Empowering
Growth
Innovation
and Renewal
Stay Informed, Get Verified,
Progress Professionally
Progress Professionally
Our trusted partners reflect our expertise
Confidentially Connecting Leaders to Transformative Opportunities
Founded by Chuck Doherty, Doherty Search Partners takes a strategic, people-focused approach to executive search—transforming leadership, elevating teams, and unlocking results for commercial credit, private capital, investment advisory firms, and investor-backed portfolio companies.
We partner with clients and professionals to confidentially connect leaders, teams, and consultants to strategic opportunities that drive growth. Guided by transparency, candor, and deep industry insight, we help organizations navigate complex decisions and make transformative hires.
With a consultative mindset and an unwavering commitment to aligning strategy, leadership, and culture, Doherty Search Partners is a trusted advisor in building the future of leadership.
Years of Experience
25
+
Years of expertise, our results
speak for themselves
Engagements
500
+
Innovation thrives here, ensuring
engagements flourish
Avg ROI
12
%+
We finish all engagements with consistent longevity of 2+ years
Tailored Engagement for Your Growth
We are committed to providing tailored solutions and sustainable outcomes, consistently prioritizing your objectives and interests.
We go beyond the traditional search profile by partnering with you to align your team with your vision, strategic plans and implementation goals.
Building high performing professional leadership teams means aligning talent, strategy, and culture to drive business value and growth—not hiring on hope.
Transform your organizational operating model from traditional silos to an AI Factory —while leveraging the strengths and experience of your current team.
Advising 120,000 financial advisors who plan to retire in the next ten years in transitioning their business to the next generation of financial advisors.
Our Approach
Doherty Search Partners approaches each engagement strategically and collaboratively, focusing on transformational results within private capital sectors such as venture capital, private debt, private equity, investment banking, commercial banks, management consulting, and portfolio companies.
1.
Mission Alignment
We begin by understanding your organization’s vision, mission, and strategic goals to ensure every engagement is purpose-driven and supports your growth trajectory.
2.
Strategic Analysis
We evaluate current roles, workflows, team structures, and transformation plans—including readiness for AI adoption—to identify opportunities for growth, efficiency, and alignment.
3.
Talent & Team Profiling
We profile candidates and teams, leveraging deep industry knowledge, behavioral and cognitive assessments, and our confidential network to match leadership and team capabilities to your objectives.
4.
Tailored Search & Development
We design and execute a customized search and development process, onboarding leaders and teams who convert vision into results and can champion innovation, including AI solutions, in partnership with your current employees.
5.
Advisory Support & Integration
We provide ongoing advisory support, seamless onboarding, and integration to maximize impact, empower your workforce, and ensure lasting organizational success as you scale.
Case Studies
Succession Planning: A $40M Independent Financial Advisor’s Journey to Explore All Options
A seasoned advisor with $40M AUM on a National Broker Dealer platform engaged Doherty to evaluate all succession and independence options, ultimately positioning for a potential RIA transition.
AI Transformation in Private Credit Underwriting and Portfolio Management
Our client is undertaking a comprehensive transformation to integrate AI technology into its underwriting and portfolio management workflows, resulting in a clear roadmap for future-state operations and talent optimization.
Accelerating Digital Transformation: from Legacy to Leadership
Our Client partnered with Doherty Search Partners to leap from legacy banking systems to a market-leading digital platform, unlocking exponential growth in fee income and cross-border payments.
CCO Drives Transformation of $5 Billion Commercial Bank
Chief Credit Officer placed to drive credit transformation, enhance risk management, and support technology-enabled growth.
Executive Programs
Join the Bankable Leaders Network
We maintain and continuously expand our network of “bankable leaders”—Executive Level Officers and Strategic Implementation Teams that drive transformation by entering new markets and implementing operational changes.
Consistent success in driving company growth, profitability, and shareholder value.
Articulates and executes clear, forward-thinking strategies aligned with market trends and organizational goals.
Earns confidence from investors, employees, and partners through transparent communication and ethical decision-making.
Independence Launch Program
Helping executives transition into successful independent consulting practices with financial and operational advisory support.
Program Steps:
1
Foundations & Setup:
Financial Discovery, Entity, Contracts, Insurance, Accounting
Financial Discovery, Entity, Contracts, Insurance, Accounting
2
Branding & Positioning:
Value proposition, Website, LinkedIn
Value proposition, Website, LinkedIn
3
Go-to-Market:
Pricing, Proposals, Pipeline strategy
Pricing, Proposals, Pipeline strategy
4
Financial Integration:
Tax, cash flow, retirement planning
Tax, cash flow, retirement planning
5
Transition & Scaling:
First clients, delivery support, growth
First clients, delivery support, growth
Our Latest Insights:
FAQ
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.