Charlotte

With deep experience in finance, strategy, technology, implementation, and business management, Point B’s Charlotte office delivers profitable ideas to build successful and sustainable businesses. With our unique combination of skills and perspectives, we help clients think big to identify and implement change in the Carolinas and beyond.

Get in Touch
Mike Lee

Mike Lee Practice Director, Charlotte

Mike's Bio

Consulting magazine: Point B Acquires Charlotte-based Independence Consulting

Read more at Consulting magazine

Read more at Consulting magazine
Keith Anthony

Keith Anthony Customer Executive

Keith 's Bio
Writing an M&A Playbook for Award-winning Growth in Healthcare

Writing an M&A Playbook for Award-winning Growth in Healthcare

Developing a repeatable framework for immediate and long-term wins

Case Study
Bending the Cost Curve

Bending the Cost Curve

Are you leaving your chips on the table?

Insights
Bike MS

Bike MS

Point B and the National Multiple Sclerosis Society ride for a big impact.

Community
Marston Morte

Marston Morte Associate

Marston's Bio
Banks Without Branches

Banks Without Branches

How banks can improve customer engagement and retention by letting go of their real estate.

Insights
Jennifer Fagan

Jennifer Fagan Senior Associate

Jennifer's Bio
Banking on a Smoother M&A Transition

Banking on a Smoother M&A Transition

Building a scalable, repeatable process to deliver value and efficiency.

Case Study
Anne Banez

Anne Banez Operations Lead, Marketing

Anne's Bio
Financial Services

Financial Services

Point B has an exceptional breadth of experience with financial services consulting and a pragmatic approach to solving problems.

Industries
Laura Hiatt

Laura Hiatt Analyst

Laura's Bio
Zak Clark

Zak Clark Associate

Zak's Bio

Credit Union Times: The Competitive Advantage of a Strong Governance Structure

Read more at Credit Union Times

Mergers & Acquisitions

Services

Becker’s Hospital Review: With Sustained Focus, Mergers and Acquisitions Can Produce Companies Whose Combined Value Exceeds the Value of Their Parts

Read more at Becker's Hospital Review

Read more at Becker's Hospital Review