Recent changes in regulation, competition and increased interest rate volatility have radically changed the environment for smaller banks. Most operate under intense profitability pressure, and few have options to grow organically. They face tough challenges but cannot justify the high costs, long timelines, and conflicts of interest associated with large consulting firms or investment banks.Sacagawea Peak offers “Capital Management as a Service,” providing smaller banking and other financial institutions with an outsourced, expert-driven approach to measuring and managing capital needs. We help clients optimize capital allocation, maintain regulatory compliance, enhance risk-adjusted performance, and improve strategic decision-making without the overhead of building an in-house team. We support institutions in navigating complex capital regulations (e.g., Basel III), stress testing, liquidity planning, and capital adequacy assessments. Whether assisting with strategic capital planning, optimizing risk-weighted assets, or improving stakeholder communication, Sacagawea Peak can deliver tailored, cost-effective solutions for financial stability, operational efficiency, and long-term growth.
Clients benefit from our experience and core values: Honesty, Dedication, and Alignment with your objectives.
Our compensation structure is aligned to ensure that our advice is in your best interest.
We are not a competitor – we are neither a bank, insurance company, or a private credit lender.
We take on few clients and focus on solving problems quickly and efficiently.
Want to Learn More?
If you are a bank or insurance company interested in novel capital solutions or an investment manager pursuing partnerships in the banking sector, Sacagawea Peak can provide strategic guidance and practical solutions to address your critical challenges.
Email [email protected] for more information.
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Our Services
Community and Regional Banks
Strategic Analysis: Formulating a strategic plan is a crucial first step when making decisions about capital & liquidity. We help create a cost/benefit analysis on your business of any risk transfer, securitization, origination partnership or asset sale. We help articulate and mold strategy to integrate initiatives into the organization.Education & Communication: SRTs and loan origination partnerships are emerging tools for capital and risk management. We guide and educate management, the Board and stakeholders on the mechanics, applications, and implications of their use. We help management communicate with regulators, shareholders and investors.Tactical Assessments: We help with assessing the suitability of assets for transactions, help with data selection and cleaning, and perform portfolio analysis.Design: We help design transactions which balance issuer preferences, regulatory constraints and market feedback into an execution structure. We help spec, build or source 3rd party software to support smooth transaction reporting. We can help coordinate with rating agencies.Transaction Advisory Services: We provide advice to clients on every critical decision before, during and after a transaction. We can help identify ideal distribution partners.
Investment Managers:
Opportunity filtering: There are over 4,000 banks in US and over 140 with consolidated assets greater than $10Bn. We can help articulate an investment strategy and create a filter of banks meeting these criteria for efficient marketing campaigns.Originator and transaction due diligence: We provide investors with the resources to underwrite SRT transactions, including organizational effects on transaction management, understand origination processes, evaluating internal credit scoring engines, and review transaction documentation to ensure best use of internal resources.Solutions to enhance returns: We can find the best solutions to provide leverage, either cash or insurance based.Investor and third-party communication: We can educate and help communicate transaction assessments with internal management, investors, and third parties.
Want to Learn More?
Contact us at [email protected] for more information.
Testimonials
“Glenn was my Chief of Staff for 3 years and proved to have the ideal set of skills for this role: he has a diverse background of technical and investment management skills, a voracious curiosity, good communication abilities, and is a relentless problem solver.He served as my right-hand man for both the investment management company and the Family Office behind it. He helped with strategic planning and implementation, he managed personnel, and filled operational gaps where they arose. He served on the Investment Committee with oversight responsibility and was a key advisor on portfolio strategy.Most of all he could be relied on to speak truth to power: he was not afraid to ask me the hard questions, ones I might not like to hear but which needed to be asked. This is a rare gift which helped me immensely. This above all made him invaluable as my Chief of Staff.Glenn would help improve results and the life of any CEO whom he serves. I would recommend him wholeheartedly to anyone for this role.”
Stephen Diggle, Founder and CEO, Vulpes Investment Management
“Glenn was my Chief of Staff for 3 years and proved to have the ideal set of skills for this role: he has a diverse background of technical and investment management skills, a voracious curiosity, good communication abilities, and is a relentless problem solver.
He served as my right-hand man for both the investment management company and the Family Office behind it. He helped with strategic planning and implementation, he managed personnel, and filled operational gaps where they arose. He served on the Investment Committee with oversight responsibility and was a key advisor on portfolio strategy. Most of all he could be relied on to speak truth to power: he was not afraid to ask me the hard questions, ones I might not like to hear but which needed to be asked. This is a rare gift which helped me immensely. This above all made him invaluable as my Chief of Staff.
Glenn would help improve results and the life of any CEO whom he serves. I would recommend him wholeheartedly to anyone for this role.”
"Our bank faced a critical challenge: despite years of reported profitability, the balance sheet of our business exhibited unexplainable volatility. This created friction with our board, jeopardizing the future of the business, and forcing us to shelve important strategic opportunities. We engaged top-tier investment banks and consultants but none could explain the causes satisfactorily.Glenn worked diligently to identify the root cause of the behaviour and validated his explanation with an analysis of historical portfolio behaviour to establish his findings without doubt. He created tools which allowed us to understand the business better.Glenn’s ability to combine financial intuition, understand complex data, and communicate with clarity was unmatched. He ensured leadership, the board, and stakeholders fully understood the problem and solution. As a result, we can now execute long-term strategic plans that were on hold.The entire engagement was completed in under six months—at a cost lower than a senior analyst—yet delivered immeasurable value. Glenn is a rare combination of expertise, strategic thinking, and execution. Our management is grateful for his help."
Chairman of the Board, US Community Bank
“Our bank faced a critical challenge: despite years of reported profitability, the balance sheet of our business exhibited unexplainable volatility. This created friction with our board, jeopardizing the future of the business, and forcing us to shelve important strategic opportunities. We engaged top-tier investment banks and consultants but none could explain the causes satisfactorily.
Glenn worked diligently to identify the root cause of the behaviour and validated his explanation with an analysis of historical portfolio behaviour to establish his findings without doubt. He created tools which allowed us to understand the business better.
Glenn’s ability to combine financial intuition, understand complex data, and communicate with clarity was unmatched. He ensured leadership, the board, and stakeholders fully understood the problem and solution. As a result, we can now execute long-term strategic plans that were on hold.
The entire engagement was completed in under six months—at a cost lower than a senior analyst—yet delivered immeasurable value. Glenn is a rare combination of expertise, strategic thinking, and execution. Our management is grateful for his help.”
Leadership
Glenn Blasius
Glenn Blasius has over 25 years’ experience in investment management across different disciplines and geographies.He has been providing investment advice and analytical services to financial companies since 2023. Between 2019 and 2022, he served as Chief of Staff at Vulpes Investment Management (Singapore), assisting the CEO on strategic issues and also serving on the investment committee.Glenn was a founding member and senior portfolio manager at Christofferson, Robb & Company (“CRC”), an investment management firm specializing in Synthetic Risk Transfer trades (“SRTs”). Prior to CRC, Mr. Blasius was Managing Director of ABS trading at Bear Stearns International (London). Earlier, he traded and structured Mortgage-Backed Securities at Smith Barney, Lehman Brothers, and Prudential Bache.Mr. Blasius received a B.S. in Engineering Physics from Cornell University and completed graduate coursework in Economics at NYU.