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 innovation 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, strategic acquisitions, SPACs, 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:
Developed guidance for a private equity fund on cryptocurrency custody issues and a potential investment in a digital asset trading platform
Advised non-U.S. fintech company executives on formulating U.S. business expansion strategies, including overseeing bank partnership negotiations
Presented on cryptocurrency market structure and decentralized finance (DeFi) trends to senior executives at a major investment and large retail companies
Assisted a leading blockchain industry trade association in developing regulatory comment letters and studies on stablecoin regulation and ransomware trends
Helped an ETF sponsor navigate the regulatory product-approval process by providing expert advice regarding positioning and the development of related materials
Produced a study analyzing financial sector reliance on cloud computing for a financial market infrastructure, focusing on assessing potential risks to financial stability
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We advise clients on cutting-edge strategy and risk management challenges. See what we can do for you.