Our Work
Partner, Valuations US
The Client
The client is a top-tier global accounting and advisory firm, renowned for its expertise in tax, assurance, and financial consulting. With a strong presence across the U.S. and internationally, our client serves businesses of all sizes, providing innovative solutions tailored to complex financial landscapes.
The Challenge
The client sought a highly experienced Partner to lead its Valuations practice in New York. The ideal candidate needed to bring deep technical expertise, a commercial mindset, and leadership capabilities to drive the business forward. Given the competitiveness of the Big Four and leading advisory firms, attracting a senior-level candidate with the right mix of skills, reputation, and cultural fit was a significant challenge.
Our Approach
Phoenix Search deployed a rigorous executive search methodology to identify and secure the right candidate. Our data-driven market intelligence approach included:
– Market Mapping & Talent Identification – We conducted a comprehensive market analysis to map out the top valuation leaders within Big Four and top-tier advisory firms, assessing their experience, industry focus, and leadership potential.
– Longlist & Targeted Engagement – We created a targeted longlist of senior candidates, engaging them through discreet, high-touch executive search techniques to gauge interest and assess alignment with BDO’s growth strategy.
– Shortlist Development – Based on deep evaluations, we refined the list to a highly qualified shortlist of professionals with the right blend of technical expertise, leadership skills, and commercial impact.
– Psychometric & Leadership Assessments – To ensure cultural and strategic alignment, we incorporated behavioral and psychometric testing as part of our final selection process, offering BDO valuable insights into each candidate’s leadership style and potential fit within their team.
– Consultative Hiring Process – We managed the full hiring process, including interview coordination, candidate assessment reporting, and offer negotiations, ensuring a seamless experience for both BDO and the chosen candidate.
Results
Successful placement of a highly accomplished Partner from KPMG, strengthening our client’s Valuations leadership.
Accelerated time-to-hire, securing a strategic senior hire in a competitive market.
Enhanced business growth potential, as the new Partner brought strong client relationships and industry expertise.
Long-term leadership impact, ensuring the firm has the right leadership in place to scale its Valuations practice effectively.
Phoenix Search’s executive search expertise, market intelligence-driven approach, and high-touch candidate engagement allowed BDO to secure a transformational hire. Our consultative methodology, global network, and deep understanding of the financial advisory space enable us to consistently deliver exceptional results for our clients.
Looking to strengthen your leadership team with top-tier talent? Contact Phoenix Search today to discuss how we can support your strategic hiring needs
