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S 
W 
Bi 
“The Right Leadership is Priceless” 
Executive Search Methodology - Proven & Effective 
Over 1000 Executive searches with a 100% execution rate. 
Ken Petkunas 
kpetkunas@swbi.com 
Doug Walker 
dwalker@swbi.com 
SWBi International www.swbi.com 617-395-7679
S 
W 
Bi 
SWBi Mission 
To assist clients in the generation value by identifying 
and securing outstanding executive and leadership 
talent.
S 
W 
Bi 
We find the stars you can’t get on your own! 
by 
Providing visibility and vision into businesses or 
industries beyond what is available internally and 
applying a finely tuned process which incorporates 
independence and objectivity into the identifying, 
stimulating, developing, vetting and securing of the 
best available talent for a particular mission.
S 
W 
Bi 
The SWBi Process 
 Specification Development: Work closely with 
management to develop profile from which to 
identify the initial candidate pool. 
 Research & Target Development: Mine & 
refine proprietary & purchased sources to 
identify target organizations and candidate 
profiles. 
 Candidate Development: Stimulate, vet, refine, 
and selectively benchmark Long List 
candidates with client to yield final target list. 
 Candidate Presentation: Interview, and rank 
according to Search Evaluation Matrix then 
present qualified Short List candidates to client. 
 Interview & Selection Process: Interviews with 
client, observations, consultations, Reference 
Audit, ultimate candidate selection. 
 Candidate Acquisition & Transition: Offer 
Candidate Universe 
Candidate Profile 
Targets Identified 
Targets Vetted 
Short List 
Selection 
parameters developed, Present ion of “what-if 
offer,” Negotiation of final terms, Candidate 
Acquisition 
Commitment. Post-hire review process and 
ongoing support. Ongoing SWBi Relationship
S 
W 
SWBi Bi 
 Develops a thorough understanding of client culture, 
chemistry & organization in order to deliver the ideal 
candidate. 
 Has first hand working knowledge of the functional 
discipline for which the executive is being sought. (BoD, 
CEO, Sales, Marketing, Finance, Operations, , etc.) 
 Demonstrates experience and understanding of the 
client company’s life-cycle stage. (Ramp-up, 
turnaround, build, growth, right-sizing, etc.) 
 Presents a disciplined, proven approach to executive 
search and consulting which ensures consistent and 
successful results for clients. 
 Possesses expertise, not only in executive search, 
running real life business organizations. 
Client 
Functional 
Area 
Life-cycle 
Perspective 
Disciplined Process 
Deep Practical 
Expertise 
 SWBi’s partners have a 25 year track record of success in executive search and 30 years of 
experience in high technology markets from start-up to multi billion dollar organizations 
 Our depth of knowledge and access to candidates ensures a high ROI engagement.
S 
W 
Bi Unique Formula for Success 
 SWBi is the culmination of 25 years of successful executive 
search and high technology experience. 
 TWO SWBi principals secure, own, manage and execute each 
engagement; delegating nothing of substance. 
 SWBi never has, and never will, abandon a search. 
 SWBi elects to focus on fewer, more meaningful clients to 
maximize effectiveness and minimize conflicts. 
 SWBi offers Global reach with personal attention. 
 SWBi is a client-driven boutique, not an earnings-driven 
“search factory”.
S 
W 
Bi SWBi Search Timeline: 90 Days 
Create Research 
Engine 
Benchmarking 
Sessions 
Research & 
Target Dev. 
Interviews 
By SWBi 
Rankings by 
S/E Matrix 
Reference Audit / Background Check 
Candidate 
Development Candidate Presentation & Further Dev. 
1 1 2 2 3 4 5 6 7 8 9 10 11 12 13 14 
Develop Target List 
Pre-Offer 
Negotiations 
• Needs analysis and research engine developed in first 1- 1 ½ weeks. 
• Candidate development driven hard in weeks 2-3 and beyond. 
• Benchmark preliminary findings by week 3; continue to refine. 
• SWBi Interviews, Short List presentation and client interviews set by weeks 6-10. 
• Debrief & conduct reference audit on selected candidate in weeks 9-10. 
• Gain acceptance of offer by week 10-12. 
WEEK 
Specs 
Position Specs Developed 
Initial 
Candidate 
Development 
SWBi Interviews & Rankings / Client Interviews Candidate 
Selection & 
Closure 
Ensure 
Candidate 
Transition 
Further Candidate Development 
Short Lists 
Interviews 
By Client 
Formal Offer 
& Acceptance 
Target Search 
Complete 
Post-Hire 
Review
S 
W 
Bi 
SWBi’s Unlimited Network 
 Social Networking: SWBi exploits the sheer 
vastness of the social networking sources 
available today such as LinkedIn, Facebook, 
Twitter, Xing, etc. with underlying groups. 
 Technology Tools: To mine & refine public, 
proprietary & purchased sources; spiders , 
etc. 
 Proprietary Purchased Sources: 
Subscriptions to databases including tens of 
millions of executives worldwide. 
 Personal Networks and Databases: Tens of 
thousands of contacts in personal databases 
amassed over the years. 
Candidate 
Universe 
Social Networking 
Technology Tools 
Proprietary 
Personal 
With Minimal Block-Outs
S 
W 
Bi 
9 
Principals owning search 
Doug Walker 
– 23 years executive search 
experience with Hundreds 
of senior level searches 
– Former CFO of a publicly 
traded company 
– Focus on 
• Semi, Comms, Software, 
Security, Infrastructure 
• Across functional 
disciplines 
Ken Petkunas 
– Over a dozen years senior 
executive search experience 
– 25 Years of Executive High 
Tech Experience 
• Harvard, MBA Booth 
School Univ. Chicago 
– Focus on 
• Semi, Comms, Software, 
Security, Infrastructure 
• Across functional 
disciplines
S 
W 
Bi 
10 
SWBi customers say…. 
• …you were always engaged with a strong grasp of our needs…. 
• …impressed with your quick response, presentation of well 
qualified candidates, and persistent monitoring… 
• ….thank you for your consistent efforts and putting our interests 
first….. 
• …made the search process expeditious and fruitful. 
• …you did the job efficiently, put up with our twists and turns, 
and delivered an excellent choice.

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SWBi International www.swbi.com process for executive search requirements

  • 1. S W Bi “The Right Leadership is Priceless” Executive Search Methodology - Proven & Effective Over 1000 Executive searches with a 100% execution rate. Ken Petkunas kpetkunas@swbi.com Doug Walker dwalker@swbi.com SWBi International www.swbi.com 617-395-7679
  • 2. S W Bi SWBi Mission To assist clients in the generation value by identifying and securing outstanding executive and leadership talent.
  • 3. S W Bi We find the stars you can’t get on your own! by Providing visibility and vision into businesses or industries beyond what is available internally and applying a finely tuned process which incorporates independence and objectivity into the identifying, stimulating, developing, vetting and securing of the best available talent for a particular mission.
  • 4. S W Bi The SWBi Process  Specification Development: Work closely with management to develop profile from which to identify the initial candidate pool.  Research & Target Development: Mine & refine proprietary & purchased sources to identify target organizations and candidate profiles.  Candidate Development: Stimulate, vet, refine, and selectively benchmark Long List candidates with client to yield final target list.  Candidate Presentation: Interview, and rank according to Search Evaluation Matrix then present qualified Short List candidates to client.  Interview & Selection Process: Interviews with client, observations, consultations, Reference Audit, ultimate candidate selection.  Candidate Acquisition & Transition: Offer Candidate Universe Candidate Profile Targets Identified Targets Vetted Short List Selection parameters developed, Present ion of “what-if offer,” Negotiation of final terms, Candidate Acquisition Commitment. Post-hire review process and ongoing support. Ongoing SWBi Relationship
  • 5. S W SWBi Bi  Develops a thorough understanding of client culture, chemistry & organization in order to deliver the ideal candidate.  Has first hand working knowledge of the functional discipline for which the executive is being sought. (BoD, CEO, Sales, Marketing, Finance, Operations, , etc.)  Demonstrates experience and understanding of the client company’s life-cycle stage. (Ramp-up, turnaround, build, growth, right-sizing, etc.)  Presents a disciplined, proven approach to executive search and consulting which ensures consistent and successful results for clients.  Possesses expertise, not only in executive search, running real life business organizations. Client Functional Area Life-cycle Perspective Disciplined Process Deep Practical Expertise  SWBi’s partners have a 25 year track record of success in executive search and 30 years of experience in high technology markets from start-up to multi billion dollar organizations  Our depth of knowledge and access to candidates ensures a high ROI engagement.
  • 6. S W Bi Unique Formula for Success  SWBi is the culmination of 25 years of successful executive search and high technology experience.  TWO SWBi principals secure, own, manage and execute each engagement; delegating nothing of substance.  SWBi never has, and never will, abandon a search.  SWBi elects to focus on fewer, more meaningful clients to maximize effectiveness and minimize conflicts.  SWBi offers Global reach with personal attention.  SWBi is a client-driven boutique, not an earnings-driven “search factory”.
  • 7. S W Bi SWBi Search Timeline: 90 Days Create Research Engine Benchmarking Sessions Research & Target Dev. Interviews By SWBi Rankings by S/E Matrix Reference Audit / Background Check Candidate Development Candidate Presentation & Further Dev. 1 1 2 2 3 4 5 6 7 8 9 10 11 12 13 14 Develop Target List Pre-Offer Negotiations • Needs analysis and research engine developed in first 1- 1 ½ weeks. • Candidate development driven hard in weeks 2-3 and beyond. • Benchmark preliminary findings by week 3; continue to refine. • SWBi Interviews, Short List presentation and client interviews set by weeks 6-10. • Debrief & conduct reference audit on selected candidate in weeks 9-10. • Gain acceptance of offer by week 10-12. WEEK Specs Position Specs Developed Initial Candidate Development SWBi Interviews & Rankings / Client Interviews Candidate Selection & Closure Ensure Candidate Transition Further Candidate Development Short Lists Interviews By Client Formal Offer & Acceptance Target Search Complete Post-Hire Review
  • 8. S W Bi SWBi’s Unlimited Network  Social Networking: SWBi exploits the sheer vastness of the social networking sources available today such as LinkedIn, Facebook, Twitter, Xing, etc. with underlying groups.  Technology Tools: To mine & refine public, proprietary & purchased sources; spiders , etc.  Proprietary Purchased Sources: Subscriptions to databases including tens of millions of executives worldwide.  Personal Networks and Databases: Tens of thousands of contacts in personal databases amassed over the years. Candidate Universe Social Networking Technology Tools Proprietary Personal With Minimal Block-Outs
  • 9. S W Bi 9 Principals owning search Doug Walker – 23 years executive search experience with Hundreds of senior level searches – Former CFO of a publicly traded company – Focus on • Semi, Comms, Software, Security, Infrastructure • Across functional disciplines Ken Petkunas – Over a dozen years senior executive search experience – 25 Years of Executive High Tech Experience • Harvard, MBA Booth School Univ. Chicago – Focus on • Semi, Comms, Software, Security, Infrastructure • Across functional disciplines
  • 10. S W Bi 10 SWBi customers say…. • …you were always engaged with a strong grasp of our needs…. • …impressed with your quick response, presentation of well qualified candidates, and persistent monitoring… • ….thank you for your consistent efforts and putting our interests first….. • …made the search process expeditious and fruitful. • …you did the job efficiently, put up with our twists and turns, and delivered an excellent choice.