Appendix G
Profiles of Search Consulting Firms
JSEA Presidential Transition Study
The following is information about the consulting firms that assisted with presidential searches between
2010-11 and 2012-13:
Carney, Sandoe & Associates
Contact Persons: Tim McIntire
Bob Regan
Contact information: 619-742-5125 | timothy.mcintire@carneysandoe.com
774-251-0080 | bob.regan@carneysandoe.com
Website: www.carneysandoe.com
Description: Larger firm with national and international scope including
Catholic and other faith-based schools. “Global faculty
recruitment, leadership search, and strategic consulting for
independent and like-minded schools.” Two senior-search
consultants head the Catholic Schools Practice and ten other
consultants have conducted Catholic searches.
Year founded: 1977
Range of services: President, head, superintendent, principal, and senior
administration searches; consulting on board governance and the
president-principal model.
Number of consultants: 29 active in 2014
Client load per 1 - 6 depending upon staging and number of consultants leading
consultant: each search.
Jesuit school pres. Creighton Prep
searches last 5 years: New York Nativity Schools
Fee basis: One third of president’s cash compensation, based on letter of
intent
Typical fee range: $35,000 to $50,000
Information updated: 5/20/14
Educational Access Strategies (EAS)
Contact Person: Dick Jung
Contact information: (o) 301-654-9732
dick@accesseduc.com
Website: http://accesseduc.com/
Description: Focus on helping boards with head searches and board development for
schools that are medium sized and smaller, Catholic schools or serve
students with special needs.
Year founded: 2005
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Range of services: 80% head transitions, 20% related activities like board retreats,
governance, by-laws, some fundraising
Number of consultants: 5-6
Client load per consultant: 4-5
Jesuit school pres. searches Loyola Blakefield
last 5 years:
Fee basis: Flat fee, depending on size of school
Fee range: $15,000 to 45,000
Information updated: 5/19/14
Educational Directions, Inc. (EDI)
Contact Person: Matt Heersche
Contact information: (o) 800-647-2794
mheersche@edu-directions.com
Website: http://edu-directions.com/
Description: Smaller firm doing search and other types of consulting for a variety of
private schools, including international. Matt Heersche is the Catholic
school specialist based on 30 years experience in Catholic education.
Date founded: 1987
Range of services: Head and administrative searches, governance and strategic plan
consulting, workshops and presentations. Blue Sheets (national postings
for head openings), Green Sheets (other senior administrative
positions).
Number of consultants: 3-4 full-time, 2 part-time
Client load per consultant: up to 4
Jesuit school pres. searches Fordham Prep
last 5 years:
Fee basis: Flat fee (percentage of anticipated salary)
Fee range: 35,000 to 55,000
Information updated: 5/19/14
Littleford & Associates
John Littleford
John@jlittleford.com
http://www.jlittleford.com/
International management consulting firm for independent and
international schools, colleges, non-profit organizations and for-profit
companies
Date founded: 1994
Contact Person:
Contact information:
Website:
Description:
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Range of services: Head searches, governance, teacher compensation & evaluation,
strategic and financial planning, school climate, managing change, team
building, marketing and fundraising
Number of consultants: 1
Client load per consultant: 5
Jesuit school pres. searches Bellarmine Prep, Tacoma (advice only)
last 5 years:
Fee basis: Flat fee depending on school size
Fee range: 35,000 to 40,000 for a medium sized school
Information updated: 5/21/14
Morris and Berger
Contact Person: Jay Berger
Contact information: 818-507-1234
jberger@morrisberger.com
Website: http://www.morrisberger.com/
Description: Medium sized, national search firm serving a full range of non-profits
Date founded: 1984
Range of services: CEO search-50%; chief development officer, other senior
administrators
Number of consultants: 5
Client load per consultant: 4
Jesuit school pres. searches St. Ignatius, San Francisco
last 5 years:
Fee basis: Flat fee, usually about 30% of anticipated salary
Fee range: $50,000 to 100,000
Information updated: 5/19/14
Peña Search Consulting
Contact Person: Carlos Peña
Contact information: 214-736-8891
carlos@penasearch.com
Website: www.penasearch.com
Description: Small firm focusing on executive searches for mission driven non-profit
organizations and small for-profit companies.
Date founded:
Range of services: Searches for top positions (CEO, COO, CFO, CDO)
Number of consultants: 3
Client load per consultant: 1-2
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Jesuit school pres. searches
last 5 years:
Fee basis:
Fee range:
Information updated:
Jesuit College Prep, Dallas
1/3 of president salary, $40,000 minimum
$40,000 to $80,000
5/19/14
Thomas E. Scheye
Contact Person: Tom Scheye
Contact information: (c) 443-956-0066
(w) 410-617-7200
scheye@loyola.edu
Website:
Description: Consulting practice grew out of having served in a number of faculty
and administrative positions, including acting president at Loyola U in
Baltimore.
Date founded: 1985
Range of services: His practice is focused mainly on church related colleges and
universities, in strategic planning and advancement, with more recent
and limited executive search work.
Number of consultants: 1
Client load per consultant:
Jesuit school pres. searches Gonzaga College HS, Washington DC
last 5 years: Georgetown Prep
Fee basis: Flat fee
Fee range: $50,000 to 60,000
Information updated: 5/19/14
Trinity Executive Partnership
Contact Person: Bill Yacullo
Contact information: 708-531-0100
b.yacullo@trinityexecutivepartnership.com
Website: www.trinityexecutivepartnership.com
Description: Trinity is the Catholic Church division of a large consulting firm, EMA
Partners. It has done various types of work for Catholic colleges,
secondary and middle schools, hospitals, social service and diocesan
agencies.
Date founded: 1999
Range of services: Searches, strategic planning and compensation studies
Number of consultants: 3
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Client load per consultant: 4-5
Jesuit school pres. searches Cristo Rey, Milwaukee
last 5 years: Christ the King Cristo Rey, Chicago
Nativity Jesuit Middle School, Milwaukee
Fee basis: Flat fee based on percentage of anticipated salary, starting at 25%
Fee range: $20,000 to 30,000
Information updated: 5/19/14
Wickenden Associates
Contact Person: Jim Wickenden
Jo Butler
Contact information: 609-683-1355
jwickenden@wickenden.com
jbutler@wickenden.com
Website: http://www.wickenden.com/
Description: Larger national and international search firm working with independent
and faith-based schools at all levels
Date founded: 1986
Range of services: Search, board and governance consulting, institutional research,
presentations
Number of consultants: 12
Client load per consultant: About 4
Jesuit school pres. searches Georgetown Prep
last 5 years: Loyola School, NYC
Xavier, NYC
Brebeuf
Canisius
Fee basis: 1/3 of 1st year cash salary, $50,000 minimum
Fee range: $50,000 – 80,000
Information updated: 5/19/14
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