Approach

Approach

Approach

You’ve seen the outcomes. Here’s what produces them.

You’ve seen the outcomes. Here’s what produces them.

You’ve seen the outcomes. Here’s what produces them.

The logic

The logic

Most searches start with the spec. I start with the destination: what this role must create in the first 12–24 months.

I define the spec, but ground it in a larger narrative: what this role will create, how it serves the mandate, how it fits the organization and team. The conversation shifts from requirements to possibilities. That’s what attracts the right leader.

I define the spec, but ground it in a larger narrative: what this role will create, how it serves the mandate, how it fits the organization and team. The conversation shifts from requirements to possibilities. That’s what attracts the right leader.

I define the spec, but ground it in a larger narrative: what this role will create, how it serves the mandate, how it fits the organization and team. The conversation shifts from requirements to possibilities. That’s what attracts the right leader.

Then I follow a structured loop: test, calibrate, refine. I define an ideal archetype for the role, test it against real candidates, and refine it as we learn. Weekly checkpoints surface what’s working and what needs to shift. The spec sharpens as market signal replaces our hypothesis.

Then I follow a structured loop: test, calibrate, refine. I define an ideal archetype for the role, test it against real candidates, and refine it as we learn. Weekly checkpoints surface what’s working and what needs to shift. The spec sharpens as market signal replaces our hypothesis.

Then I follow a structured loop: test, calibrate, refine. I define an ideal archetype for the role, test it against real candidates, and refine it as we learn. Weekly checkpoints surface what’s working and what needs to shift. The spec sharpens as market signal replaces our hypothesis.

The final checkpoint is the working session. Finalists engage real problems with you. Both sides validate fit before the commitment is made.

The final checkpoint is the working session. Finalists engage real problems with you. Both sides validate fit before the commitment is made.

The final checkpoint is the working session. Finalists engage real problems with you. Both sides validate fit before the commitment is made.

This is why 98% of my searches close, and 95% of offers are accepted. Traditional searches lock the spec early and find the match. I build conviction through structured calibration, so when the right leader surfaces, the decision is clear.

This is why 98% of my searches close, and 95% of offers are accepted. Traditional searches lock the spec early and find the match. I build conviction through structured calibration, so when the right leader surfaces, the decision is clear.

This is why 98% of my searches close, and 95% of offers are accepted. Traditional searches lock the spec early and find the match. I build conviction through structured calibration, so when the right leader surfaces, the decision is clear.

What you’ll learn

What you’ll learn

About the role: The impact this hire must have. Which problems need solving in year one. Where stakeholders truly agree—and where they only think they do.

About the market: Where the right leaders actually sit. Who’s open to a move and why? What it will take to win them, including perspectives from adjacent ecosystems, not just your sector.

About the candidates: Who caused the growth vs. who was carried by it. What they’re building toward, not just what they’ve done. How they think under pressure, before you commit.

This stays short and makes the ROI of your approach obvious; it’s not just ‘steps,’ it’s insight they don’t get from a traditional search.

The phases

The phases

1. Role Definition

1. Role Definition

What does success look like? I align stakeholders on the business problem, the mandate, and what that means for year one and beyond.

The brief says brand, growth, media, and AI. The real question: which capability, if solved first, unlocks the others?

You’ll know: What this role actually needs to solve. Where the risk is. What story will attract the right leader?

Outputs: Role specification with vision summary and market assessment

2. Success Profile

2. Success Profile

Who can get you there? Not a benchmark of who’s held similar titles, but an archetype of who can build what you need.

Directional profiles surface hidden preferences and misalignment before real sourcing begins. Two-thirds alignment with deep curiosity, agency, and proven experience outperforms mapping the CV to the spec alone.

You’ll know: What you’re actually looking for. What “great” looks like for this role.

Outputs: Success profile, sourcing strategy

3. Search & Calibration

3. Search & Calibration

I source across ecosystems: corporate, agency, and PE-backed environments. The focus gets determined by previous findings. You see the full market, not just the obvious names. Weekly checkpoints keep alignment as real candidates surface.

Did they drive the growth, or were they in the right place when it occurred? Can they build the business case a CFO will fund? Can they navigate your politics while delivering?

Better to refine the target than force a bad fit.

You’ll know: Who’s out there, who’s interested, and who has the trajectory to grow beyond the brief?

Outputs: Validated shortlist, trajectory assessments, market perspective

4. Selection & Working Sessions

4. Selection & Working Sessions

Finalists don’t just interview; they reveal. Working sessions let candidates engage with real problems with you. Both sides learn how they think, how they collaborate, and whether this is right.

This is the final checkpoint. Conviction gets validated before the commitment is made.

You’ll know: How they actually think—not what they claim, what they show.

Outputs: Confirmed finalist, offer strategy, 90-day roadmap

5. Executive Integration

5. Executive Integration

Most searches end at the offer. This one ends at month twelve.

That’s intentional. Structured support accelerates time-to-impact by a third. New leaders create value faster, build credibility sooner, and stay longer.

Before Day 1: Stakeholder mapping, success metrics aligned to the mandate, and a 90-day roadmap with priorities sequenced for early traction. The new leader walks in with context, not questions.

Day-1 Operating Manual: What the leader needs to know walking in: organizational dynamics, quick wins, key relationships, and where to build credibility first.

90-Day Roadmap: Priorities sequenced for early traction. Realistic early wins that earn runway and build internal momentum.

Ongoing Check-ins: Scheduled touch points with the executive through month twelve. Real-time calibration.

Outputs: Day-1 Operating Manual, 90-day roadmap, 12-month check-ins

Fees

Fees

Retained search, tied to outcomes.

Retained search, tied to outcomes.

Retained search, tied to outcomes.

Fees are tied to milestones, not dates. You pay when we hit real milestones: an aligned brief and mandate, a validated shortlist, and a successful start with Executive Integration underway.

12-month guarantee. If the placement needs to be replaced, there is no additional fee.

Typical timeline

Typical timeline

Most searches close in 10–12 weeks. Complex roles or tight markets may take longer. I set expectations before we start.

The difference

The difference

The Montgomery Group

The Montgomery Group

The Montgomery Group

Structured iteration

Structured iteration

Structured iteration

Start with seeing clearly

Start with seeing clearly

Start with seeing clearly

Surface what the brief missed

Surface what the brief missed

Surface what the brief missed

Sharpen as signal replaces assumption

Sharpen as signal replaces assumption

Sharpen as signal replaces assumption

Archetype profiles

Archetype profiles

Archetype profiles

Evaluate trajectory

Evaluate trajectory

Evaluate trajectory

Working session validation

Working session validation

Working session validation

One partner, start to finish

One partner, start to finish

One partner, start to finish

• Support through year one

• Support through year one

• Support through year one

• Fees tied to milestones

• Fees tied to milestones

• Fees tied to milestones

• Measure outcomes

• Measure outcomes

• Measure outcomes

Traditional Search

Traditional Search

Traditional Search

Linear process

Linear process

Linear process

Start with sourcing

Start with sourcing

Start with sourcing

Take the brief as given

Take the brief as given

Take the brief as given

Lock the spec early

Lock the spec early

Lock the spec early

Benchmark profiles

Benchmark profiles

Benchmark profiles

Evaluate credentials

Evaluate credentials

Evaluate credentials

Interview performance

Interview performance

Interview performance

Partner sells, associate delivers

Partner sells, associate delivers

Partner sells, associate delivers

Disengage at placement

Disengage at placement

Disengage at placement

Fees tied to dates

Measure activity

Measure activity

Measure activity

Curious if we are a fit?

Curious if we are a fit?

Bring what you have. I’ll sort out what matters, what comes first, and whether it makes sense to engage now or to start by defining the brief for greater clarity.

Bring what you have. I’ll sort out what matters, what comes first, and whether it makes sense to engage now or to start by defining the brief for greater clarity.

Bring what you have. I’ll sort out what matters, what comes first, and whether it makes sense to engage now or to start by defining the brief for greater clarity.

Request an AI summary

©2026 The Montgomery Group. All rights reserved.

*Internal TMG metrics, 2014–present

†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024

Request an AI summary

©2026 The Montgomery Group. All rights reserved.

*Internal TMG metrics, 2014–present

†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024

Request an AI summary

©2026 The Montgomery Group. All rights reserved.

*Internal TMG metrics, 2014–present

†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024

Request an AI summary

©2026 The Montgomery Group. All rights reserved.

*Internal TMG metrics, 2014–present

†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024