Check out our blog, A Seat At the Table!
Featured Search: Seeking an experienced Wealth Manager for a role at a top US Bank
For over 25 years, we have been at the forefront of executive search, consulting, and M&A pursuits with some of the most successful companies in the world.
OSI prides itself on its deep longstanding relationships with industry leaders and in-depth understanding of various vertical businesses and their adopted cultures. These established, collaborative relationships paired with our substantial industry expertise is what sets us apart from other firms.
1 More Than Recruiters, We’re Trusted Partners
At OSI, we act as trusted advisors and partners to our clients’ executive leadership. Our “seat at the table” ethos intertwines our firm with their strategies, dramatically increasing the rate of success for each engagement. Our goal is to understand our clients so deeply, that we are able to provide insights for growth scenarios, which can result in acquisitions as well as revenue development.
2 Boutique Firm, Big Results
As a boutique firm, OSI works closely with our clients to execute their business initiatives. We begin with a thorough understanding of their vision and culture, then apply our deep expertise of current and future market conditions tailored to each specific engagement. This highly focused approach allows for repeated successes, resulting in market dominance within their sectors.
3 Impacting Global Change
OSI has a proven track record of placing visionary, influential leaders and teams across various firms, sectors, and geographies. We strive to effect change and have done so within some of the world’s most notable firms deploying our ability to anticipate our clients’ needs, sometimes before they recognize them themselves. We find and engage luminaries, placing them within environments in which they create lasting success and greater sector dominance.
OUR EXPERTISE
OSI is a trusted partner of Financial Services institutions, Management Consulting firms, Fortune 500 companies, and well-funded startups.
We have completed numerous high-profile searches, including Partner, Director, CEO, COO, CFO, CIO, CCO, CAO, SVP, VP, Project Manager, Business and Group Leaders with an emphasis on Strategy Consulting and Leaders of Divisions on a global scale. When you need efficiency, accuracy, and guaranteed results, OSI will be your retained partner/
Long-term success. The middle ground between acquiring new team and acquiring a new company is opening another office somewhere else in the country/world or expanding an offering that complements the current operations. It is necessary to redistribute some of the current resources so that the newly established office can operate, and it is also necessary to supply the new office with the best local talent to ensure long-term success.
In a global environment. To compete in an ever changing world, companies need to think carefully about the future. Properly assembling their assets is essential to create lasting value for their shareholders
When you have a high-volume search or seek mid-level executives to drive the success of your business, OSI’s exclusive contingency search delivers cost-effective results within your critical time frame.
We maintain a pool of highly skilled strategy and management consultants and high-level executives with varying industries of expertise for your short-term or long-term professional needs. These talented and experienced consultants function as complex problem solvers and can bring lasting value to your organization.
Our people are the foundation for launching sophisticated horizontal / vertical search and verification processes that analyze who in the marketplace is the best technical, academic, and cultural fit.
OSI is led by Steve Warren, who has spent more than 25 years consulting multi-billion dollar entities to bring their vision to life. Our executive recruitment team has been handpicked from top-tier academia, such as Columbia, Duke, and NYU, by our CEO. Our international recruiter base comes from United States, Europe, and Asia.
President & CEO
Executive Search Specialist
Executive Search Intern
Executive Search Specialist
We partner with banks, hedge funds, asset managers, consulting companies, insurance companies, and governments to locate and attract critical leaders. These talented leaders possess the acumen to drive success in almost any environment.
As a professional service provider, we understand the intricacies of service firms and the expertise required to become distinguished. Professional service providers bring years of wisdom to your firm and add significant value to your company immediately.
The customer has never been more right than they are today, and CPG and Retail companies have no choice but to cater to and forge personalized connections with them. Whether your business is a multi-billion-dollar conglomerate or an up and coming startup, OSI can partner with you to identify and attract top executives across a myriad of industries and functions.
OSI partners with both public and private healthcare companies in order to build infrastructure and accelerate growth. The leading companies in the industry understand that successful management must have a firm understanding of both the medical space and the technological aspects of the industry. We represent individuals with a proven track record of outstanding results.
We partner both with established companies in the industry and consulting firms assisting those companies. OSI represents people who specialize in fields such as biochemistry, molecular biology, chemical engineering, etc., who consistently produce results in competitive environments.
Energy amounts to the world’s largest asset. A single digit percentage move in the market can signify billions of dollars lost or gained. Thus, those Energy & Resources subject matter experts are key to the world’s economy and OSI knows that the top 10% professionals in the field who consistently add value to top and bottom lines of their respective organizations.
TMT is used by investment bankers, investors, traders and other market participants and fits perfectly into our knowledge base.
At OSI, we understand the complexities of emerging technologies; as such, we have allotted them their own category.
$1 Trillion + dollar GLOBAL FINANCIAL SERVICES FIRM
Function: Multiple
Industry: FS – Banking & Asset Management
Location: United States
Summary: OSI placed more than a thousand technology and business professionals during its ten-year relationship with a global bank. OSI became their go-to source for the industries best and brightest. This massive financial company went through years of restructuring from a centralized to non-centralized business structure. OSI assisted hundreds of their newly formed micro companies flourish by implanting Business and Technology Leaders who would have ownership of their own P&L One such notable search was placing their Head of Future Technology. Our CEO convinced one of the head scientists at the Super Collider in Texas to move to New York. At the super collider, this candidate worked on such projects like the particle accelerator. When he joined, he conceived and implemented brand new technology that still remains their core platform today. OSI placed over 1,000 professional within this bank’s Capital Markets, Corporate, Retail, Commercial & Investment Bank, and Capital Markets & Securities and Private Banking divisions.
$40B+ GLOBAL ADVISORY FIRM
Function: Front Office
Industry: Professional Services – Advisory and Consulting
Location: Worldwide
Summary: We have had an incredible 23 yr working relationship with this 45 billion dollar Management Consulting firm. In addition to our placing hundreds of partners and countless MD’s, Directors, Managers, Principles, Sr Associates and teams, we can measure our value in terms of actual profitability. Partner candidates OSI placed (98% still with the firm) produce more than 3 billion USD in reoccurring annually revenue. OSI is not a one placement per client firm. We tend to be asked to stay many years with our clients as their goals are our goals and we are only satisfied when we bring continued value. We earn our relationship by first properly understanding their mission statement, their ecosystem, their culture, personality and the values that drive them. We build on our relationship by our diligent attention to detail and the success of each member who joins even as their landscape morphs with global conditions. Finally, we are relentless in pursuit of the absolute best of class candidate we represent, thus saving them valuable time in meeting with those who do not have the exact attributes necessary to be a good fit. Simply put, we pay attention – attention to their partnership culture and capabilities and what makes them successful. Our is a repeatable process as we measure our success predicated solely upon the success of our clients. This is what I believe distinguishes OSI from its’ competition. -Steve Warren, Founder
REVOLUTIONARY OBJECT-PROGRAMMING COMPANY
Function: Technology
Industry: Internet & Technology
Location: Global
Summary: Steve Jobs called upon OSI after Apple fired him. He started a new company, NeXT and having trouble marketing this new venture. Our founder worked directly with Jobs and instrumental in aligning NeXT’s relationship with Systemhouse, a US and Canadian Consulting firm. OSI was then retained to identify senior technology luminaries to implement their new platform at key clients. NeXT was a revolutionary upgrade that used object-oriented programming, “Objective C”, “OpenStep” and “Nextstep”operating systems. These new advances were the first of its’ kind and represented a quantum leap in the way programmers coded as well as how information was distributed. As NeXT prepared to launch their product in the mid-90’s our leader met Jobs in the UK and lent a hand in assisting their marketing effort. Ross Perot invested 20 million and in 1993 went to market. Jobs soon returned to Apple with a sweetheart deal that included $429 million in cash plus 1.5 million shares of Apple stock to buy NeXT This architecture became the foundation for all future Mac products that went to market.
45B BANKING AND INSURANCE CONGLOMERATE
Function: C-Suite / Back Office
Industry: FS – Banking & Insurance
Location: New York, NY
Summary: This European conglomerate opened an office in NY and hired OSI to find it’s Americas COO. It was necessary for the ideal candidate to have significant SEC expertise and we found such a perfect fit from a competing International Bank. Post hiring, OSI was retained to find all their leadership and teams. We initially placed their Head of Treasury, Derivatives Leader, Head of Technology, Head of Risk and many other leaders and teams. OSI became an invaluable partner also introducing them to a Prime Broker who was acquired for $750m+. Subsequently, as they needed more space, they moved to a new headquarters in midtown Manhattan taking over 17 floors. OSI’s consulting arm “OSCSI” was hired as their Lead consultant to build their technology over all their floors. We had over a hundred consultants working on this project for more than two years bringing the project in on time and in budget.
$10B+ GLOBAL MANAGEMENT CONSULTING FIRM
Function: Front Office
Industry: Professional Services – Advisory and Consulting
Location: Worldwide
Summary: OSI was hired by this global management consulting firm to start their US Professional Services Practice. We brought them highly qualified Big Four consulting professionals for their Accounting and Financial Services Technology team, spearheading their practice.
$100B+ HEDGE FUND
Function: Back Office
Industry: FS – Asset Management
Location: Connecticut
Summary: OSI hired to find an exceptional intellect to transform their algorithmic trading arm which at the time was $8bn. OSI delivered the ideal candidate within one month. This luminary had a 5.0 GPA from MIT and 7 years Financial Services experience from a smaller fund. His technological accomplishments increased their AUM five-fold within two years.
$3.5B PHARMACEUTICALS COMPANY
Function: C-Suite / Back Office
Industry: Pharmaceuticals
Location: Long Island, NY
Summary: Retained by this $3.5B Pharmaceutical firm to find their new Chief Operating Officer. OSI delivered a noted former Pfizer executive who properly evaluated and produced the metrics to prepare the firm for sale to a $15B European Pharmaceutical conglomerate. After the acquisition, our candidate was promoted to President of one of their significant business units.
$50B+ EQUITY HEDGE FUND
Function: C-Suite / Risk Management
Industry: FS – Asset Management
Location: New York, NY
Summary: Identified and placed a key risk management professional who worked along side the Chief Investment Officer of this successful hedge fund. The client needed to upgrade their archaic risk reporting system. With our candidates exceptional quantitative and qualitative expertise, he was able to transform their risk investment approach which resulted in substantial savings and ease of use.
$30B+ PRIVATE EQUITY FUND
Function: Front Office / Technology
Industry: Investment Management /Quantitative Trading
Location: United States
Summary: Our client, a private equity fund hired OSI to find their new Leader of their Quantitative Strategy/Mortgage (ABS/MBS) Fixed Income trading arm. Their goal was to re-imagine their automated trading vehicle and increase momentum trading. Their asks were to find a smart PhD who specialized in exotic financial instruments with Mortgage prepayment/delinquency/default/severity (OAS) modeling. Our candidate delivered exactly that profile with his knowledge of sophisticated analytical tools allowing the technology to be more nimble and created an accurate decision process as well as a robust automated risk management stopgap.
$30B+ PRIVATE EQUITY FUND
Function: C-Suite/Information Technology
Industry: FS – Asset Management
Location: New York, NY
Summary: Identified and represented a proven leader within alternative investments technology at this leading global financial services firm. The engagement took a total of 3 months, where 5 candidates were presented within a month of signing the contract. After the candidate started, he optimized the network infrastructure and helped transforming their trading systems, resulting in our client savings of $20M year over year.
TWO TOP 3 CREDIT RATINGS FIRM
Function: C-Suite / Information Technology
Industry: Financial Services
Location: New York, NY
Summary: OSI was Moody’s Investor Services exclusive agent for over ten years bringing hundreds of Business and Technology professionals to the firm. Moody’s decided to outsource their technology and so we had the pleasure of representing our candidates again. Their Head of Technology was a perfect fit for S&P who with luck hired us at the right time and Moody’s CIO was the perfect fit to run S&P’s global technology. S&P became our new exclusive client for many years thereafter.
$10B+ PRIVATE EQUITY FUND
Function: Middle Office
Industry: FS – Private Equity
Location: San Francisco, CA
Summary: This Asia-focused multi billion $ PE fund-of-funds hired our candidate responsible for overseeing all recruiting, benefits, and administration efforts, reporting directly to the Managing Partner of the firm. The search was challenging as they not only needed to come from an Asia focused PE firm, but also flawless fluently in Mandarin and Cantonese. Beyond that, they would need to be available at any hour overnight as their headquarters was located in the Far East . She was the first candidate recruited for this client and hired immediately and who has since become a major relationship with our firm, both here and abroad.
GLOBAL MEDIA & ENTERTAINMENT COMPANY
Function: Back Office
Industry: Media & Entertainment
Location: California
Summary: One of the largest entertainment firms in the world, headquartered in Burbank, California needed a new HR Head. OSI first recruited their competitors, but none were the right mix of technical, global and personality attributes. The finalist candidate we placed actually had no Entertainment experience, however did have the right mixture of attributes along with the right culture fit. She was a great communicator along with excellent time management, self discipline, impartial and objective reasoning with the the ability to train, develop and mentor teams. She was such a success that she was eventually promoted to a key Global Executive Leadership role. Thinking out of the box is an important ingredient and one of OSI’s highly attuned attributes.
$10 BILLION RETAIL CHAIN
Function: Corporate Development
Industry: CPG – Retail
Location: United States
Summary: OSI identified a Director of a leading Global Retail/ Wholesale business who led an optimization Practice for our client who needed a supply chain expert to transform their antiquated process. With 25 years of retail/ consumer packaged Goods experience, he brought significant methodologies to our client resulting in company savings of $15M in his first year. With both a highly tuned business and technology skill sets, he was able to successfully analyze, develop and execute significant changes including finding ways to increase productivity as well as profitability to create a more innovative service offering.