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
Patomak Team Supports FalconX as First Cryptocurrency-focused Swap Dealer with the CFTC
Patomak was honored to be a part of the team supporting FalconX as it registered the first cryptocurrency-focused swap dealer with the Commodity Futures Trading Commission and National Futures Association. FalconX is a digital assets and cryptocurrency platform for...
Patomak Senior Advisor Marshall Lux’s New Harvard Kennedy School Paper on “Buy Now, Pay Later” Companies Examines Risks and Regulatory Options
Patomak Senior Advisor Marshall Lux co-authored a new working paper with Bryan Epps of the Harvard Kennedy School that takes a close look at the “Buy Now, Pay Later” sector. Despite the significant growth in recent years of BNPL companies, they are far less regulated...
New CFPB Position Regarding Discrimination in Financial Products and Services Requires More Compliance Work From Companies
On March 16, 2022, the Consumer Financial Protection Bureau (CFPB) announced its intent to expand the agency’s interpretation of its authority regarding its ability to prohibit discrimination. The agency’s anti-discrimination authority will now apply to all financial...
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