1. Increasing Leadership Diversity

    Alan Kaplan, CEO and founder of Kaplan Partners, discusses the need to increase diversity in executive leadership.

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  2. CEO Succession Planning

    Dara Klein, Managing Director at Kaplan Partners, discusses CEO succession in executive search and recruitment.

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  3. Private Equity Executive Search

    Bill Borkovitz, Managing Director at Kaplan Partners, discusses executive search and recruitment for private equity firms.

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Talent Matters.

For more than 30 years, Kaplan Partners has served as strategic human capital advisors specializing in Executive Search, Board Advisory Services, and Management Assessment and Succession Planning for the nation’s leading financial institutions, including:

Regional and community banks
Asset management firms
Private equity and venture capital firms
Financial technology firms
Mortgage and insurance companies
Non-bank financial services firms
Credit unions
Corporate financial search
Investor-owned businesses
Technology and growth companies

We employ a holistic approach and proven methodology to find the best solutions in support of evolving leadership needs. We work directly with CEOs, boards, and investors to identify and evaluate leadership potential, leveraging best practices in corporate governance and succession management to ensure our clients’ continued success in today’s demanding markets.

Executive Search

Talent counts as much as timing. Our deep domain expertise and roots in the industry allow us to attract, assess, and close prospects ahead of your competition. Leveraging our vast national network and proven assessment expertise, we will uncover the star you need when you need them most.

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Board Advisory

Strong skill sets, robust engagement, and diversity of perspectives in the boardroom are more critical than ever. In partnership with board governance and nominating committees, we enhance the skills you need to become a strategic-asset board and develop customized search strategies to identify, attract, and evaluate the most highly qualified director candidates.

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Management Assessment & Succession Planning

Managing executive leadership transitions can pose challenges and unanticipated risks. We advise boards and senior management on how best to optimize the transition process, maintain governance best practices, and strengthen morale. Our evaluation of your current leaders will help determine who is a rising star worthy of serious consideration.

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“We believe, more than ever, that enduring growth, success and long-term survival in today’s banking and financial industry requires exceptional executive leadership. Our mission is, and always has been, to use our knowledge and expertise to make sure our clients have the ideal leadership to craft a path forward.”

Alan Kaplan

Founder and CEO

We’re Known by the Company we Keep.

The nation’s most trusted associations count us as members. With them, we are at the forefront of our industry, setting the standards for ethics and best practices. They’ve got our back, so we’ve got yours.


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