Conducting an Effective Confidential Search in the Post-COVID Economy


As 2022 wrapped up, we noticed a growing trend. More clients have been reaching out to us about conducting confidential searches. What may be fueling this rise?

 

The current spike in confidential searches that we are experiencing are focused on operations or manufacturing leadership. We have some ideas about why that is, as well as tips for how to navigate such a search, which has distinct differences from an open search. It does not have to be as daunting as many fear it will be.

 

Confidential Searches – Why Now?

The pandemic that slammed into our country and economy (and not just ours) in early 2020 created circumstances in just about all aspects of society that shifted how people live, how we think about education, healthcare, travel, and employment, and, not insignificantly, how companies do business.

 

Think about it. Companies strained by lockdowns and supply chain slowdowns had to rely on their often pared-down workforce more than ever, and those in leadership positions had to come up with innovative ways to pivot or ramp up production despite skeletal crews. Employees everywhere sacrificed for their companies in a time of need. People are drained. The leaders in charge of keeping up with customer demands in this climate are especially exhausted, and their job burnout is spiking.

 

In an article about pandemic burnout, Forbes Magazine refers to a Gallup poll that noted that employee engagement rose steeply during the pandemic as people sensed an urgent increase in the vital purpose of their work, and yet employee well-being declined. Normally, those two metrics go hand in hand—engagement is up at the same time that well-being is. The pandemic broke the metrics mold.

 

Leaders in the operations and manufacturing realm are pulling back from the brink, trying to do their jobs without overextending to their health’s detriment. What looks like “quiet quitting” may be more like “let’s get back to some semblance of normal.” But organizations who have become accustomed to the overachieving Operations Leaders and their ability to do more with less, see what they think is a performance slip, so they start a confidential search to find someone who can help them achieve the new normal.


Another reason for an increase in confidential searches may well relate to the fact that in the depths of the pandemic, many companies found themselves doing emergency searches for upper-level operations leaders to help them navigate the diverse challenges of the COVID-slammed economy. They did not have the time to do the kind of deep dive they normally would, so they hired fast and furiously, only to find that now they have someone who is not really suited for the position. Time for a confidential search.


If either of these scenarios sounds familiar, or if you find you are wanting to do a confidential search for another reason, being aware of best practices can help you through any possible mine field.

 

The Drawbacks of Conducting a Confidential Search

The drawbacks of a confidential search are its impact on the timeliness or quality of the search. For one thing, fewer qualified candidates step forward when the name of the company is undisclosed.

 

A Job Is What You Do, an Organization Is Why You Do It

The best candidates are selective, and they want to thoroughly research an organization to ensure they are investing their time wisely. Candidates are typically drawn to an organization before they are drawn to a specific job. When they are unable to disclose the company, hiring managers find that some great candidates are reluctant to advance their candidacy.

 

Another drawback surfaces when the incumbent has performance issues and the organization plans to terminate them once a successor is identified. Prospective candidates could easily interpret this as a sign that the hiring organization has an inability to manage and/or communicate with their employees, thus questioning why they would ever put themselves in that position.

 

Modifications of the Search Process

Despite the drawbacks, there are some modifications that can be incorporated to help offset the negative impacts of a confidential search.

 

Understanding the Role

The front end of the recruitment is the same as in a standard search. It involves gaining an understanding of the need for the role, figuring out how to define success, and the creation of any candidate assessment or evaluation templates. 180one tailors these tools for each search, confidential or otherwise.


Sourcing

The methods an organization uses to identify candidates, is the phase of a search, that are most affected when the search is confidential. One strategy involves modifying the sequence of your discussions with prospective candidates.

  • If the organization’s need for a confidential search will expire on a certain date, 180one has found it effective to continue reaching out to candidates in a timely manner, but then to schedule follow-up calls with prospective candidates for when we can disclose. This approach uses the silent period to at least gauge interest, while not wasting time with detailed conversations until more meaningful information can be shared.
  • If the organization’s reason for a confidential search is based on a low performing incumbent, some work-arounds include using an NDA with prospective candidates, or only disclosing information to a small group of qualified and interested candidates you believe you can trust.
  • Doing outreach to candidates outside the company’s geographical area can help minimize the chance that the internal team or incumbent will find out through their channels that there is a search being conducted.


Job Descriptions

This one is a bit more obvious, but if an organization will distribute a job description via their network or interested parties, the position description must be scrubbed from any identifiers that could disclose the hiring organization. Pro-tip: Do not use past position descriptions as they tend to have a similar format or rely on common vernacular or acronyms that could ultimately leave your organization’s fingerprint. These candidates are smart, and it doesn’t take much to put the pieces together!


Research/Targeting

It is nearly impossible for an internal recruiter to conduct a confidential search without immediately giving away the company’s identity, thus it is important to use a third party recruiting firm. A recruiting firm’s arms-length relationship with the hiring organization tends to create enough of a buffer to protect the anonymity of the client. The recruiters simply need to eliminate certain talking points that would reveal too much information about the hiring organization.

 

Conducting an Effective and Efficient Confidential Search

Your goal in running a confidential search is to protect your organization’s anonymity while identifying the right candidates and maintaining your ongoing initiatives. In a timely manner, of course.

 

Even though candidate pools are typically smaller in a confidential search, especially in a tight labor market, finding a great candidate is possible. Establishing a solid search from the beginning, with a thoughtful strategy that mitigates pitfalls, will help your company succeed.

 

There is no reason that a confidential search needs to be any less effective than a traditional search. Leveraging the expertise of those who are experienced in conducting confidential searches could be the most valuable first step of the process.

 

By Effie Zimmerman August 8, 2025
Director of Finance, Credit and Collections About the Company At Papé, our roots reach back to 1938 when our founder acquired his first capital equipment dealership in Oregon’s Willamette Valley. With 4,000 employees working in 150 locations across 9 western states, Papé has become the West’s leading supplier of capital equipment, representing brands such as John Deere, Kenworth, Hyster, Ditch Witch, and many other top-tier brands. Now, four generations strong, the value of an honest handshake and a square deal continues to drive our success and that of our customers. It’s a promise E.C. Papé made over 85 years ago – a commitment we intend to keep. About the Position The Director of Finance reports directly to the CFO and is responsible for leading the financial operations of the company, ensuring robust credit, collections, and cash application processes, accurate reporting, and compliance with tax and legal obligations. This position oversees a broad set of financial activities and teams, supports executive decision-making, and collaborates across departments including Human Resources, Sales, Legal, and IT. Essential Duties and Responsibilities C redit Oversee the full credit lifecycle, including: Credit investigations, credit extension, and denials with corresponding documentation. Management of online and paper credit applications through a software provider. API to Credit Bureau for all applicants. Development of Credit Report Scorecard through Credit Bureau. Administration of welcome and denial letters. Maintenance of documentation, maintenance of customer account details, contacts, invoice delivery preferences, and account change requests. Cash Account Set Up process and auditing. Collections & Risk Management Lead consistent collections process and procedures across all operating companies. Collections, unapplied payments, Account Status Reviews, Dispute Management, Customer account maintenance and reconciliation, including Adjustments, Journal Entries, Sales Tax Adjustments, and Sales Tax exemption certificates. Consistent use of Credit Release System designed to require document releases for customers over their credit limit. Resolve unapplied payments. Bi-Monthly Dispute Report Tracking. Bi-Monthly Aged AR Reports, including Aged Whole Goods, Rentals, COD Accounts, and accounts Over 60 Days Past Due. Refunds when necessary. Credit risk reporting to Credit Bureaus. Scorecard development. Use of 3rd-party agencies and outside attorneys. Bankruptcies claims. Repossessions, auctions, legal actions, and chargebacks. Fraud tracking and escalation processes. Accounts Receivable Direct accounts receivable operations. Cash Application and Payment processing. Oversight of daily payment processing, including: Payments through our Lockbox, ACH/Wire payments, Pape Online Payment Portal, collection of credit card payments through our collections software, and Pape Pay. Posting of all Customer account payments and financial adjustments. Oversight of Lockbox operations, chargebacks, returned checks, and virtual lockbox administration. Ensure timely processing of HR member payments for benefits. WEX – US Forest Service credit card payments. Pacific Rim Funding Review of new loan applications. Collection of payments, posting of payments, and resolution of returned checks or payments. Reconciliation of general ledger. Repossessions, auctions, bankruptcies, legal action. Aging Report distribution. Bad Debt and Reserves. Merchant Agreements Management of Merchant IDs, Visa, MasterCard and Discover, American Express, and collection software Merchant IDs. Ordering of New Merchant IDs during acquisition and organic growth. Contract Negotiations. Support contract negotiations with financial vendors and partners. Reporting & Financial Oversight. Deliver routine and ad hoc reporting, including: Monthly: Currency, Bad Debt, Reserves, Finance Income, Extended Terms, Contra, Recourse & Residual Guarantees, and Account Status Reviews. Annually: Unclaimed Property/Escheatment. Credit Bureau contract negotiation, user access reviews. Create an annual Budget & track progress toward financial goals. Coding and payment of departmental AP invoices. Annual Audits with Banks and Public Auditing Firm. Leadership & Staff Development Supervise Credit Managers, AR Manager, Credit Administrators, Credit Analysts, Credit Specialists, and office staff. Indirect reporting of Finance Managers, including: -Oversight of Contracts and payment of Commissions earned. -PMH – Contract Overages. -PMI – Insurance. -Finance Manager Annual or Bi-Annual Meetings. -PMH Annual Update for user access at Equipment Finance company. Hiring, onboarding, performance evaluations, and ongoing training (internal and external). Timecard oversight, overtime management, and weekly/monthly performance meetings. Coordinate with GMs and internal stakeholders to resolve escalations and align operations with strategic objectives. Internal Training of company and branch staff on procedures for: -Cash Deposits, Credit Card Report and Lockbox Remittance, and Scanning. Training Manuals. Systems, Procedures & Documentation Ensure accuracy and usability of financial systems, working closely with IT. Maintain up-to-date procedure manuals, training guides, internal/external forms, and departmental policies. Implement standardized practices for documentation, statement contacts, and customer profiling. Special Projects & Departmental Collaboration Participate in major cross-functional initiatives and support internal partners in Marketing, Sales, Legal, and HR. Represent the finance function in FM meetings, including travel logistics and agenda planning. Oversee public-facing forms, including credit applications. Oversee internal-facing forms, including Credit Card On File Approval documentation, credit card reporting, cash deposits, and check remittances. Manage Access of Customer Profile Levels throughout all Operating companies. Candidate Profile • Bachelor’s degree in finance, accounting, or related field. MBA or CPA preferred. • 10+ years of progressive financial experience, including 5+ years in a leadership role. • Strong knowledge of AR, credit policies, financial reporting, and sales tax regulations. • Proficiency in financial platforms and ERP systems. • Exceptional communication, organizational, and leadership skills. Interested in Learning More? 180one has been retained by Papé Group to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
By Greg Togni July 30, 2025
Vice President of Sales – Industrial Automation About the Company For over a century, Globe Machine Manufacturing Company has been at the forefront of delivering custom-engineered factory solutions for manufacturers. Our solutions combine decades of proven mechanical performance with cutting-edge automation, controls, and robotics, empowering our customers to achieve next-level operational efficiency. Globe Machine was acquired by Westward Partners in 2024. Westward Partners is a Seattle based private equity firm investing in lower middle market businesses across a variety of industries based in the Pacific Northwest. The acquisition will set Globe up for accelerated growth and help the Company better serve new and existing customers through innovation, training, parts and service – something it has done successfully for over a century. About the Role Reporting directly to the CEO, this new Vice President of Sales – Industrial Automation will be integral in developing new customers and channels for Globe Machine. This strategic leadership role is responsible for driving revenue growth, expanding market share, and developing high-performance sales strategies in line with company objectives. Success in this role requires not only strategic sales skills, but also the technical proficiency to steer project definition, design, and sales initiatives. Effective collaboration with Globe’s engineering and manufacturing operations is imperative to achieve these objectives. The ideal candidate will have a deep knowledge of industrial automation technologies and proven success in managing complex sales cycles in a B2B environment and must possess the ability to instill customer confidence and foster strategic alliances within the industry. Furthermore, they must exhibit strong leadership qualities and excel as a team player. Key Responsibilities Sales Strategy Develop a comprehensive, data-driven sales strategy tailored to the industrial automation landscape, aligning with overall business objectives and long-term revenue goals. Conduct market segmentation and competitive analysis to identify high-growth sectors, emerging trends, and underserved customer segments. Define clear value propositions and differentiated messaging for key verticals to enhance market penetration. Establish pricing strategies and commercial models that reflect customer value, margin targets, and competitive positioning. Monitor market conditions, customer buying behavior, and competitive dynamics to proactively adjust strategy and maintain a strong market position. Business Development & Market Expansion Identify new business opportunities across new industrial sectors (e.g., manufacturing, automotive, food & beverage). Expand into new regions and market segments with tailored go-to-market plans. Drive channel strategy and channel partnerships with OEM’s, system integrators, distributors, and direct accounts. Customer & Partner Engagement Build and maintain strong executive relationships with strategic customers and partners. Oversee complex sales cycles, including technical solutions selling, contract negotiation, and long-term account management. Ensure a high level of customer satisfaction and retention by aligning solutions with business outcomes. Cross-Functional Collaboration Work closely with engineering, marketing, product and other teams across Globe to align product offers with market demands and customer feedback. Provide strategic input into pricing, product development, and solution positioning based on frontline insights. Forecasting & Performance Management Deliver accurate sales forecasts, pipeline reviews, and performance reporting to executive leadership. Utilize CRM and other data sources to drive sales insights and optimize sales operations. Competitive & Market Intelligence Monitor industry trends, emerging technologies, and competitive activity to inform sales strategy and maintain market position. Acts as the voice of the customer within Glove to ensure solution relevance and competitive differentiation. Qualifications: Bachelor’s degree in engineering, business or related field of study. 10+ years of progressive sales leadership experience in industrial automation, controls, robotics, integration, or related industries. Proven track record of meeting, or exceeding, multi-million-dollar revenue targets. Knowledge of automation and robotics technologies (e.g., PLC’s, robotics, motion control, sensors, etc.). Strong negotiation, communication, and presentation skills. Team player with a natural ability to collaborate with management, sales team, engineers, shop personnel, customer service and field service personnel required. Proven track record of independently managing clients and their account retention and growth required. Ability to handle multiple priorities efficiently, retain a sense of urgency and meet strict timelines required. Conduct oneself with the highest level of professionalism and ethical standards. The ability to travel up to or exceeding 50%. 180one has been retained by Globe Machine to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
By Greg Togni July 29, 2025
When it comes to picking a new CEO, most boards reach for the usual suspects: executives with deep industry experience, often from within the same company or sector. That approach can feel safe, familiar candidates, known resumes, and minimal learning curves. But sometimes, playing it safe is the riskiest move of all. Two bold CEO appointments, Lou Gerstner at IBM in 1993 and Luca de Meo at Kering (home to Gucci, Saint Laurent, and Balenciaga) in 2025, offer compelling lessons in why bringing in an outsider can not only revitalize a struggling company but completely redefine its future. When a company is facing a critical inflection point, whether due to market shifts, internal stagnation, or a crisis of identity, looking beyond the usual talent pool may be exactly what’s needed. The IBM Pivot: Why the Best Choice Isn’t Always the Obvious One When IBM was on the brink of collapse in the early 1990s, the board had every reason to hire a tech industry insider. The company’s mainframe business was declining, and pundits believed the only way forward was to break it apart. The business media circled around technologists like John Sculley (Apple), Ben Rosen (Compaq), and George Fisher (Motorola) as obvious successors for IBM. It seemed clear: IBM needed someone with computer experience. Instead, the board chose Lou Gerstner , a marketing-focused executive with no background in tech. He had led American Express but had never worked at a tech firm. To most, it seemed like a wild bet. But Gerstner had what IBM truly needed: a clear-eyed view of business fundamentals, customer orientation, and the courage to challenge entrenched thinking. Within weeks, he diagnosed IBM’s core problem - not a dying mainframe business, but a bloated cost structure and poor pricing strategy. He slashed costs, dropped prices, and pivoted the company toward software and services. The result: IBM swung from an $8 billion loss to a $3 billion profit in under two years. The stock doubled in less than three. The takeaway? Gerstner succeeded not because he understood technology better than the insiders, but because he saw the business more clearly. His outsider lens became his greatest asset. Kering’s Gamble: When a Fashion House Needs a Fixer Fast-forward to 2025. The luxury giant Kering , home to Gucci, Saint Laurent, and Balenciaga, is flailing. Once a cultural powerhouse, the company has lost over 60% of its market value in two years. Gen Z is turning away. Investors are panicking. Gucci, the group’s crown jewel, has lost its sparkle. Leadership is uncertain. The traditional luxury playbook isn’t working. Enter Luca de Meo , a car executive. Best known for his turnaround successes at Fiat, SEAT, Volkswagen, and most recently Renault, de Meo is a brand strategist, not a fashion insider. But in an unexpected move, Kering’s longtime CEO François-Henri Pinault tapped him as his successor. To some, the decision was shocking. To others, it was exactly what Kering needed. Like Gerstner, de Meo is a seasoned operator with a history of revitalizing stagnant brands. He brought the Fiat 500 back to life. He revived Renault’s design appeal. And, importantly, he understands how to manage complexity at scale, just like a fashion conglomerate demand. Pinault explained the decision simply: “His experience at the helm of an international listed group, his sharp understanding of brands, and his sense of a strong and respectful corporate culture convinced me that he is the leader I was looking for.” In other words, Kering isn’t betting on fashion expertise. It’s betting on vision, brand building, and courage , qualities that transcend sectors. What Great Boards Understand About CEO Selection These two stories - IBM in 1993 and Kering in 2025 - share a deeper lesson about board behavior: great boards don’t just look for experience. They look for fit, capability , and contextual leadership . According to governance experts, the best board members do four things related to CEO selection that others often overlook: Clarify essential qualities : They define the two or three critical capabilities required to lead the company now , not a generic list of leadership traits. Stay open-minded : They don’t default to insiders or industry lifers. They consider external candidates who might bring unconventional strengths. Understand true fit : They go deep to match the candidate’s strengths to the business’s unique challenges - not just resume credentials. Accept imperfections : No candidate is perfect. Great boards don’t let minor gaps outweigh major potential. The IBM board, for example, didn’t get fixated on Gerstner’s lack of tech experience. They focused on his customer acumen, strategic thinking, and execution muscle . Kering is doing the same with de Meo: prioritizing brand vision and organizational agility over fashion-world familiarity. Why Outsiders Sometimes Make the Best Insiders There’s a myth that only someone “from the industry” can understand a company’s product or sector. But often, industry veterans are too close to the way things have always been done . They bring assumptions, biases, and sometimes too much reverence for tradition. Outsiders, on the other hand, are unencumbered. They ask disruptive questions. They bring fresh playbooks. They’re more willing to cut sacred cows or challenge failing strategies. And when paired with a strong leadership team that fills in any gaps, they can create transformative results. In both IBM and Kering’s case, their challenges weren’t about industry-specific knowledge. They were about strategic misalignment, outdated business models, and fading relevance. And those are problems a great leader, regardless of background, can solve . So, When Should You Look Outside? Hiring an outsider isn’t always the right call. But it can be the smartest one in situations like: An identity crisis (like Kering): when the company no longer knows who it is or how to connect with a new generation of consumers. A deep turnaround (like IBM): when the internal culture is stuck and bold change is needed. A strategic pivot : when the business must evolve quickly, and current leadership lacks the skills or courage to get there. A stagnant succession pool : when the internal candidates reflect the past more than the future. Bold Moves Create New Futures Both Lou Gerstner and Luca de Meo walked into the industries they weren’t born in. They remind us that leadership is less about where you come from, and more about how you think, act, and lead. Boards that have the courage to look outside their industry not only to widen the talent pool - but they also give their companies the best shot at meaningful transformation. In moments of crisis or reinvention, you don’t need more of the same. You need someone who sees things differently and has the guts to act on it.
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