Case Study: Confidential finds optimal talent market and consolidates operations with Cresa

Confidential - Customer Case Study

Confidential, a fast‑growing Bay‑Area financial services firm with about 300 employees, faced a shrinking supply of the highly skilled workers it needed to hire, train and retain. To identify alternative talent pools and a scalable operating model, Confidential engaged Cresa for consulting, location strategy and economic incentives services.

Cresa conducted a three‑phase analysis—calculating turnover costs, building a cause‑and‑effect model for turnover, and defining success criteria—then evaluated 3,064 North American markets and multiple operating designs. Cresa’s work produced 25 optimal market/design combinations (later narrowed to 10 via sensitivity and scenario analysis), enabled market tours and site visits with local officials and employers, and ran job fairs to validate recruitment estimates. The outcome: Cresa helped Confidential select a major Midwestern city to support a consolidated facility and future growth, with clear, measurable shortlists and validated talent projections.