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About CPI About CPI
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cpi process




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advantages

APPROACH: Effective recruiting model with strategic/consultative capabilities

FOCUS: Investment professionals (others when appropriate)

TRACK RECORD: Wide range of successful searches for leading firms of all sizes

REPUTATION: Differentiate throughout process: candidate identification, engagement, screening/evaluation, management, engineering, conversion, maintenance, closure

STYLE: Entrepreneurial, responsible, knowledgeable, subtle, discreet within an intimate process

REACH: Comprehensive coverage results in deep knowledge of firms from top to bottom

SIZE: More focus/service than large firms; greater depth/reach than sole proprietorships

TEAM: Entrepreneurial, collaborative partnership, unselfish partnership

MODEL: Focused, thoughtful approach ensures fulfillment of fiduciary responsibilities

SUCCESS RATE: ~ 99% versus industry standard of ~65%

PRIOR EXPERIENCE: Diverse experience with firms including Banc of America Securities, Deutsche Bank, Goldman Sachs, Merrill Lynch, Morgan Stanley and Robertson Stephens

EARLY TRAINING: Most of team started as Analysts at leading investment banks

MARKET INTELLIGENCE: Comprehensive and proprietary

CULTURE: Established firm with leading track record with start-up mentality

CPI
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