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2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Marc Shear, CPC Senior Recruiter Commercial Banking Team (561) 640-3000

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Presentation on theme: "2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Marc Shear, CPC Senior Recruiter Commercial Banking Team (561) 640-3000"— Presentation transcript:

1 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Marc Shear, CPC Senior Recruiter Commercial Banking Team (561) 640-3000 mshear@thinkingahead.com www.thinkingahead.com Exactly who you’re looking for ®

2 The Commercial Banking and Commercial Finance team focuses its search efforts in these major areas: With more than 100 years of search experience, here is why our clients engage us time and time again… Our clients range in size from small community banks to very large international banks and finance companies. Our team of professionals recruits on a retained and contingency basis throughout the U.S. and Canada. 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com ThinkingAhead Executive Search Our Team Commercial and Corporate Banking Specialty Finance – Asset-Based Lending, Leveraged Lending Agriculture and Agribusiness Banking Commercial Real Estate Banking and Finance Equipment Leasing Turnaround/Restructuring Advisors Private Banking and Wealth Management General Counsel and Legal Longevity in the industry with stability through differing economic cycles Complete dedication to the commercial banking and finance market providing excellent customer service, follow up, and on- boarding of talent Average recruiting cycle (from assignment to accepted offer) of 46 days 90% of all job offers extended are accepted by our candidates Over 72% of the candidates introduced to our clients are interviewed. Over 55% of our candidates are invited back for a second interview Tim Knight, CPC Commercial Finance tknight@thinkingahead.com (615) 316-7081 Stephanie Maas, CPC Commercial Banking smaas@thinkingahead.com (615) 316-5461 Marc Shear, CPC Commercial Finance & Wealth Management mshear@thinkingahead.com (561) 640-3000 Matt Lewis, CPC Commercial & Agricultural Banking mlewis@thinkingahead.com (615) 391-2586 Courtney Rice, CPC Commercial Real Estate & Banking ckrice@thinkingahead.com (615) 316-5447 Shane Lewis, CPC Commercial & Agricultural Banking slewis@thinkingahead.com (615) 316-7078 Jay Boone, CPC Commercial Banking jboone@thinkingahead.com (615) 391-2849 Reese Chism Commercial & Agricultural Banking rchism@thinkingahead.com (615) 231-4040 Michael Check Commercial Banking mcheck@thinkingahead.com (615) 316-5478 Peter Ambrosetti Commercial Banking pambrosetti@thinkingahead.com (615) 316-7087 Keith Wolf Commercial Banking kwolf@thinkingahead.com (615) 316-5446 JW Heflin Commercial Banking & Equipment Finance jwheflin@thinkingahead.com (615) 986-7512

3 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Commercial Banking & Commercial Finance ThinkingAhead Executive Search recruits high caliber candidates for a list of global clients ranging in size from the Fortune 500 to the Inc. 5000 for the following specialties: Unique in the marketplace, ThinkingAhead is an employee-owned company with award winning consultants, widely recognized as subject matter experts in their respective specialties. Founded in 1982 as a subsidiary of Southwestern, ThinkingAhead has established itself as a premier executive search firm as evidenced by national rankings in a variety of media including: The National Banking Network, American Business Journals, and Modern Healthcare Magazine, among others. ThinkingAhead is a leading member in each of the specialty major trade groups, as well as the Tennessee, North Carolina, Mid-Atlantic and National Association of Personnel Services, the Chamber of Commerce, and the Better Business Bureau. Recruiting is not a “one-size-fits-all” solution at ThinkingAhead; every client, candidate, and opportunity is unique. Our industry expertise enables us to ask the right questions and comprehend the answers, thus enabling us to deliver the desired results – quickly. For more than 30 years, ThinkingAhead has been building the expertise and delivering the results that keep our clients engaged year after year. Our Process May Look Ordinary… But Our Results are Extraordinary… Candidates presented by ThinkingAhead are career healthy, stable employees; the average tenure at their prior employer is more than five years. Our clients are able to hire the right person for every 4.5 candidates we present, which exceeds the industry average of 8 candidates presented to find the “right one”. 90% of our candidates who are offered positions accept the offers, compared to the industry average of only 40%. 1.Understand the position, culture, necessary skills, and preferred experience 2.Discover individuals who meet the requirements 3.Interview prospects to qualify past performance, evaluate sincerity to make a change, and determine cultural compatibility 4.Present only the most qualified candidates How we work

4 Asset Based Lending / Cash Flow Lending Business & Commercial Banking Corporate and Investment Banking Underwriting Audit & Operations Portfolio Management Capital Markets Business Development Private Banking (Domestic & International) Healthcare ABL Healthcare Lending & Not-For-Profit 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com About Marc Specialty Marc Shear Marc Shear is a Senior Finance Recruiter with the ThinkingAhead Commercial Banking and Commercial Finance division. Located in Jupiter, FL, Marc recruits candidates throughout the United States within Commercial Finance and Private Banking. Prior to joining ThinkingAhead, Marc established ABL Recruiting Group, Inc. in 2000. Focusing on the commercial finance space, he developed relationships throughout the United States with some of the most respected banks and commercial finance companies in the industry. Earning a degree from the University of Massachusetts (Amherst), Marc started his career as a bank examiner with the Commonwealth of Massachusetts and subsequently took a position as a credit officer within BankBoston’s Commercial Finance Group in Boston. Marc is a member of the South Florida Secured Lender’s Group and active with both the TMA and CFA throughout the Southeast.

5 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Why are we so successful? Because of our process. 1. Matchmaking 101: Creating Your Profile and Discussing Expectations Every great match begins with a clear vision of what we’re looking for and establishing proper expectations related to timeline, deliverables, and method of communication. Key individuals with a vested interest in the outcome of the search are interviewed to discuss what we should be looking for as well as what an ideal fit would be given the organization’s needs and culture (i.e. key Board members, staff, and appropriate external partners). 2. The Rules of Attraction: Telling Your Story 95% of our placements have been generated by direct recruiting methods, networking and referrals. In today’s market, it’s important to shepherd a compelling story into the market place that would appeal to the gainfully employed, top performing candidates— what is it about your organization, the opportunity, the people and the benefits that makes your offering stand out? 3. The Progress Report: Feedback on Your Offering On any given search, we make anywhere between 150-300 outbound phone calls to individuals employed at targeted source organizations, suitable candidates contained in our database and referrals. Throughout the search process, we learn what individuals have to say about our clients (the good, the bad and the ugly) and we’re able to share that information with our client directly. If there’s something that’s misfiring in the market such as rumors of turnover, unrealistic expectations relative to title/job responsibilities and competitiveness of salary, these are items we address. We share with the client market intelligence along with the organizations we’ve sourced and how many A, B and C Players we’ve evaluated to date. 4. The Luxury of Choice: Reviewing Your Candidate Matches Once the search plan is enacted, it takes approximately 12 weeks to fill a position. Clients typically see a short-list of three to five candidates within a four week period after commencing the search. 85% of the candidates submitted are invited to interview. This demonstrates our accuracy in delivering what the client is seeking. 5. The Personal Coach: Getting the Most Out of the Interview Process Most of the hiring managers we work with, while amazing at what they do, are not professional interviewers. Prior to each interaction with the candidate, a client is prepped and after each interaction, the client is debriefed. The same happens on the candidate side. This ensures that we avoid surprises and can quickly address concerns as they surface. 6. The 411: Gaining Third Party Perspective While it’s customary to speak with references at the end of a search process, ThinkingAhead conducts initial, informal reference checks to gain third party perspective on candidates prior to submittal. We follow-up with detailed 360º references checks on the finalist candidates. 7. The Proposal: Increasing the Odds of Getting a “Yes” From Your Top Candidate While barely observable to the client, there are many forces acting against a match coming together. Pre-closing a candidate on compensation, potential relocation, discussing the impending counter-offer from their current employer, preparing them for resignation— these are all things that we talk to candidates about early and often. Since 2004, our Commercial Banking & Commercial Finance Practice has a 85% offer acceptance rate. 8. The Honeymoon & Beyond: Creating A Lasting Foundation and Assisting With Retention What’s the use if the match isn’t set up for success?! After the search is completed, we act as a sounding board throughout the onboarding process, providing consistent follow-up on both the client and candidate side– After 1 st weekly, then bi-monthly for 3 months, then quarterly for the rest of their career.

6 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Offering Multiple Solutions to Suit Your Needs No matter the challenges of your situation, we believe in a tailored approach that provides out clients with only the most qualified candidates, specifically screened to assure that your needs are met efficiently. Our unique and effective approach included three solution models: contingency, engaged and retained search. CONTINGENCYENGAGEDRETAINED Similar to most industry contingency searchesHybrid of contingency and retained Premier option for high-level candidates, hard to find skill sets, or other similar considerations; senior level positions only Search is given equal priority with other contingency searches Search receives higher priority over standard contingency searches Search receives top priority above all other contingency or engaged searches Fee is charged only if ThinkingAhead’s candidate is hired Initial engagement fee is payable on commencement of search with final payment due at completion of search (calculated based upon estimated first year’s annual guaranteed compensation Initial down payment, progress payment, and final payment schedule set (calculated based upon estimated first year’s annual guaranteed compensation) (1/3, 1/3, 1/3) Search activities commence at the time full job order information is taken and fee agreement executed Search activities commence at the time initial payment is made Single point of contact recruiter with access to additional members of the recruiting team as necessary Single point of contact recruiter focused on search efforts including use of some additional recruiting resources as needed Single point of contact recruiter focused on search efforts including use of any and all additional recruiting resources as needed Phone meeting is scheduled with client and one or more members of the ThinkingAhead team to discuss recruiting strategy, skill requirements and corporate culture Meeting scheduled with client (by phone or in person) to discuss recruiting strategy, skill requirements and corporate culture Meeting scheduled with client (by phone or in person) to discuss recruiting strategy, skill requirements and corporate culture; as well as available for onsite interviews at no additional charge Candidate resume and presentation summary provided covering fit for position based on skill and culture match In-depth candidate screening with follow-up presentation covering fit for position based on skill and culture match 30 day replacement guarantee90 day replacement guarantee6 month replacement guarantee Reference checks provided prior to in-person visit Qualified candidates may be submitted to other clients at any time concurrently throughout the search process Candidates in the search process will not be presented to other clients until they have completed any activity with retained client Client receives first right of refusal on any candidates presented Search is given exclusively to ThinkingAhead

7 2451 ATRIUM WAY | NASHVILLE, TN 37214 | 615–391–2500 | thinkingahead.com Why Clients Work with Marc Shear Find, Recruit & keep the talent needed and wanted. Specific to their market. Process – Proven – Successful. References Vice President, West Palm Beach, FL “Marc has placed me with a company that has far exceeded my expectations. I have also worked with Marc to fill a position at my new company which has been very successful as well. I will continue to use Marc whenever possible. Nothing but great results.” Relationship Manager, Buffalo, NY “Great Results, Personable, High Integrity” Owner, Boston, MA “Marc has both placed me personally and has recruited professionals for my business in the past. The results were great in both areas and I would certainly seek his assistance again in the future.” Senior Vice President, Charlotte, NC “I recruited very seasoned and experienced people from Marc that worked out very nicely. Furthermore, Marc was instrumental at placing me at my current position. I would highly recommend Marc to hiring managers and interested recruits in the finance space.”


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