Banking and Financial Services Group
Advisors to a Regulated and Rapidly Changing Sector
Financial institutions are navigating a landscape shaped by technology disruption, tightening regulations, rising customer expectations, and margin pressure. Our practice group brings deep domain knowledge to help banks, credit unions, fintech companies, and investment firms operate with agility and oversight. We support financial institutions through all phases—from startup compliance and systems to strategic growth and M&A.
Who We Serve
Community Banks and Credit Unions
Bank and credit union executives frequently encounter complex and ever-changing challenges that demand specialized expertise, which may not be readily available within their organizations. Community financial institutions face significant burdens due to new regulations and shifting regulatory priorities, compounded by limited resources and budget constraints. Additionally, evolving customer expectations for speed, flexibility, and diverse service offerings further strain these institutions' resources. While technological innovations offer opportunities to enhance operational efficiency, they often require expert knowledge that is not easily accessible. We address these challenges by offering subject matter expertise on a fractional or project-specific basis, ensuring that financial institutions can access the necessary resources to effectively navigate these demands.
Bank and Financial Institution Customers
Strong banking relationships are vital for business stability and profitability. Economic shifts and operational challenges can strain these partnerships, potentially jeopardizing a company's access to crucial financial support. When faced with sudden funding disruptions, many businesses lack the expertise to effectively maintain lender support. Our fractional and project-based services provide the specialized knowledge needed to navigate these critical situations, ensuring companies can respond strategically to lender actions that may threaten their survival.
Client Focus
We serve a diverse range of clients, including:
Banks and credit unions of all sizes
Borrowers and bank customers
Financial technology companies
Investment firms
Corporate treasury departments
What We Offer
Our deep industry experience allows us to provide practical and purposeful solutions to our clients. We successfully guide clients through economic cycles, regulatory changes, and technological disruptions. Our firsthand experience in banking operations, regulatory compliance, and financial management allows us to provide insightful and effective solutions to complex challenges.
By combining our industry knowledge with a client-centric approach, we deliver tailored strategies that drive success in today's dynamic financial landscape. Whether you are a financial institution seeking to optimize operations and ensure compliance, or a borrower navigating complex financial relationships, our Banking and Financial Services practice group is equipped to support your needs and help you achieve your financial objectives.
Regulatory compliance
We assist banks and credit unions in maintaining compliance with ever-evolving regulations, helping to mitigate risks and avoid costly penalties.
Operational Efficiency
We work to streamline credit application processes, enhancing overall efficiency and customer satisfaction.
Capital Management
Our professionals provide guidance on effective capital management strategies to optimize financial stability and growth.
Executive Recruitment
Our network and expertise support talent acquisition for C-suite level positions, ensuring strong leadership for our clients.
Banking Relationship Management
For clients facing challenges with their banking relationships, we provide strategic support and mediation services.
Third-Party Loan Portfolio Quality Assessment
With access to qualified examiners, our team conducts thorough third-party loan reviews to ensure portfolio health and compliance.
Treasury Operations
Experienced professionals offer timely and relevant guidance on funding structures, pricing, duration, spread management, and asset mix for balance sheet liability management.
Cash Flow Planning
We offer support in developing robust cash flow plans to enhance financial stability.
Strategic Planning and Forecasting
We offer strategic planning support and financial performance forecasting to help institutions achieve their long-term goals.
Special Assets and Collections
We assist in establishing and optimizing special assets and troubled debt collection departments.
Loan Restructuring and Alternative Financing
We aid in restructuring client loan and borrowing relationships to achieve mutually beneficial outcomes and help clients explore and secure alternative financing options when traditional avenues are challenging.
Audit and Regulatory Findings Remediation
We provide support in addressing and resolving issues identified by audits or regulatory examinations.
Meet the Team
-
Glen Terry
Banking and Financial Services Practice Group Leader
-
Rachna Singh
Banking and Financial Services Practice Group Leader
-
Chris Chillingworth
Banking and Financial Services Practice Group Member
-
Jess Gutierrez
Banking and Financial Services Practice Group Member
Build a High Performing Team
Whether your business is growing, transforming, or in need of change, finding the right people quickly is critical. Our recruiting services give you direct access to experienced recruiters and advisors who understand your industry, your challenges, and the kind of talent it takes to move your business forward. Whether you're filling a key executive role, backfilling staff during a transition, or building out a new team, you’ll get tailored recruiting support without the overhead of a traditional search firm.
You choose the model that fits: executive search, contingency recruiting, or interim and project-based staffing. Every search is grounded in deep operational knowledge from across the 2GO Advisory Group—so you’re not just hiring quickly, you're hiring wisely.
Engagement Example:
Identified sources and successfully solicited a total of $200 million of capital investments from institutional and private equity investors to fund a financial institution acquisition strategy.
Engagement Example
Arranged, structured, and delivered debt funding for winery and vineyard expansion efforts.
Engagement Example:
Assisted debtors to successfully restructure borrowing relationships, including assisting in identifying and transitioning to new lenders.
Engagement Example
Restructured cash flow operations for a large privately held insurance company resulting in significant improvements in cash management and cost reduction.
Engagement Example: