Retained Team Lift-Out
Identifying top performing Emerging Markers teams globally, and completing a 7-person lift out.
Hiring an established team can be a powerful way to accelerate growth, diversify capability or enter new markets when acquisition options are limited. A successful team lift-out gives firms immediate access to proven investment or distribution expertise, along with the cohesion and shared process that come from an existing working group. It can also shorten time-to-market dramatically, avoiding the slow build associated with launching a new strategy or product from scratch.
We have worked with Godliman Partners for 18 years and they have provided us with a first-rate executive search service. We have continued to go back to them because they understand our business but also our culture. This means they are better able to identify candidates with the fit that we are looking for using their excellent research process. Beyond getting results, they are also a great team to work with.
Team moves require careful planning.
Engaging an experienced search partner helps ensure careful assessment, legal guidance and discreet, well-managed execution, which are critical to mitigating these risks and increasing the likelihood of a successful and sustainable team lift-out.
Issues such as contractual obligations, restrictive covenants, and litigation risk must be assessed early and managed carefully. Godliman’s team move process protects companies and teams from litigation risk and reputational damage.
Firms must also consider the uncertainty around ‘client follow’: the extent to which clients may choose to move assets with a team. This is never guaranteed but careful planning and sequencing can optimise the chance that client money will follow the team.
There are also cultural risks. Integrating an intact team into an existing organisation can create disruption if personalities, working styles, or expectations around autonomy do not align. Godliman’s Best-Fit Assessment process helps to ensure a strong cultural fit for all parties – avoiding internal friction and preserving the stability of existing teams.
At Godliman Partners, we bring over 15 years of experience in successfully executing team lift-outs, combining rigorous risk mitigation with careful assessment of track record, capability and cultural alignment. We ensure that a team’s values, motivations and leadership style fit the receiving firm, ensuring a smooth integration and long-term performance.
Discuss a Retained Team Lift-out
Identifying top performing Emerging Markers teams globally, and completing a 7-person lift out.
A five person Real Estate Investment team build out for an asset owner.
Building a five person Private Debt team to establish new European capability.
How Do Team Lift-Outs Benefit Businesses?
Team moves enable firms to bring in a complete, high-performing group with an established process, shared culture and proven track record. This promotes faster growth of aum, by reducing the time, risk and uncertainty of building a team role by role.
Team moves often support broader objectives, such as: