What Chartwell Partners does

Chartwell Partners is a privately held retained executive search and leadership advisory firm founded in 2005 and headquartered at 300 Crescent Court, Suite 1425 in Dallas, Texas. The firm was established by a group of founding partners who left senior leadership roles at a global search firm to build a highly specialized, client-centric boutique focused exclusively on the Financial Services and Real Estate industries. The team has worked together cohesively for over 20 years and operates with offices/distributed team members in Dallas, Austin, Houston, Beaumont, and Rochester, NY. The firm completes 45+ executive placements annually, with 80%+ of its work coming from repeat clients, reflecting strong client retention across 50+ Financial Services clients and 20+ Real Estate clients served over the last decade.

Chartwell's core services span three areas: Executive Search, Board Services, and Leadership Advisory, delivered through two specialized industry practices — Financial Services (commercial/community banking, mortgage, wealth management, fintech) and Real Estate (homebuilders, single family rental/build-to-rent, private, institutional). The Leadership Advisory practice includes the proprietary CP Power 4 Assessment (developed by Partner Dr. Julie Bell), Succession Planning Advisory, Executive Onboarding Coaching, and Executive Coaching. Every retained search assignment is led hands-on by a Partner supported by a research, execution, and administrative team. The firm has no disclosed proprietary technology platform and operates on quote-based, multi-year retained engagement pricing.

The firm's go-to-market is enterprise field sales, engaging directly with boards and CEOs of financial institutions and real estate companies. Marketing channels include the company website, LinkedIn, industry conference speaking engagements (with Managing Partner J. Scott Petty serving as instructor for Bank Director's Advanced Bank Board Director Certification program), and published research including annual Bank Director Compensation Surveys. Revenue is generated entirely through professional services fees from retained search engagements and ancillary advisory/coaching engagements, with no public rate cards or disclosed revenue figures. Named client engagements include CEO succession placements at Woodforest National Bank, EagleBank, Farm Credit Bank of Texas, Clear Fork Bank, ServisFirst Bank, Riverview Bancorp, and NexBank Capital, plus board and senior executive placements at Highland Homes, Perry Homes, Tricon Residential, and others.

Name

Chartwell Partners

Legal name

Chartwell Partners

Website

https://chartwellpartners.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Chartwell Partners is a Dallas-based retained executive search and leadership advisory firm founded in 2005, specializing exclusively in Financial Services and Real Estate. Every assignment is Partner-led, delivering C-suite, board, and senior executive placements plus proprietary CP Power 4 Assessment and coaching services to 50+ financial institution and 20+ real estate clients.

Ownership category

akta.pro rank

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Retained Executive Search: Retained search engagements where clients pay upfront fees for dedicated executive search services. Assignments include board director recruitment and senior management talent search. Every assignment is led hands-on by a Partner.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels5 records

Core offering

Chartwell Partners is a retained executive search and leadership advisory firm delivering Partner-led engagement to identify and recruit board directors, CEOs, and senior executives for organizations in Financial Services and Real Estate. Core offerings include Executive Search (C-suite and senior management placement), Board Services (board assessment, advisory, and director recruitment), and Leadership Advisory (succession planning, executive coaching, onboarding, and the proprietary CP Power 4 Assessment).

Product overview

Chartwell Partners is a retained executive search and leadership advisory firm offering a unified suite of professional services centered on identifying and developing exceptional senior leadership. The core offerings consist of Executive Search (for C-suite and board-level placements), Board Services (assessment and director recruitment), and Leadership Advisory services. These services are delivered through two specialized industry practices—Financial Services and Real Estate—serving clients across banking, mortgage, wealth management, fintech, homebuilding, and real estate investment sectors. The Leadership Advisory practice incorporates proprietary tools including the CP Power 4 Assessment for executive evaluation, and provides ancillary coaching services for succession planning, executive onboarding, and ongoing executive coaching. Founded in 2005, the firm operates as a services-based consultancy rather than a software product company.

Differentiator

Problem solved

Functional benefit

Products and services

• Executive Search Retained executive search services dedicated to identifying exceptional leaders for senior executive and C-suite positions, serving boards and CEOs to recruit board directors and senior management talent.
• Board Services Board assessment, advisory, and director recruitment services including customized assessments through one-on-one meetings, board composition analysis, compensation advisory, and achieving board alignment.
• Leadership Advisory Comprehensive leadership development services including succession planning, executive assessment using CP Power 4 Assessment, executive onboarding coaching, and executive coaching with reported ROI of 500%.
• Financial Services Practice Executive search and advisory services focused on the financial services industry, including community banks, commercial banking, mortgage, wealth management, and fintech sectors. Conducts CEO, board, and senior leadership searches.
• Real Estate Practice Executive search services serving institutional and privately-owned real estate clients in the residential sector, including homebuilders, single family rental companies, private real estate firms, and REITs.
• Succession Planning Advisory Four-step succession planning advisory process including intake, planning, assessment, and reporting to assist clients in making confident leadership decisions for board and senior management transitions.
• CP Power 4 Assessment Proprietary leadership assessment tool including online assessments, qualitative research, performance intelligence, and organizational data integration to provide insights for developing leaders and driving results.
• Executive Onboard Coaching Accelerated executive integration service creating readiness within organizations and a Winning Game Plan for the first 90 days, including mindset coaching and ongoing accountability.
• Executive Coaching Relationship-based executive coaching focused on performance optimization, confidence development, and creating winning game plans with consistent reported ROI of 500%.

Quantifiable outcome

• 80%+ of searches are with repeat clients, demonstrating exceptional client retention and satisfaction
• +3 more outcomes

Named customers20 records

Segments8 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• National Rental Housing Council (NRHC)minorOthersChartwell Partners is an active member of the National Rental Housing Council (NRHC), an industry association serving the single-family rental and build-to-rent sector. This membership supports their Real Estate practice's work with SFR/BTR clients.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Spencer Stuart: Top-tier global executive search firm with a longstanding Financial Services Practice. Several Chartwell team members (Caitlin Thaeler, Amy Maloney) came from Spencer Stuart, indicating direct competition for FS search mandates.
• Heidrick & Struggles: Global executive search firm with a dedicated Financial Services Practice. Sean O'Neal held progressive roles at Heidrick prior to co-founding Chartwell, making it a direct comparable for FS executive search.
• Korn Ferry: Largest global executive search and organizational consulting firm with deep Financial Services and Real Estate practices. Byers Hellinghausen worked at Korn Ferry in Technology and Financial Officer practices, indicating direct competition.
• Russell Reynolds Associates: Global executive search firm with established Financial Services and Real Estate practices. Competes directly for C-suite and board mandates with Chartwell in the bank and homebuilder segments.
• Egon Zehnder: Top-tier global executive search and leadership advisory firm with a Financial Services Practice. Competes with Chartwell for community bank CEO and board engagements.
• McDermott + Bull: Boutique executive search firm with a Financial Services Practice. Rachel Crisi joined Chartwell directly from McDermott + Bull, confirming head-to-head competition for FS mandates.
• DHR International: Global executive search firm serving financial services, real estate, and other professional services sectors. Competes with Chartwell for senior-level placements across its core verticals.
• Crist|Kolder Associates: Boutique executive search firm specializing in financial services C-suite placements. Directly comparable boutique competitor focused on bank CEO and senior leadership mandates.
• Morgan Samuels: Executive search firm with practices across multiple industries. Lindsey Hoesterey (Chartwell Head of Research) previously led research at Morgan Samuels, indicating shared client engagements and talent flows.
• Battalia Winston: Mid-size executive search firm serving financial services, real estate, and professional services sectors. Comparable scale and vertical focus to Chartwell.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/chartwell-partners
• Xx.com/chartwellus
• Facebookfacebook.com/592157624261749

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 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 Chartwell Partners