Principal
CurrentInvestment banking: specializing in M&A and capital raises for financial services and FinTech firms. Announced transactions include:- Warburg Pincus' investment in MIAX- Quility's sale of minority interest to F&G Annuities & Life - Cathay Life's sale of Conning to Generali- Even Financial's sale to MoneyLion ($440mm)- ErisX's sale to Cboe- Sierra Income Corp's merger with Barings ($624mm)- Denham Capital's strategic partnership with Aflac ($2.1bn)- Virtus's acquisition of Stone Harbor - GTCR and Reverence Capital Partner's acquisition of Wells Fargo Asset Management ($2.1bn)- Wilshire's sale to CC Capital and Motive Partners- ICE's acquisition of Ellie Mae ($11bn)- BioCatch's growth investment from Bain Capital ($145mm)- Selerity's sale to Dealogic- oneZero's minority investment from Lovell Minnick- GTCR's acquisitions of Ultimus and Gemini- Adhesion Wealth's sale to Vestmark- TMC Bonds sale to ICE ($685mm)