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Leadership Advisory

Strategic advisory services supporting leadership alignment, executive workforce planning, and organizational design. We work with boards, chairs, and CEOs on the leadership questions that sit beneath specific search engagements.

What This Service Is

Advisory Engagements Beyond Single-Role Search

Many of the leadership questions boards and CEOs face are not search questions. They are questions of organizational design, team composition, succession architecture, and capability planning. Our leadership advisory practice exists to support these engagements directly, rather than treating them as preliminaries to a search.

Advisory work is built on the same disciplines that underpin our search practice — disciplined diagnosis, structured frameworks, deep market knowledge, and discreet engagement with senior individuals. The work product is different. Where a search engagement produces an appointment, an advisory engagement produces a documented assessment, a recommended plan, and the support to implement it.

We undertake advisory engagements with chairs, CEOs, nomination committees, and senior HR leaders on a defined-scope, defined-timeline basis. The work is confidential, conducted by senior consultants, and structured to produce decisions, not just analysis.

How We Work

Advisory Engagement Methodology

Each advisory engagement is scoped specifically to the question being addressed. The phases below describe our general operating model across most engagements.

01

Scope & Diagnosis

We work with the engagement sponsor to define the specific question, the stakeholders involved, the timeline, and the form of the eventual recommendation.

02

Structured Inquiry

We conduct structured conversations with relevant stakeholders, benchmark against market practice, and apply the frameworks appropriate to the question.

03

Recommendation Development

We develop and document a recommendation — typically including a primary path forward, secondary options, and the rationale for each.

04

Implementation Support

We support the implementation of the agreed recommendation, including any consequent search, organizational, or governance actions.

What's Included

Common Advisory Engagement Types

Senior Team Assessment

Structured review of the current executive team against the capability requirements of the next stage of the business.

Succession Architecture

Design or review of the organization's senior succession planning approach, including pipeline mapping and development planning.

Board Composition Review

Skills matrix development, gap analysis, and recommendations for board refreshment and committee staffing.

Compensation Benchmarking

Cross-market benchmarking of senior compensation, including structural design recommendations beyond headline quantum.

Organizational Design Input

Senior leadership structure recommendations as part of broader organizational redesign or transformation initiatives.

Pre-Transaction Diligence

Leadership and talent diligence in advance of acquisitions, divestitures, or significant capital events.

Who This Is For

When Leadership Advisory Is the Right Engagement

  • Chairs and nomination committees reviewing board composition, refreshing committee structure, or planning chair succession
  • CEOs preparing senior team composition recommendations for board review
  • Boards and CEOs designing executive succession planning frameworks or refreshing existing ones
  • Organizations preparing for transactions where leadership and talent diligence will be material to the decision or the post-deal plan
  • Investors — private equity, growth equity, family offices — supporting portfolio company senior leadership planning

Discuss This Engagement

Speak confidentially with our team about how this service applies to your situation.

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