Ledgend Group

We find the magic
in the work others resist.

A boutique executive search firm placing senior talent across investment banking, private equity, asset management, and equity research.

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· On the Firm

Quiet work, when the brand-name firms come back empty.

Most search is a numbers game. Cast a wide net, hope something sticks, send three CVs that read identical. We don't work that way. Each mandate is a relationship, not a requisition, and we tell the truth about who's a fit before either side wastes an afternoon.

What we believe

A different
kind of search firm.

Three things shape every conversation we have. They're how we work and why clients come back.

Authentic.

No spin. No padded shortlists. We'll tell you the hard truths about a candidate, a comp band, or your own pitch before they cost you a quarter.

Relationship‑driven.

We are not transactional. The work is built on long arcs with clients and candidates we'll know for a decade. The fee is the byproduct, not the point.

Senior search only.

We don't run requisition pipelines. Each mandate is owned by a principal from intake to placement. That's why our shortlists are short.

Recent mandates, anonymized

Managing Director · Energy/ Managing Director · FIG/ Managing Director · Energy/ Managing Director · Policy Research/ Managing Director · Head of Structured Products/ Managing Director · Specialty Finance/ Managing Director · Retail Equity Research/ Managing Director · BDC Research/ VP · Structured Products/ VP · Specialty Finance/ Managing Director · Energy/ Managing Director · FIG/ Managing Director · Energy/ Managing Director · Policy Research/ Managing Director · Head of Structured Products/ Managing Director · Specialty Finance/ Managing Director · Retail Equity Research/ Managing Director · BDC Research/ VP · Structured Products/ VP · Specialty Finance/

· A Note from the Principal

Senior judgment
over senior
process.

Ledgend Group focuses exclusively on upgrading talent across investment banking, private equity, asset management, and equity research. We operate differently than most search firms. Our process is relationship-driven, not transactional.

We take on a select number of searches at a time because doing this right requires genuine attention, honest conversations, and a deep understanding of both the firms we work with and the professionals we represent. We tell clients and candidates what they need to hear, not what they want to hear. That means hard truths about the market, realistic expectations, and straight talk at every stage of the process.

If you are a firm looking to bring in transformational talent, or a professional ready for your next move on Wall Street, we should talk.

"There is magic in the work others resist. We do that work."

Matt Stevens, Founder

Our Team

Founder

Matt Stevens

Matt founded Ledgend after a decade placing senior talent across investment banking, private equity, and credit. His work spans Partner-track buy-side seats, Managing Director coverage roles, and team lifts for new platforms. He keeps the relationships and runs the mandates end to end.

matt.stevens@ledgendgroup.com (631) 561‑8917

Head of Talent Coverage

Collin Wohlfert

Collin spent the last eight years at The Select Group, a technology consulting firm, learning the ins and outs of recruiting across multiple industries, most recently the energy and utilities space. He brings cross-industry experience to Ledgend, with a clear preference for quality over quantity and a habit of starting each search by understanding what the client actually needs. At Ledgend he runs talent coverage end to end: sourcing, diligence, and the client relationship from intake through close.

collin.wohlfert@ledgendgroup.com

· Where We Work

Three cities,
one network.

We operate in New York, DC, and Austin, with the ability to cover any market.

Primary Coverage

New York

The center of our IB, PE, and asset management practice. Most mandates originate here.

Capital Markets & Policy

Washington

Growth & Emerging Managers

Austin

· Practice Areas

Three things,
done well.

We don't do everything. We do the work where deep relationships and senior judgment matter more than process.

Global Executive Search

Senior placements in investment banking, private equity, asset management, and equity research. From Partner-track on the buy-side to Managing Director seats in coverage.

What this looks like in practice: a 14-week mapping of an entire sub-sector, four shortlisted candidates the client never could have reached, one hired in 90 days.

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Talent Mapping

Build a real picture of who is doing the work, where, and what it would take to move them. Useful before a build-out, after a competitive exit, or when you're tired of guessing.

Named individuals, current compensation reads, mobility signals, and the political context. Not a LinkedIn export.

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III

Career Counsel

For candidates: how to think about the next seat. How to read the room. How to negotiate without burning the bridge.

Off-record conversations with senior practitioners. No fee to the candidate, ever.

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What clients tell us

"Matt placed two of our most important hires last year. He works the network like nobody else, and he tells you the truth before you have to ask for it."

· Engage

Start the
conversation.

Two ways in, depending on which side of the table you're on. Both go directly to our team.

For institutions and operating teams. Tell us about the seat, the timeline, and what's gone wrong with the search so far.

Your name

Firm

Title

Mandate type

Seniority

Timeline

Anything we should know

Replies inside 24 hours, on weekdays. Conversations are private and off-record.

The Quarterly Letter

Four times a year.
Worth reading.

A short letter from Matt every quarter: where capital is moving, who's hiring quietly, and the kind of seat we expect to see opening next. No promotions. No tracking pixels. About a thousand words, sent from his own address.

We find the magic in the work others resist.