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ADVISORS

STRATEGY & POLICY

Designing creative solutions to navigate market developments and unlock growth and innovation.

We combine deep regulatory knowledge with decades of practical experience leading traditional financial services firms and fintechs to help our clients propel their business and bring visionary ideas to life.

SERVICES

  • Strategy and planning for delivery of banking services:
    – Licensing & chartering    
    – Bank partnership        
    – Financial modeling    
    – Business and financial plan development    
    – Market assessment    

    – Capability assessment/gap analysis

  • Business and product strategy development

  • SPAC advisory

  • IPO

  • Acquisition

  • Investment Committee advisory

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STRATEGY & POLICY ENGAGEMENTS

Bank Licensing and Strategy

An innovative fintech company engaged Klaros to help develop and file an application for a de novo national bank charter. Klaros provided strategic advice on the required organizational transformation, and partnered with the client to quickly develop core components of the charter application, including the business plan, pro forma financials, and financial inclusion plan. 

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