, portfolio analytics, business intelligence, data strategy, data governance, data engineering, reporting dashboards, predictive analytics, automation, performance modelling.
Investor relations, LP relationship management, fundraising strategy, capital raising, investor reporting, fund marketing materials, roadshows, investor communications, product strategy, fund positioning.
Marketing strategy, investment platform branding, business development, lead generation, investor engagement, strategic partnerships, distribution strategy, thought leadership, digital marketing.
Fund operations, fund administration oversight, operational infrastructure, service provider management, operational governance, reporting frameworks, operational controls, process optimisation, investment platform operations.