We combine investment banking excellence with FinTech domain expertise to deliver exceptional results for our clients
Our founders were the first investment bankers covering FinTech in Europe and all our partners have held senior roles at leading investments banks. Our core investment banking team in London and New York is supported by a global network of senior advisers who bring experience as company founders, corporate executives and technologists
Senior Team Members
Years Investment Banking & FinTech Industry Experience
Locations globally
Managing Partner, Co-founder
New York
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Alexis has over 20 years’ experience in Financial Information and Technology working in corporate finance and strategy roles for several investment banks and FinTech companies
In 2012, Alexis co-founded Zelig to provide corporate finance services to FinTech entrepreneurs globally
Prior to Zelig, Alexis was Head of Strategy at Thomson Reuters Investment Management and Reuters Enterprise. His previous roles include M&A Director at Putnam Lovell and at ABN AMRO, and Capital Markets VP at Rabobank and Tokyo-Mitsubishi International
Alexis holds an MA from McGill University and serves as Chairman of the Board of SOS SAHEL USA
Hobbies: motorcycle riding, skiing
Email: [email protected]
Phone: +646 707 2272
Alexis’ LinkedIn
Alexis Kalmanovitz is Registered Representative of and Securities Products are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. Member FINRA SIPC Zelig Associates, LLC and BA Securities, LLC are separate, unaffiliated entities
London
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In addition to his role at Zelig, Gerd is also an investor in early-stage SaaS companies including Alpima, Insly, Eventcase, Betterdoc, and Finmatics
Before co-founding Zelig, Gerd was Senior Director at RBS, where he worked from 2008 to 2013 covering the TMT sector. Prior to joining RBS, Gerd worked at ABN AMRO and Citi
Gerd holds an MA from Johns Hopkins University
Outside of work Gerd spends time with his wife and young boys, and is also a passionate off-piste skier and amateur cook
Email: [email protected]
Gerd’s LinkedIn
Alexis has over 20 years’ experience in Financial Information and Technology working in corporate finance and strategy roles for several investment banks and FinTech companies
In 2012, Alexis co-founded Zelig to provide corporate finance services to FinTech entrepreneurs globally
Prior to Zelig, Alexis was Head of Strategy at Thomson Reuters Investment Management and Reuters Enterprise. His previous roles include M&A Director at Putnam Lovell and at ABN AMRO, and Capital Markets VP at Rabobank and Tokyo-Mitsubishi International
Alexis holds an MA from McGill University and serves as Chairman of the Board of SOS SAHEL USA
Hobbies: motorcycle riding, skiing
Email: [email protected]
Phone: +646 707 2272
Alexis’ LinkedIn
Alexis Kalmanovitz is Registered Representative of and Securities Products are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. Member FINRA SIPC Zelig Associates, LLC and BA Securities, LLC are separate, unaffiliated entities
In addition to his role at Zelig, Gerd is also an investor in early-stage SaaS companies including Alpima, Insly, Eventcase, Betterdoc, and Finmatics
Before co-founding Zelig, Gerd was Senior Director at RBS, where he worked from 2008 to 2013 covering the TMT sector. Prior to joining RBS, Gerd worked at ABN AMRO and Citi
Gerd holds an MA from Johns Hopkins University
Outside of work Gerd spends time with his wife and young boys, and is also a passionate off-piste skier and amateur cook
Email: [email protected]
Gerd’s LinkedIn
London
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Lorcan is an Irish national and qualified with a BComm International with French (first class honours) and a Masters Degree in Finance from University College Dublin
Outside of work, Lorcan enjoys spending time with his wife and daughters and stays active by participating in tennis, skiing, sailing, football and yoga
Hamilton Sekino
Partner
Boston / São Paulo
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Hamilton joined Zelig in 2022, with over 25 years of venture capital, management consulting and corporate development experience in Brazil, US, Europe and Asia.
In 2012, Hamilton founded btn partners an advisor of Global FinTechs entering the Brazilian market through M&A or a strategic partnership, and worked with Stripe, Revolut, Ripple, Flywire, PayU, Pagonxt (Santander) in their market entry in Brazil.
Hamilton is also an active investor in early stage Brazilian FinTechs and an advisor in Brazil for Great Hill Partners in Private Equity and Ares Management in Private Credit.
Outside of work, Hamilton enjoys Italian cooking for his family, biking and hiking, and reading about US-China geopolitics.
Lorcan joined Zelig in 2019, with over 23 years of investment banking experience in London, New York and Dubai in various roles at JP Morgan, Bank of America Merrill Lynch and most recently as a Managing Director at Deutsche Bank in London. During this time he has led over 150 transactions across geographies and sectors, with a specific focus in recent years on banking, insurance, payments and software
Lorcan is an Irish national and qualified with a BComm International with French (first class honours) and a Masters Degree in Finance from University College Dublin
Outside of work, Lorcan enjoys spending time with his wife and daughters and stays active by participating in tennis, skiing, sailing, football and yoga
Hamilton joined Zelig in 2022, with over 25 years of venture capital, management consulting and corporate development experience in Brazil, US, Europe and Asia.
In 2012, Hamilton founded btn partners an advisor of Global FinTechs entering the Brazilian market through M&A or a strategic partnership, and worked with Stripe, Revolut, Ripple, Flywire, PayU, Pagonxt (Santander) in their market entry in Brazil.
Hamilton is also an active investor in early stage Brazilian FinTechs and an advisor in Brazil for Great Hill Partners in Private Equity and Ares Management in Private Credit.
Outside of work, Hamilton enjoys Italian cooking for his family, biking and hiking, and reading about US-China geopolitics.
Vikash Kabra
Mumbai
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Vikash joined Zelig in 2021, with over 17 years of investment banking experience in India, majority of it as a part of the investment banking team at Jefferies where he was instrumental in setting up the Technology franchise in India. In addition to his role in Zelig, Vikash is also an active investor in early stage start-ups.
Vikash has worked on numerous cross-border M&As, strategic advisory, and equity & debt financing mandates totalling US$15 billion primarily across TMT sectors including Tech Services, Software, Fintech, Internet and Digital Media. Vikash has worked with global and domestic IB firms including Jefferies, Goldman Sachs and Spark Capital. Vikash trained and qualified as a Chartered Accountant with PwC.
Outside of work, Vikash enjoys spending time with his family and likes playing cricket, squash and tennis.
Senthil Kumar Venugopal
Senior Advisor
London
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Nisha has 20 years of experience across banking, payments and digital financial services, specializing in fundraising, investments, digital innovation, new market expansion, structuring joint ventures as well as venture building across Asia. She spent many years at CIMB Group, actively involved in building out their regional franchise via M&A as well as driving their digital strategy, including digital banks and fintech partnerships. Having pivoted from an incumbent regional bank to a dynamic fast faced start up, she has the unique perspective from both sides of the table.
In her spare time, Nisha enjoys travelling as well as latin and ballroom dancing. Nisha holds an MBA from INSEAD and a degree from the London School of Economics
Email: [email protected]
Vikash joined Zelig in 2021, with over 17 years of investment banking experience in India, majority of it as a part of the investment banking team at Jefferies where he was instrumental in setting up the Technology franchise in India. In addition to his role in Zelig, Vikash is also an active investor in early stage start-ups.
Vikash has worked on numerous cross-border M&As, strategic advisory, and equity & debt financing mandates totalling US$15 billion primarily across TMT sectors including Tech Services, Software, Fintech, Internet and Digital Media. Vikash has worked with global and domestic IB firms including Jefferies, Goldman Sachs and Spark Capital. Vikash trained and qualified as a Chartered Accountant with PwC.
Outside of work, Vikash enjoys spending time with his family and likes playing cricket, squash and tennis.
Senthil joined Zelig in 2017, having spent 30 years in financial services technology roles, most recently at Oracle Corporation, where his roles included Group Vice President and Global Head of Business Development at Oracle Financial Services
Senthil was CEO of Europe and Global CMO of i-flex Solutions, before the company was acquired by Oracle in 2007
Earlier in his career, Senthil worked at Wipro, Citi, and Microsoft
In addition to his role at Zelig, Senthil also actively invests in and advises early-stage companies on market expansion and brand development
Hobbies: traveling, golf, taking long walks around Kent and Surrey with his wife
Nisha Paramjothi
Senior Advisor
Singapore
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Nisha has 20 years of experience across banking, payments and digital financial services, specializing in fundraising, investments, digital innovation, new market expansion, structuring joint ventures as well as venture building across Asia. She spent many years at CIMB Group, actively involved in building out their regional franchise via M&A as well as driving their digital strategy, including digital banks and fintech partnerships. Having pivoted from an incumbent regional bank to a dynamic fast faced start up, she has the unique perspective from both sides of the table.
In her spare time, Nisha enjoys travelling as well as latin and ballroom dancing. Nisha holds an MBA from INSEAD and a degree from the London School of Economics
Email: [email protected]
Senior Advisor
Munich
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While at university, Roland founded one of Hungary’s first B2B FinTech companies with three friends. Over the following 18 years, he grew IND Group to a leading international digital banking software solutions vendor with nine offices and over 250 employees. Following a successful exit to Vista Equity Partners led Finastra (FKA Misys) in 2014, Roland has been a keen investor and mentor for European FinTech start-ups.
Roland holds a BA in Business Administration from Euro-Business-College in Munich.
Outside of work Roland enjoys travelling to his ancestral homeland in the Zemplén Mountains in North-East Hungary with his family. Here he cultivates several estates in the UNESCO world heritage site of Tokaj-Hegyalja, with its centuries old tradition of making naturally sweet white wines, and in Gönc, with his Pálinka distillery built on family estates producing fruit brandies.
Email: [email protected]
Phone: +49 17 28 94 85 58
Roland’s LinkedIn
Nisha has 20 years of experience across banking, payments and digital financial services, specializing in fundraising, investments, digital innovation, new market expansion, structuring joint ventures as well as venture building across Asia. She spent many years at CIMB Group, actively involved in building out their regional franchise via M&A as well as driving their digital strategy, including digital banks and fintech partnerships. Having pivoted from an incumbent regional bank to a dynamic fast faced start up, she has the unique perspective from both sides of the table.
In her spare time, Nisha enjoys travelling as well as latin and ballroom dancing. Nisha holds an MBA from INSEAD and a degree from the London School of Economics
Email: [email protected]
While at university, Roland founded one of Hungary’s first B2B FinTech companies with three friends. Over the following 18 years, he grew IND Group to a leading international digital banking software solutions vendor with nine offices and over 250 employees. Following a successful exit to Vista Equity Partners led Finastra (FKA Misys) in 2014, Roland has been a keen investor and mentor for European FinTech start-ups.
Roland holds a BA in Business Administration from Euro-Business-College in Munich.
Outside of work Roland enjoys travelling to his ancestral homeland in the Zemplén Mountains in North-East Hungary with his family. Here he cultivates several estates in the UNESCO world heritage site of Tokaj-Hegyalja, with its centuries old tradition of making naturally sweet white wines, and in Gönc, with his Pálinka distillery built on family estates producing fruit brandies.
Email: [email protected]
Phone: +49 17 28 94 85 58
Roland’s LinkedIn
Senior Advisor
New York
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Elizabeth has over 20 years’ experience in Financial Information and Technology as a senior executive, investor, founder, board member and advisor
During her career, she has worked at Goldman Sachs (Managing Director, Market Data and executive roles in Institutional Sales and Trading, Compliance, and Treasury), AIG (SVP, Chief Operating Officer, Science) and Co-Founder at Crux Informatics
In addition to her role at Zelig, Elizabeth is Founder at White Rock Data Solutions, a go-to-market strategy and business development advisory firm in the fields of alternative data and data management tooling
Elizabeth holds an MBA and MS from Columbia University
Senior Advisor
Toronto
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Dale has over 30 years’ experience in Financial Information and Technology as a senior executive, investor, board member and consultant
During his career he has worked at First Derivatives (President, North America and Global Head of Data Strategy), SunGard (Chief Data Officer & President of EDM), FAME Information Services (President & CEO) and Benton Associates (Founder & CEO)
In addition to his role at Zelig, Dale is Managing Director at Island 20 Ventures, a strategy, business and corporate development, and management advisory firm in the fields of data management, big data, analytics, technology, business strategy and data monetization
Dale holds an HBA from Ivey Business School, the University of Western Ontario
Hobbies: kiteboarding, snowboarding, wakeboarding, writing music
Email: [email protected]
Phone: +1 (905) 903 6920
Dale’s LinkedIn
Elizabeth has over 20 years’ experience in Financial Information and Technology as a senior executive, investor, founder, board member and advisor
During her career, she has worked at Goldman Sachs (Managing Director, Market Data and executive roles in Institutional Sales and Trading, Compliance, and Treasury), AIG (SVP, Chief Operating Officer, Science) and Co-Founder at Crux Informatics
In addition to her role at Zelig, Elizabeth is Founder at White Rock Data Solutions, a go-to-market strategy and business development advisory firm in the fields of alternative data and data management tooling
Elizabeth holds an MBA and MS from Columbia University
Dale has over 30 years’ experience in Financial Information and Technology as a senior executive, investor, board member and consultant
During his career he has worked at First Derivatives (President, North America and Global Head of Data Strategy), SunGard (Chief Data Officer & President of EDM), FAME Information Services (President & CEO) and Benton Associates (Founder & CEO)
In addition to his role at Zelig, Dale is Managing Director at Island 20 Ventures, a strategy, business and corporate development, and management advisory firm in the fields of data management, big data, analytics, technology, business strategy and data monetization
Dale holds an HBA from Ivey Business School, the University of Western Ontario
Hobbies: kiteboarding, snowboarding, wakeboarding, writing music
Email: [email protected]
Phone: +1 (905) 903 6920
Dale’s LinkedIn
Senior Advisor
Tel Aviv
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Menny holds two Master’s degrees: in Banking and Finance from The Hebrew University of Jerusalem and in Law from Columbia University School of Law. He also holds a Bachelor’s degree in Law and Accounting from The Hebrew University of Jerusalem
Hobbies: growing olives on his orchard outside of Tel Aviv, producing some of the finest olive oil money can buy
Email: [email protected]
Phone: +97250 222 2755
Menny’s LinkedIn
Gerard Varjacques
Senior Advisor
New York
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Gerard has over 30 years’ experience in Financial Information and Trading Technology as a senior executive, board member and consultant
During his career he has worked at ICAP (COO of Traiana, Head of Sales for EBS), Sungard (Head of Distribution, Funds Administration) and GL TRADE (CEO Americas)
In addition to his role at Zelig, Gerard is the founder of Haboker, a consulting firm specialized in assessing sales processes and increasing sales performance for FinTech companies
Gerard holds an MS in IT from Ecole Centrale Nantes in France
Menny has two decades’ experience in the technology sector as a founder and CEO for multiple Israel-based technology companies. Prior to joining Zelig, he was founder and CEO of Wayerz, a company providing a digital correspondent banking platform including a complex billing system. He was also founder and CEO of Mipso, a SaaS-based virtual fitting room and styling platform for fashion brands and retailers. Menny also served as Chief of Staff for former Israeli Prime Minister Ehud BarakMenny holds two Master’s degrees: in Banking and Finance from The Hebrew University of Jerusalem and in Law from Columbia University School of Law. He also holds a Bachelor’s degree in Law and Accounting from The Hebrew University of Jerusalem
Hobbies: growing olives on his orchard outside of Tel Aviv, producing some of the finest olive oil money can buy
Email: [email protected]
Phone: +97250 222 2755
Menny’s LinkedIn
Gerard has over 30 years’ experience in Financial Information and Trading Technology as a senior executive, board member and consultant
During his career he has worked at ICAP (COO of Traiana, Head of Sales for EBS), Sungard (Head of Distribution, Funds Administration) and GL TRADE (CEO Americas)
In addition to his role at Zelig, Gerard is the founder of Haboker, a consulting firm specialized in assessing sales processes and increasing sales performance for FinTech companies
Gerard holds an MS in IT from Ecole Centrale Nantes in Franc
Tony Brown
Senior Advisor
New York
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Tony has over thirty years of international trade and management experience as a trader, lender, shipper, and supply chain and business executive. He provides international trade consulting through The Trade Advisory, developing trade finance solutions, markets, new business, funding and strategy for global banks, finance companies, logisticians, venture capital and private equity investors, and importers and exporters. Tony has served as an expert witness in trade finance litigation cases
Tony has managed international trade finance businesses (at Maersk Trade Finance, Bibby Financial Services, MTB Bank and Manufacturers Hanover Trust), reverse factoring (at Delta Trade Finance and China Export Finance), international factoring (at First Capital and GMAC) and pioneered Purchase Order Financing in the late 80’s through his firm Trading Alliance Corp. Tony started his career in credit and political risk insurance at Lloyds of London. He is a graduate in economics from the London School of Economics
Brennan Carley
Senior Advisor
New York
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During his career he has worked at Refinitiv/LSEG (MD of the Enterprise Data Business and Strategic Customer Consulting), Spread Networks (SVP Product & Marketing), Monitor110 (CEO), NYFIX / NYSE Technologies (COO), Instinet (SVP Technology) and IBM
Brennan serves on the boards of Sterling Trading (electronic trading), Marketcetera (algorithmic trading) and Yipes (telecommunications)
Brennan has a BS in Economics and Computer Science from N.Y.U. and graduate studies from Columbia University, Harvard and M.I.T.
Tony has over thirty years of international trade and management experience as a trader, lender, shipper, and supply chain and business executive. He provides international trade consulting through The Trade Advisory, developing trade finance solutions, markets, new business, funding and strategy for global banks, finance companies, logisticians, venture capital and private equity investors, and importers and exporters. Tony has served as an expert witness in trade finance litigation cases
Tony has managed international trade finance businesses (at Maersk Trade Finance, Bibby Financial Services, MTB Bank and Manufacturers Hanover Trust), reverse factoring (at Delta Trade Finance and China Export Finance), international factoring (at First Capital and GMAC) and pioneered Purchase Order Financing in the late 80’s through his firm Trading Alliance Corp. Tony started his career in credit and political risk insurance at Lloyds of London. He is a graduate in economics from the London School of Economics
Brennan has over 30 years’ experience in Financial Information and Technology as senior executive, board member and advisor
During his career he has worked at Refinitiv/LSEG (MD of the Enterprise Data Business and Strategic Customer Consulting), Spread Networks (SVP Product & Marketing), Monitor110 (CEO), NYFIX / NYSE Technologies (COO), Instinet (SVP Technology) and IBM
Brennan serves on the boards of Sterling Trading (electronic trading), Marketcetera (algorithmic trading) and Yipes (telecommunications)
Brennan has a BS in Economics and Computer Science from N.Y.U.
and graduate studies from Columbia University, Harvard and M.I.T.
Senior Advisor
Boston
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During his career he has worked at Thomson Reuters (Global Head of High Frequency Trading), Interactive Data (President of Real Time Division) and Alliance Life Sciences (President & CEO)
In addition to his role at Zelig, Emmanuel is also an operating advisor to a variety of Private Equity Funds in the FinTech space
Senior Advisor
New York
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In addition to his role at Zelig, Romain is an Executive Director and Partner at BehaviorQuant. This company helps to improve financial decisions by quantifying the behavioral aspects of decision-makers
Romain earned an MSc in International Securities, Investment & Banking from ICMA Centre Henley Business School and a Bachelors from Kedge Business School
Outside of work, Romain spends time with his wife and two daughters. He enjoys skiing, tennis, piano, and collecting modern contemporary art
During his career he has worked at Thomson Reuters (Global Head of High Frequency Trading), Interactive Data (President of Real Time Division) and Alliance Life Sciences (President & CEO)
In addition to his role at Zelig, Emmanuel is also an operating advisor to a variety of Private Equity Funds in the FinTech space
In addition to his role at Zelig, Romain is an Executive Director and Partner at BehaviorQuant. This company helps to improve financial decisions by quantifying the behavioral aspects of decision-makers
Romain earned an MSc in International Securities, Investment & Banking from ICMA Centre Henley Business School and a Bachelors from Kedge Business School
Outside of work, Romain spends time with his wife and two daughters. He enjoys skiing, tennis, piano, and collecting modern contemporary art
Director
London
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Chris joined Zelig in 2013, having previously worked at Cobalt Corporate Finance (now Silverpeak), a technology-focused investment banking boutique in London
Before moving to London in 2011, Chris worked at Gemini Partners (now Drake Star Partners), a technology-focused investment banking boutique in Los Angeles, where he worked from 2007
Chris holds a BS in Finance and International Business from the University of Southern California (Marshall School of Business)
Outside of work Chris enjoys training in martial arts in the morning and going for long motorbike rides through the English countryside
Email: [email protected]
Director
London
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Owen joined Zelig in 2016, having previously worked at HSBC, where he worked on the UK investment banking team
Prior to joining HSBC, Owen worked at Strata Partners, a technology-focused investment banking boutique where he got his first exposure to FinTech as a member of the team advising Holvi on its sale to BBVA
Owen holds a BA from the University of Chicago and an MSc from the London School of Economics. He has also holds a certificate in FinTech from MIT
Hobbies: long-distance running (completed Marathon des Sables ultramarathon and seven conventional marathons), climbing mountains
Chris joined Zelig in 2013, having previously worked at Cobalt Corporate Finance (now Silverpeak), a technology-focused investment banking boutique in London
Before moving to London in 2011, Chris worked at Gemini Partners (now Drake Star Partners), a technology-focused investment banking boutique in Los Angeles, where he worked from 2007
Chris holds a BS in Finance and International Business from the University of Southern California (Marshall School of Business)
Outside of work Chris enjoys training in martial arts in the morning and going for long motorbike rides through the English countryside
Email: [email protected]
Owen joined Zelig in 2016, having previously worked at HSBC, where he worked on the UK investment banking team
Prior to joining HSBC, Owen worked at Strata Partners, a technology-focused investment banking boutique where he got his first exposure to FinTech as a member of the team advising Holvi on its sale to BBVA
Owen holds a BA from the University of Chicago and an MSc from the London School of Economics. He has also holds a certificate in FinTech from MIT
Hobbies: long-distance running (completed Marathon des Sables ultramarathon and seven conventional marathons), climbing mountains
Managing Partner, Co-founder
New York
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Alexis has over 20 years’ experience in Financial Information and Technology working in corporate finance and strategy roles for several investment banks and FinTech companies
In 2012, Alexis co-founded Zelig to provide corporate finance services to FinTech entrepreneurs globally
Prior to Zelig, Alexis was Head of Strategy at Thomson Reuters Investment Management and Reuters Enterprise. His previous roles include M&A Director at Putnam Lovell and at ABN AMRO, and Capital Markets VP at Rabobank and Tokyo-Mitsubishi International
Alexis holds an MA from McGill University and serves as Chairman of the Board of SOS SAHEL USA
Hobbies: motorcycle riding, skiing
Email: [email protected]
Phone: +646 707 2272
Alexis’ LinkedIn
Alexis Kalmanovitz is Registered Representative of and Securities Products are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. Member FINRA SIPC Zelig Associates, LLC and BA Securities, LLC are separate, unaffiliated entities
Managing Partner, Co-founder
London
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Gerd has a wealth of cross-border corporate finance expertise gained over two decades, having advised on over 50 successful M&A and fundraising transactions, with a total transaction value exceeding $40bn
In addition to his role at Zelig, Gerd is also an investor in early-stage SaaS companies including Alpima, Insly, Eventcase, Betterdoc, and Finmatics
Before co-founding Zelig, Gerd was Senior Director at RBS, where he worked from 2008 to 2013 covering the TMT sector. Prior to joining RBS, Gerd worked at ABN AMRO and Citi
Gerd holds an MA from Johns Hopkins University
Outside of work Gerd spends time with his wife and young boys, and is also a passionate off-piste skier and amateur cook
Alexis has over 20 years’ experience in Financial Information and Technology working in corporate finance and strategy roles for several investment banks and FinTech companies
In 2012, Alexis co-founded Zelig to provide corporate finance services to FinTech entrepreneurs globally
Prior to Zelig, Alexis was Head of Strategy at Thomson Reuters Investment Management and Reuters Enterprise. His previous roles include M&A Director at Putnam Lovell and at ABN AMRO, and Capital Markets VP at Rabobank and Tokyo-Mitsubishi International
Alexis holds an MA from McGill University and serves as Chairman of the Board of SOS SAHEL USA
Hobbies: motorcycle riding, skiing
Email: [email protected]
Phone: +646 707 2272
Alexis’ LinkedIn
Alexis Kalmanovitz is Registered
Representative of and Securities Products
are offered through BA Securities, LLC. Four Tower Bridge, 200 Barr Harbor Drive, Suite 400, W. Conshohocken, PA 19428. Member FINRA SIPC Zelig Associates, LLC and BA Securities, LLC are separate, unaffiliated entities
Gerd has a wealth of cross-border corporate finance expertise gained over two decades, having advised on over 50 successful M&A and fundraising transactions, with a total transaction value exceeding $40bn
In addition to his role at Zelig, Gerd is also an investor in early-stage SaaS companies including Alpima, Insly, Eventcase, Betterdoc, and Finmatics
Before co-founding Zelig, Gerd was Senior Director at RBS, where he worked from 2008 to 2013 covering the TMT sector. Prior to joining RBS, Gerd worked at ABN AMRO and Citi
Gerd holds an MA from Johns Hopkins University
Outside of work Gerd spends time with his wife and young boys, and is also a passionate off-piste skier and amateur cook
Email: [email protected]
London
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Lorcan joined Zelig in 2019, with over 23 years of investment banking experience in London, New York and Dubai in various roles at JP Morgan, Bank of America Merrill Lynch and most recently as a Managing Director at Deutsche Bank in London. During this time he has led over 150 transactions across geographies and sectors, with a specific focus in recent years on banking, insurance, payments and software
Lorcan is an Irish national and qualified with a BComm International with French (first class honours) and a Masters Degree in Finance from University College Dublin
Outside of work, Lorcan enjoys spending time with his wife and daughters and stays active by participating in tennis, skiing, sailing, football and yoga
Email: lorcan [at] zeligfintech [dot] com
Hamilton Sekino
Partner
Boston / São Paulo
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Hamilton joined Zelig in 2022, with over 25 years of venture capital, management consulting and corporate development experience in Brazil, US, Europe and Asia.
In 2012, Hamilton founded btn partners an advisor of Global FinTechs entering the Brazilian market through M&A or a strategic partnership, and worked with Stripe, Revolut, Ripple, Flywire, PayU, Pagonxt (Santander) in their market entry in Brazil.
Hamilton is also an active investor in early stage Brazilian FinTechs and an advisor in Brazil for Great Hill Partners in Private Equity and Ares Management in Private Credit.
Outside of work, Hamilton enjoys Italian cooking for his family, biking and hiking, and reading about US-China geopolitics.
Lorcan joined Zelig in 2019, with over 23 years of investment banking experience in London, New York and Dubai in various roles at JP Morgan, Bank of America Merrill Lynch and most recently as a Managing Director at Deutsche Bank in London. During this time he has led over 150 transactions across geographies and sectors, with a specific focus in recent years on banking, insurance, payments and software
Lorcan is an Irish national and qualified with a BComm International with French (first class honours) and a Masters Degree in Finance from University College Dublin
Outside of work, Lorcan enjoys spending time with his wife and daughters and stays active by participating in tennis, skiing, sailing, football and yoga
Email: [email protected]
Hamilton joined Zelig in 2022, with over 25 years of venture capital, management consulting and corporate development experience in Brazil, US, Europe and Asia.
In 2012, Hamilton founded btn partners an advisor of Global FinTechs entering the Brazilian market through M&A or a strategic partnership, and worked with Stripe, Revolut, Ripple, Flywire, PayU, Pagonxt (Santander) in their market entry in Brazil.
Hamilton is also an active investor in early stage Brazilian FinTechs and an advisor in Brazil for Great Hill Partners in Private Equity and Ares Management in Private Credit.
Outside of work, Hamilton enjoys Italian cooking for his family, biking and hiking, and reading about US-China geopolitics.
Vikash Kabra
Partner
Mumbai
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Vikash joined Zelig in 2021, with over 17 years of investment banking experience in India, majority of it as a part of the investment banking team at Jefferies where he was instrumental in setting up the Technology franchise in India. In addition to his role in Zelig, Vikash is also an active investor in early stage start-ups.
Vikash has worked on numerous cross-border M&As, strategic advisory, and equity & debt financing mandates totalling US$15 billion primarily across TMT sectors including Tech Services, Software, Fintech, Internet and Digital Media. Vikash has worked with global and domestic IB firms including Jefferies, Goldman Sachs and Spark Capital. Vikash trained and qualified as a Chartered Accountant with PwC.
Outside of work, Vikash enjoys spending time with his family and likes playing cricket, squash and tennis.
Chris Fong
Director
London
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Chris joined Zelig in 2013, having previously worked at Cobalt Corporate Finance (now Silverpeak), a technology-focused investment banking boutique in London
Before moving to London in 2011, Chris worked at Gemini Partners (now Drake Star Partners), a technology-focused investment banking boutique in Los Angeles, where he worked from 2007
Chris holds a BS in Finance and International Business from the University of Southern California (Marshall School of Business)
Outside of work Chris enjoys training in martial arts in the morning and going for long motorbike rides through the English countryside
Email: chris [at] zeligfintech [dot] com
Vikash joined Zelig in 2021, with over 17 years of investment banking experience in India, majority of it as a part of the investment banking team at Jefferies where he was instrumental in setting up the Technology franchise in India. In addition to his role in Zelig, Vikash is also an active investor in early stage start-ups.
Vikash has worked on numerous cross-border M&As, strategic advisory, and equity & debt financing mandates totalling US$15 billion primarily across TMT sectors including Tech Services, Software, Fintech, Internet and Digital Media. Vikash has worked with global and domestic IB firms including Jefferies, Goldman Sachs and Spark Capital. Vikash trained and qualified as a Chartered Accountant with PwC.
Outside of work, Vikash enjoys spending time with his family and likes playing cricket, squash and tennis.
Chris joined Zelig in 2013, having previously worked at Cobalt Corporate Finance (now Silverpeak), a technology-focused investment banking boutique in London
Before moving to London in 2011, Chris worked at Gemini Partners (now Drake Star Partners), a technology-focused investment banking boutique in Los Angeles, where he worked from 2007
Chris holds a BS in Finance and International Business from the University of Southern California (Marshall School of Business)
Outside of work Chris enjoys training in martial arts in the morning and going for long motorbike rides through the English countryside
Email: chris [at] zeligfintech [dot] com
London
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Owen joined Zelig in 2016, having previously worked at HSBC, where he worked on the UK investment banking team
Prior to joining HSBC, Owen worked at Strata Partners, a technology-focused investment banking boutique where he got his first exposure to FinTech as a member of the team advising Holvi on its sale to BBVA
Owen holds a BA from the University of Chicago and an MSc from the London School of Economics. He has also holds a certificate in FinTech from MIT
Hobbies: long-distance running (completed Marathon des Sables ultramarathon and seven conventional marathons), climbing mountains
Email: [email protected]
Owen joined Zelig in 2016, having previously worked at HSBC, where he worked on the UK investment banking team
Prior to joining HSBC, Owen worked at Strata Partners, a technology-focused investment banking boutique where he got his first exposure to FinTech as a member of the team advising Holvi on its sale to BBVA
Owen holds a BA from the University of Chicago and an MSc from the London School of Economics. He has also holds a certificate in FinTech from MIT
Hobbies: long-distance running (completed Marathon des Sables ultramarathon and seven conventional marathons), climbing mountains
Email: [email protected]
Senthil Kumar Venugopal
Senior Advisor
London
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Senthil joined Zelig in 2017, having spent 30 years in financial services technology roles, most recently at Oracle Corporation, where his roles included Group Vice President and Global Head of Business Development at Oracle Financial Services
Senthil was CEO of Europe and Global CMO of i-flex Solutions, before the company was acquired by Oracle in 2007
Earlier in his career, Senthil worked at Wipro, Citi, and Microsoft
In addition to his role at Zelig, Senthil also actively invests in and advises early-stage companies on market expansion and brand development
Hobbies: traveling, golf, taking long walks around Kent and Surrey with his wife
Email: senthil [at] zeligfintech [dot] com
Nisha Paramjothi
Senior Advisor
Singapore
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Nisha has 20 years of experience across banking, payments and digital financial services, specializing in fundraising, investments, digital innovation, new market expansion, structuring joint ventures as well as venture building across Asia. She spent many years at CIMB Group, actively involved in building out their regional franchise via M&A as well as driving their digital strategy, including digital banks and fintech partnerships. Having pivoted from an incumbent regional bank to a dynamic fast faced start up, she has the unique perspective from both sides of the table
In her spare time, Nisha enjoys travelling as well as latin and ballroom dancing. Nisha holds an MBA from INSEAD and a degree from the London School of Economics
Email: [email protected]
Senthil joined Zelig in 2017, having spent 30 years in financial services technology roles, most recently at Oracle Corporation, where his roles included Group Vice President and Global Head of Business Development at Oracle Financial Services
Senthil was CEO of Europe and Global CMO of i-flex Solutions, before the company was acquired by Oracle in 2007
Earlier in his career, Senthil worked at Wipro, Citi, and Microsoft
In addition to his role at Zelig, Senthil also actively invests in and advises early-stage companies on market expansion and brand development
Hobbies: traveling, golf, taking long walks around Kent and Surrey with his wife
Nisha has 20 years of experience across banking, payments and digital financial services, specializing in fundraising, investments, digital innovation, new market expansion, structuring joint ventures as well as venture building across Asia. She spent many years at CIMB Group, actively involved in building out their regional franchise via M&A as well as driving their digital strategy, including digital banks and fintech partnerships. Having pivoted from an incumbent regional bank to a dynamic fast faced start up, she has the unique perspective from both sides of the table
In her spare time, Nisha enjoys travelling as well as latin and ballroom dancing. Nisha holds an MBA from INSEAD and a degree from the London School of Economics
Email: [email protected]
Roland Pecsenye
Senior Advisor
Munich
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While at university, Roland founded one of Hungary’s first B2B FinTech companies with three friends. Over the following 18 years, he grew IND Group to a leading international digital banking software solutions vendor with nine offices and over 250 employees. Following a successful exit to Vista Equity Partners led Finastra (FKA Misys) in 2014, Roland has been a keen investor and mentor for European FinTech start-ups.
Roland holds a BA in Business Administration from Euro-Business-College in Munich.
Outside of work Roland enjoys travelling to his ancestral homeland in the Zemplén Mountains in North-East Hungary with his family. Here he cultivates several estates in the UNESCO world heritage site of Tokaj-Hegyalja, with its centuries old tradition of making naturally sweet white wines, and in Gönc, with his Pálinka distillery built on family estates producing fruit brandies.
Email: roland [at] zeligfintech [dot] com
Phone: +49 17 28 94 85 58
Elizabeth Pritchard
Senior Advisor
New York
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Elizabeth has over 20 years’ experience in Financial Information and Technology as a senior executive, investor, founder, board member and advisor
During her career, she has worked at Goldman Sachs (Managing Director, Market Data and executive roles in Institutional Sales and Trading, Compliance, and Treasury), AIG (SVP, Chief Operating Officer, Science) and Co-Founder at Crux Informatics
In addition to her role at Zelig, Elizabeth is Founder at White Rock Data Solutions, a go-to-market strategy and business development advisory firm in the fields of alternative data and data management tooling
Elizabeth holds an MBA and MS from Columbia University
Roland holds a BA in Business Administration from Euro-Business-College in Munich.
Outside of work Roland enjoys travelling to his ancestral homeland in the Zemplén Mountains in North-East Hungary with his family. Here he cultivates several estates in the UNESCO world heritage site of Tokaj-Hegyalja, with its centuries old tradition of making naturally sweet white wines, and in Gönc, with his Pálinka distillery built on family estates producing fruit brandies.
Email: [email protected]
Phone: +49 17 28 94 85 58
Roland’s LinkedIn
Elizabeth has over 20 years’ experience in Financial Information and Technology as a senior executive, investor, founder, board member and advisor
During her career, she has worked at Goldman Sachs (Managing Director, Market Data and executive roles in Institutional Sales and Trading, Compliance, and Treasury), AIG (SVP, Chief Operating Officer, Science) and Co-Founder at Crux Informatics
In addition to her role at Zelig, Elizabeth is Founder at White Rock Data Solutions, a go-to-market strategy and business development advisory firm in the fields of alternative data and data management tooling
Elizabeth holds an MBA and MS from Columbia University
Dale Richards
Senior Advisor
Toronto
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Dale has over 30 years’ experience in Financial Information and Technology as a senior executive, investor, board member and consultant
During his career he has worked at First Derivatives (President, North America and Global Head of Data Strategy), SunGard (Chief Data Officer & President of EDM), FAME Information Services (President & CEO) and Benton Associates (Founder & CEO)
In addition to his role at Zelig, Dale is Managing Director at Island 20 Ventures, a strategy, business and corporate development, and management advisory firm in the fields of data management, big data, analytics, technology, business strategy and data monetization
Dale holds an HBA from Ivey Business School, the University of Western Ontario
Hobbies: kiteboarding, snowboarding, wakeboarding, writing music
Email: dale[at]zeligassociates[dot]com
Phone: +1 (905) 903 6920
Menny Shalom
Senior Advisor
Tel Aviv
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Menny has two decades’ experience in the technology sector as a founder and CEO for multiple Israel-based technology companies. Prior to joining Zelig, he was founder and CEO of Wayerz, a company providing a digital correspondent banking platform including a complex billing system. He was also founder and CEO of Mipso, a SaaS-based virtual fitting room and styling platform for fashion brands and retailers. Menny also served as Chief of Staff for former Israeli Prime Minister Ehud Barak
Menny holds two Master’s degrees: in Banking and Finance from The Hebrew University of Jerusalem and in Law from Columbia University School of Law. He also holds a Bachelor’s degree in Law and Accounting from The Hebrew University of Jerusalem
Hobbies: growing olives on his orchard outside of Tel Aviv, producing some of the finest olive oil money can buy
Email: menny [at] zeligfintech [dot] com
Phone: +97250 222 2755
During his career he has worked at First Derivatives (President, North America and Global Head of Data Strategy), SunGard (Chief Data Officer & President of EDM), FAME Information Services (President & CEO) and Benton Associates (Founder & CEO)
In addition to his role at Zelig, Dale is Managing Director at Island 20 Ventures, a strategy, business and corporate development, and management advisory firm in the fields of data management, big data, analytics, technology, business strategy and data monetization
Dale holds an HBA from Ivey Business School, the University of Western Ontario
Hobbies: kiteboarding, snowboarding, wakeboarding, writing music
Email: [email protected]
Phone: +1 (905) 903 6920
Dale’s LinkedIn
Menny holds two Master’s degrees: in Banking and Finance from The Hebrew University of Jerusalem and in Law from Columbia University School of Law. He also holds a Bachelor’s degree in Law and Accounting from The Hebrew University of Jerusalem
Hobbies: growing olives on his orchard outside of Tel Aviv, producing some of the finest olive oil money can buy
Email: [email protected]
Phone: +97250 222 2755
Menny’s LinkedIn
Senior Advisor
Boston
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During his career he has worked at Thomson Reuters (Global Head of High Frequency Trading), Interactive Data (President of Real Time Division) and Alliance Life Sciences (President & CEO)
In addition to his role at Zelig, Emmanuel is also an operating advisor to a variety of Private Equity Funds in the FinTech space
Senior Advisor
New York
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In addition to his role at Zelig, Romain is an Executive Director and Partner at BehaviorQuant. This company helps to improve financial decisions by quantifying the behavioral aspects of decision-makers
Romain earned an MSc in International Securities, Investment & Banking from ICMA Centre Henley Business School and a Bachelors from Kedge Business School
Outside of work, Romain spends time with his wife and two daughters. He enjoys skiing, tennis, piano, and collecting modern contemporary art
During his career he has worked at Thomson Reuters (Global Head of High Frequency Trading), Interactive Data (President of Real Time Division) and Alliance Life Sciences (President & CEO)
In addition to his role at Zelig, Emmanuel is also an operating advisor to a variety of Private Equity Funds in the FinTech space
In addition to his role at Zelig, Romain is an Executive Director and Partner at BehaviorQuant. This company helps to improve financial decisions by quantifying the behavioral aspects of decision-makers
Romain earned an MSc in International Securities, Investment & Banking from ICMA Centre Henley Business School and a Bachelors from Kedge Business School
Outside of work, Romain spends time with his wife and two daughters. He enjoys skiing, tennis, piano, and collecting modern contemporary art
Tony Brown
Senior Advisor
New York
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Tony has over thirty years of international trade and management experience as a trader, lender, shipper, and supply chain and business executive. He provides international trade consulting through The Trade Advisory, developing trade finance solutions, markets, new business, funding and strategy for global banks, finance companies, logisticians, venture capital and private equity investors, and importers and exporters. Tony has served as an expert witness in trade finance litigation cases
Tony has managed international trade finance businesses (at Maersk Trade Finance, Bibby Financial Services, MTB Bank and Manufacturers Hanover Trust), reverse factoring (at Delta Trade Finance and China Export Finance), international factoring (at First Capital and GMAC) and pioneered Purchase Order Financing in the late 80’s through his firm Trading Alliance Corp. Tony started his career in credit and political risk insurance at Lloyds of London. He is a graduate in economics from the London School of Economics
Brennan Carley
Senior Advisor
New York
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During his career he has worked at Refinitiv/LSEG (MD of the Enterprise Data Business and Strategic Customer Consulting), Spread Networks (SVP Product & Marketing), Monitor110 (CEO), NYFIX / NYSE Technologies (COO), Instinet (SVP Technology) and IBM
Brennan serves on the boards of Sterling Trading (electronic trading), Marketcetera (algorithmic trading) and Yipes (telecommunications)
Brennan has a BS in Economics and Computer Science from N.Y.U. and graduate studies from Columbia University, Harvard and M.I.T.
Tony has over thirty years of international trade and management experience as a trader, lender, shipper, and supply chain and business executive. He provides international trade consulting through The Trade Advisory, developing trade finance solutions, markets, new business, funding and strategy for global banks, finance companies, logisticians, venture capital and private equity investors, and importers and exporters. Tony has served as an expert witness in trade finance litigation cases
Tony has managed international trade finance businesses (at Maersk Trade Finance, Bibby Financial Services, MTB Bank and Manufacturers Hanover Trust), reverse factoring (at Delta Trade Finance and China Export Finance), international factoring (at First Capital and GMAC) and pioneered Purchase Order Financing in the late 80’s through his firm Trading Alliance Corp. Tony started his career in credit and political risk insurance at Lloyds of London. He is a graduate in economics from the London School of Economics
Brennan has over 30 years’ experience in Financial Information and Technology as senior executive, board member and advisor
During his career he has worked at Refinitiv/LSEG (MD of the Enterprise Data Business and Strategic Customer Consulting), Spread Networks (SVP Product & Marketing), Monitor110 (CEO), NYFIX / NYSE Technologies (COO), Instinet (SVP Technology) and IBM
Brennan serves on the boards of Sterling Trading (electronic trading), Marketcetera (algorithmic trading) and Yipes (telecommunications)
Brennan has a BS in Economics and Computer Science from N.Y.U.
and graduate studies from Columbia University, Harvard and M.I.T.
Gerard Varjacques
Senior Advisor
New York
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Gerard has over 30 years’ experience in Financial Information and Trading Technology as a senior executive, board member and consultant
During his career he has worked at ICAP (COO of Traiana, Head of Sales for EBS), Sungard (Head of Distribution, Funds Administration) and GL TRADE (CEO Americas)
In addition to his role at Zelig, Gerard is the founder of Haboker, a consulting firm specialized in assessing sales processes and increasing sales performance for FinTech companies
Gerard holds an MS in IT from Ecole Centrale Nantes in France
Gerard has over 30 years’ experience in Financial Information and Trading Technology as a senior executive, board member and consultant
During his career he has worked at ICAP (COO of Traiana, Head of Sales for EBS), Sungard (Head of Distribution, Funds Administration) and GL TRADE (CEO Americas)
In addition to his role at Zelig, Gerard is the founder of Haboker, a consulting firm specialized in assessing sales processes and increasing sales performance for FinTech companies
Gerard holds an MS in IT from Ecole Centrale Nantes in France
