Financial Services Experience
- Sanli Pastore & Hill
- Aug 1, 2025
- 1 min read
SP&H offers quality and efficient valuations and services to public or privately held companies with revenues of any size, as well as assisting service providers affiliated with these types of businesses.
Our professionals have performed over 4,000 valuations, at any given time we have about 200 active matters, and have been named as expert witnesses in over 1,000 court proceedings during their careers. SP&H experts have testified over 170 times in trial and over 500 times in deposition.
We have extensive financial services experience, including but not limited to:
Access Finance
Acrisure Holdings, Inc. (property and casualty/group benefits)
AIG/Sun America
Allied Managed Care/AIMS Managed Care (insurance cost containment consultants)
Aon PLC
Armac Insurance (property and casualty)
Arthur J. Gallagher & Co.
Bank of America
Bank of Los Angeles
Bank of the Orient
Beal Bank
BNP Paribas
Budget Finance
California Bank & Trust
California Federal Savings
Citigroup, Inc.
City National Bank
Credit Suisse
Delta Bay Mortgage
Deutsch Bank
Earl Investment Company
East West Bank
El Dorado Savings Bank
First Northern Bank
Franchise Finance Corporation of America
Hillenbrand Insurance Services (insurance broker for healthcare and benefits)
HSBC Holdings
HUB International Limited
JP Morgan Chase
Kinecta Federal Credit Union
Morgan Stanley
Mother Lode Holding Co. (Placer Title Company)
SG Capital LLC
Tomato Bank – merged into Royal Business Bank
U.S. Bank
Washington Mutual
Wells Fargo Bank
Wright Surety & Insurance (property and casualty)






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