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Case Studies

Rossetti Advisors has helped more than 100 individuals work through complex and critical matters. Below is a sample of situations and outcomes that are commonly addressed.

Case Study: Separation Negotiation, Job Search, and Performance

Sector: Private Equity

Title: Principal

Location: USA

The Situation

The client approached Rossetti Advisors in 2022 seeking assistance in negotiating his separation from his PE employer and simultaneously coach them through a job search. Upon securing and starting the new job, the client sought performance coaching. 

The Process

Charlie worked closely with the client, conducting multiple weekly phone calls to prepare them for their negotiations with their former employer. He simultaneously crafted and refined the most appropriate positioning to explain the separation and highlight the client's capabilities in interviews.  

The Result

The client received a substantial monetary sum in addition to favorable separation terms. The client simultaneously secured a new role and negotiated a more senior title and higher pay package than initially offered. Furthermore, at the client's first annual performance review, they received very positive feedback and a bonus at the top of their target range.

Case Study: Career Assessment and Performance

Sector: Venture Capital

Title: Associate

Location: USA

The Situation

The client was approaching the end of his tenure at a Venture Capital firm and was seeking guidance on next steps. 

The Process

Charlie discussed and evaluated potential career paths for the client. Charlie devised a strategy to extend the client's time at the client's current employer given poor market conditions and the client's strong reputation within the current firm. Charlie also worked with the client to prioritize job responsibilities and focus effort in a way that maximized organizational impact.

The Result

The client utilized Charlie's positioning and coaching to request and obtain a one year extension. During that time, through ongoing coaching, the client was able to convince their employer of the client's long term value and ultimately secured a Senior Associate promotion and converted the role to the first ever Partner track position at the firm.

Case Study: Job Search and Separation Communication

Sector: Private Equity

Title: Managing Director

Location: Europe

The Situation

The client approached Rossetti Advisors seeking assistance in conducting a confidential job search for a senior level position at an upper middle market fund. Upon securing the position, he sought guidance on effectively communicating and maximizing the terms of the separation.

The Process

Charlie worked extensively with the client, conducting more than 100 sessions over a 12 month period and providing full interview preparation, including positioning, mock interviews, case study reviews, and executive presence coaching. He reviewed written correspondence and related legal documentation (offer letters, carried interest documentation, separation agreement terms, etc.). 

The Result

The client secured a job at a premier private equity fund with an elevated title and responsibility set, including a carried interest package worth in excess of $20 million USD. The client negotiated an amicable separation from their prior PE firm that preserved their relationship and maximized exit terms and compensation.

Case Study: Job Search

Sector: Private Equity

Title: Senior Associate

Location: USA

The Situation

The client was disappointed with his current position that was heavily portfolio focused with limited new deal exposure despite high performance. The client approached Rossetti Advisors in 2022 to secure a new position.

The Process

Charlie provided extensive coaching, including positioning strategy, mock interviews, case study & modeling preparation, and an introduction to a highly relevant industry contact.

The Result

The client secured a position at a larger, highly reputable fund focused on a sector that aligned with the client's interests. The client was ultimately rated as the highest performing senior associate and given an accelerated promotion path to Vice President.

Case Study: Office Politics and Developing Executive Presence

Sector: Investment Banking

Title: Director

Location: USA

The Situation

The client had recently lateraled to a full service investment bank and sought guidance on establishing a positive reputation, navigating complicated office politics, motivating junior staff, developing a sourcing strategy, and positioning themselves for a Managing Director role.

The Process

Charlie provided the client with highly tactical techniques to address all of the above issues. He reviewed and provided feedback on the client's strategic plan and prepared the client in advance of critical meetings with bank executives. Charlie also provided strategies for navigating a handful of complex office politics in the midst of firm layoffs and restructuring.

The Result

The client was able to rapidly develop a positive reputation within not only their own group and office, but the broader bank as well. Despite market turmoil and layoffs, the client received bonuses significantly above market in both 2022 and 2023.

Case Study: Industry Switch

Sector: Private Debt to Public Equity Investing

Title: Associate

Location: Europe

The Situation

The client had recently received notice that they were being let go and sought guidance on positioning their story and securing a role in a different financial subsector. 

The Process

Charlie crafted a story for the client to explain the rationale for the client's termination and prepared the client for interviews. He also assisted the client in evaluating a variety of alternative financial services roles that may be better suited for the client's strengths.

The Result

In less than three months, the client secured a position that offered significantly higher compensation, better work-life-balance, and an environment more suitable to the client. The client has successfully been in the position for more than a year and committed to their new sector.

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