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Financial Institutions

We focus on finance.

Retained Executive Search

Our retained executive search arm, EFL Associates, has extensive expertise in the financial services industry. We have partnered with organizations across the nation in sectors like: 

  • Banking
  • Credit Unions
  • Insurance
  • Mutual Fund
  • Financial Intermediaries

EFL Associates’ executive search consultants and research associates worked in the financial services industry for years before joining the firm. They know how to identify and place top industry talent to ensure your company’s success.

Property & Casualty

When you partner with our unparalleled team of professionals, you benefit from a unique combination of expertise – ex-bankers with nearly 70 years of banking experience and bank insurance specialists with over 20 years of experience insuring all sizes of financial institutions. We offer:

  • An impressive list of 30 Bank Insurance Company partners competing in Bank D&O/Bond Policies
  • 10 additional Bank Insurance Companies competing in Bank Property/Liability Insurance
  • Bank property expertise with an emphasis on OREO and Forced Placed
  • Cyber insurance specialists, working with the leading cyber insurance carriers, offering Third Party Liability and First Party Expense options
  • Professional Liability, including Directors and Officers, Banker’s Professional, Lender Liability, Fiduciary, Employment Practices & Cyber Liability
  • Banker’s Crime Bond
  • Package, including Bank Property, General Liability & Auto
  • Worker’s Comp
  • Mortgage E & O & Mortgage Impairment
  • Bank-Owned Life Insurance (BOLI)

We are specialists who truly understand your bank's challenges & risks.


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