Board Expansion The firm specializes in elite board advisory, board placement, and CEO/director recruitment, indicating strong upsell potential to expand existing client relationships into broader governance services and board evolution projects.

Proactive Governance With BoardSelect and proactive board appointment capabilities, target customers are CEOs and senior leaders seeking to optimize governance and board composition, presenting opportunities to offer ongoing governance assessments and refresh programs.

Executive Search Synergy Experience in CEO and director searches suggests cross-sell potential to Fortune 500 and large-cap clients for C-suite and critical leadership hires, including interim or transitional placements during governance changes.

Governance Thought Leadership Regular publication of governance reports like The Weight of America’s Boards positions the firm as a trusted advisor, enabling upsell through advisory engagements, bespoke governance studies, and custom benchmarking services.

Mid-Mized Scale Upsell With a revenue tier of 25M-50M and a mid-sized employee base, there is opportunity to scale services across mid-market boards and spinouts, offering packages that combine board recruitment, assessments, and board evaluations for cohesive governance improvements.