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, CEOClient 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
RealClearMarkets: Mark-to-Market Taxation Will Harm Us All
Consider it a warning sign when legislation coming off Capitol Hill includes language – even before it is enacted – indicating a federal agency will need to simplify its related rules. As former Securities and Exchange Commission (SEC) and Commodity Futures Trading...
It Is Wiser to Find Out Than Suppose . . . Sometimes
Mark Twain is credited with coining the phrase “it is wiser to find out than suppose” and at times the maxim holds true today, particularly by any regulated community. Earlier this summer, the Commodity Futures Trading Commission (CFTC) released an advisory clarifying...
Options Market Participants Face New Regulatory Inquiries; Tried and True Remedies Are the Solution
As families get through back-to-school checklists, Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) are similarly going through their own regulatory check lists for options market participants. There are several new...
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