Conducting an Effective Confidential Search in the Post-COVID Economy


As 2022 wrapped up, we noticed a growing trend. More clients have been reaching out to us about conducting confidential searches. What may be fueling this rise?

 

The current spike in confidential searches that we are experiencing are focused on operations or manufacturing leadership. We have some ideas about why that is, as well as tips for how to navigate such a search, which has distinct differences from an open search. It does not have to be as daunting as many fear it will be.

 

Confidential Searches – Why Now?

The pandemic that slammed into our country and economy (and not just ours) in early 2020 created circumstances in just about all aspects of society that shifted how people live, how we think about education, healthcare, travel, and employment, and, not insignificantly, how companies do business.

 

Think about it. Companies strained by lockdowns and supply chain slowdowns had to rely on their often pared-down workforce more than ever, and those in leadership positions had to come up with innovative ways to pivot or ramp up production despite skeletal crews. Employees everywhere sacrificed for their companies in a time of need. People are drained. The leaders in charge of keeping up with customer demands in this climate are especially exhausted, and their job burnout is spiking.

 

In an article about pandemic burnout, Forbes Magazine refers to a Gallup poll that noted that employee engagement rose steeply during the pandemic as people sensed an urgent increase in the vital purpose of their work, and yet employee well-being declined. Normally, those two metrics go hand in hand—engagement is up at the same time that well-being is. The pandemic broke the metrics mold.

 

Leaders in the operations and manufacturing realm are pulling back from the brink, trying to do their jobs without overextending to their health’s detriment. What looks like “quiet quitting” may be more like “let’s get back to some semblance of normal.” But organizations who have become accustomed to the overachieving Operations Leaders and their ability to do more with less, see what they think is a performance slip, so they start a confidential search to find someone who can help them achieve the new normal.


Another reason for an increase in confidential searches may well relate to the fact that in the depths of the pandemic, many companies found themselves doing emergency searches for upper-level operations leaders to help them navigate the diverse challenges of the COVID-slammed economy. They did not have the time to do the kind of deep dive they normally would, so they hired fast and furiously, only to find that now they have someone who is not really suited for the position. Time for a confidential search.


If either of these scenarios sounds familiar, or if you find you are wanting to do a confidential search for another reason, being aware of best practices can help you through any possible mine field.

 

The Drawbacks of Conducting a Confidential Search

The drawbacks of a confidential search are its impact on the timeliness or quality of the search. For one thing, fewer qualified candidates step forward when the name of the company is undisclosed.

 

A Job Is What You Do, an Organization Is Why You Do It

The best candidates are selective, and they want to thoroughly research an organization to ensure they are investing their time wisely. Candidates are typically drawn to an organization before they are drawn to a specific job. When they are unable to disclose the company, hiring managers find that some great candidates are reluctant to advance their candidacy.

 

Another drawback surfaces when the incumbent has performance issues and the organization plans to terminate them once a successor is identified. Prospective candidates could easily interpret this as a sign that the hiring organization has an inability to manage and/or communicate with their employees, thus questioning why they would ever put themselves in that position.

 

Modifications of the Search Process

Despite the drawbacks, there are some modifications that can be incorporated to help offset the negative impacts of a confidential search.

 

Understanding the Role

The front end of the recruitment is the same as in a standard search. It involves gaining an understanding of the need for the role, figuring out how to define success, and the creation of any candidate assessment or evaluation templates. 180one tailors these tools for each search, confidential or otherwise.


Sourcing

The methods an organization uses to identify candidates, is the phase of a search, that are most affected when the search is confidential. One strategy involves modifying the sequence of your discussions with prospective candidates.

  • If the organization’s need for a confidential search will expire on a certain date, 180one has found it effective to continue reaching out to candidates in a timely manner, but then to schedule follow-up calls with prospective candidates for when we can disclose. This approach uses the silent period to at least gauge interest, while not wasting time with detailed conversations until more meaningful information can be shared.
  • If the organization’s reason for a confidential search is based on a low performing incumbent, some work-arounds include using an NDA with prospective candidates, or only disclosing information to a small group of qualified and interested candidates you believe you can trust.
  • Doing outreach to candidates outside the company’s geographical area can help minimize the chance that the internal team or incumbent will find out through their channels that there is a search being conducted.


Job Descriptions

This one is a bit more obvious, but if an organization will distribute a job description via their network or interested parties, the position description must be scrubbed from any identifiers that could disclose the hiring organization. Pro-tip: Do not use past position descriptions as they tend to have a similar format or rely on common vernacular or acronyms that could ultimately leave your organization’s fingerprint. These candidates are smart, and it doesn’t take much to put the pieces together!


Research/Targeting

It is nearly impossible for an internal recruiter to conduct a confidential search without immediately giving away the company’s identity, thus it is important to use a third party recruiting firm. A recruiting firm’s arms-length relationship with the hiring organization tends to create enough of a buffer to protect the anonymity of the client. The recruiters simply need to eliminate certain talking points that would reveal too much information about the hiring organization.

 

Conducting an Effective and Efficient Confidential Search

Your goal in running a confidential search is to protect your organization’s anonymity while identifying the right candidates and maintaining your ongoing initiatives. In a timely manner, of course.

 

Even though candidate pools are typically smaller in a confidential search, especially in a tight labor market, finding a great candidate is possible. Establishing a solid search from the beginning, with a thoughtful strategy that mitigates pitfalls, will help your company succeed.

 

There is no reason that a confidential search needs to be any less effective than a traditional search. Leveraging the expertise of those who are experienced in conducting confidential searches could be the most valuable first step of the process.

 

The Belichick Effect
By Greg Togni September 4, 2025
In leadership hiring, one belief persists above nearly all others: that past performance is the best predictor of future success. It’s logical, comforting, and intuitive. After all, if a leader delivered results before, higher revenue, a successful turnaround, a winning streak -they must be capable of doing it again. But that assumption is dangerously flawed. A growing body of evidence, real-world missteps, and cautionary tales suggest that evaluating a leader based solely (or even primarily) on past results can lead to costly misalignments. A recent example highlights this perfectly: The University of North Carolina’s headline-grabbing hire of NFL legend Bill Belichick as head football coach. With six Super Bowl rings and a reputation as one of the greatest coaches in history, Belichick’s track record was unparalleled. Yet in his college football debut with UNC, his team suffered a lopsided 48–14 loss. Suddenly, it was clear: past greatness didn’t guarantee future success in a dramatically different context. While we know Coach Belichick is very early in his tenure at UNC, it’s a fresh reminder that this example extends far beyond sports. It speaks directly to how businesses approach executive hiring, and why it’s time to shift the paradigm. 1. Context Is Everything A key mistake in interpreting a leader’s past success is ignoring the unique conditions under which that success occurred. Was the company in a growth market? Did the executive have access to elite teams, ample resources, or timing that favored bold moves? An executive who excelled in a highly structured, well-capitalized organization may not thrive in a lean, ambiguous, or turnaround environment. Just as Belichick moved from the resource-rich NFL to a university setting with completely different dynamics, many business leaders falter when they switch into unfamiliar ecosystems. Context can make or break performance, and no résumé bullet point can capture that nuance. 2. Success Is Rarely a Solo Act Leadership achievements often look like individual triumphs: “Led $500M product launch,” “Turned around underperforming division,” or “Grew revenue by 60%.” But these outcomes are almost always the result of collective effort. High-performing teams, strong market tailwinds, or favorable internal politics may have played a significant role. Without understanding the true contributors to success, companies risk crediting one person for what was actually a team-driven or market-driven win. Belichick’s NFL success, for example, wasn’t built in a vacuum, it involved legendary players, long-standing staff, and decades of organizational infrastructure. When hiring executives, we must dig deeper: Was the leader truly driving results, or were they simply in the right place at the right time? 3. The Skills That Worked Before May No Longer Apply Many executives ascend by mastering a particular set of skills, scaling a startup, optimizing supply chains, leading sales, but the demands of a new organization may require a completely different skill set. A tactically brilliant operations leader may struggle in a CEO role that demands vision, cross-functional influence, and public-facing leadership. Similarly, an aggressive change agent may clash with a culture that values steady consensus-building. In Belichick’s case, the NFL rewards control, discipline, and closed systems. College athletics requires recruiting 17-year-olds, navigating academic culture, and engaging with boosters. Translated to the corporate world: the same leadership playbook won’t always work in a different environment. 4. Cultural Fit Often Trumps Credentials More than half of executive failures can be traced back to a mismatch in values, communication style, or organizational expectations. Culture fit isn’t about superficial traits - it’s about deep alignment with how a company makes decisions, treats people, and approaches problems. A highly hierarchical leader from a Fortune 50 firm may feel paralyzed in a startup where decision-making is fast and informal. Conversely, a founder-style leader may chafe against the bureaucracy of a multinational. In Belichick’s case, the shift from professional players to student-athletes required more than tactical expertise - it required a mindset and relational approach that wasn’t part of his long NFL tenure. Culture was the hidden barrier. 5. The Future Requires Adaptability, Not Repeatability The pace of change in business today is staggering. AI, hybrid work, geopolitical instability, and generational shifts in employee values mean that today’s leaders must continuously learn, pivot, and adapt. Past performance often reflects a leader’s ability to optimize for the conditions that once existed - not necessarily their ability to navigate what’s coming next. Instead of asking, “What has this leader done?” the better question is, “How do they think? How do they learn? Can they lead through ambiguity?” Executives with linear, legacy-bound thinking may fall short in organizations seeking transformation. Adaptability, not a polished track record, is becoming the most valuable leadership asset. 6. The Halo Effect Clouds Judgment High-profile successes create a “halo effect,” where we assume someone who succeeded in one role will succeed anywhere. It’s why hiring managers are drawn to big names and prestigious brands. But prestige can mask weaknesses. Hiring a famous CEO from a household-name tech company might seem like a coup, until they struggle in a smaller, more complex environment with fewer resources. The same logic applies to Belichick’s move to UNC. The name was dazzling. The record was flawless. But the assumption of transferable success was flawed.  Boards and hiring committees must challenge their own biases and evaluate candidates with fresh eyes. So What Should Companies Hire For? Rather than focusing solely on achievements, companies should shift toward evaluating capability and potential . Here’s how: Learning Agility : Has the leader successfully reinvented themselves in different roles or industries? Self-Awareness : Can they reflect critically on past experiences and acknowledge where they’ve failed? Cultural Intelligence : Are they attuned to the nuances of different organizational cultures? Systems Thinking : Can they see the big picture and lead across functions, markets, and time horizons? Emotional Intelligence : Do they inspire trust, connect with people, and lead with empathy? These traits are harder to measure than revenue growth or market share, but far more predictive of long-term success. The Goal Line The University of North Carolina’s hiring of Bill Belichick was bold, ambitious, and rooted in the assumption that his past greatness would translate seamlessly into a new role. When it didn’t, the world was reminded of a difficult truth: past performance is an input, not a guarantee. In business, the stakes are just as high. Leadership decisions shape strategy, culture, and value creation. To get those decisions right, we must look beyond the résumé and consider who a leader is, not just what they’ve done. Because in a world of constant change, the leaders who succeed are not those who repeat the past, but those who are ready to lead into the unknown.
S
By Effie Zimmerman August 20, 2025
VP of Sales About the Company Superior Duct Fabrication is a recognized leader in the HVAC and sheet metal fabrication industry, known for our commitment to precision, innovation, and customer satisfaction. They serve some of the largest mechanical contractors and construction firms in the region and are poised for strategic growth. Superior is seeking an experienced, driven, and visionary Vice President of Sales to lead the team and drive new business nationally. In 2025, Seattle-based private equity firm Pike Street Capital made a platform investment in Superior to accelerate growth through geographic expansion, product innovation, and targeted acquisitions. With a strong leadership team, trusted customer relationships, and increasing demand for sophisticated air handling solutions, Superior is positioned for rapid, scalable growth. About the Position The Vice President of Sales will be responsible for leading all aspects of the sales and marketing organization—driving revenue growth, building and developing high-performing teams, implementing best-in-class sales processes and marketing, and expanding market share with top-tier key accounts. Essential Duties and Responsibilities Develop and implement a comprehensive sales and marketing strategy focused on achieving company growth objectives Recruit, mentor, and lead a high-performing sales team with a strong focus on execution, collaboration, accountability, and excellence. Create a culture of coaching, learning, and performance, using data and feedback for continuous improvement. Identify, prospect, and engage potential Key and Territory customers, including large-scale, strategic accounts, through relationship-building, deep industry knowledge, and competitive positioning, utilizing various channels, including cold calling, networking, and industry events. Utilize and maintain robust sales processes like MEDDICC to build and maintain a strong pipeline of qualified leads and opportunities. Craft and deliver compelling marketing content, presentations, and proposals demonstrating our unique value to potential customers. Quote, negotiate, and close deals with new customers, ensuring mutually beneficial partnerships. Collaborate with internal teams (operations, customer success, IT) to ensure smooth onboarding and satisfaction of new clients. Monitor market trends, competitor activities, and industry developments to identify new business opportunities and refine commercial strategy Achieve and exceed quarterly and annual sales targets for new customer acquisition. Maintain accurate records of all sales activities, leads, and opportunities in the company's CRM system. Provide regular reports on sales performance, market insights, and forecasts to senior management. Candidate Profile Bachelor's degree in Business, Sales, Marketing, or a related field. 10+ years of proven experience in B2B sales, 5+ years of leading high performing teams. Demonstrated track record of successfully acquiring new customers and meeting or exceeding sales targets consistently. Understanding of the construction, engineering services, HVAC industry and current market trends a plus but not required. Excellent communication, presentation, and negotiation skills. Ability to build and maintain relationships with C-level executives and decision-makers. Proficiency in CRM systems and Microsoft Office suite (knowledge of CAD/CAM, Autodesk a plus) . Travel of up to 50%. Interested in Learning More? 180one has been retained by Superior Duct Fabrication to manage this search. If interested in learning more about the opportunity, please contact Tom Haley / 503-334-1350 / tom@180one.com .
By Effie Zimmerman August 8, 2025
Director of Finance, Credit and Collections About the Company At Papé, our roots reach back to 1938 when our founder acquired his first capital equipment dealership in Oregon’s Willamette Valley. With 4,000 employees working in 150 locations across 9 western states, Papé has become the West’s leading supplier of capital equipment, representing brands such as John Deere, Kenworth, Hyster, Ditch Witch, and many other top-tier brands. Now, four generations strong, the value of an honest handshake and a square deal continues to drive our success and that of our customers. It’s a promise E.C. Papé made over 85 years ago – a commitment we intend to keep. About the Position The Director of Finance reports directly to the CFO and is responsible for leading the financial operations of the company, ensuring robust credit, collections, and cash application processes, accurate reporting, and compliance with tax and legal obligations. This position oversees a broad set of financial activities and teams, supports executive decision-making, and collaborates across departments including Human Resources, Sales, Legal, and IT. Essential Duties and Responsibilities C redit Oversee the full credit lifecycle, including: Credit investigations, credit extension, and denials with corresponding documentation. Management of online and paper credit applications through a software provider. API to Credit Bureau for all applicants. Development of Credit Report Scorecard through Credit Bureau. Administration of welcome and denial letters. Maintenance of documentation, maintenance of customer account details, contacts, invoice delivery preferences, and account change requests. Cash Account Set Up process and auditing. Collections & Risk Management Lead consistent collections process and procedures across all operating companies. Collections, unapplied payments, Account Status Reviews, Dispute Management, Customer account maintenance and reconciliation, including Adjustments, Journal Entries, Sales Tax Adjustments, and Sales Tax exemption certificates. Consistent use of Credit Release System designed to require document releases for customers over their credit limit. Resolve unapplied payments. Bi-Monthly Dispute Report Tracking. Bi-Monthly Aged AR Reports, including Aged Whole Goods, Rentals, COD Accounts, and accounts Over 60 Days Past Due. Refunds when necessary. Credit risk reporting to Credit Bureaus. Scorecard development. Use of 3rd-party agencies and outside attorneys. Bankruptcies claims. Repossessions, auctions, legal actions, and chargebacks. Fraud tracking and escalation processes. Accounts Receivable Direct accounts receivable operations. Cash Application and Payment processing. Oversight of daily payment processing, including: Payments through our Lockbox, ACH/Wire payments, Pape Online Payment Portal, collection of credit card payments through our collections software, and Pape Pay. Posting of all Customer account payments and financial adjustments. Oversight of Lockbox operations, chargebacks, returned checks, and virtual lockbox administration. Ensure timely processing of HR member payments for benefits. WEX – US Forest Service credit card payments. Pacific Rim Funding Review of new loan applications. Collection of payments, posting of payments, and resolution of returned checks or payments. Reconciliation of general ledger. Repossessions, auctions, bankruptcies, legal action. Aging Report distribution. Bad Debt and Reserves. Merchant Agreements Management of Merchant IDs, Visa, MasterCard and Discover, American Express, and collection software Merchant IDs. Ordering of New Merchant IDs during acquisition and organic growth. Contract Negotiations. Support contract negotiations with financial vendors and partners. Reporting & Financial Oversight. Deliver routine and ad hoc reporting, including: Monthly: Currency, Bad Debt, Reserves, Finance Income, Extended Terms, Contra, Recourse & Residual Guarantees, and Account Status Reviews. Annually: Unclaimed Property/Escheatment. Credit Bureau contract negotiation, user access reviews. Create an annual Budget & track progress toward financial goals. Coding and payment of departmental AP invoices. Annual Audits with Banks and Public Auditing Firm. Leadership & Staff Development Supervise Credit Managers, AR Manager, Credit Administrators, Credit Analysts, Credit Specialists, and office staff. Indirect reporting of Finance Managers, including: -Oversight of Contracts and payment of Commissions earned. -PMH – Contract Overages. -PMI – Insurance. -Finance Manager Annual or Bi-Annual Meetings. -PMH Annual Update for user access at Equipment Finance company. Hiring, onboarding, performance evaluations, and ongoing training (internal and external). Timecard oversight, overtime management, and weekly/monthly performance meetings. Coordinate with GMs and internal stakeholders to resolve escalations and align operations with strategic objectives. Internal Training of company and branch staff on procedures for: -Cash Deposits, Credit Card Report and Lockbox Remittance, and Scanning. Training Manuals. Systems, Procedures & Documentation Ensure accuracy and usability of financial systems, working closely with IT. Maintain up-to-date procedure manuals, training guides, internal/external forms, and departmental policies. Implement standardized practices for documentation, statement contacts, and customer profiling. Special Projects & Departmental Collaboration Participate in major cross-functional initiatives and support internal partners in Marketing, Sales, Legal, and HR. Represent the finance function in FM meetings, including travel logistics and agenda planning. Oversee public-facing forms, including credit applications. Oversee internal-facing forms, including Credit Card On File Approval documentation, credit card reporting, cash deposits, and check remittances. Manage Access of Customer Profile Levels throughout all Operating companies. Candidate Profile • Bachelor’s degree in finance, accounting, or related field. MBA or CPA preferred. • 10+ years of progressive financial experience, including 5+ years in a leadership role. • Strong knowledge of AR, credit policies, financial reporting, and sales tax regulations. • Proficiency in financial platforms and ERP systems. • Exceptional communication, organizational, and leadership skills. Interested in Learning More? 180one has been retained by Papé Group to manage this search. If interested in learning more about the opportunity, please contact Lisa Heffernan / 971.256.3076/ lisa@180one.com .
More Posts