Our clients include many of the country’s most respected banks. While many of our clients rank among the top 100 largest financial institutions, we advise regional banks, community banks, and companies that serve the financial services industry.

At CCG Catalyst we foster competitive advantage for our clients. Our approach considers our client as a whole, the competitive system, and its dynamics. We identify market positions and capabilities that enable our clients to deliver superior results in a sustainable manner.

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Partial Client List

Asset time of engagement

Banks over $1 Trillion
Bank of America, Charlotte NC
Wells Fargo, San Francisco, CA

Banks over $100 Billion / Under $1 Trillion
BB&T, Winston-Salem, NC
BMO Financial Group, Wilmington, DE
Capital One, Mclean, VA
PNC Bank, Pittsburgh, PA
State Street Bank, Boston, MA
TD Bank, Portland, ME

Banks over $10 Billion / Under $100 Billion
Bank of Oklahoma, N.A Tulsa/OK
Citizens Bank, Flint, MI
City National Bank, Beverly Hills, CA
First Republic Bank, San Francisco, CA
M & T Bank, Buffalo, NY
Susquehanna Bank, Lititz, PA
Sterling Savings Bank, Spokane, WA
TCF National Bank, Sioux Falls, SD
Union Bank, San Francisco, CA

Banks over $1 Billion / Under $10 Billion
Ameriprise Bank, Minneapolis, MN
American National Bank of Texas, Terrell, TX
AnchorBank, Madison, WI
Bank Independent, Sheffield, AL
Brookline Bank, Brookline, MA
Burke & Herbert Bank & Trust Company, Alexandria, VA
IDB / Inter-American Investment Corp, Washington, DC
Industrial and Commercial Bank of China (USA), NA, New York, NY
Salem Five Cents Savings Bank, Salem, MA
Sandy Spring Bank, Olney, MD
Trustmark Bank, Jackson, MS
United Community Bank, Blairsville, GA

Banks under $1 Billion
Bank of Ocean City, Ocean City, MD
BlueRidge Bank, Frederick, MD
Community Business Bank West, Sacramento, CA
Farmers National Bank, Emlenton, PA
First National Bank of Eagle Lake, Eagle Lake, TX
Metropolitan Capital Bank, Chicago, IL
MidCountry Bank, Marion, IL
Mission Oaks National Bank, Temecula, CA
National Bank of California, Los Angeles, CA
North Shore Bank, Peabody, MA
Revere Bank, Laurel, MD
Security Bank of CA, Riverside, CA
Stockmans Bank, Altus, CA
The Bank of Washington, Lynnwood, WA
Tomato Bank, Diamond Bar, CA

Partial Engagement List

Asset time of engagement

Banks over $10 Billion
National Bank (> $1 Trillion) – Strategic Advisory / Development
East Coat Bank ($220 Billion) – Strategic Advisory / Development
National Bank ($200 Billion) – Project Management Integration / Advisory
National Bank ($180 Billion) – Strategic Advisory / Payments
National Bank ($135 Billion) – Compliance / Risk Advisory
West Coast Regional Bank ($87 Billion) – Advisory / Project Planning
Midwest Regional Bank ($17 Billion) – Strategic Assessment / Advisory
Mid-Atlantic Regional Bank ($15 Billion) – Strategic Advisory / Market Plan

Banks over $1 Billion / Under $10 Billion
West Coast Regional Bank ($9.6 Billion) – Needs Analysis / Business Case / Evaluation
Midwest Regional Bank ($9 Billion) – Strategic Advisory / Development
Midwest Regional Bank ($7.8 Billion) – Strategic Advisory / Development
Southwest Regional Bank ($7 Billion) – Retail Assessment / Business Case
Northeast Bank Holding Company ($5 Billion) – Project Management Integration
Midwest Savings Bank ($4.2 Billion) – Assessment / Contract Negotiation
Mid-Atlantic  Commercial Bank ($4 Billion) – Strategic Advisory / Business Case
East Coast Regional Bank ($3.7 Billion) – Strategic Advisory / Payments
East Coast Regional Bank ($3.2 Billion) – Project Management Integration
Northeast Regional Bank ($2.8 Billion) – Advisory / System Evaluation
Mid-Atlantic Commercial Bank ($2.5 Billion) – Strategic Advisory (Trust)
Mid-Atlantic Commercial Bank ($2.3 Billion) – Strategic Advisory / Business Case
Midwest Regional Bank ($2.2 Billion) – Strategic Advisory / Needs Analysis
Southern Commercial Bank ($2.1 Billion) – Technology Assessment
Financial Services Holding Company ($1.8 Billion) – Business Case / Evaluation
Mid-Atlantic Bank & Trust ($1.8 Billion) – Technology Assessment
International Bank ($1.7 Billion) – Strategic Advisory / Business Case
East Coast Community Bank ($1 Billion) – Assessment / Retail
Northeast Regional Bank ($1.5 Billion) – M&A Integration
Midwest Community Bank ($1.1 Billion) – Assessment / Contract Negotiation
East Coast Community Bank ($1 Billion) – CIO Advisory
Southeast Commercial Bank ($1 Billion) – Core Advisory / System Evaluation

Banks under $1 Billion
Mid-Atlantic Bank & Trust (910 Million) – Technology Assessment
Southeast Commercial Bank ($900 Million) – Planning / M&A Integration
Midwest Community Bank ($850 Million) – Operational Assessment / Best Practice
Midwest Community Bank ($799 Million) – Strategic Advisory / Business Case
Midwest Diversified Financial Holding Company ($690 Million) – Strategic Advisory / CRM
Southwest Commercial Bank ($565 Million) – Strategic Advisory
West Coast Community Bank ($450 Million) – Strategic Assessment / Development
Midwest Community Bank ($385 Million) – Strategic Advisory / Business Case
Southwest Community Bank ($385 Million) – Strategic Advisory / MCIF
National Bank ($300 Million) – Strategic Advisory – e-Banking
Midwest Community Bank ($133 Million) – Strategic Advisory

Other
East Coast Investor Group – Acquisition Advisory
Northwest Advisory Firm – Acquisition Advisory
West Coast Asset Management Group – Acquisition Advisory
West Coast Investment Firm – CIO Advisory