Press Releases

Moss Adams, Marquis Banking Partners to Expand Consulting Services With New Joint Venture

SEATTLE--(BUSINESS WIRE)-- Moss Adams LLP, one of the largest accounting and business consulting firms in the nation, and Marquis Banking Partners LLC, a Colorado-based financial services consulting firm, have entered into a joint venture agreement to create Moss Adams Marquis Banking Advisors LLC. The new venture will deliver a greater depth of strategic and operational consulting services to financial institutions across the country.

“Moss Adams Marquis Banking Advisors is a powerful combination with unique experience and a keen understanding of how to navigate an increasingly complex financial services landscape,” said John Hancock, chair of the financial services practice for Moss Adams. “We’re very pleased to have found a partner that understands our clients’ business goals, shares our values and will amplify the operational expertise we are able to offer financial institutions.”

Moss Adams Marquis Banking Advisors will help financial institutions effectively respond to increasingly complicated operational and management challenges that stem from recent federal legislation and new regulations. By teaming up, the firms will offer broader consulting capabilities, including board advisory consulting, enterprise risk management, IT and security assessments, loan reviews, due diligence support services, operational and internal auditing, regulatory compliance outsourcing and consulting and strategic planning.

For more than 30 years, Moss Adams has provided a wide range of tax, assurance, consulting and compliance services to financial institutions across the country, from hedge funds and mortgage companies to credit union start-ups and publicly traded organizations with assets in excess of $10 billion. Over the last eight years, Marquis Banking Partners has built a reputation as a leading provider of operational and strategic planning services throughout the Rocky Mountain region.

“Moss Adams Marquis Banking Advisors will supply integrated, end-to-end solutions the financial services industry demands to solve its diverse and growing needs,” said Lisa Johannes, CEO of Marquis Banking Partners. “Moss Adams brings a high level of credibility to the marketplace and is a tremendous partner and valuable asset to this new venture and its clients.”

Moss Adams and Marquis Banking Partners share a long standing professional relationship, which has included collaborating on a variety of consulting projects and joint speaking engagements at industry events and trade association meetings.

About Moss Adams

Moss Adams is one of the largest accounting and consulting firms in the nation. Together with its affiliates, the firm provides insight and expertise integral to its clients’ success, serving public, private, and not-for-profit enterprises across the nation and in a wide range of industries.

Moss Adams LLP is a national leader in assurance, tax, consulting, risk management, transaction, and wealth services.

Moss Adams Wealth Advisors LLC provides investment management, personal financial planning, and insurance strategies to help clients build and preserve their wealth.

Moss Adams Capital LLC offers strategic advisory and investment banking services, helping clients create greater value in their business.

About Marquis Banking Partners

Established in 2004, Marquis Banking Partners provides consulting and outsourcing services to financial institutions in the western United States and contracting work to governmental regulators. The firm focuses on board advisory services, mergers and acquisitions, operational consulting, compliance and loan reviews, training, and personnel management.

Edelman for Moss Adams
Jeanine Takala, 206-505-7805

Source: Moss Adams LLP