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Case Studies

Back of a Napkin

Situation

Commercial leadership team needed to leverage building new technology-based financial intermediary

Industry

Diversified Financial Services

Company

Start-up, industry-partner & private-equity owned, Midwest based

Initial Search

Chief Marketing Officer

Building the Team

CFO; Director Account Management; Director Consumer Marketing

Outcome

Successfully grew from start-up to $80 million in revenue; built industry-leading position; attracted additional rounds of investment

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Toy Story

Situation

CEO needed to succeed entrepreneurial founder and drive organic growth

Industry

Consumer Products

Company

$120 million, global market reach, private equity owned, Midwest based

Initial Search

CEO

Building the Team

SVP Global Sales; GM/President; VP Human Resources

Outcome

Profitable double digit growth over three years, successful transition to disciplined, process-oriented, professional management

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