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FINTECH EVOLUTION

ACQUISITION GROUP

OUR MISSION

Provide public market investors early access to a high quality FinTech company and partner with management to create significant long-term value

 
City Outline

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

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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

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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

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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

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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

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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

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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

For any general inquiries, please fill in the following contact form:

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