Senior industry-leading experts drive our clients’ success
Our clients turn to Patomak Global Partners for decision-quality advice and unique insights that help them identify and mitigate risk, maximize opportunities, and exceed their business objectives.

Key Statistics
100+
Clients Advised
300+
Active Portfolios
50+
Senior Agency and Industry Leadership
15+
Years Advising Financial Services
Our Insights
Recent Insights

Significant U.S. Sanctions Relief for Syrian Arab Republic
AML, Sanctions, & CFIUS Andrew Bonney, Andy Baukol Strategy & Advisory
Fed Withdrawal of Guidance Marks Milestone for Banks’ Future Crypto Activity
Banking & Consumer Finance, Digital Assets, Securities, Patomak Analysis Sam Canavos, Mona Elliot Strategy & Advisory
Key Takeaways from SEC Crypto Task Force Custody Roundtable
Digital Assets, Securities, Patomak Analysis Sam Canavos, Cory Jack, Laura Magyar
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Patomak Global Partners
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Patomak Global Partners2025-04-22 17:05:302025-04-22 17:22:08Patomak Global Partners Announces New Supervisory Board and Executive Committee
FDIC Highlights Policy Priorities Impacting FinTechs and Large Banks
Banking & Consumer Finance, Patomak Analysis Heather Espinosa
Federal Reserve Board Considering Significant Bank Stress Test Changes
Banking & Consumer Finance Heather Espinosa
Patomak Global Partners Named One of the Top Consulting Firms in Fintech by Chambers and Partners
News, Research Article
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Heather Espinosa
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Heather Espinosa2024-11-05 13:49:242024-12-11 17:36:43OCC Expands Recovery Planning Requirements
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Katherine McCarthy
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Katherine McCarthy2024-10-29 13:31:192024-11-21 13:42:35Robert Greene Quoted in Foreign Policy
Significant U.S. Sanctions Relief for Syrian Arab Republic
AML, Sanctions, & CFIUS Andrew Bonney, Andy Baukol Strategy & Advisory
Fed Withdrawal of Guidance Marks Milestone for Banks’ Future Crypto Activity
Banking & Consumer Finance, Digital Assets, Securities, Patomak Analysis Sam Canavos, Mona Elliot Strategy & Advisory
Key Takeaways from SEC Crypto Task Force Custody Roundtable
Digital Assets, Securities, Patomak Analysis Sam Canavos, Cory Jack, Laura Magyar
https://patomak.acscreativedev.com/wp-content/uploads/2025/04/february-6-2024-2.png
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1600
Patomak Global Partners
https://patomak.acscreativedev.com/wp-content/uploads/2022/12/PGP-Header-Logo-Stacked.png
Patomak Global Partners2025-04-22 17:05:302025-04-22 17:22:08Patomak Global Partners Announces New Supervisory Board and Executive Committee
FDIC Highlights Policy Priorities Impacting FinTechs and Large Banks
Banking & Consumer Finance, Patomak Analysis Heather Espinosa
Federal Reserve Board Considering Significant Bank Stress Test Changes
Banking & Consumer Finance Heather Espinosa
Patomak Global Partners Named One of the Top Consulting Firms in Fintech by Chambers and Partners
News, Research Article
https://patomak.acscreativedev.com/wp-content/uploads/2024/11/image.png
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1600
Heather Espinosa
https://patomak.acscreativedev.com/wp-content/uploads/2022/12/PGP-Header-Logo-Stacked.png
Heather Espinosa2024-11-05 13:49:242024-12-11 17:36:43OCC Expands Recovery Planning Requirements
Significant U.S. Sanctions Relief for Syrian Arab Republic
AML, Sanctions, & CFIUS Andrew Bonney, Andy Baukol Strategy & Advisory
Fed Withdrawal of Guidance Marks Milestone for Banks’ Future Crypto Activity
Banking & Consumer Finance, Digital Assets, Securities, Patomak Analysis Sam Canavos, Mona Elliot Strategy & Advisory
Key Takeaways from SEC Crypto Task Force Custody Roundtable
Digital Assets, Securities, Patomak Analysis Sam Canavos, Cory Jack, Laura Magyar
https://patomak.acscreativedev.com/wp-content/uploads/2025/04/february-6-2024-2.png
1000
1600
Patomak Global Partners
https://patomak.acscreativedev.com/wp-content/uploads/2022/12/PGP-Header-Logo-Stacked.png
Patomak Global Partners2025-04-22 17:05:302025-04-22 17:22:08Patomak Global Partners Announces New Supervisory Board and Executive Committee
FDIC Highlights Policy Priorities Impacting FinTechs and Large Banks
Banking & Consumer Finance, Patomak Analysis Heather Espinosa
Federal Reserve Board Considering Significant Bank Stress Test Changes
Banking & Consumer Finance Heather Espinosa
Patomak Global Partners Named One of the Top Consulting Firms in Fintech by Chambers and Partners
News, Research Article
https://patomak.acscreativedev.com/wp-content/uploads/2024/11/image.png
1000
1600
Heather Espinosa
https://patomak.acscreativedev.com/wp-content/uploads/2022/12/PGP-Header-Logo-Stacked.png
Heather Espinosa2024-11-05 13:49:242024-12-11 17:36:43OCC Expands Recovery Planning RequirementsProgress Starts with a Good Conversation
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