Financial services

How we help

With our enterprise risk, credit risk, internal audit, financial crimes and digital experts, we provide the necessary resources to accommodate your immediate needs, providing leading industry practices and enabling revenue growth in a cost-efficient manner.

Markets we serve


  • Banking and capital markets
  • Asset and wealth management
  • Insurance
  • Private equity
  • Fintech and insurtech

Insights and case studies

Connect with a financial services expert

  • Jeff Ulmer

    Jeff Ulmer

    Managing Director

    Jeff is a credit and lending expert with over 30 years of experience helping healthcare, energy, commercial real estate, media, and commercial and industrial clients successfully manage their portfolios, develop asset monetization strategies, and execute restructurings and bankruptcies.

    Contact Jeff
  • Craig Brown

    Craig Brown

    Principal

    "Transformation is continuous, iterative improvement that ends only when the client achieves a satisfactory balance."

    Contact Craig
  • Mike Willhelm

    Mike Willhelm

    Managing Director

    Mike is a managing director who serves clients across the financial services and public sector industries. He works with and advises clients on transformation strategies for the chief financial officer’s office, including developing strategic road maps and digital solutions that enable advanced decision-making capabilities for their organizations.

    Contact Mike

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