The Succession Group

What The Succession Group does

The Succession Group is a privately held, boutique executive search firm founded in 1998 and headquartered at 3 East 28th Street in New York. The firm specializes exclusively in placing financial services professionals — Associates, Vice Presidents, and Managing Directors — within global investment banks across North America, Europe (London), and Asia Pacific (Singapore). Sub-products include Hedge Fund CFO placement and Senior Vice President Quantitative Strategy and Rates Strategy placements within Global FICC divisions.

The firm operates on a retainer-based engagement model and accepts a deliberately limited number of concurrent searches, citing this as a core differentiator that enables high concentration and personalized service versus larger competitors. Methodology emphasizes an extensive proprietary network and customized database of firm and professional information, paired with systematic market research, candidate screening, interview facilitation, and negotiation support. Founder and Managing Partner Deborah Rivera provides visible thought leadership, including New York Times Shifting Careers coverage on Wall Street hiring and compensation trends.

The go-to-market is relationship-driven enterprise field sales, with no disclosed technology platform, app, or API. Revenue is generated per-search via retainers rather than subscription or transactional fees. The firm is founder-owned with no institutional investors, no parent company, and no subsidiaries identified. Operations are active, with an updated website and current opportunity listings, but the firm explicitly maintains a small headcount and 'close knit by design' operating posture.

Name

The Succession Group

Legal name

The Succession Group

Website

https://thesuccessiongroup.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

11–50 employees

Short description

The Succession Group is a privately held, boutique executive search firm founded in 1998 that places Associates, Vice Presidents, and Managing Directors at global investment banks across New York, London, and Singapore on a retainer basis.

Ownership category

akta.pro rank

Product category

Executive Search Services

NAICS

Executive Search Services (561312), Employment Placement Agencies and Executive Search Services (56131)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Confidential/Replacement & Succession Search (BPACAAAK)

akta.pro secondary industries

Succession Planning & High-Potential (HiPo) Leadership Programs (EDABAAAL), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Executive search services
• Investment banking recruiting
• Financial services headhunting
• Talent acquisition consulting
• Retainer-based search

Headquarters

HQ city

New York

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

Revenue model

1. Retainer-based Executive Search: The firm operates on a retainer-based model, accepting a select number of retainer-based clients and limiting the number of searches undertaken at any one time. This enables focused attention on each search while ensuring quality outcomes for clients seeking financial professionals at various levels including Associates, Vice Presidents, and Managing Directors.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

The Succession Group is a boutique executive search firm founded in 1998 that specializes in placing financial services professionals at global investment banks. Operating on a retainer-based model with a limited client roster, the firm places candidates from Associate to Managing Director levels across specialized roles including quantitative strategy, rates strategy, and hedge fund leadership positions in international markets.

Product overview

The Succession Group operates as a boutique executive search firm offering a single core service: specialized executive placement for financial services professionals at global investment banks. The firm accepts a select number of retainer-based clients and limits concurrent searches to maintain focus and quality. Their service portfolio spans multiple specialized placements including Hedge Fund CFO roles (covering financial reporting, treasury, taxation across equity, fixed income, FX, technology, and commodities), Senior Vice President Quantitative Strategy FICC positions (in Global FICC strategy groups across London, New York, and Singapore focusing on quantitative cross-asset research and trading strategy), and Senior Vice President Rates Strategy FICC roles (within Global FICC for research and cross rates sales). The firm maintains a tailored methodology encompassing candidate network sourcing, screening, presentation, negotiation, and long-term relationship preservation.

Differentiator

Problem solved

Functional benefit

Products and services

• Executive Search Services Boutique, retainer-based executive search and recruiting services for global investment banks and financial services firms. The firm places candidates from Associate to Managing Director levels, providing candidate network sourcing, systematic market research, screening, presentation, interview arrangement, negotiation support, and long-term relationship management.
• Hedge Fund CFO Placement Specialized executive search placement for Hedge Fund Chief Financial Officer positions, covering financial reporting, treasury, taxation, and expertise across equity, fixed income, FX, technology, and commodities.
• Senior Vice President Quantitative Strategy FICC Placement Specialized executive search placement for Senior Vice President Quantitative Strategy roles within the Global FICC strategy group, with positions based in London, New York, and Singapore focused on quantitative cross-asset research and trading strategy.
• Senior Vice President Rates Strategy FICC Placement Specialized executive search placement for Senior Vice President Rates Strategy roles within the Global FICC division, focused on research, trade ideas, and cross rates sales.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Spencer Stuart: Leading global executive search firm with a strong Financial Services Practice covering investment banking, hedge funds, and private equity. Comparable to The Succession Group in targeting senior financial services leadership mandates.
• Glocap Search: Boutique executive recruiting firm specializing in investment management, hedge funds, and private equity. Comparable to The Succession Group in placing senior financial professionals, though more focused on buy-side firms.
• Egon Zehnder: Global executive search and leadership advisory firm with deep financial services expertise. Comparable to The Succession Group in serving senior leadership mandates at investment banks and financial institutions.
• Heidrick & Struggles: Global executive search firm with a dedicated Financial Services practice placing senior leaders across investment banking, asset management, and capital markets. Directly comparable to The Succession Group in serving senior-level financial services clients, though at much larger scale.
• Crist Kolder Associates: Boutique executive search firm focused exclusively on the financial services industry, placing senior leaders at investment banks, asset managers, and hedge funds. Closely comparable to The Succession Group in niche focus and boutique model.
• Korn Ferry: Global organizational consulting firm with a substantial executive search practice serving financial services clients. Comparable in placing senior leaders in investment banking and capital markets, though broader in scope.
• Odgers Berndtson: International executive search firm with a strong Financial Services Practice across global markets. Comparable in placing senior executives at investment banks and financial institutions, with international reach similar to The Succession Group.
• Long Ridge Partners: Specialized executive search firm focused on financial services clients including investment banks, alternative asset managers, and FinTechs. Comparable boutique competitor to The Succession Group in serving financial services talent needs.
• Russell Reynolds Associates: Global executive search firm with a dedicated Financial Services sector practice serving investment banks, asset managers, and insurance companies. Closely comparable in serving senior-level financial services executive placement.
• Options Group: Talent acquisition and management consulting firm specializing in financial services including capital markets, investment banking, and technology. Comparable in serving global investment banks with executive search and talent solutions.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/successiongroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 The Succession Group