Mercedes Chatfield-Taylor
Managing Partner

Private Equity



Uncertainty of government regulation, a difficult fundraising environment and unattractive listing options continue to plague the alternative asset industry. Finding the right leaders adds another layer to an already complex set of issues.

Caldwell Partners is able to help maximize returns in this challenging environment. Our strength and success are attributed to a core group of partners who share deep domain knowledge, relevant search experience and significant operational expertise with our private equity clients. In short, we know what it takes to operate effectively in a private equity-backed environment, whether inside the fund or in a portfolio company.

We are often retained to identify and attract superstars to positions across the senior leadership spectrum, as well as entire management teams for portfolio companies and investment partners within the fund. We also have extensive relationships with executive teams raising capital or looking for backing for a start up, spin-out or acquisition. We make introductions of potential transactions we feel would be exciting and lucrative investment opportunities for our PE clients.

Our search areas include

  • Asset raising and marketing
  • Banking and asset management platforms
  • Distressed and mortgage investments
  • Energy
  • Financial technology
  • Fund of funds
  • Insurance
  • Life Sciences and healthcare services
  • Technology