Why a former Big Four partner relied on BoardEx after retirement

Partner at one of the Big Four accounting firms continues to leverage BoardEx after retirement

Client’s goals

The Global Head of Financial Services at one of the Big Four accounting firms oversaw Banking & Capital Markets, Asset Management, Private Equity, and Insurance.

During his time at the firm, the objective was to grow revenue, including improving coordination and developing a strategy and synergy amongst the member firms in each country. Post-retirement, his goal was to look for potential boards he could serve on while working with a company that specialized in expense reduction for large banks and assisting Private Equity firms on due diligence and other assignments.

The Altrata difference

During his time at the company, the Global Head of Financial Services leveraged BoardEx’s Advanced Search feature to identify relevant banks based on the team’s granular search criteria.

BoardEx’s comprehensive global database enabled the team to conduct international searches, including the banks in the UK and other countries.

BoardEx’s board-to-board connections played a key role in providing the team with details on individual board members and their other board experience. The additional board roles held served as an opportunity to make a warm connection. This feature was key for the Global Head of Financial Services post-retirement as well, while he continued to leverage the BoardEx platform.

Impact

During his time at the accounting firm, his team leveraged BoardEx’s Advanced Search feature to narrow down its list to banks with assets over $50 billion globally.

In addition, the team conducted successful searches for banks in the UK with details on the board composition of each bank and the boards served by the board members. This level of granularity enabled the team to create warm introductions and long-lasting relationships with the banks.

After retiring from the accounting firm, the Global Head of Financial Services leveraged BoardEx to successfully discover boards that he could potentially connect to and serve on.

• Client: Global Accounting Firm
• Region: Global
• Altrata products: BoardEx