Overview

• Founded in 1995 and headquartered at 34145 Pacific Coast Hwy, Dana Point, California, with 6 employees
• Operates globally across 42 major cities including Abu Dhabi, Beijing, London, New York, Sydney, and Tokyo
• Specializes in brokering mergers and acquisitions for accounting firms and law firms alongside recruitment services
• Focuses on executive-level roles including CFOs, Chief Tax Officers, General Counsel, and Board members
• Provides geographic reach through professional associations while maintaining independent operational flexibility

Specializations

• Accounting Firm Mergers & Acquisitions brokering
• Legal Mergers & Acquisitions brokering
• Public Accounting Executive Search for Lead Tax Partners and Audit Partners
• Corporate Legal Executive Search for General Counsel and Litigation Partners

Services & Approach

• Interim and contract placement for finance roles including VP of Internal Audit and Tax Directors
• Temporary-to-permanent recruitment for CHRO, EVPHR, and Chief Sustainability Officer positions
• Contingent and partial retainer-based executive searches for CEOs and Chief Revenue Officers
• M&A advisory services specifically tailored for accounting and legal firm transactions