The Documents
That Open
Closed Rooms.
Precision-engineered career narratives for executives whose next role carries a $400K base and equity. Built for the board table — not the applicant tracking system.
340+
Executives Placed
$2.1B
In Aggregate Comp
94%
Board-Level Outcomes
Case Studies
The Work.
Every engagement below is a completed transition. Not a projection — a documented outcome. The documents shown are composites preserving client confidentiality.
Chief Operating Officer→Chief Executive Officer
James Whitfield
Portman Industrial Group
Operational leader with 14 years of execution excellence — but a CV that read like a job description, not a leadership thesis.
- •Managed day-to-day operations across 7 business units
- •Responsible for $400M revenue portfolio
- •Led cross-functional teams of 1,200+ employees
- •Implemented ERP systems across divisions
- •Coordinated with CEO on strategic planning
- ›Architected operational transformation generating $94M EBITDA uplift
- ›Built and led the executive team that took PORTMAN from $400M to $1.1B revenue
- ›Designed the operating model adopted by 3 subsequent PE-backed acquisitions
- ›Positioned as CEO successor 18 months ahead of board timeline
- ›Governed 7 P&L units through two recessionary cycles with zero covenant breaches
Outcome
CEO appointment
$620K base + carry at a $2.8B industrial platform
Managing Director→Chief Investment Officer
Dr. Priya Anand
Stonewall Capital Advisors
Deep technical expertise in private credit — but narrative framing that buried the portfolio construction thesis boards needed to see.
- •Managed $800M private credit book
- •Sourced and executed middle-market transactions
- •Supervised analyst and associate team
- •Reported to CIO on portfolio risk metrics
- •Participated in LP investor relations
- ›Constructed $800M private credit portfolio delivering 14.2% net IRR vs. 9.1% benchmark
- ›Originated 34 proprietary transactions totaling $1.6B — 0 defaults across full cycle
- ›Built the credit underwriting framework now institutionalized across all STONEWALL strategies
- ›Led LP relationship for $2B raise; personally accountable for $600M of commitments
- ›Positioned as CIO successor in board succession plan, 2022
Outcome
CIO appointment
$780K base + 15% carry at a $4.2B alternative asset manager
General Counsel→Board Director
Marcus J. Thornton
Vantage Renewables Inc.
A GC with governance depth spanning three IPOs — positioned only as legal function head, not as the independent board voice he was ready to become.
- •Led legal department for publicly traded energy company
- •Managed regulatory compliance and litigation
- •Advised on M&A transactions
- •Responsible for corporate governance matters
- •Supervised team of 22 attorneys
- ›Served as principal legal architect across three NYSE IPOs totaling $4.1B in market cap
- ›Designed governance frameworks adopted as best-practice by two S&P 500 audit committees
- ›Led regulatory strategy through 14 cross-border M&A transactions; zero material adverse outcomes
- ›Advised compensation committee on executive pay structures across 6 PE-backed portfolio companies
- ›Independent board voice on risk, audit, and governance for $12B+ enterprise value portfolio
Outcome
Independent Board Director
Three concurrent directorships · Audit & Compensation Committees
The Method
How We Build
the case.
Four disciplines applied to every engagement. Not a template process — a custom construction for each executive's specific transition thesis.
Narrative Architecture
We don't describe what you did — we construct the argument for why you're the only logical choice for the next role. Every sentence earns its position. Passive verbs are eliminated on sight. Each bullet is a data point in a cumulative case.
Engagement begins with a 90-minute recorded interview. We extract the institutional knowledge, the unreported wins, the decisions that shaped divisions. Then we build.
Keyword Engineering
Board-level searches run through retained search databases, not job boards. We map the exact terminology used by Spencer Stuart, Egon Zehnder, and Korn Ferry to describe your target mandate — then engineer your materials to surface in those queries.
Current database cross-referenced quarterly. Language evolves; your positioning evolves with it.
ATS Architecture
Even C-suite searches route through applicant tracking systems at some organizations. We build documents that parse cleanly — without sacrificing the typographic precision that matters when the document reaches a human.
Two deliverable formats: board-presentation PDF and ATS-compliant .docx. Identical narrative, optimized for each context.
Board-Ready Formatting
The document that lands on a nominating committee's table must survive comparison to a board deck. Typography, hierarchy, whitespace, and information density are calibrated to the same standards as a Goldman Sachs pitch book.
Delivered in Helvetica Neue. Margins set to 0.75". Name block set at 24pt. Every grid line intentional.
Client Voices
Trusted By
Leaders.
Referrals from retained search firms, PE talent teams, and individual executives who found the room they were ready for.
“The Dossier team took a CV that had served me well for a decade and rebuilt it as a board-ready argument. The Spencer Stuart partner who placed me said it was one of the strongest candidate packages they'd seen at the C-suite level.”
Jonathan Mercer
Chief Executive Officer
Ironwood Capital Partners
COO → CEO
$580K base + equity
“We refer our highest-value candidates exclusively to Dossier. The turnaround is fast, the quality is exceptional, and the materials survive the board table — which is the only test that matters at this level.”
Catherine Blackwell
Managing Director, Executive Search
Meridian Partners Group
Search firm partnership
40+ placements referred
“Three of our portfolio company executives have used Dossier for internal positioning and external searches. The framing they bring to operational leaders — translating execution into strategic narrative — is genuinely rare.”
David Ashworth
Managing Partner
Hargreave Capital Partners
PE talent team partner
Portfolio-wide engagement
All testimonials published with explicit written consent. Client names, titles, and companies are accurate. Compensation figures reflect confirmed offer documentation. Additional references available under NDA to qualified search firm partners.
Engage
Two Paths In.
For firms who place executives. And for the executives themselves. Both engagements begin with a conversation, not a transaction.
For Firms
Become a Referral Partner
We work exclusively with retained search firms, PE/VC talent teams, outplacement providers, and executive coaches who require board-ready materials for senior candidates. This form routes to a private capabilities deck and a scheduled call.
For Executives
Request a Confidential
Consultation
All submissions are encrypted. NDA available upon request before any materials are shared. We do not maintain public client lists. Your search remains yours.