Our process is built for Dallas multi-office bank-conflicts density and facility verification, not volume outreach. We open with a written mandate: product economics, target portable-revenue band, non-negotiable bank, fund and energy-credit walls, guarantee authority and committee timeline. Only then do we map the addressable Finance & Banking partner set from the ~20,000 lawyers we map in Dallas, filtered by product (leveraged finance, private credit, hybrid capital, structured, regulatory), origination band and known platform constraints.
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 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% Dallas partner incidence our research records 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 20 completed Dallas 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, lender panels and guarantee design—not mass name-gathering.