SEARCH DIVISION OVERVIEW

Who We Are

Steven Douglas Associates, one of the nation's leading boutique search and project-based

professional services firms, has been a recognized leader in identifying and providing access to top

talent for corporate clients since 1984. Our client base is industry agnostic and ranges from start-ups

and emerging middle-market to Fortune 500 companies and private equity firms. We have offices in

South Florida (HQ), New York, Minneapolis, Atlanta, Tampa, Orlando and Omaha.

Our firm is composed of two synergistic divisions: The Search Division is focused on placing

professional staff to executive level management in the areas of Finance and Accounting, Wealth

Management, Information Technology, Sales, Marketing, Operations, Human Resources and Health

Services. The Interim and Project Services Division helps businesses effectively manage change

by providing them access to experienced and talented professionals on an as-needed and variable

basis in the areas of Finance and Accounting, Information Technology, and Human Resources.

Our Search Division has built a reputation for understanding our clients’ needs and applying proprietary processes to identify, evaluate and consistently deliver top talent. Unique to many of our competitors, we are highly effective at retained executive search and equally suited to deliver high-performing professional staff to middle management through our contingency search practice. Our Search professionals bring real-world experience in the fields for which they recruit and an average of 14 years of specialized recruiting expertise.

Our areas of expertise include: Finance and Accounting Information Technology Sales, Marketing and Operations Human Resources Wealth & Investment Management Health Services

Search Division

Matt ShorePresident

Finance & Accounting

Executive Leadership & Management

General & Operations Accounting

Financial Reporting (Internal and External)

Financial Planning & Analysis

Budgeting & Forecasting

Treasury & Cash Management

Tax Planning & Compliance

Internal Audit & Compliance

Shared Services

Corporate Development

Cost Accounting

Financial Systems

Areas of Specialization include:

In this era of increased corporate scrutiny, talented senior finance and accounting leaders are highly sought after as they can be vital to the success of an organization and its ability to accomplish its goals.

For over 30 years, our Finance and Accounting Search practice has been delivering professional staff to executive level professionals to an impressive list of clients nationally. Our team is comprised of highly specialized recruiters with an average of 14 years of recruiting industry experience, the majority of which have worked in Finance and Accounting roles prior to their careers in search.

Drawing upon their extensive experience and close working relationships within the financial community, they are able to discern our clients’ needs and required qualifications and deliver superior candidates. These services can be delivered either through a retained search approach at the executive level or through our contingency search practice for professional staff to middle management

Elizabeth JacobsSenior Vice President

PRACTICE LEADER

Information Technology

Executive Leadership and Management

Project Management/Business Analysis

Applications/Software Development

Data/Database Administration

BI/Data Warehousing

Systems Integration/Implementation

Infrastructure Management

Networking/Technical Services

Security/Compliance/Governance

Quality Assurance

Areas of Specialization include:

With rapid changes in technology and IT-related unemployment near all-time record lows, companies today are finding it increasingly more challenging to attract and retain highly skilled IT professionals to design, implement, and manage their systems.

In response to this demand, our highly tenured team at Steven Douglas Associates brings an average of 22 years of IT recruiting experience, helping our clients navigate this rapidly changing job market and delivering top IT talent. Our Information Technology team’s discipline specialization and vast network of IT relationships allow them to be efficient and effective, all while delivering exceptional customer service. These services can be delivered either through a retained search approach at the executive level or through our contingency search practice for professional staff to middle management.

Steve KalisherExecutive Vice President

PRACTICE LEADER

Sales, Marketing & Operations

Product/Brand Marketing Marketing Communications E-Commerce/ Online Public Relations CMO/SVP of Marketing

MARKETING SALES OPERATIONS Supply Chain Logistics Inventory Procurement COO/SVP of Operations

Sales Management Business Development Channel/Alliance Sales Category Management CSO/SVP of Sales

Sales, Marketing and Operations professionals are among the most critical players within a company. They must gain the trust and respect of company leaders and their teams, but more importantly, their customers and prospects. These relationships, coupled with strong capabilities and expertise, enable them to be creative, push boundaries and solve problems for their organizations.

At Steven Douglas Associates, we recognize that these individuals are on the front lines driving growth through customer acquisition, retention, and exceptional customer service. With an average of 10 years of experience, our Sales, Marketing and Operations team recruits and delivers sought-after professionals from individual producers to executives across a variety of verticals to help companies achieve their goals. These services can be delivered either through a retained or contingency search approach depending on the level.

Matthew BeckVice President

PRACTICE LEADER

Human Resources

Executive Leadership

Middle Management

Recruiting and Staffing

Workforce Planning

HR Operations/Compliance

Benefits/Compensation/Total Rewards

Employee Relations

Labor & Union Avoidance

Training & Development

Organizational Development/Culture

Diversity & Inclusion

HRIS/Talent Management Systems

Areas of Specialization include:

Companies that embrace Human Resources as a business partner recognize that their people make the difference and invest in HR talent and systems to facilitate their success.

Our Human Resources Search experts understand how impactful a world-class HR function can be and are focused on delivering qualified professionals to ensure that the HR strategy can support changing business realities. With strong relationships throughout the HR community, we can rapidly access and deliver talented mid-level Managers to Executive leadership to bring value to an organization. These services can be delivered either through a retained or contingency search approach depending on the level and complexity of the assignment.

Alan BergerVice President

PRACTICE LEADER

Wealth & Investment Management

Private Wealth Management

Institutional Investment Management

Family and Multi-Family Offices

Foundations and Endowments Funds

RIA & IBD Practice Acquisition

Practice Succession Planning

Areas of Specialization include:

Investment management comes with great complexity and risks, and in order to keep their competitive advantage, the top financial services firms understand that it all comes down to their people.

Our Private Wealth and Institutional Investment Management search consultants, with an average of 11 years of experience, understand what our clients truly value and recognize that identifying and delivering the right candidates can impact their ability to achieve sustainable growth. Our experts truly know how to inspire highly sought-after asset gatherers, market, legal and operations leaders, financial advisors, portfolio managers and compliance professionals to join our clients’ teams.

Equally impressive is our RIA and IBD Practice acquisition and succession planning team. If your firm is looking to pro-actively identify, evaluate and ultimately acquire top quality practices or if your firm is looking for the right buyer, SDA can deliver what you need. Steve Sadaka

CEO

PRACTICE LEADER

Health Services

Pharmacists and Directors of Pharmacy

Chief Nursing Officers and Registered Nurses

Hospital and Home Health Care Operations

Behavioral Healthcare Operations

Infusion Therapy

Long Term Care

Medical Coding

Facility Safety and Engineering

Areas of Specialization include:

Healthcare is transforming daily and providers are forced to continually make delivery systems stronger, while remaining cost conscious and focused on their most important stakeholder – the patient.

Our Health Services practice partners with our clients and uses thorough networking and market analysis to bring them highly qualified professionals. From technicians to executives for pharmacy, hospital or other health services organizations, our team has the relationships and expertise to reach across the full continuum and target specific types of professionals on a national basis. These services can be delivered either through a retained or contingency search approach depending on the level and complexity of the search.

Ralph DelloVice President

PRACTICE LEADER