Regarding our clients, we would like to mention that, due to the confidential nature of the majority of our search assignments, we have obtained permission to disclose only a select few of portfolio firms with whom we have worked. We would like to assure you that client confidentiality is of utmost importance to us, and we approach each search with this level of discretion.
our
A note about Clients
To see a select list of our clients and their case studies, get in touch →
Regarding our clients, we would like to mention that, due to the confidential nature of the majority of our search assignments, we have obtained permission to disclose only a select few of portfolio firms with whom we have worked. We would like to assure you that client confidentiality is of utmost importance to us, and we approach each search with this level of discretion.
our
A note about Clients
To see a select list of our clients and their case studies, get in touch →
“Wallis Executives’ thoughtful and thorough approach has opened doors for me to an opportunity that aligns perfectly with my goals. I am thrilled with the outcome and eagerly anticipate collaborating with them again in the future.”
thrilled
“I am with the outcome!”
Director, Boutique Bank
“For years, Wallis Executives has proven to be an invaluable recruiting partner for our organization. Rachel, in particular, has become our trusted strategic partner, consistently understanding and fulfilling our critical hiring needs. Her expertise has been instrumental in helping us develop exceptional strategies and plans, while her valuable insights continue to guide our decision-making process.”
invaluable
“An recruiting partner for our organization.”
Managing Partner, Private Equity fund
“Without a doubt, Wallis Executives stands out as one of the finest executive search firms I have ever had the pleasure of collaborating with. I sincerely hope to have the opportunity to work with them again at various stages of my career.”
stands out."
"Wallis Executives
Healthcare CFO candidate
“Her personal touch throughout the process was truly remarkable, making the experience even more remarkable.”
left me in awe."
“Rachel’s exceptional responsiveness and impressive depth of knowledge
CHRO, Private Equity fund
“Working with Rachel and Wallis Executive Solutions has been a refreshing experience. The process was effortless from start to finish. Rachel took the time to understand our needs and our culture, and within a very short time, we were able to fill a senior role that had been open for quite some time. Rachel’s service and professionalism is simply unparalleled and I would not hesitate to engage Wallis Executives again.”
from
“The process was effortless start finish.”
CFO/COO, Fintech firm
to
Migration Expansion the USA
via
We also assist businesses that are looking to expand into the US market, building outstanding leadership teams and understanding the complexities of hiring in the USA.
Private Markets Portfolio Company Industry Sector
and
Hiring on the Investment side and for firms backed by Private Equity and Venture.
Executive Senior Search
To recruit for all C-Suite and leadership positions, including senior roles on the Investment side as well as in finance, technology, and sales.
we work closely with
Portco industry sectors
include
Financial services, Insurance, Fintech, Tech, AI and Innovation, Cloud, Cybersecurity, Healthcare & Wellness, Climate, Social Impact
and
and
into
the
case study
Since the new CFO took the reins, the finance team has enhanced their financial planning and analysis capabilities and reporting, while also effectively collaborating with the operations team to comprehend, assess, and track crucial performance indicators to facilitate decision-making. This partnership has allowed the CEO to concentrate on growth strategies and client development.
Chief Financial Officer
Outcome
the
Our client’s portfolio company, a fast-growing fintech firm in its series B stage, was facing challenges and burdened with significant debt following a series of changes in ownership. Upon being acquired by our client, a private equity firm specializing in distressed investing opportunities, the company required a capable CFO to collaborate with the CEO and new investors in order to revive the business by seeking out new revenue streams and cutting costs.
Challenge
the
We worked closely with the company’s investors and management team to comprehensively analyze and determine the essential qualities and qualifications needed to excel in this specific role and scenario. Through strategic market mapping to identify companies with similar business models, we pinpointed senior finance executives with the necessary attributes and experience to provide the most value to the company.
Approach
the
case study
In a much shorter timeframe than expected, we identified the ideal candidate with exceptional leadership abilities and a strong cultural fit, which was crucial for the success of the role. According to our client, "The CEO has proven to be the strongest among all our portfolio companies. From day one, the CEO took command, made clear and concise decisions, and earned the support of the senior management team."
Chief Executive Officer
Outcome
the
After acquiring a strong but mature company from its founding family, our client, a private equity firm, planned to identify new growth opportunities, professionalize business functions, and increase efficiency. In preparation for the company's next chapter, our client sought our assistance in recruiting a new CEO with the skills and expertise needed to strengthen operations and open up new sales channels.
Challenge
the
By conducting interviews with senior management, investors, customers, and current and former employees, we gained insights into the company's growth needs and defined specific search criteria to find the best-suited leader to meet those needs.We leveraged our extensive executive networks to find candidates with vision, strong leadership, and technical skills who could align with the company's culture while motivating and utilizing the strengths of the existing team.
Approach
