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External CEO Search
→ How we do it 

How we do it

External CEO Search

1. Briefing

  • Capturing and documenting the ownership structure, board expectations, strategic direction and succession background

  • Defining the CEO mandate, role-specific requirements and measurable success criteria

  • Clarifying leadership challenges, performance expectations and transformation objectives

  • Identifying relevant hunting grounds

  • Clarifying potential off-limits organizations

  • Agreeing on a clear project timeline, including fixed dates for progress reviews and decision milestones

2. Research

  • Defining a tailored external search strategy and target universe

  • Compiling a list of relevant target companies

  • Identifying candidates through direct market approach, validated personal recommendations, personal networks and AI-supported search tools

  • Approaching selected candidates confidentially

  • Compiling and assessing the longlist

  • Conducting structured personal dialogues with longlisted candidates

  • Ranking candidates based on predefined CEO-specific criteria

3. Interview

  • Assessing candidates through structured, in-depth personal interviews focused on leadership capability, track record, governance competence and cultural fit

  • Creating and reviewing a candidate shortlist

  • Preparing detailed CEO candidate reports

  • Introducing shortlisted candidates to shareholders and/or the board according to ranking

4. Presentation

  • Personally presenting ideally 3-5 shortlisted candidates

  • Structuring and moderating board and shareholder interviews

  • Discussing and refining the ranking together with the decision-makers

  • Obtaining and reviewing personal references

5. Project closure

  • Supporting contract negotiations between shareholders and the selected candidate

  • Aligning start date, communication sequence and stakeholder messaging

  • Informing eliminated candidates in a professional and discreet manner

6. Aftercare

  • Supporting the onboarding phase post-appointment

  • Conducting structured feedback discussions with shareholders and the new CEO

  • Optional sparring during the first months to ensure leadership stabilisation

Good to know

When we are mandated to conduct a CEO succession, our priority is always to identify the best possible solution for the client, regardless of whether it originates internally or externally.

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