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AMSTERDAM     BUDAPEST       GENEVA         LISBON        MILAN       PRAGUE      SINGAPORE
ATHENS        BUENOS AIRES   HAMBURG        LONDON        MONTREAL    RIO DE      STUTTGART
ATLANTA       CALGARY        HELSINKI       LOS ANGELES   MOSCOW      JANEIRO     SYDNEY
BANGALORE     CHICAGO        HONG KONG      LUXEMBOURG    MUMBAI      ROME SAN    TEL AVIV
BARCELONA     COPENHAGEN     HOUSTON        LYON          MUNICH      FRANCISCO   TOKYO
BEIJING       DALLAS         ISTANBUL       MADRID        NEW DELHI   SANTIAGO    TORONTO
BERLIN        DUBAI          JAKARTA        MELBOURNE     NEW YORK    SÃO PAULO   VIENNA
BOGOTÁ        DUSSELDORF     JEDDAH         MEXICO CITY   PALO ALTO   SEOUL       WARSAW
BOSTON        FRANKFURT      KUALA LUMPUR   MIAMI         PARIS       SHANGHAI    ZURICH
BRUSSELS




                Specialists in Executive Search & Recruitment
                  for financial technology solution providers




            Integrity | Confidentiality | Accuracy | Quality
ABOUT US

                                            Established in 1999, Excelsior Professional Search is a
                                            leading Executive Search company specialising in
                                            recruitment for technology companies, consultancies,
                                            information vendors and service providers for the
                                            financial services sector.

                                            With a very clear market focus and deep sector
                                            expertise, Excelsior offers a search capability the more
                                            generalist recruitment companies cannot provide. Our
                                            Consultants are recognised as knowledge workers and
                                            this specialist ability gives us the competitive edge to find
                                            and secure the finest industry talent for our clients.




“Without a doubt Excelsior has
given us a service head and
shoulders above any other search
company. They have certainly
shown a detailed understanding of
our market sector, as well as our
recruitment needs on a Global
scale”
                                    CEO,
          Risk Management Software Vendor
“I have experienced first hand a
                                                                          level of integrity, professionalism
                                                                          and attention to detail that is
                                                                          second to none”
                                                                                        Managing Director UK & Ireland,
                                                                                           Investment Systems Vendor




OUR SPECIALITY

The companies that benefit from using our services are solution providers to Investment Banks,
Retail Banks, Private Banks, Asset Managers, Hedge Funds, Brokerages, Exchanges, and
corporate finance departments. These companies typically fall into one of four main groups:

Software Companies
Financial software solutions and technology services.

Financial Information Providers
Real time news, data, financial analysis and research for the financial markets.

Management Consultancies
Business or technology led consultancies.

Financial Institutions and Exchanges
Includes trade execution, trade processing, clearing, payments, fund administration and
outsourcing solutions.



The competitive nature of the financial services sector means that demand exceeds supply
across most company functions and at all levels for the highest performing individuals. Therefore
Excelsior offers a „total solution‟, using search to pro-actively seek out the best talent across all
functional areas, levels of employee and geographies.

Profiles include Chairman, CEO, COO, Managing Director, General Manager, Sales, Marketing,
Business Development, Client Relationship Management, Software Development, Finance,
Product Management, Professional Services and Consultancy.




                                                                 www.excelsiorsearch.com
INTERNATIONAL REACH

Given the global nature of the finance industry, we have a proven international search
capability to meet the local needs of our clients servicing the main financial centres across
Europe, North America, Middle East, Africa, Asia and Australasia.




SEARCH PROCESS

Excelsior is known for being process orientated, exacting a thorough discipline and exercising complete due
diligence. Working as a trusted advisor in collaboration with our clients through a well defined 6 stage
search process ensures we secure the best industry talent.




                   DEFINITION
                                                            Specialising in one industry sector means our
                                                            Search Consultants are powerfully effective in
                                                            their ability to target, connect and develop
                   RESEARCH                                 credible relationships with the most appropriate
                                                            industry professionals.

                                                            Each client is allocated a dedicated consultant
                                                            experienced in their area of business to
                   EXECUTION                                execute search assignments from beginning to
                                                            end; from initial definition meetings, to
                                                            conducting research, head hunting calls,
                                                            candidate qualification and management of the
                                                            interview and offering stages.
                   ASSESSMENT


                   CLOSURE


                   REVIEW
WHY EXCELSIOR

We pride ourselves on a combination of rigorous search and selection processes with a high level
of customer service, but the differentiating power of our search ability is underlined by a sector
focus on solution providers for the financial services sector.

Unique sector understanding
We know the strategic, financial, cultural and operational challenges faced by companies in our
market area, and how they impact on the precise skill set and experience required.

Track record & results orientated
We have proven our value as a trusted search partner that delivers on its promises to many market
leading companies.

Access to the right talent
Our extensive and carefully nurtured global network provides an unparalleled “hidden pool of talent”
to tap into. We have the credibility and ability to identify and approach the most appropriate
industry professionals.

Ambassadors for our clients
Our industry reputation, sector knowledge and professional style ensures we present our clients
opportunity with credibility, generate interest and create the right conditions to close the best
candidate.

Time to complete
Our pro-active nature and market expertise means we‟re able to conduct assignments in a very
time effective manner, and meet the most demanding timescales.

Total solution partnership
We save our Clients valuable management time using a trusted search partner that really
understands their business needs, and delivers results across their organisation.

Emotional commitment
Each of our team takes great pride in the quality of their work and contribution to the successful
completion of assignments. We are proud of the strong brand and niche industry reputation we
have built.
CASE STUDIES

        North American organisation setting up a European operation & subsequent global growth

        An assignment brief was taken from The Global Head of Sales for a US owned provider of equity
        research information and analytics, looking to set up a European operation. A search was
        successfully undertaken to find their first senior sales professional in London, who assessed and
        further developed their proposition for the European market and led their revenue growth with
        Investment Banking clients.

        In the 6 years that have followed this initial success, Excelsior and the client have enjoyed a
        mutually beneficial business partnership, and further international key hires include:
            European Buy Side Sales Director (London)
            Head of Account Management (London)
            Consultants and Sales Executives (London and Paris)
            Sales Specialist (Hong Kong)
            Sales Manager (Chicago)




        Managing Director, EMEA

        A well established and respected global investment software and consulting company with a
        specialist risk management division have been a client of Excelsior for over 5 years. They retained
        our services to source a new Managing Director to provide executive leadership for Europe.
        Utilising rigorous Executive Search processes, Excelsior confidentially scoped the marketplace
        using its deep sector knowledge and contacts across the industry. Key individuals were identified,
        approached, appraised and a high quality short list presented to the client, from which they
        appointed a high calibre executive to lead and grow their European operation.

        The results of other searches prior to and since the placement of the Managing Director, include
        Risk Management Consultants, Client Relationship Managers, Business Analysts and a Sales
        Manager in California.




“The professionalism with which Excelsior
represented our company and the calibre
of the candidates that we were introduced
to was most impressive”
             General Manager International Operations,
                                IT Services Company
CASE STUDIES

High growth British start up

Having been placed by Excelsior previously in a Sales & Marketing Director role, the Chairman of this
company recommended they engage the search services of Excelsior for the hire of key personnel to
take their credit derivative software to market and grow the business. Working as their search partner,
Excelsior helped the company grow from 12 to 45 staff, with the placement of a number of Senior
Executives, Middle Managers and Specialist Consultants including:
    The company‟s first Sales Executive, and subsequent additions to this team
    Head of Software Development
    Global Head of Sales
    US Head of Sales & Operations based in New York to lead the company‟s expansion into North
    America
    Implementation and Pre Sales Consultants




VC backed expansion

Excelsior was approached by a global Private Equity and Venture Capital Investment Company as part
of an exercise to select an Executive Search company to conduct a search assignment for one of their
clients. Following a rigorous selection procedure whereby Excelsior‟s capabilities were assessed
against some of the more generalist “blue chip” search firms, we were delighted to be appointed to
conduct the search for a Global Head of Professional Services for this provider of software solutions to
the investment fund industry.

Building upon the success of this initial executive appointment and the incumbents subsequent
appointment to a Regional Managing Director position, Excelsior have conducted searches for a UK
Business Development Manager, Benelux Product Manager, and Implementation Project Manager for
Hong Kong. Having demonstrated the high quality and results of our search services, good
foundations have been laid from which the client will continue to benefit from engaging our search
services.
Integrity | Confidentiality | Accuracy | Quality




Excelsior Professional Search
Tel:    +44 (0)20 7495 3088
Fax:    +44 (0)20 7495 3089
Email: confidential@excelsiorsearch.com
Web: www.excelsiorsearch.com

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Excelsior Professional Search - International - Brochure

  • 1. AMSTERDAM BUDAPEST GENEVA LISBON MILAN PRAGUE SINGAPORE ATHENS BUENOS AIRES HAMBURG LONDON MONTREAL RIO DE STUTTGART ATLANTA CALGARY HELSINKI LOS ANGELES MOSCOW JANEIRO SYDNEY BANGALORE CHICAGO HONG KONG LUXEMBOURG MUMBAI ROME SAN TEL AVIV BARCELONA COPENHAGEN HOUSTON LYON MUNICH FRANCISCO TOKYO BEIJING DALLAS ISTANBUL MADRID NEW DELHI SANTIAGO TORONTO BERLIN DUBAI JAKARTA MELBOURNE NEW YORK SÃO PAULO VIENNA BOGOTÁ DUSSELDORF JEDDAH MEXICO CITY PALO ALTO SEOUL WARSAW BOSTON FRANKFURT KUALA LUMPUR MIAMI PARIS SHANGHAI ZURICH BRUSSELS Specialists in Executive Search & Recruitment for financial technology solution providers Integrity | Confidentiality | Accuracy | Quality
  • 2. ABOUT US Established in 1999, Excelsior Professional Search is a leading Executive Search company specialising in recruitment for technology companies, consultancies, information vendors and service providers for the financial services sector. With a very clear market focus and deep sector expertise, Excelsior offers a search capability the more generalist recruitment companies cannot provide. Our Consultants are recognised as knowledge workers and this specialist ability gives us the competitive edge to find and secure the finest industry talent for our clients. “Without a doubt Excelsior has given us a service head and shoulders above any other search company. They have certainly shown a detailed understanding of our market sector, as well as our recruitment needs on a Global scale” CEO, Risk Management Software Vendor
  • 3. “I have experienced first hand a level of integrity, professionalism and attention to detail that is second to none” Managing Director UK & Ireland, Investment Systems Vendor OUR SPECIALITY The companies that benefit from using our services are solution providers to Investment Banks, Retail Banks, Private Banks, Asset Managers, Hedge Funds, Brokerages, Exchanges, and corporate finance departments. These companies typically fall into one of four main groups: Software Companies Financial software solutions and technology services. Financial Information Providers Real time news, data, financial analysis and research for the financial markets. Management Consultancies Business or technology led consultancies. Financial Institutions and Exchanges Includes trade execution, trade processing, clearing, payments, fund administration and outsourcing solutions. The competitive nature of the financial services sector means that demand exceeds supply across most company functions and at all levels for the highest performing individuals. Therefore Excelsior offers a „total solution‟, using search to pro-actively seek out the best talent across all functional areas, levels of employee and geographies. Profiles include Chairman, CEO, COO, Managing Director, General Manager, Sales, Marketing, Business Development, Client Relationship Management, Software Development, Finance, Product Management, Professional Services and Consultancy. www.excelsiorsearch.com
  • 4. INTERNATIONAL REACH Given the global nature of the finance industry, we have a proven international search capability to meet the local needs of our clients servicing the main financial centres across Europe, North America, Middle East, Africa, Asia and Australasia. SEARCH PROCESS Excelsior is known for being process orientated, exacting a thorough discipline and exercising complete due diligence. Working as a trusted advisor in collaboration with our clients through a well defined 6 stage search process ensures we secure the best industry talent. DEFINITION Specialising in one industry sector means our Search Consultants are powerfully effective in their ability to target, connect and develop RESEARCH credible relationships with the most appropriate industry professionals. Each client is allocated a dedicated consultant experienced in their area of business to EXECUTION execute search assignments from beginning to end; from initial definition meetings, to conducting research, head hunting calls, candidate qualification and management of the interview and offering stages. ASSESSMENT CLOSURE REVIEW
  • 5. WHY EXCELSIOR We pride ourselves on a combination of rigorous search and selection processes with a high level of customer service, but the differentiating power of our search ability is underlined by a sector focus on solution providers for the financial services sector. Unique sector understanding We know the strategic, financial, cultural and operational challenges faced by companies in our market area, and how they impact on the precise skill set and experience required. Track record & results orientated We have proven our value as a trusted search partner that delivers on its promises to many market leading companies. Access to the right talent Our extensive and carefully nurtured global network provides an unparalleled “hidden pool of talent” to tap into. We have the credibility and ability to identify and approach the most appropriate industry professionals. Ambassadors for our clients Our industry reputation, sector knowledge and professional style ensures we present our clients opportunity with credibility, generate interest and create the right conditions to close the best candidate. Time to complete Our pro-active nature and market expertise means we‟re able to conduct assignments in a very time effective manner, and meet the most demanding timescales. Total solution partnership We save our Clients valuable management time using a trusted search partner that really understands their business needs, and delivers results across their organisation. Emotional commitment Each of our team takes great pride in the quality of their work and contribution to the successful completion of assignments. We are proud of the strong brand and niche industry reputation we have built.
  • 6. CASE STUDIES North American organisation setting up a European operation & subsequent global growth An assignment brief was taken from The Global Head of Sales for a US owned provider of equity research information and analytics, looking to set up a European operation. A search was successfully undertaken to find their first senior sales professional in London, who assessed and further developed their proposition for the European market and led their revenue growth with Investment Banking clients. In the 6 years that have followed this initial success, Excelsior and the client have enjoyed a mutually beneficial business partnership, and further international key hires include: European Buy Side Sales Director (London) Head of Account Management (London) Consultants and Sales Executives (London and Paris) Sales Specialist (Hong Kong) Sales Manager (Chicago) Managing Director, EMEA A well established and respected global investment software and consulting company with a specialist risk management division have been a client of Excelsior for over 5 years. They retained our services to source a new Managing Director to provide executive leadership for Europe. Utilising rigorous Executive Search processes, Excelsior confidentially scoped the marketplace using its deep sector knowledge and contacts across the industry. Key individuals were identified, approached, appraised and a high quality short list presented to the client, from which they appointed a high calibre executive to lead and grow their European operation. The results of other searches prior to and since the placement of the Managing Director, include Risk Management Consultants, Client Relationship Managers, Business Analysts and a Sales Manager in California. “The professionalism with which Excelsior represented our company and the calibre of the candidates that we were introduced to was most impressive” General Manager International Operations, IT Services Company
  • 7. CASE STUDIES High growth British start up Having been placed by Excelsior previously in a Sales & Marketing Director role, the Chairman of this company recommended they engage the search services of Excelsior for the hire of key personnel to take their credit derivative software to market and grow the business. Working as their search partner, Excelsior helped the company grow from 12 to 45 staff, with the placement of a number of Senior Executives, Middle Managers and Specialist Consultants including: The company‟s first Sales Executive, and subsequent additions to this team Head of Software Development Global Head of Sales US Head of Sales & Operations based in New York to lead the company‟s expansion into North America Implementation and Pre Sales Consultants VC backed expansion Excelsior was approached by a global Private Equity and Venture Capital Investment Company as part of an exercise to select an Executive Search company to conduct a search assignment for one of their clients. Following a rigorous selection procedure whereby Excelsior‟s capabilities were assessed against some of the more generalist “blue chip” search firms, we were delighted to be appointed to conduct the search for a Global Head of Professional Services for this provider of software solutions to the investment fund industry. Building upon the success of this initial executive appointment and the incumbents subsequent appointment to a Regional Managing Director position, Excelsior have conducted searches for a UK Business Development Manager, Benelux Product Manager, and Implementation Project Manager for Hong Kong. Having demonstrated the high quality and results of our search services, good foundations have been laid from which the client will continue to benefit from engaging our search services.
  • 8. Integrity | Confidentiality | Accuracy | Quality Excelsior Professional Search Tel: +44 (0)20 7495 3088 Fax: +44 (0)20 7495 3089 Email: confidential@excelsiorsearch.com Web: www.excelsiorsearch.com