Unparalleled senior-level advice on strategic financial sector issues
Patomak Global Partners possess unparalleled experience and knowledge, making them uniquely suited to assist executives in understanding U.S., Asian, and European financial sector trends, opportunities, and threats.
The team provides targeted advice for executives on challenges and opportunities posed by new technologies and innovations related to derivatives, securities markets, banking, payments, and digital assets.
New products and financial technology
Patomak Global Partners guide executives in leveraging new technologies to increase the efficiency and effectiveness of business activities, expand capabilities, and win in new markets.
The team assists business leaders in developing and launching new financial products and services by anticipating regulatory issues, foreseeing compliance concerns, and identifying risks early in the business cycle. Patomak experts advise financial innovators in building partnerships, maximizing strategic opportunities, and navigating regulatory challenges.
Due diligence and transactions
Patomak Global Partners provides extensive diligence reviews of potential and existing financial sector investments, focusing on corporate strategy, competitive dynamics, growth opportunities, operational challenges, and regulatory risks.
The team advises clients on opportunities and challenges related to raising capital, CFIUS reviews, acquisitions, and IPOs.
Monitoring and responding to industry and regulatory developments
The experts at Patomak provide early insights and tailored information about financial regulation trends in the United States, Asia, and Europe. The team uses its extensive experience and expertise to help clients assess critical industry developments and make timely, effective business decisions.
The team advances client views and interests through white papers, regulatory comment letters, and advocacy strategies and initiatives.
Examples of the Patomak Global Partners’ strategy and advisory engagement include:
Performed due diligence reviews for venture capital and private equity funds by identifying risks and growth potential related to prospective investments in consumer finance and back-office financial technology firms.
Advised a high-growth fintech company on selecting and conducting outreach to potential strategic investors in Asia, Europe, and the United States.
Advised on business strategy, regulatory, and reputational risks related to major IPOs and SPAC transactions as well as mergers and tender offers.
Conducted an analysis of operational, reputational, and regulatory risks related to a large cryptocurrency trading platform investment by a major institutional fund.
Developed a report for a large international firm on cross-border payments technology, U.S. sanctions trends, and business risks involving a potential fintech venture.
Conducted an independent review for a large private equity fund at the request of institutional investors regarding valuation issues and cybersecurity.
Conducted an independent review of a large global bank’s fixed-income transaction reporting to FINRA.