Trusted Advisors
in a Challenging Environment
Patomak Global Partners is a leading financial sector consultancy that applies the insights of senior-level industry experts to advise clients on complex and cutting-edge strategy and risk management challenges.
Strategy &
Advisory
Senior-level advice to identify opportunities, support innovation, and overcome challenges
Risk Management & Compliance
Risk management and compliance services to enhance competitiveness
Litigation Support & Enforcement
Regulatory enforcement and litigation support to offer industry expertise
Our Team
Our work allows our clients to do what they do best: innovate, compete, serve customers, respond to market developments, and maximize profitability. We are financial sector experts and we bring that deep expertise to our clients.
“We approach this work through two lenses: a magnifying glass to scrupulously analyze the details of our clients’ unique circumstances, and a telescope to anticipate trends on the horizon to help position our clients for long-term success.” — Paul Atkins, CEOClients We Serve
- Banks and bank holding companies
- Broker-dealers and trading firms
- Business development companies
- Commodity pool operators
- Commodity trading advisors
- Digital asset market participants
- Exchanges
- Financial market utilities
- Futures commission merchants
- Insurance companies
- Fintechs
- Institutional investors
- Mortgage lenders and servicers
- Private equity funds
- Payments companies
- Publicly traded companies
- Registered investment companies
- Exchange-traded funds
- Mutual funds
- Trade associations
- Transfer agents
- Swap dealers
- Swap execution facilities
- Venture capital funds
Patomak regularly partners with law firms and other professional services firms to seamlessly position our clients for long-term success.
News & Views
Swap Dealers Face Further Enforcement Orders in 2022
CFTC and NFA have issued more than 15 enforcement orders against swap dealers in 2022. Five key pitfalls stand out as a common denominator: failure to report to Swap Data Repositories, failure to provide sufficient disclosures to counterparties, failure to diligently...
Office of the Comptroller of the Currency Orders Blue Ridge Bank to Improve its Third-Party Risk Management
On August 29, Blue Ridge Bank, National Association, disclosed to the U.S. Securities and Exchange Commission a formal agreement with the Office of the Comptroller of the Currency (OCC). The OCC announced the agreement on October 20, detailing how the bank agreed to...
FSOC Releases Digital Asset Report, Signaling Increased Future Scrutiny
A recent digital asset report (“Report”) issued by the Financial Stability Oversight Council (“FSOC”) criticized many digital asset market activities and market participants for lacking sufficient risk controls or amplifying financial instability. FSOC seems to be...
Contact Us
Patomak is singularly focused on providing unparalleled strategic advice from professionals with diverse backgrounds.
Please contact us by phone or complete this form to send us your inquiries, speaking requests, or questions. We will use your contact information solely to communicate with you and will not distribute it for use by any third party.
750 17th Street, NW, Suite 1000
Washington, DC 20006
(202) 862-3920