This is a teaching case about a group of individuals at a financial services firm who formed a team then was recruited by another financial services firm. This case examines how the team was formed and then considered the possibility of moving to another firm. The case is based on data collected from a series of semi-structured interviews of team members, their customers, and the manager of the firm that actively recruited the team. Data about the two subject firms were also gathered to build a context of each firm 's working environment. Through an understanding of the organizational and environmental factors that enable teams to operate effectively, new learning and insights may help facilitate like efforts in the future.