Engagement Models
We bridge strategy, transformation and leadership with lasting results
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Whether you're embracing transformation or preparing to respond to disruption we've got you covered
Executive, Board & Portfolio Leadership Search Services
We believe that exceptional leadership is a catalyst for organizational transformation and growth. We go beyond the traditional search profile by partnering with you to align your team with your vision, strategic plans and implementation goals.
Strategic Team Development & Search Services
In today’s competitive landscape, building high performing teams is more than just filling seats – it’s about aligning talent, strategy and culture to drive enterprise value and sustainable growth.
Transformation Office and Advisory Solutions Group
DSP Transformation Office Services is your leadership partner in defining vision, governance, talent roadmaps, outcomes, and value tracking to ensure timely, measurable success. Advisor Solutions Group (“ASG”) empowers financial advisors to make decisions about the best growth path for their practices—whether that means transitioning to independence, affiliating with a new firm, joining an RIA aggregator, or optimizing their current model.
Transformation Office Services:
Advisor Solutions Group Partners:
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Unlock the power of AI digital transformation with solutions designed for today’s business challenges.
What types of organizations engage with Doherty Search Partners?
We partner with the interconnected financial services firms and portfolio companies within the private capital ecosystem. This includes venture capital, private equity, investment banking, wealth management, family office, commercial banks and turnround management firms.
Can you help us build or acquire entire teams, not just individual leaders?
Yes. We spend most of our time defining the strategic career opportunity with the leadership team for successful alignment and onboarding. Once this phase is completed, we will tap into our bankable leaders’ network, make introductions, exchange business plans, commit and onboard within 90 days.
How do you help organizations implement AI and digital transformation?
We offer Digital AI Transformation Office services, including current state assessment, future role design, staged implementation, and leadership alignment—empowering your existing employees to partner in the transformation.
Why do you work in the investment advisory ecosystem?
Our clients have repeatedly asked us to make introductions and assist them in building wealth management or family office services. The industry expects 120,000 advisors to retire within the next decade transitioning wealth to the next generation of investors who expect a more digital advisory experience.
What are your fees, and will you work on contingency?
We operate exclusively on a retained search model, with one-third of the first year’s base salary payable upfront to initiate consulting services. Contingency firms really act as candidate agents since they don’t get paid until they “place” a candidate with you. Our only exception is if we are marketing a strategic team to new prospective clients.