Market positioning Target financial services firms including regional and community banks, asset managers, private equity and venture capital, fintech, mortgage and insurance, and non-bank financial services to align executive search and leadership advisory with their governance and succession needs.

Growth recognition Leverage Kaplan Partners’ track record of repeated inclusion in the Philadelphia 100 Hall of Fame as a credibility signal when approaching growth-focused financial institutions seeking executive talent and scale-minded leadership.

Executive leadership Position services around senior executive talent identification, governance best practices, and succession planning to address clients’ needs for stable leadership pipelines in rapidly changing markets.

Strategic hires Offer targeted recruitment solutions for principal roles, including principals and senior executives like Nicholas DeMedio, highlighting the firm’s capability to onboard experienced leaders who can drive strategic initiatives in fintech, asset management, and private markets.

Growth opportunities Explore cross-sell opportunities with existing clients by expanding into adjacent services such as leadership advisory, board recruitment, and governance benchmarking, leveraging the firm’s long-standing regional presence and industry specialization.