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.

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121 West Trade Street Suite 3050 Charlotte, North Carolina 28202 980-217-1266

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Mike Lee

Mike Lee Practice Director, Charlotte

Mike'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
Keith Anthony

Keith Anthony Customer Executive

Keith 's Bio
Bike MS

Bike MS

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

Community
Bending the Cost Curve

Bending the Cost Curve

Are you leaving your chips on the table?

Insights
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
Financial Services

Financial Services

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

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Equity, Diversity and Inclusion

Equity, Diversity and Inclusion

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Aurora Vidin

Aurora Vidin Senior Associate

Aurora 's Bio
Consulting magazine: Point B Acquires Charlotte-based Independence Consulting

Consulting magazine: Point B Acquires Charlotte-based Independence Consulting

Read more at Consulting magazine
Laura Hiatt

Laura Hiatt Analyst

Laura's Bio

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

Read more at Credit Union Times

Mergers & Acquisitions

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Matt Villani

Matt Villani Associate

Matt 's Bio
Mergers and Acquisitions Outlook 2019

Mergers and Acquisitions Outlook 2019

Expect financial institutions to keep partnering up and consolidating in 2019 and beyond.

Insights
Forbes: Why Every Department Should Care About the Future of Work Today

Forbes: Why Every Department Should Care About the Future of Work Today

Read more at Forbes
The Future of RPA, Robot Assistants or Robot Apocalypse?

The Future of RPA, Robot Assistants or Robot Apocalypse?

Realizing the benefits of RPA technology

Webinar