How to Conduct an Effective Confidential Search
Psst…. we’re hiring
There are countless reasons why organizations suddenly have open positions. Perhaps rapid growth is cause for a new role, or maybe an individual is promoted or moves within or outside of their organization. These are, for the most part, positive and common reasons that a position needs to be filled, and the search and recruitment process that follows tends to be relatively straightforward. However, when the reasons for an open position are cause for a confidential search, the methods and sequencing of activities can get a bit more complicated, and oftentimes we find that our clients dread this scenario.
When a Confidential Search is the Right Approach
First things first, it needs to be determined if a situation requires a confidential search, or if a traditional search approach can be conducted. We have found there to be three main scenarios that tend to warrant a confidential approach:
- Someone is retiring or transitioning out of their role and the organization wants to minimize the uncertainty with the internal team and related third parties until a successor candidate is identified and secured.
- The role is very strategic, and the organization does not want their competitors or other third parties to be aware of this new position (e.g. upcoming acquisition, new geography or new business unit).
- The incumbent has a performance issue and the organization does not want to risk the incumbent departing before the successor has been secured.
The Drawbacks of Conducting a Confidential Search
While there might be business reasons to conduct a confidential search, they are accompanied with a few drawbacks that impact either the timeliness and/or quality of the search. Not being able to disclose the company to candidates at the beginning of the search tends to result in fewer qualified candidates being interested.
A job is what you do, an organization is why you do it.
The best candidates are selective, and they want to do research on the organization to ensure they are investing their time wisely. Candidates are typically drawn to an organization first, before then being drawn to the job. By not being able to disclose the company, hiring managers find that some great candidates are often reluctant to advance their candidacy.
Another drawback surfaces in the scenario where 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 them self in that position. Is that their potential future?
Modifications of the Search Process
Despite the drawbacks a confidential search places on the search process, there are some modifications that can be incorporated to help offset those negative impacts—so don’t be alarmed.
Understanding the role: The front end of the recruitment is the same as in a standard search with respect to 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. These are always tailored for each search, a confidential search being no exception.
Sourcing: The methods which an organization utilizes to identify candidates is the phase of a confidential search that gets impacted the most. Typical practices might involve modifying the sequencing of discussions with a prospective candidate.
- 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 at a time 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 reasoning for a confidential search is based on a low performing incumbent, the utilization of an ND&A with a prospective candidate, or only disclosing information to a small group of qualified and interested candidates is a good work around.
- Additionally, focusing on sourcing candidates out of the area can help mitigate the internal team or incumbent finding out through their channels that there is a search being conducted.
Job Postings: This one is a bit more obvious, but if an organization relies on job postings, or distributing the position amongst their network, 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, use common vernacular or acronyms that could ultimately leave a fingerprint of the organization. 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 imperative that a third party recruiting firm is utilized. 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, thus the recruiters merely need to eliminate certain talking points that would reveal too much information about the organization.
Conducting an Effective & Efficient Confidential Search
The entire goal of running a confidential search is to protect the organization’s anonymity while identifying the right candidate(s) and maintaining the momentum of the organization’s initiatives, all in a timely manner. It is important for an organization to understand that candidate pools are typically smaller in a confidential search, especially in a tight labor market, but it is not impossible to find a great candidate if the search is setup and thoroughly thought out.
There is no reason that a confidential search needs to be any less effective than a traditional search and leveraging the expertise from those who have the experience in conducting confidential searches could be the most valuable first step of the process.
Ready to hire a retained search firm? Feel free to contact 180one and we’d be happy to assist!
President ABOUT THE COMPANY Dating all the way back to 1878, BASCO's parent company, founded by the Cronin Family, began its long-lasting legacy. Now a fifth-generation family-operated business, BASCO has built an exceptional reputation by combining industry-leading products, expert customer guidance, and an unwavering commitment to service. With showroom locations in Portland’s Pearl District, Lake Oswego, and Bend, along with an Outlet Store, BASCO delivers a highly differentiated customer experience through interactive appliance displays, knowledgeable professionals, and a curated portfolio of more than 60 premium appliance brands, including Viking, Thermador, Dacor, Miele, and Wolf-Sub Zero-Cove. BASCO is the trusted appliance partner for discerning homeowners, luxury remodel projects, and the building community serving the upper-end residential market throughout the Pacific Northwest. POSITION SUMMARY Reporting to the CEO and the Board of Directors, the President will lead the organization into its next phase while preserving the culture, reputation, and customer-first values that have defined BASCO for generations. This executive will provide strategic and operational leadership across the business, strengthen organizational performance, develop high-performing teams, and continue elevating BASCO’s position as the region’s premier luxury appliance retailer. The President will provide leadership and oversight across all major functional areas of the business, including operations, purchasing and supplier relationships, product delivery, customer service, finance, human resources, and marketing/communications. The Ideal Candidate will possess the following skills: Proven ability to attract, develop, engage, and retain high-performing team members while building a strong, collaborative organizational culture Exceptional communication and leadership skills, with the ability to effectively delegate, influence, and collaborate across all functional areas to drive productivity and operational excellence Thoughtful and confident leader with a growth mindset, sound judgment, and the ability to make strategic and timely decisions Strong financial and business acumen with a clear understanding of key business drivers and the ability to effectively leverage organizational resources to achieve strategic and operational objectives CORE RESPONSIBILITIES Review and enhance organizational effectiveness by improving processes, fostering a highly engaged work environment, and implementing operational improvements Develop, implement, and manage annual budgets and resource allocation plans Continuously evaluate and improve operational efficiency and overall financial performance Deliver the financial objectives established by senior leadership and the Board of Directors Partner with operational leaders to establish, track, and achieve key performance metrics and KPIs Identify and implement effective solutions to business challenges, including customer concerns, profitability issues, employee relations matters, and competitive pressures Collaborate closely with the Sales Team to consistently deliver an exceptional customer experience Champion customer loyalty by ensuring a consistently high level of service and delivering commitments with integrity and responsiveness Recruit, onboard, develop, and retain high-performing talent aligned with the company’s business objectives and culture Inspire and motivate team members to achieve and exceed goals by establishing clear accountability, defining performance expectations, setting high standards, and providing ongoing coaching and feedback QUALIFICATIONS Bachelor’s degree in Business or a related field required; advanced degree or graduate-level education preferred Proven executive leadership experience with full P&L responsibility, ideally within a retail, multi-location, distribution, or related operating environment Demonstrated success leading diverse functional areas and large teams while building strong cross-functional relationships that drive collaboration and results Strong strategic thinking and decision-making capabilities, with the ability to balance long-term objectives and day-to-day operational demands Excellent communication, collaboration, and delegation skills, with the ability to influence at all levels of the organization Proven ability to develop, manage, and execute financial plans, budgets, and performance objectives Broad business acumen with a strong understanding of key organizational functions, including finance, operations, human resources, procurement, and sales Strong analytical and problem-solving skills, with the ability to leverage data and insights to support sound business decisions Interested in Learning More? 180one has been retained by BASCO to manage this search. If interested in learning more about the opportunity, please contact Nicole Brady at 503-699-0184 or via email at nicole@180one.com .
C HIEF FINANCIAL OFFICER ABOUT THE COMPANY Founded in 1929, Bennett is a trusted, family-led provider of water, plant health, and energy solutions for growers with locations in California’s Central Valley and Hawaii. Based in Selma, California, and now led by fourth-generation CEO Tyler Bennett, the company offers fully integrated services to maximize resource efficiency - delivering turnkey solutions that help customers maximize yields, improve water efficiency, and enhance crop health. What began as a family-run business, Bennett grew alongside the farming communities it served, built on a commitment to practical solutions, dependable service, and long-term relationships. Over the decades, Bennett continued to evolve with the needs of the industry. As agriculture faced new challenges around efficiency, resource management, and crop performance, the company expanded its capabilities to support operations in more ways. Through each stage of that growth, one principle remained constant: focus on solving real problems in the field and stand behind their work. In August of 2025, Pike Street Capital made an investment in Bennett to help facilitate continued growth and geographical expansion. More information is available at www.bennett.llc . ABOUT THE POSITION The Chief Financial Officer position is accountable for the strategic, financial, administrative, and risk management operations of the company, including the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets, maximize profits, and report accurate financial results to the Board and stakeholders. The CFO candidate must be willing to take a side-by-side role with the CEO and executive team to motivate the people in the organization to achieve its mission and financial targets. The CFO will report to the Chief Executive Officer and be a key member of the Company’s senior executive team. She or he will design, install, and manage the practices and systems necessary, including financial policy, reporting, compliance, risk management, controls, financial accounting, cost accounting, accounting systems, cash management, banking relationships, tax strategy, and Board interface. The CFO will coordinate the development and filing of all bank and board-related reports and regulatory documents, if any, and initiate and maintain accounting and auditor relationships. DUTIES & RESPONSIBILITIES Executive & Strategic Leadership Serve as a strategic partner to the CEO and executive team, actively contributing to policy, direction, and long-term planning. Help define and execute the company’s growth strategy in alignment with operational, financial, and market objectives. Drive a high-performance culture through accountability, transparency, and collaboration. Lead by example, setting the tone and culture across the organization. Operate as a player/coach, comfortable building models, developing presentations, and engaging directly in critical business issues. Attract, develop, and retain top-tier financial and operational talent. Lead major business initiatives and projects (e.g., productivity improvement, pricing strategies) with measurable results. Shoulder broad business leadership responsibility, beyond traditional finance functions. Financial Planning & Analysis (FP&A) Own the development and ongoing refinement of annual budgets, monthly forecasts, and long-term financial planning. Track and maintain key performance indicators (KPIs) to measure performance against strategic goals. Conduct hands-on analysis of financial performance, with actionable insights to achieve growth and EBITDA targets. Lead investment analysis and decision support, including customer pricing models and full business case development. Demonstrated expertise in labor cost management and margin improvement strategies. Bring experience across multiple ERP platforms; ERP selection and implementation experience is highly preferred. Accounting & Financial Operations Oversee all accounting and finance functions, ensuring accuracy, integrity, and timeliness of financial information. Prepare and deliver comprehensive financial reporting packages, including monthly P&L, balance sheet, cash flow, and covenant compliance. Ensure all financial statements are prepared in accordance with GAAP and meet internal and external stakeholder requirements. Lead all month-end close activities, including general ledger, balance sheet reconciliations, and overhead allocation. Enhance and scale accounting processes, systems, and internal controls to support company growth. Coordinate the annual audit process, ensuring unqualified audit results. Lead the preparation and management of company-wide budgets, including revenue and capital expenditure planning. Treasury & Working Capital Management Lead cash flow forecasting, management, and decision-making around weekly cash disbursements. Improve the full cash cycle- credit policy, collections, inventory, and payables management. Manage lender relationships and covenant compliance. Use forward-looking cash flow analysis to guide capital structure decisions and working capital strategy. M&A & Private Equity Engagement Collaborate with the leadership team and private equity sponsors on M&A add-on strategies and roll-up execution. Experience or understanding of value creation planning, reporting, and board-level communication. DESIRED QUALIFICATIONS A complete understanding of the role of a private company CFO as a fiduciary with responsibility for reporting, bank covenant compliance, and Board interface. Domain expertise in accounting policy, accounting systems, financial reporting, taxation, and bank compliance. Superior management, analytical, organizational, administrative, and presentation skills. The temperament and maturity to be a key confidant and collaborator with the CEO and the management peer group. Master's degree in accounting or business administration, or equivalent business experience, preferred. 10+ years of progressively responsible experience in an industry-relevant company in a financial capacity. Experience partnering with an executive team and have a high level of written and oral communication skills. Preference will be given to candidates with an MBA in Finance and the Certified Public Accountant or Certified Management Accountant designations. Interested in Learning More? 180one has been retained by Bennett to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
Chief Financial Officer (CFO) ABOUT THE COMPANY Superior Duct Fabrication is a market-leading fabricator of highly technical commercial ducting and specialty HVAC products, serving mission-critical end markets such as data centers, semiconductor manufacturing, healthcare, higher education, and industrial facilities. Founded in 2002 and headquartered in Pomona, CA, Superior operates out of five strategic manufacturing sites across the Western U.S. and Ohio, with a deeply experienced union workforce, vertically integrated operations, and a reputation for quality, speed, and reliability. In 2025, Seattle-based private equity firm Pike Street Capital made a platform investment in Superior to accelerate growth through geographic expansion, product innovation, and targeted acquisitions. With a strong leadership team, trusted customer relationships, and increasing demand for sophisticated air handling solutions, Superior is positioned for rapid, scalable growth. POSITION SUMMARY Superior Duct Fabrication is seeking an experienced and results-driven Chief Financial Officer (CFO) to lead the financial strategy and execution of its private equity-backed, high-growth business. The CFO will play a critical role in enabling both organic and acquisitive growth, optimizing operations, and driving value creation in partnership with the CEO, President and private equity sponsor. This is a hands-on executive leadership role ideal for a proven financial leader with deep manufacturing expertise and a track record of operating in dynamic, performance-driven environments. Essential Duties and Responsibilities Executive & Strategic Leadership Serve as a strategic partner to the CEO and executive team, actively contributing to policy, direction, and long-term planning. Help define and execute the company’s growth strategy in alignment with operational, financial, and market objectives. Drive a high-performance culture through accountability, transparency, and collaboration. Lead by example, setting the tone and culture across the organization. Operate as a player/coach—comfortable building models, developing presentations, and engaging directly in critical business issues. Attract, develop, and retain top-tier financial and operational talent. Lead major business initiatives and projects (e.g., productivity improvement, pricing strategies) with measurable results. Shoulder broad business leadership responsibility, beyond traditional finance functions. Financial Planning & Analysis (FP&A) Own the development and ongoing refinement of annual budgets, monthly forecasts, and long-term financial planning. Track and maintain key performance indicators (KPIs) to measure performance against strategic goals. Conduct hands-on analysis of financial performance, with actionable insights to achieve growth and EBITDA targets. Lead investment analysis and decision support—including customer pricing models and full business case development. Demonstrated expertise in labor cost management and margin improvement strategies. Bring experience across multiple ERP platforms; ERP selection and implementation experience is highly preferred. Accounting & Financial Operations Oversee all accounting and finance functions, ensuring accuracy, integrity, and timeliness of financial information. Prepare and deliver comprehensive financial reporting packages, including monthly P&L, balance sheet, cash flow, and covenant compliance. Ensure all financial statements are prepared in accordance with GAAP and meet internal and external stakeholder requirements. Lead all month-end close activities, including general ledger, balance sheet reconciliations, and overhead allocation. Enhance and scale accounting processes, systems, and internal controls to support company growth. Coordinate the annual audit process, ensuring unqualified audit results. Lead the preparation and management of company-wide budgets, including revenue and capital expenditure planning. Treasury & Working Capital Management Lead cash flow forecasting, management, and decision-making around weekly cash disbursements. Improve the full cash cycle—credit policy, collections, inventory, and payables management. Manage lender relationships and covenant compliance. Use forward-looking cash flow analysis to guide capital structure decisions and working capital strategy. M&A & Private Equity Engagement Collaborate with the leadership team and private equity sponsors on M&A add-on strategies and roll-up execution. Experience or understanding of value creation planning, reporting, and board-level communication. QUALIFICATIONS Bachelor’s degree in Finance, Accounting, Business Administration, or a related discipline; CPA and MBA strongly preferred. Extensive experience in senior financial leadership roles, ideally within a private equity-backed or high-growth manufacturing environment. Deep understanding of financial and operational disciplines, including P&L ownership, balance sheet management, cash flow optimization, and capital allocation. Demonstrated experience in corporate governance, risk management, and regulatory compliance. Proven ability to lead complex negotiations related to financing, vendor agreements, M&A, and commercial terms. Expertise in budgeting, forecasting, financial modeling, and working capital management; prior public accounting experience is a plus. Strong business acumen with the ability to quickly assess new challenges and make sound, data-driven decisions in a dynamic environment. Natural leadership presence with the ability to build trust and credibility across all levels of an organization and with external stakeholders. Resilient under pressure with a disciplined approach to prioritization, execution, and delegation. Exceptional communication skills—both written and verbal—with the ability to clearly articulate financial concepts to non-financial stakeholders. Committed to service excellence, with strong interpersonal skills and a collaborative leadership style. High attention to detail and precision, balanced with the ability to think strategically and see the broader business context. Interested in Learning More? 180one has been retained by Superior Duct Fabrication to manage this search. If interested in learning more about the opportunity, please contact Tom Haley / 503.334.1350/ tom@180one.com .
