OUR MISSION
Provide public market investors early access to a high quality FinTech company and partner with management to create significant long-term value
OUR EXECUTIVE TEAM
ROHIT BHAGAT
CEO
​
-
Deep FinTech experience: AssetMark, Flipkart / PhonePe, BGI, BCG, Capital Float, SoFi, FreeCharge
​
-
Previously Chairman (Asia Pacific), BlackRock; Global COO, Barclays Global Investors (BGI)
​
-
Senior Partner BCG (Co-Head, US Financial Services); FinTech advisory included Schwab, Intuit and Wells Fargo
​
-
Significant transactional experience, including sale of BGI to BlackRock and AssetMark IPO
-
Non-Executive Chairman, PhonePe
-
Independent Director, AssetMark
-
Independent Fund Trustee, Franklin Templeton
-
​
​
MICHAEL LATHAM
COO
​​​
-
20+ years at BlackRock (and predecessor firms), including serving as Global Head of iShares Exchange Traded Fund business
​
-
Part of executive team that launched iShares business in 2000; during his tenure iShares AuM grew to over $1 trillion and revenues grew to over $3 billion
​
-
In 2009, led the sale of iShares to a Private Equity firm for $4.4 billion, prior to BlackRock’s purchase of the broader business of BGI (including iShares)
​
-
Currently serves as an Independent Trustee and Director of the Goldman Sachs Exchange Traded Funds
​
​
CHARLES GOLDMAN
NON-EXECUTIVE CHAIRMAN AND INDEPENDENT DIRECTOR
-
Previously CEO of AssetMark, leading provider of investment & consulting solutions serving financial advisors
​
-
Deep experience in Wealth Management / WealthTech
​
-
Led AssetMark’s IPO in 2019
​
​
CARY GRACE
INDEPENDENT DIRECTOR
-
Previously CEO of the Retirement, Investment and Human Capital Solutions business at Aon
​
-
Deep experience in Insurance and Retirement
​
-
Scaled outsourced CIO business, growing it to over $180bn in AuM
CHRIS GAERTNER
INDEPENDENT DIRECTOR
-
Senior Advisor, Technology Investment Banking Group of Rothschild and Co.
​​
-
Over 25 years of Technology Investment Banking experience including​​
-
Vice Chairman of Technology Investment Banking Group, Rothschild and Co.
-
Head of Corporate Finance, Credit Suisse Technology Group
-
Head of Technology Investment Banking, Merrill Lynch/Bank of America
-
​
BLAKE GROSSMAN
SENIOR ADVISOR
-
Managing Partner of ThirdStream Partners, investors in venture and strategic opportunities in FinTech and Financial Services
​
-
Previously CEO, Barclays Global Investors (BGI) and Vice Chairman, BlackRock​​
​
-
Multiple successful investments, including Financial Engines, SoFi, Ripple, and Axioma
​
JONATHAN HUBERMAN
SENIOR ADVISOR
-
Highly relevant SPAC experience
-
Closed business combination of Software Acquisition Group Inc. (SAQN)
-
Listed Software Acquisition Group II (SAII)
-
​
-
25+ years of high-tech business leadership
​
-
Currently Chairman and CEO of Software Acquisition Group
​
WHY FINTECH EVOLUTION?
DEEP DOMAIN EXPERTISE IN FINANCIAL SERVICES AND FINTECH
- As successful business leaders
​
- As advisors, investors, and board members
STRONG ORIGINATION CAPABILITIES
- Extensive sourcing network.
​
- Proprietary deal flow.
PARTNER OF CHOICE FOR MANAGEMENT TEAMS
- Widely respected as capable, trustworthy and collaborative.
​
- Strongly aligned economic incentives.
HIGHLY RELEVANT TRANSACTION EXPERIENCE
- Value creating M&A transactions.
- Transitioning companies from private to public ownership.
- Successful SPAC IPOs and combinations.
DEEP OPERATING CAPABILITIES
- Significant experience scaling businesses.
​
- Proven operating playbook.
CONTACT US
OUR ADDRESS
1345 Avenue of the Americas
11th Floor
New York, NY 10105