Impact Delivered.

Business & Professional Services Case Study

A global accounting & consulting firm


Morgan Samuels was retained by a previously partner-run global accounting and consulting firm to place their first Chief Executive Officer. The firm was ready to aggressively pursue growth from being a successful midsized firm to an even bigger player, and needed a visionary leader with an exceptional professional services background to drive strategic expansion.


Morgan Samuels was particularly aware of the truly personal impact of moving from a partner-led organization to one led by a CEO who would be brought in and helped the firm prepare for this change. Most importantly, the client had a very unique, vibrant, positive and carefully cultivated culture that they cherished, and which was a clear competitive advantage for attracting, recruiting, and retaining top talent. Not only did the incoming CEO need to be a culture fit with the organization, but had to remain dedicated to preserving and championing the existing culture.

We reached out to candidates from public accounting, consulting and professional services firms as the client needed someone who knew how to run and grow a professional services firm.


Morgan Samuels identified the ideal candidate – an entrepreneurial executive with significant professional services experience in human capital consulting who, most importantly, is an ideal cultural fit for the company. The client is so happy with the results of the engagement that, not only have they retained us for additional engagements, but they regularly refer their own clients to us for their human capital needs.