Finding Operators to Partner with in Financial & Insurance Services

searcher profile

February 12, 2026

by a searcher from Harvard University - Harvard Business School in New York, NY, USA

I’d like to find operators to partner with. Someone to source and execute a deal with me, share meaningfully in economics, and have either CEO or Chair role post-close. Any thoughts on best ways to find people like this? I’m mainly focused on financial & insurance services sectors
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commentor profile
Reply by a professional-advisory
from University of Pennsylvania in Dallas, TX, USA
I've established ExecCap Advisors www.ExecCapAdvisors.com to support exactly this strategy. Twice in my career I was an independent sponsor and acquired companies. The first time, I ended up supporting the incumbent executive team as the CFO and the second time, I was the CEO and led the company for 15 years. I would invite you, and anyone else on this chat to connect with me. I can also be reached at redacted my LindkedIn is https://www.linkedin.com/in/jim-tolbert-2338b01/ Best, Jim
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Reply by a searcher
from Harvard University in New York, NY, USA
^redacted‌ thank you for the tag. Would i) go through the active searchers in this site's directory and ii) look each up on linkedin. i) filters for the subset of people interested in ETA and ii) can teach you about the background of each person (do they have the skill set that complements yours vs. duplicates it)
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