Included with every plan
Know the seat is opening before it is briefed.
The public record moves first. Your criteria run against it daily, and the moves that could open a search land in your portal with the filing attached.
Worked signal
The seat under a new finance chief
In February 2026, MoneyGram International seated a new chief financial officer, arriving from Wells Fargo.
The read is the part you are paying for. A finance chief who has just taken the seat rebuilds the layer beneath it: controller, treasury, financial planning.
That layer is where the next mandates come from, and it comes up months after the arrival makes the trade press. You are early, and early is when the call gets returned.
One press turns the detection into a brief. The company, the seat and the source are already filled in, and the research runs while the move is still news.
MoneyGram International
Dallas, TX · Madison Dearborn Partners
A new chief financial officer took the seat in February 2026, arriving from Wells Fargo. The layer beneath a newly seated finance chief is where the next mandates come from. This is on your watch list because you work this corridor.
What it watches for
Six moves that open a seat
Under SEC rules, a US public company files an 8-K within four business days of an executive appointment or departure, disclosed as Item 5.02. The record is dated, and so is every signal built on it.
Leadership change
An executive appointed or departed at a company inside your market.
Funding round
Capital raised, and what the filing says the money is for.
Ownership change
A buyout, a merger or a new sponsor, with the C-suite refresh that follows.
Expansion
A new site, a new market or a contract award that needs people to run it.
Distress
Layoff notices and restructuring filings, public and dated ahead of the press.
Interim seat
An acting title with a clock on it that nobody outside the company is watching.
The volume is public and it is large. EDGAR full-text search returned 179 filings mentioning Item 5.02 in the week of 13 to 19 August 2026, alongside 1,203 Form D capital raises in the same week, across every sector and state.
Most of that is routine. The work is deciding which of them changes something in your market, which is the judgement Bret sets out in the public signals that predict a mandate.
The boundary
It reads the public record
Filings, registries and primary announcements. Everything a signal rests on is a document you can open.
Your own client list does one job here, and that job is exclusion. The firms you already serve are kept off the watch rather than looked up, so the list you hand us on day one makes the feed sharper and stays yours.
Questions
Before you switch it on
Does it watch our pipeline or our inbox?
It reads the public record only: filings, registries and primary announcements. Your client list is used to exclude firms from the watch, which is the single job it does here.
What do you need from us to set it up?
Sectors, company size, geography, seniority and the firms that are off-limits. That is the whole setup, and it happens once.
Point it at your market. It starts reading.
Name the sectors, the size and the seats. Bring a live search to the call.
Thirty minutes, no pitch.