Steven brings extensive experience in financial leadership, strategic planning, and corporate development to Allego. Born in the UK, Steven went on to study in Australia, graduating from Deakin University, Melbourne, with a Bachelor of Commerce and from Finsia with a Masters of Applied Finance and Investment. He began his career at PricewaterhouseCoopers in Melbourne, and worked in their investment banking and financial advisory practice. During this time, Steven qualified as a Chartered Accountant and remains a member of the Institute of Chartered Accountants in England and Wales.

In 2005, Steven relocated to London with Dresdner Kleinwort Wasserstein, and in 2007, joined Citigroup’s M&A advisory department in the UK. During his tenure at Citigroup, Steven worked with various high-profile clients, including Lloyds Bank, Naspers, KKR, Kraft, and the Royal Bank of Scotland. Steven also contributed to building Citigroup’s M&A advisory practice in Sub-Saharan Africa.

In 2013, Steven joined Arabtec Holding PJSC in Abu Dhabi, where he worked closely with the CEO and board in his role as Head of Strategy and M&A. He later moved to Depa plc in 2016 as Group Chief Financial Officer, where he led the finance team until 2021 and played a pivotal role in Depa selling a majority share to the Public Investment Fund of Saudi Arabia. Steven served as interim CEO of Design Studio Group Ltd, a subsidiary of Depa listed on the Singapore Stock Exchange, from 2019 to 2021. Most recently, Steven served as the Chief Financial Officer of Accsys Technologies plc.

“Steven’s extensive experience and forward vision make him a valuable addition to our leadership team,” said Mathieu Bonnet, CEO of Allego. “We are confident that his expertise will help drive our financial strategy and support our mission to accelerate the transition to sustainable mobility.” Ton Louwers, Allego’s current Chief Financial Officer, will remain with the Company through June 30, 2024.

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“Our mission is to continuously innovate and evolve our digital capabilities to provide best-in-class solutions for all of our clients,” said Nikki Katz, Head of Digital at Bank of America. “By combining five apps into one, we’re putting clients at the center of the experience, with our full enterprise and next-gen technology at their fingertips.”

The Bank of America mobile app is one of the first in the industry to combine banking, investing and retirement within one simplified mobile experience. Additional features of the reimagined app include:

• One personalized financial picture. A streamlined Accounts Overview experience provides clients with a summary of their accounts across banking, investing, and retirement.
• Full suite of digital tools in a single app. A consolidated platform home to Bank of America’s suite of digital solutions, including Life Plan® and the Net Worth Estimator Tool, tailored to each client’s financial needs.
• Payments and Transfer hub. One location in the app for clients to pay bills, transfer money between accounts, split the dinner bill with friends, receive customer payments and receive domestic and international wire transfers.
• Even more ways to send money. Starting this month, clients are able to send domestic and international wire transfers in more than 140 currencies to 200 countries, all from the Bank of America mobile app, available in English and Spanish.

Bank of America’s mobile banking app has long been recognized for its user-friendly design and experience. This week, the company’s new unified mobile app experience was recognized with the 2024 Celent Model Bank award for Customer-Centered Innovation.

“Just as banks race to market with unified consumer and business banking apps, Bank of America raises the bar even higher,” said Bob Meara, Principal Analyst, Celent, a global research and advisory firm for the financial services industry. “This customer-centered initiative may be conceptually simple, but it represents a huge win-win for Bank of America and its millions of clients.”

These mobile app enhancements come amidst record digital engagement. Last year, Bank of America clients digitally connected with their finances a record 23.4 billion times, 11% increase year-over-year.  Within its digital channels, more than 19 million clients are also actively engaging with Erica – the most advanced and first widely available virtual financial assistant – to make managing their finances even easier.

Bank of America
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 57 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange.

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“I am delighted that Calvert is joining our Partner ranks,” said Grant G. Behrman, Managing Partner of Behrman Capital. “He has been an important contributor to our firm’s performance since joining in 2018, successfully leading our Defense and Aerospace sector. This promotion is recognition of his accomplishments and our confidence in his continued leadership and contributions to our firm.”

Mr. Thomas is involved in portfolio companies across the Defense and Aerospace sector and currently serves on the boards of Micross Components, George Industries, and kSARIA.

Prior to joining Behrman Capital, Mr. Thomas was a Vice President at Centre Partners where he worked on buyouts and leveraged recapitalization transactions in the consumer and business services industries. Mr. Thomas began his career as an Analyst in the investment banking division of Jefferies. He received a BS in Commerce with concentrations in Finance and Management and a BA in History from the University of Virginia.

“I am also pleased to see Kyle Grace’s rapid ascension at the firm,” continued Mr. Behrman. “Kyle and Calvert work closely on our Defense and Aerospace business as a highly effective team. I am excited to see them continue to build our franchise in this important sector.”

Mr. Grace joined Behrman as an Associate in 2017 and was promoted to Vice President in 2021. Prior to joining Behrman, he was an Associate at Halyard Capital, working in the business and IT services sector. Mr. Grace began his career as an Analyst in the investment banking division of Jefferies. He received a BA in Economics, magna cum laude, from the University of Richmond.

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“Morgen brings a track record of developing successful marketing strategies and innovative campaigns across a variety of business lines within the financial services industry,” said Ben Hernandez, Partner at Skytale Group. “We are committed to hiring top talent who share in our values as Skytale continues to grow and Morgen’s expertise in not just marketing, but also in investment banking and finance will be a valuable asset to our executive team.”

“Skytale is a strong, established, and dynamic firm with a ton of momentum and experience in the healthcare space. Their reputation and ability to provide creative solutions for both their consulting and M&A clients is impressive and is a part of what drove me to join the firm,” said Buck. “I am especially excited to work with the leadership team to accelerate the position of and reinforce the Skytale brand.”

Buck brings over 17 years of experience in marketing and advertising. Prior to joining Skytale Group, Buck served as Vice President of Marketing for D.A. Davidson where she helped build the firm’s marketing and communications division. Over the 12 years she spent with D.A. Davidson, she obtained a dynamic skill set spanning marketing, branding, communications, event planning, advertising, public relations and essential knowledge of the capital markets. Before her experience in financial services, she held various roles in television at Fox Sports and E!.

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Devitt has led transactions for a number of high-profile public and private brands across the consumer sector. His vast investment banking experience spans domestic and cross-border M&A, IPOs, follow-ons, SPAC combinations, investment grade and high-yield debt, in addition to private capital markets.

He most recently led coverage of the omnichannel, direct-to-consumer, and marketplace business sectors as a Managing Director with TD Cowen. Previously, Devitt helped lead west coast Retail and eCommerce vertical coverage as part of the retail investment banking group at Credit Suisse Securities where he was based in their London, New York, and San Francisco offices.

“B. Riley’s rapid growth in recent years shares many similarities with that of my high growth clients. I could not be more thrilled to join this established yet innovative and disruptive platform.  I look forward to collaborating with my new teammates and contributing to the firm’s continued success,” commented Devitt.

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“We are thrilled to welcome such talented leaders who bring together a wealth of knowledge and experience across various areas of the FinTech and Financial Services ecosystem to our firm,” said Logan Allin, Founder and Managing Partner of Fin Capital. “Their advice and support will be instrumental as we, and our family of portfolio companies, continue to navigate a critical inflection point in the market,” he added.

The advisory board will aid and assist Fin Capital’s investment and platform teams in evaluating investment opportunities, business development across the firm’s multi-stage portfolios, and adding talent to underlying management teams. The nine-member board brings significant operating and investment experience across information technology and FinTech-focused venture, growth equity and private equity, as well asset management, corporate governance, and risk management.

The advisory board includes:

• Ashley Flucas: Founder of Flucas Ventures, where she has made more than 250 venture investments. She also serves as a Venture Partner at Gaingels, an Advisor to the Cap Table Coalition, and an Angel Fellow to On Deck.
• Ken Freeman: Senior Client Strategist with BNY Mellon Wealth Management and Co-Founder of Freeman Vineyard & Winery. Ken has had a long and distinguished career in the capital markets, including as Managing Director of Harpeth Fund Advisors, Harbert Management Corporation, Knight Capital Advisors, as Executive Director of UBS’s Investment Bank, and Director at Citi.

• Jordi Nieto Gabarró: Founder and CEO of Crillon Capital Partners (Former Sabertia Capital Partners), a leading investment banking boutique with a presence in more than 20 countries. Since establishing his own firm in 2006, he has directly participated in more than 50 mandates, for which he has raised more than $5 billion. Current board member to multiple family offices in Latin America.
• Kevin Welsh: Founder of Wolf Tree Capital, LLC, after serving for almost 20 years as a Partner and Senior Managing Director at Kayne Anderson Capital Advisors, where he created the firm’s institutional client base and led growth in assets from a small base to approximately $20B. Earlier in his career, Kevin held Managing Director roles with Kayne Anderson Rudnick, Merrill Lynch, Gartmore Capital Management, and SEI.

• Nick Thomas: Former Director, Founder and Operator (CTO, CIO, CPO, and COO) of multiple companies with more than 30 years of experience in the technology sector. In 2020 Nick sold Finicity, a company he founded in 2000, to Mastercard for approximately $1B. Prior to Finicity, Nick worked as an engineering leader for Megahertz, US Robotics, and 3Com.

• Norice Rice: Former Principal and senior member of the investor relations team at the Yucaipa Companies and President of the NASP (National Association of Securities Professionals) Southern California Chapter (since 2009). Norice brings decades of experience in private markets and investor relations.

• Ronald Diamond: Founder and Chairman of Diamond Wealth and longtime investor and entrepreneur. Ron represents over 100 family offices, ranging in size from $250M million to $30B. Diamond Wealth invests in private markets (private equity, venture capital, real estate).

• Ronald Issen: Managing Director, Issen & Company, a Singapore-based investment/advisory firm. Current board member of Capella Hotel Group and Plaza Premium Group (airport hospitality services), having served on SGX and HKSE boards for leading Asian conglomerates. He is a former Senior Advisor for Apollo Global Management, was SEVP/Executive Committee for Hong Kong’s Lai Sun Group, and earlier spent 10+ years as a senior banking executive in project finance and government advisory for then-Banque Indosuez in Asia and Europe. He began his career with then-Smith Barney and the Boston Consulting Group and holds a Stanford MBA

• Siew Kai (SK) Choy: Former Managing Director of Singapore’s sovereign wealth fund, GIC (Government of Singapore Investment Corporation) Private Limited, having held key leadership positions across Equities, Risk and Performance Management, Enterprise Data and Analytics, Governance and the GIC Innovation Labs throughout his two decades of service. SK brings over 30 years of experience in investment management and was also a member of GIC’s Corporate Management Committee and Group Risk Committee.

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Joseph A. Endoso, who most recently served as Chief Operating Officer, has been promoted to President of Linqto and will continue in his role as Board Director. As Endoso transitions from his role as COO, Patty Brewer, who previously held the title of Chief Product Officer, will take his place.

During his previous role, Endoso contributed to Linqto’s substantial revenue growth, supporting efforts that paved the way for the company’s many successes. His background and deep understanding of financial technology, global markets and investment banking organically led Endoso to become a well-trusted leader within the company.

“I am honored to be named President of Linqto,” Endoso said. “It is a privilege to be a part of such an innovative and driven team with the common goal of democratizing access to private markets and helping people all over the world create generational wealth.”

As Chief Product Officer, Brewer oversaw the launch of Linqto’s newest feature that enables accredited investors to buy and sell holdings, providing true liquidity to private market investing. This development makes Linqto the first platform to offer market-driven trading of private company units with real-time settlement, which ultimately expands the possibilities for its growing userbase.

“I am grateful to have contributed to the company’s development and product innovation as CPO,” Brewer said. “As COO, I look forward to formulating long-term strategies and executing Linqto’s long-term goals to ensure a successful future for the company.”

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According to Christopher D. Long, Founder, CEO and Chairman of Palmer Square Capital Management, “We are thrilled to welcome Andy to our firm. Not only does he bring a deep banking background which is invaluable, he also adds additional relationships which can benefit from Palmer Square’s products and solutions.”

Most recently, Andy was a Managing Director leading Wells Fargo’s FIG Equity Capital Markets group, where he was instrumental in many of the most recent BDC IPOs and follow-on equity raises. Andy began his 15+ year career on Wall Street at Lehman Brothers and was previously a Director on Citigroup’s Equity Capital Markets team.

Andy added “Palmer Square is an industry leader in credit alternatives with a world-class team. We are highly focused on continuing to diversify our investor base and partnering with the world’s leading institutions across our credit strategies. As private credit and BDCs play an increasingly valuable role in the current financing environment, I am looking forward to growing our platform, delivering best-in-class solutions for our clients.”

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Mr. Lamb was previously a Vice President with Citigroup’s Global Technology Investment Banking Group. Prior to Citigroup, he was with Stifel Financial and Piper Jaffray in the Technology Investment Banking Divisions where he focused on global coverage of Software and Internet business. David got his start in Investment Banking as an analyst at Rutberg & Company and associate at Woodside Capital Partners where he focused on growth-stage technology businesses. David brings 15 years of technology investment banking and wide-ranging M&A experience to Carlsquare.

“We are thrilled to have David come aboard. As a respected banker to the technology industry, his extensive investment banking experience and solid buyer relationships will significantly enhance Carlsquare’s US banking team,” said Susan Blanco, Managing Partner at Carlsquare.

“It is a privilege to join such a talented group of colleagues. Working with the Carlsquare team, I am confident we will provide high-quality, independent, and differentiated advice to our clients and help them achieve their financial and strategic objectives,” added David Lamb.

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The addition of these SPAC-focused professionals will strengthen and enhance ROTH MKM’s existing banking and trading capabilities for institutional and corporate clients beyond SPACs, including IPOs, Follow-on Offerings, M&A Advisory, Research, Corporate Access, ATMs, Private Placement and Debt/Convertibles Offerings.

Aaron Gurewitz, President and Head of Investment Banking at ROTH MKM, commented, “The addition of Gil and Anthony increases ROTH MKM’s vast experience and deep understanding of the SPAC universe, and will help to offer important transactional intelligence. We believe over the next few years, the market for SPAC underwriting, trading and M&A activity will continue to evolve, and ROTH MKM’s platform is well positioned. These additions to our team will be a meaningful complement to our existing platform of banking, capital markets, distribution, research, and conferences, and Gil is an excellent choice to lead the effort.”

Mr. Ottensoser commented, “I look forward to building on the impressive track-record of the ROTH MKM team, and their reputation as a thought leader in the small cap and SPAC universe. Sponsor and issuer clients continue to look toward the Capital Markets to satisfy their financing needs as well as de-SPAC support. I am confident that the ROTH MKM platform is perfectly positioned to provide that access to capital, and the strategic guidance necessary to create those outcomes.”

Gil has a long history with SPACs and is a well-known name within the SPAC banking community. The firm he co-founded, Legend Merchant Group, was one of the more prolific SPAC underwriters and market participants. After Legend Merchant Group, Gil then went on to Deutsche Bank, where he was Managing Director, Head of SPAC Sales and Distribution. Most recently, Gil led BTIG’s SPAC effort, as Head of SPAC Banking and Capital Markets.

Mr. Mazzurco brings over 25 years of trading experience, most recently with BTIG, where he was a Managing Director responsible for building out their SPAC desk. Anthony’s prior firms include GMP Securities and Bear Stearns Securities.

ROTH MKM and affiliated entities, have deep experience through the lifecycle of a SPAC, including SPAC sponsor, IPO, and de-SPAC. The ROTH CH SPAC franchise has successfully completed four business combinations. In addition, ROTH MKM has been involved in 35+ SPAC roles including IPO Underwriter, Placement Agent, Capital Market Advisor, and M&A Advisor, with total transaction value of over $30 billion. (Source: ROTH MKM | 08/02/2023)

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