Our process is built for Charlotte bank-panel density and fund-finance facility verification, not volume outreach. We open with a written mandate: product economics (subscription facilities, NAV lines, leveraged finance, structured credit, bilateral bank work), target portable-revenue band, non-negotiable lender walls, guarantee authority and committee timeline. Only then do we map the addressable Finance & Banking partner set from the ~4,000 lawyers we map in Charlotte, filtered by product mix, origination band and known platform constraints against our global research base of nearly 1.5 million lawyer profiles.
Approach is confidential and sequential. We validate interest, three-year originations, facility schedules, engagement letters and reason for move before names reach the client. Conflicts grids run early—often before first-round partner interviews—so a late-stage multi-office bank wall does not waste executive-committee time. Comp discussions stay inside the firm's real guarantee and capital authority; we do not float packages the partnership will not ratify. Counter-offer coaching assumes the 39% Charlotte partner incidence our mandate telemetry records across 13 closed searches and plans resignation timing around live facility closings.
Close support runs through acceptance, resignation, counter-offer navigation and a 90-day integration check on client transition. Over the trailing three years that discipline produced 13 completed Charlotte Partner Recruiting searches at a 93% completion rate and a 5-month median timeline. The work is technical lateral Finance & Banking partner search—facility schedules, bank-panel walls and guarantee design—not mass name-gathering. Brief us on a specialist partner or team mandate when the conflicts grid and portable-revenue band already exist on paper.