
Board-ready diligence
We document operating history, capital raises, and team turnover with citations you can drop into a board deck without rewriting.
Summit Gate Search partners with boards and CEOs on CFO, CRO, and CHRO searches where failure is expensive and confidentiality is non-negotiable. We run tight slates, document every reference, and stay through compensation committee approvals.
Engagements are partner-led with a dedicated research pod and weekly written updates.
Every Summit Gate mandate includes market maps, documented references, and compensation framing memos before you extend an offer.

We document operating history, capital raises, and team turnover with citations you can drop into a board deck without rewriting.

You meet four to six finalists who already passed reference thresholds—not a parade of friends-of-friends.

Partners fly for final meetings, but research and coordination stay on our Midtown desk with one timezone for your team.

Fridays bring pipeline status, risks, and decisions needed before Monday—no surprise stalls before comp committee.

We coach framing, align on equity, and join calls when candidates counter so committees hear consistent messages.

For board mandates we map internal bench strength and external options with the same scorecard discipline as full search.
Comparison of how Summit Gate staffs CFO, CRO, and CHRO searches.
| CFO · public prep | 10–12 weeks | 5–6 | Board + auditor refs |
|---|---|---|---|
| CRO · growth stage | 8–10 weeks | 4–5 | Revenue leader refs |
| CHRO · PE portfolio | 9–11 weeks | 5–6 | Culture + comp refs |
| Board director | 6–8 weeks | 6–8 | Governance interviews |
Slide base compensation and mandate type to see an illustrative Summit Gate fee split. Not a contract—just transparent maths.
Actual fees depend on scope, geography, and exclusivity. Partners provide a written letter before kickoff.
Request fee letter“They walked our audit chair through references before we ever met finalists. Saved us a painful dinner.”
“Comp committee had the market map two weeks in. Negotiation took one call, not three.”
“Confidential until the end. Not a single leak to the press or our sales team.”
Composite quotes from fictional Summit Gate clients.
Names stay off market until you approve outreach. NDAs cover research vendors.
Retained mandates include a replacement window defined in the fee letter.
A named partner plus research director. No bait-and-switch to junior staff mid-search.
Yes for global mandates with NYC partner oversight.
Send a brief and a partner responds within one business day with a draft slate plan.
Share role scope, reporting line, and compensation band. Nothing transmits from this preview.