Case study

How a Top-20 Executive Search Firm Compressed Its Sourcing Cycle.

A top-20 executive search firm specializing in PE-backed portfolio companies achieved breakthrough results with firm-wide adoption of HelloSky.

Results in the First 12 Months.

Firm-wide adoption across hundreds of consultants.

40%

Reduction in consultant sourcing hours and labor

70%

Increase in candidate “membership” (acceptance) on initial shortlists — more qualified, engaged executives per mandate

Days

Shortlists delivered in days, down from the 3–4 weeks of manual sourcing — so the firm handles more mandates with the same team

The Client

A confidential global executive search firm with hundreds of consultants. Its niche: C-suite and board searches for private-equity portfolio companies.

The Challenge

Shortlists were built manually from incomplete or incorrect data, taking 3–4 weeks per search.
Consultants spent roughly 55 hours per project on desk research; complex searches could take 6 months or more.
PE clients wanted deeper, quantified evidence of value-creation track records.

The HelloSky Solution

Leveraged the HelloSky technology stack for candidate intelligence on executives with PE-backed operating experience.
Used point-in-time asset class and funding history to surface latent operator talent.
Embedded a drag-and-drop shortlist builder into the firm’s Salesforce-based search workflow.
Activated the relationship-intelligence module to map partners’ warm paths to priority candidates.

Why It Matters

Private-equity timelines leave little room for extended talent hunts. By automating evidence-based sourcing and enriching profiles with point-in-time growth analytics, HelloSky helped the firm outperform competitors on both speed and quality — turning talent intelligence into a tangible differentiator during fund-raising and portfolio-value reviews.

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