What Medallion Partners does

Medallion Partners is an Indianapolis-based organizational advisory firm that specializes in retained executive search, leadership development, and organizational strategy consulting for enterprise clients. Founded in 2006 by a group of executives who were dissatisfied with results from traditional search firms, the company has served public, private, non-profit, and investment organizations from mid-sized companies to leading global brands. Its primary verticals are financial services, life sciences, and technology, with additional engagements in manufacturing, private equity, medical devices, aerospace, biotechnology, consumer health, dairy, and food services.

The firm delivers search through its proprietary S4 Process (Strategize, Search, Secure, Succeed) and evaluates candidates using the Medallion Matrix, a quantitative methodology that scores candidates across 16 unique criteria in three segments (execution ability, leadership/cultural fit, and hireability) to reduce bias and improve objectivity. It is also a certified partner of Hogan Assessments, providing scientifically validated personality insights. Beyond search, Medallion offers organizational strategy consulting, leadership excellence programs, executive transition and relocation support with 365-day coverage, new leader assimilation, succession planning, confidential searches, and board member recruitment. The combination of methodology, assessment tooling, and extended post-hire support is positioned as a premium alternative to contingency search.

Medallion operates on a retained search fee model of 25-35% of first-year compensation with a three-part payment structure, supplemented by professional services fees for consulting and leadership development. The firm reports 11-50 employees and maintains six US offices (Indianapolis headquarters plus Chicago, Louisville, Charlotte, Nashville, and Tampa), with a self-reported reach spanning five continents. Distribution is exclusively direct, with consultative enterprise sales and complimentary 30-minute strategy consultations used to qualify prospects. Demand generation is supported by a content marketing program including blog, whitepapers, case studies, and a Weekly Executive Brief newsletter reaching over 5,000 leaders. The firm is privately held with no disclosed external funding, institutional ownership, or M&A history.

Name

Medallion Partners

Legal name

Medallion Staffing (doing business as Medallion Partners)

Website

https://medallionpartnersinc.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Medallion Partners is an Indianapolis-based organizational advisory firm providing retained executive search, leadership development, and organizational strategy consulting to enterprise clients across financial services, life sciences, technology, and other industries in the US and globally.

Ownership category

akta.pro rank

Headquarters

HQ city

Carmel

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Revenue model

1. Retained Executive Search: Medallion operates as a retained executive search firm, using a three-part payment structure. They conduct targeted executive searches with post-hire support including 365-day assimilation and transition services.
2. Organizational Strategy Consulting: Consulting engagements for organizational design, transformation, and leadership development. Part of comprehensive talent and strategy offerings.
3. Leadership Development Programs: Four tailored leadership excellence programs: Leadership Identity, Leadership Team Impact, Leadership Legacy, and Executive Accelerator. Customized to align with business goals.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Medallion Partners is an organizational advisory firm that provides retained executive search services to identify, evaluate, and place top-tier leadership talent, alongside organizational strategy consulting, leadership development programs, and 365-day post-hire assimilation and transition support. The firm uses a proprietary S4 process and Medallion Matrix evaluation methodology integrated with Hogan Assessments to deliver objective, bias-reduced candidate scoring across 16 criteria.

Product overview

Medallion Partners is an organizational advisory firm offering a unified suite of executive talent and organizational transformation services. The core offerings include Executive Search (delivered through a proprietary S4 process), Organizational Strategy consulting, Leadership Excellence development programs, and Executive Assessments using Hogan Assessments and the proprietary Medallion Matrix. Supporting services include Executive Transitions (365-day relocation support), New Leader Assimilation (365-day onboarding), Confidential Searches, Succession Planning, and Board Member Recruitment. The Medallion Matrix is a proprietary evaluation methodology applied across all executive search engagements to objectively score candidates across 16 criteria in three segments. Whitepapers on talent strategy and assimilation supplement the service portfolio.

Differentiator

Problem solved

Functional benefit

Products and services

• Executive Search

Quantifiable outcome

• 98% retention rate after 2 years for placed executives
• +5 more outcomes

Named customers11 records

Segments7 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, minor and supporting.

• Hogan AssessmentscoreTechnology or IntegrationCertified partnership providing personality-driven insights through Hogan assessments including Bright Side (day-to-day behavior), Dark Side (stress behaviors), and Inside (values and goals). Trusted by 75% of Fortune 500 with 11+ million assessments conducted worldwide.
• TeenWorksminorOthersEmpowers at-risk teens to achieve excellence through mock interviews, LinkedIn profile building, networking events, and volunteering. Medallion teams lead events throughout the year.
• Integrating Women Leaders (IWL)minorOthersAccelerates advancement of women to drive organizational growth. Medallion is a long-time sponsor, attendee, and keynote speaker for annual IWL Conference.
• EDGE MentoringminorOthersNational mentoring organization pairing young professionals with community leaders. Medallion leadership has served as founding board members, coaches, event sponsors, and keynote speakers for 15+ years.
• Hatch For HungerminorOthersTransformational model for eradicating local food deserts through high-protein egg distribution. Delivered 5+ million dozen eggs and 30+ million meals across 46 food banks in 19 states. Medallion is strategic partner and regular volunteer.
• CareerTruthsupportingTechnology or IntegrationDevelopment workspace platform used for leadership development programs to refine career expertise and enable professionals to build legacy while achieving career goals.

Scale indicators12 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• Crist Kolder Associates: Boutique retained executive search firm focused on financial officers (CFOs, controllers, treasurers); comparable in scale, premium positioning, and financial services vertical focus to Medallion, though narrower in functional coverage.
• True Search: Mid-market retained executive search firm with strong private equity, fintech, and technology practices; competes with Medallion for growth-stage and mid-cap CEO/CFO mandates and shares the consultative, relationship-driven GTM motion.

Broad incumbents

• Spencer Stuart: One of the largest global executive search and leadership advisory firms; competes directly with Medallion in retained C-suite and board search across financial services, life sciences, and technology, but operates at materially greater scale and geographic reach.
• Heidrick & Struggles: Global executive search and leadership consulting firm with a strong financial services and life sciences practice; directly comparable in service mix (retained search plus leadership advisory) and target buyer, but substantially larger and publicly listed.
• Korn Ferry: Global organizational consulting firm combining executive search, leadership development, talent assessment, and RPO; overlaps with Medallion across search, organizational strategy, and leadership excellence, and is a direct competitor for enterprise transformation mandates.

Direct peers

• Russell Reynolds Associates: Global retained executive search firm with deep financial services and life sciences practices; directly comparable business model (retained search, leadership advisory, board services) and target client profile to Medallion.
• Egon Zehnder: Privately held global executive search and leadership advisory firm focused on board, CEO, and senior executive placements; mirrors Medallion's premium retained model, post-hire integration emphasis, and cross-sector transformation positioning.
• DHR International: Global retained executive search firm with strong financial services, life sciences, and industrial practices; competes head-to-head with Medallion for C-suite and board mandates and shares the multi-product search plus leadership advisory positioning.
• Odgers Berndtson: International retained executive search and leadership advisory firm with sector-focused practices in financial services, life sciences, and technology; directly comparable to Medallion in client mix and retained engagement model.
• Boyden: Global retained executive search firm with broad sector coverage including financial services, life sciences, and industrial; overlaps with Medallion's retained model and transformation-focused mandates, though with a more distributed partner model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights9 records

Customer concentration

• LinkedInlinkedin.com/company/medallion-partners-inc
• Facebookfacebook.com/281501582294081

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Medallion Partners