Establishing a Proactive IT Foundation: From Outsourced Support to an In-House Expert for a Global Investment Bank

Executive Summary

A global boutique investment banking firm, specializing in M&A and strategic advisory for business services companies, relied entirely on a third-party IT provider. Facing response delays of up to two weeks, they sought to hire their first internal IT professional to take ownership of technology, improve service, and act as a bridge to their global outsourced partner. Through a targeted search by nexus IT group, they hired a seasoned Systems Administrator in just 30 days, immediately accelerating response times and instilling a new level of technology reliability.


Client Profile

The client is a global boutique investment bank providing mergers & acquisitions and strategic advisory services exclusively to business services companies. With a hybrid team across multiple regions, their operations demand seamless, reliable technology to support critical deal-making and client interactions.

The Challenge: Overcoming the Limitations of a Fully Outsourced IT Model

The firm’s complete reliance on an external IT partner created significant operational friction that impacted productivity and agility.

  • Critical Response Delays: Onsite support requests could take one to two weeks to resolve, creating unacceptable downtime for a high-stakes, fast-paced banking environment.
  • The “Single-Person Department” Challenge: They needed a versatile professional capable of managing everything from hands-on user support to strategic vendor coordination, all as the sole internal IT resource.
  • Complex Hybrid Environment: The ideal candidate required expertise in both Windows and Mac ecosystems within a global organizational structure.

The Solution: Strategic Scouting for a Founding IT Member

nexus IT group partnered closely with the firm’s CFO/COO to define and locate a unique blend of technical and professional skills.

  1. Precise Profile Definition: We collaborated to outline the ideal candidate: a proactive Systems Administrator with experience in sub-500 employee companies, exceptional communication skills, and the poise to work with a global team and senior bankers.
  2. Targeted Campaign for a Niche Skillset: Our search focused on identifying candidates with cross-platform expertise (Microsoft 365, Entra ID, Intune, JAMF) and, crucially, prior experience as the primary or sole IT resource in professional services firms.
  3. Vetting for Autonomy and Proactivity: The screening process prioritized candidates who demonstrated a proactive, ownership mindset—proven problem-solvers who could work independently and improve processes without direct oversight.

Results & Metrics

The partnership efficiently delivered a top-tier candidate who met all critical requirements.

  • 14 Total Candidates Submitted
  • 1 Successful Hire for the foundational internal IT role
  • Time-to-Fill: Approximately 30 Days from initial intake to formal offer acceptance

The Outcome

The client successfully established its first in-house IT function, creating an immediate and positive impact on the firm’s operational efficiency.

  • Dramatically Faster Response Times: The internal Systems Administrator now provides immediate support, eliminating week-long delays.
  • Improved Technology Reliability & Collaboration: The new hire acts as an effective liaison and escalation point for the global outsourced provider, smoothing collaboration and ensuring higher service standards.
  • Proactive Process Improvement: Beyond fixing issues, the hire has begun streamlining internal IT processes and implementing proactive improvements across the hybrid environment.

Client Testimonial

“Nick and his team made this an easy process from start to finish. They understood exactly what we needed in our first IT hire and quickly delivered a candidate who checked every box — technically strong, proactive, and a great culture fit for our global team.”

— CFO/COO, Global Boutique Investment Bank


About nexus IT group
nexus IT group specializes in building and scaling the technology teams that power the professional and financial services sectors. We partner with our clients to find talent that drives operational excellence and strategic growth.