Building Success with Top Talent for Private Equity

We identify and place Finance, HR and Operations leaders in private equity operating companies.

In a private equity environment, hiring individuals with targeted skills are required to help insure the success of the investment. Critical skills include data-minded decision orientation, quick thinking and ability to move with pace, strong work ethic and goal motivation, ability to self-direct but also collaborate with key leadership. Other key intangibles include adaptability, confidence, problem solving and critical thinking skills.

professionals at table
We have a proven track record working with family-owned business fill key leadership positions up to and including President/CEO. Fit is the key to finding the person who will fit seamlessly within your organization.

Positions We Fill

  • CFO
  • Controller
  • Director of Finance
  • Operations Leaders
  • HR Leadership
  • Portfolio Leaders

Recently Filled Positions

  • CFO – Medical Practice
  • CHRO – Manufacturing
  • VP HR – National Medical
  • COO – Manufacturing
  • Director of Operations
  • CFO – Manufacturing

Tailored Hiring Solutions

We recognize that every client’s journey is distinctive. Whether you are a family-owned business, a middle-market corporation, or a private equity-backed company, our approach is tailored to your specific needs and aspirations. Our suite of services, encompassing both retained executive search and contingent search, is designed to adapt, and evolve with you. Your success is our top priority, and we’re here to ensure you have the right leaders by your side at every step.

Executive Search

When you need trusted assistance for your most crucial strategic hiring needs. We have trusted experience leading you through a step-by-step process to identify, attract and hire executives who will seamlessly integrate and impact the success of your organization.

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Professional Recruiting

When you need broader access to talent. We have recruiting team members focused on providing value added direct hire recruiting services to our client organizations. This gives you access to passive candidates who are not answering job postings.

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Contract Placement

When you need to fill a need immediately. We apply the same careful vetting that we use in direct hire to help clients locate candidates to handle contract, project based or interim needs. Our focus in this area includes finance and accounting, human resources across and project resources.

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Our Process Ensures a Successful Fit Every time (How we Work)

We execute each step of the executive search process with a critical eye. We understand the critical organizational importance of hiring the candidate who will deliver exceptional performance.

1 Discovery


Gain an understanding around the culture, organizational values, and goals. Meet key constituents and understand the desired outcomes for the role.

2 Strategy


Critical for key stakeholders to align around the desired candidate profile. This includes the experience profile and a list of intangibles required for a seamless integration.

3 Recruiting


Tailor the recruiting, attraction & evaluation process to the specific need. Build in key steps in the process, assessment, and stake holder involvement.

4 Present


Execute the research, sourcing and recruiting strategy. Build a candidate pool that involves covering the desired candidate market while narrowing the pool against tangible and intangible requirements updating our clients through this process.

5 Evaluation


Vett the candidate pool and collaborate to develop a short slate of candidates. Incorporate tools and criteria to use through client interview process. Determine final candidate(s) and execute final steps of evaluation.

6 Selection


Facilitate the final decision taking into account all the steps in the process including data points from assessment, references and evaluation process. Assist with the offer, acceptance, resignation and on-boarding process.

Building Your Talent Capability One Talented Leader at a Time

We have expertise to fill the critical needs in departments across your organization.

Client Segments

We are primarily focused on the middle market with companies on average ranging in size up to 500 million in sales. We do a concentration of work with Family-Owned Businesses and Private Equity Owned companies. We have expertise with employee owned (ESOP) and private owned companies.

client segments chart


WilliamCharles has deep and broad experience working across a number of different industries and sectors. Located in Michigan gives us extensive experience with manufacturing and distribution industries. At times, specific industry experience is critical – other times it is better to seek the best talent across industries. We help you navigate those critical decisions.

Case Studies

Hiring a key executive is among the your most critical decisions to get right. We understand the gravity of these decisions and each situation provides a unique set of circumstances. We have a successful track record creating successful outcomes to these seemingly daunting situations.

Manufacturer – PE owned, CHRO search

Global (Dutch parent co.) PE owned manufacturer and distributor, newly created CHRO position. Worked with Talent Partner in Netherlands and CEO in Detroit to scope a newly envisioned HR leadership role for the organization.

Our Approach
Conducted a national search to find a CHRO with a strong focus on talent development.

Three month retained search resulted in successful hire of a new CHRO, reporting directly to the CEO and serving as a new member of the Executive team.

CFO, Private Equity

Retained to find a CFO for a PE owned entity that recently consolidated a roll up of 3 companies, one in Michigan, one on the East Coast and one in Toronto. This included two manufacturing businesses as well as a distribution/sales arm.

Our Approach
Worked with both the PE firm and the leadership team of the lead division of the group to develop the specifications and goals for the newly created position.

Conducted a search resulting in finding a candidate with similar PE experience in Chicago who relocated to Michigan for the opportunity. Assisted in the transition and onboarding by supporting the new person through the process.

DSO Private Equity – CFO

National private equity owned DSO needed to hire their first CFO. This was a national search for an individual who had worked in PE and with medical or relatable experience. The specification required a high caliber individual capable of helping an organization navigate doubling in size annually.

Our Approach
We found an individual who had PE and medical experience, He was living in the SW US but was from the Midwest. This individual brought significant medical experience within a PE environment.

Flash forward 18 months, the organization is on track to recapitalize in large part due to getting the right team in place. This also involved us being retained to fill a CHRO role and that person is also up and running.

Executive Hiring Guide

Career Guide

Frequently Asked Questions

Let’s Elevate Your Success

Contact us today to discover how WilliamCharles Search Group can strategically elevate your leadership team and drive your organization toward new heights of achievement.

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