About us
As a group of experienced industry professionals we came to a key realization:
As new technologies permeate the financial industry and new business models are explored through the startup lens, a different perspective to executive search would be required.
We are geared to help you achieve your vision faster.
Why we exist
We’ve supported companies scaling from zero to 350+ people across leadership search, team growth and culture development.
All our Partners and Advisors have significant executive level experience. We understand how your business works and know what good looks like for you.
Our market knowledge and network spans Capital Markets, Fintech, Insurtech and (Re)Insurance creating a unique convergence point for talent.
Our Philosophy
We believe that successful companies exhibit the following super-powers:
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to attract the highest caliber people
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to scale the enterprise
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to expand beyond their initial warm network
Even the strongest founders need support. They have a duty to their investors and a duty to their teams and they need to deliver on their milestones and their mission.
Our team has the expertise to help you build your vision faster. Our core solutions combine our many decades of industry experience with best in class technology and automation.
Stafford Lowe
Partner – Bermuda
Stafford has significant experience that spans global Capital Markets executive search, in house HR and Operations Management. He has also held the role of Chief of Staff and Member of the Management Board at a high-profile, regulated digital asset exchange.
His experience working at 4 fast growing fintech companies in multiple senior management capacities enables him to work closely with the executive management teams at our clients to help plan how to build and scale their organizations.
He is also a Former Fintech Advisor to the Bermuda Government and a Founding Committee Member of the NEXT Digital Asset Industry Forum.
Specialisms: Capital Markets | InsurTech | Digital Assets | Blockchain |
Experience
Chief of Staff; Business Management
Operations Management
Finance, Accounting & Payroll Management
Legal Contracts; Term sheet negotiation
Global Human Resources Management (UK, US, Singapore, Switzerland & Bermuda); Global Recruiting
Capital Markets and Financial Market Infrastructure
Significant executive Committee and Board Level experience
Company Director
Partner Profile
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Over 20 years of capital markets experience; broad-ranging leadership roles at venture capital, private equity and corporate backed FinTech start-ups; extensive blockchain / DLT experience
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Equally adept at client-facing and internal leadership roles; exhibits passion and capacity to accept all challenges, proactively solve problems, and to constantly drive the business forward
- Versatile hands-on experience in the roles of Chief Operating Officer, Finance Director, General Counsel, Chief Administrative Officer, Chief of Staff and HR Director for teams ranging from 25 – 150 people
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Experience setting up entire suite of back-office functions for multi-jurisdictional companies and managing the productivity of both in-house and outsourced resources
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Significant executive Committee and Board Level experience
Tim Reed
Partner – New York / Bermuda
A rare blend of large enterprise experience running global marketing teams at major institutions combined with building marketing functions from scratch as Chief Marketing Officer at numerous FinTech start-ups.
Expertise includes: Strategic marketing, Go-to-market planning, Content marketing, Event and conference management, Public relations/Social Media, and Marketing automation.
Experience
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Strategic marketing: competitive analysis, audience segmentation and messaging platform development
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6-12 month comprehensive marketing plan development
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Content marketing/thought leadership (social media strategy, writing, video production, podcasts, etc)
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Event and conference management
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Marketing automation: email marketing, funnel management, sales enablement
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Public relations
Partner Profile
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CMO-level entrepreneurial strategic marketer with US/global leadership experience launching, growing and turning around businesses
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Distinctive ability to develop corporate narratives and thought leadership programs that increase market leadership. Partners with sales teams to develop demand generation strategies that drive revenue and profitability
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Over 25 years’ experience delivering B2B marketing expertise in brand positioning, public relations, web, content and growth marketing
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Expertise across all asset classes including digital assets, fixed income, equities, FX and futures
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Thorough understanding of the institutional Wall Street space having held senior positions on the sellside, exchange and tech platform space
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Experience rebranding and repositioning from Fortune 500 companies to early stage start-ups
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Created a major institutional crypto conference from scratch and lead marketing as a fraction CMO for some of the crypto ecosystems leading brands
Simon Clarke
Partner – London
Simon has significant experience both in executive search and as a talent leader in within the Financial Services and Technology sectors. He acts as a trusted adviser to leadership teams providing advice and guidance to senior management on all aspects of talent acquisition, resource planning and employer brand strategy.
He has performed search mandates globally and works with a wide range of clients across all functions identifying the very best, transformational leaders.
Previously, Simon worked at SIX Digital Exchange, R3 and several global executive search firms.
Specialisms: Capital Markets | InsurTech | Digital Assets | Blockchain |
Experience
Significant global talent sourcing across EMEA, APAC and US
Full recruitment lifecycle management across all functions
Significant contact base within global FinTech
Participative leadership style, inclusive and culturally aware D&I champion
Acknowledged brand ambassador mindset
Partner Profile
Passionate about global talent sourcing, DEI and brand awareness
Significant experience of developing and managing teams of recruiters across Technology and Financial Services sectors
Demonstrable record of responsibility for the entire resourcing process, providing advice and guidance to senior management on all aspects of talent acquisition, onboarding and brand management
Designed and delivered resourcing strategies to identify first class technical, corporate and commercial talent to support high growth hiring plans
Participative leadership style, inclusive and culturally aware D&I champion and brand ambassador
Created and delivered successful graduate and internship programs
Paul Coleman
Chief Technology Partner – Bermuda
Blue chip pedigree with over a decade of startup experience. Co-founded, raised investment, drove growth, and sold startups.
Experience building tech strategies and teams mission aligned that deliver. Magic power, bridging business and technology.
Former policy advisor for the Bermuda Government.
Capabilities
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Buy or Build decisions; offshore, near-shore, in-house team decisions
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Evaluation / qualification for technical hires
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Partner and vendor selection; who to select and how to implement (including Cloud)
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Regulatory requirements; InfoSec hygiene; Security testing
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MVP Development
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DevOps / CICD Management
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Bridging the gap between business and technology (including investor communications)
Partner Profile
successful CTO with an M.B.A. 25 year startup and blue-chip experience in growing and leading technology teams
Known for delivering results, cross team collaboration, growing high performance teams, and creating usable technology
Keen sense for prioritizing and making tradeoffs between cost, scope, quality and schedule
Recognized for building consensus among diverse teams, coaching employees, and ensuring teams have proper focus, necessary resources, and training to achieve success
Experience managing many world class technology projects, from end-to-end
Proficient at explaining complex technology and technical issues to non-technical peers
Extensive hands-on technical experience including legacy, serverless, web and desktop applications with millions of users
Effective verbal and written communicator. Attentive listener and mentor. Confident public speaker. Experienced with public relations and the press
Sharon Dauk
Partner – Connecticut
16 years as Executive Coach to senior executives and their teams at companies ranging from Fortune 100 to early stage.
10 years Investment Banking experience at Morgan Stanley and Smith Barney. 15 years experience as private investor, board member and mentor to emerging growth companies.
Experience
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Accredited Executive Coach and Professional Mentor
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Culture development including vision & mission; core values and behaviors; mindset development
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Workshop facilitation
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Conflict resolution
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Trusted sounding board for senior executives
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Over 20 years of diverse professional experience as an investor, board member, financial advisor and business executive
Partner Profile
Executive Coach and Mentor working with Business Leaders, Entrepreneurs and Key Managers to achieve their goals and overcome their greatest challenges
Combines an extensive business background with formal Coach training to provide a highly focused approach as an independent, objective confident to help you to set and achieve your greatest goals
Over 20 years of diverse professional experience as an investor, board member, financial adviser and business executive provides a unique perspective on key issues facing business leaders at all stages and at all kinds of companies
I will work with you as your thinking partner in a challenging yet supportive way to help you see things from different perspectives all geared toward helping you be more successful, confident and happy.