Colarion Partners is an investment management firm focused on long-term positions in community- and smaller regional banks.  The firm seeks concentrated interests and seeks to understand and support the credit, sales and expense cultures of a depository.  The firm was founded in 2016 by Sam Haskell.

What we seek:

  • Strong internal credit cultures.
  • Proactive calling officers.
  • A defined deposit strategy, supported by technological investment.
  • Efficiency over ego; a company culture driven by ownership rather than W2.

What we avoid:

  • Wholesale balance sheets.
  • Funding executives’ retirements via base compensation.
  • Inefficient cultures – Spending with excessive or unstudied payback periods.
  • Investing in bricks to gather deposits rather than technology with sales and service culture.