Company Challenge
Mason Wells is a Milwaukee-based private equity firm that specializes in capitalizing founder-led businesses across the Midwest. In founder-led organizations, the transition to a non-founder CEO is particularly challenging. Founders are often deeply attached to the business and a transition to new leadership can signal a profound change in the future business direction and/or culture of the organization.
It’s critical to identify future leaders that can effectively balance an appreciation and understanding of the history of the organization, while collaborating, innovating, and motivating teams to transform and drive growth. Mason Wells needed an executive recruiter that understood the sensitivities and criticality of finding the right new leadership to ensure a successful founder transition.
Solution & Results
Mason Wells selected JM Search as their retained search partner starting in 2013 due to their extensive experience navigating founder-led transitions. Over the past 10+ years, Mason Wells and JM Search have partnered to ensure successful founder transitions across eight portfolio investments, two of which have gone through successful transactions thus far. As a trusted partner and advisor to Mason Wells, JM Search takes a tailored approach to ensure the unique needs of each circumstance are considered to ensure a successful outcome for the founder, future leader, business, and PE sponsor.
Over the past 10+ years, Mason Wells and JM Search have partnered to ensure successful founder transitions across eight portfolio investments, two of which have gone through successful transactions thus far.
