With steady growth already behind them, McCalmont Engineering set out to find a CFO who could build on that momentum and strengthen its ESOP structure.
Download Full Case StudyClient Requirement
McCalmont Engineering needed more than a finance executive with a strong resume.
A privately owned, Bay Area engineering company specializing in green energy projects, McCalmont had grown steadily since its founding. Following a recent transition to an ESOP, the Founders recognized the business had reached a point where a dedicated CFO was essential to sustaining that growth.
The right candidate needed to:
- Bring proven CFO level experience within a project focused business.
- Understand the mechanics and governance of ESOP structures.
- Be based locally to work closely with the leadership team and add value quickly.
McCalmont interviewed several search firms before selecting CFO Recruit on a retained basis.
Our recruiter at CFO Recruit reflected on the search:
“What stood out from the initial briefing was how seriously Tom and Darlene take employee engagement. They have built a business that genuinely values its people and customers, and that gave us a compelling story to present to candidates.”
“CFO Recruit ran a very thorough process to find a CFO for us. We were astounded by the large number of candidates screened and interviewed.”
Key Achievements
- Partnered with McCalmont Engineering on a retained basis following a recent shift to an ESOP structure and the Founders’ decision to bring in their first CFO.
- Reviewed close to 150 candidate profiles and conducted detailed competency-based interviews with 27 potential candidates.
- Delivered a shortlist of 10 highly qualified finance leaders, narrowed to 7 for first stage interviews and 3 for final round.
- Identified a clear front runner with local market knowledge, relevant sector experience and proven record administering ESOP structures.
