OUR EXPERIENCE
Our management team has deep operational experience working as executives and investors in the financial services industry, including FinTech and wealth management. Our team consists of proven leaders that have years of experience identifying and capitalizing on emerging technological and secular trends across the financial services industry and delivering operational strategies designed to improve businesses over the long-term.
We are experienced in a variety of delivery models, including direct-to-consumer as well as business-to-business services. In addition, our team has deep transaction experience having executed and integrated numerous transactions as operators, investors and advisors.
We believe that our significant experience not only positions us to strategically identify, evaluate and acquire an opportune target, but also to deliver differentiated guidance to the target company’s management team in order to support its growth and success post-acquisition.
RYAN PARKER
Vice Chairman
JON ISAACSON
Chief Financial Officer and Chief Corporate Development Officer
DAVID BERGERS
General Counsel
