Built by Bankers, Not Just Advisors

Insurance, Benefits, BOLI & Deal Flow
Built for Banks — by Bankers

Centered Partners combines former bank leaders — from global institutions like Mercantile and CitiCorp to community bank ownership — with hands-on experience building and operating businesses. We bring banks the insurance, benefits, BOLI, REO, and deal flow solutions that only come from sitting in your chair.

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What We Do

Full-Spectrum Advisory for Financial Institutions

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P&C Insurance

Bank-specific coverage structured for regulatory, fiduciary, and operational risks.

Directors & Officers (D&O) liability
Bankers professional liability
Cyber liability & data breach
Fidelity / financial institution bonds
Property & business interruption
Umbrella & excess programs

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Benefits & BOLI

Employee benefits and Bank Owned Life Insurance from a team that’s managed both sides.

Group health & medical plans
BOLI program design & optimization
COLI / key person insurance
Executive benefit & deferred comp
Life, dental, vision & ancillary
HR compliance & consulting

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REO & Real Estate

REO advisory and CRE services from licensed professionals who understand bank-owned assets.

REO disposition strategy
Commercial property valuation
REO portfolio management
Environmental & liability assessment
Workout & loss mitigation

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Deal Flow & Lending

Qualified CRE and C&I deal flow from a team actively building and acquiring businesses.

CRE deal referrals & introductions
C&I borrower sourcing
Commercial lending strategy
Portfolio company referral network
Loan participation opportunities

Why Us

Why Banks Choose Centered Partners

Former Bank Leaders — Not Just Advisors

Our team includes former commercial lenders at Mercantile and CitiCorp, a community bank CEO and shareholder, and a CitiCorp board member. We’ve sat in your chair.

We Bring Deal Flow, Not Just Advice

We actively invest in and acquire businesses — approximately $200M in topline revenue acquisitions and $1B+ in total investment across our platforms. That means we bring qualified CRE and C&I lending opportunities directly to your institution.

$1B+ in Transaction Experience

Our team has been involved in a multitude of transactions exceeding $1 billion aggregate value. We understand deal structure from both the borrower’s and the bank’s perspective.

30+ Years of HR & Benefits Expertise

Enterprise-scale HR and benefits leadership translates into BOLI optimization, executive benefit design, and retention programs built by leaders who’ve managed large workforces.

Global Institutions to Community Banks

We’ve operated at every level — from CitiCorp’s global platform to owning a community bank in St. Louis. Whether you’re $500M or $10B, we understand your world.

Our Team

Built by Bankers, Not Just Advisors

Decades

Banking Leadership

$1B+

Transaction Value

30+

Years HR Leadership

CFA/CPA

Financial Expertise

“We’ve led banks, owned banks, built lending portfolios, and operated businesses that borrow from banks. That 360-degree perspective is what makes Centered Partners different.”

Meet the Full Team →

Confidential Assessment

Get Your Banking Insurance Diagnostic

Choose the option that fits you best — download our industry assessment eBook instantly, or request a custom diagnostic tailored to your operation.

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Download the Assessment eBook

Get our Banking & Financial Institution insurance diagnostic — coverage benchmarks, risk areas, and key questions to ask your broker.

Instant Download

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Request a Custom Assessment

Share details about your business and our team will deliver a confidential, tailored diagnostic within 48 hours.

Personalized • 48-Hour Turnaround

Your Information

Name *

Email *

Phone

Company *

About Your Operation

Institution Type *

Total Assets *

Number of Branches

Number of Employees

Current BOLI Program?

Primary Interest

Anything else you’d like us to know?

Confidential. No obligation. No spam.

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Your eBook Is Ready

We’ve also sent a copy to your email. Explore coverage benchmarks, risk areas, and the questions top operators are asking their brokers.

Download PDF ↓

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Custom Assessment Request Received

A member of our team will review your information and deliver a confidential, tailored diagnostic within 48 hours.

Insurance, Benefits, BOLI & Deal FlowBuilt for Banks — by Bankers

Full-Spectrum Advisory for Financial Institutions

Why Banks Choose Centered Partners

Built by Bankers, Not Just Advisors

Insurance, Benefits, BOLI & Deal Flow
Built for Banks — by Bankers