Our team

Experienced professionals. Trusted advisors.

Our team combines backgrounds in financial intelligence, banking supervision, regulatory enforcement, and financial services compliance.

Every member of our team has operated inside financial institutions, regulatory bodies, or law enforcement — which means we understand the pressures you face and the standards you are held to.

Benjamin Donat, Founding Partner

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Benjamin Donat

Founding Partner

Benjamin is a seasoned AML and financial crime executive with extensive experience advising organizations facing complex regulatory, investigative, and compliance challenges. He has built financial intelligence units from inception, supported independent monitorships of domestic and international banks, and partnered with senior leaders to strengthen governance, oversight, and risk management programs.

Areas of expertise

AML Program LeadershipRegulatory ExaminationsConsent Order RemediationBSA/AML Compliance

Background

Regulatory expert
Consultant to Tier 1 banks
JD/MBA
Joseph Wells, Founding Partner

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Joseph Wells

Founding Partner

Joseph brings over a decade of AML experience serving small, medium, and large financial institutions, both domestic and international. He is a transaction monitoring expert and has led teams on lookbacks, monitorships, and backlog clearing engagements. Most recently, Joseph designed, built, and ran a 20 person Financial Intelligence Unit to monitor the largest government mandated lookback in history.

Areas of expertise

SAR InvestigationsTransaction MonitoringCorrespondent BankingRetail Banking

Background

13+ years AML investigations experience
Former Financial Intelligence Unit analyst
CAMS certified

Why work with us

Set the standard. Hold the standard.

Practitioner-led

Every engagement is led by someone who has done this work inside a financial institution — not a generalist consultant reading from a framework.

Regulatory fluency

We know what examiners look for because our founding partners have worked on two regulator mandated monitorships and countless consent order imposed lookbacks. Our work is built to withstand scrutiny.

Absolute discretion

Financial crime matters are sensitive by nature. We treat every engagement — and every client — with the confidentiality the situation demands.

Accountable delivery

We take on a limited number of engagements so that every client receives senior attention from start to finish, not a handoff to junior staff.

Work with our team

We take on a limited number of engagements to ensure every client receives our full attention.