Banking & Financial Services

Differentiating Clients from Peers and Competitors

Special situations

As one of the top-ranked M&A communications firms in the nation, our special situations and crisis communications expertise allow us to guide regulated financial institutions through the full range of opportunities and challenges they may face, as well as events that can suddenly impact any public company or complex organization.

Industry resources

We invest in financial institution data resources and training that enable our IR professionals to better serve regulated financial institutions and other financial services firms.

Enduring relationships

We’ve served many of our bank clients for years, some for more than a decade, and we attribute these enduring relationships to our ability to provide sophisticated strategic counsel, combined with hands-on tactical services, in a highly responsive manner.

We are committed to exceptional client service and responsiveness

More than 40 publicly traded community and regional banks and other U.S. financial services firms, with assets ranging from less than $1 billion to more than $125 billion, have turned to Lambert’s professionals for investor relations and special situations counsel and services.


Publicly traded banks with a variety of business models

  • Regional and super-regional with bank and non-bank businesses
  • Non-bank businesses generating fee income >20% of revenues
  • Branchless or “branch light,” focused on serving industry niches, entrepreneurs and high-net-worth individuals
  • Traditional community bank and thrifts

Regulated financial institutions across life cycles

  • Growth and high-growth trajectories
  • Deep value stories
  • Turnaround situations
  • Active M&A strategies
  • Institutions positioning for potential merger or sale