• Each senior team member brings decades of M&A, commercial and strategic advisory experience, with a focus on the FinTech sector. We combine investment banking excellence with an entrepreneurial spirit to deliver compelling advisory solutions to our clients

  •  Photo credit: Leonardo Flaiban via Visual hunt / CC BY-ND

    Alexis Kalmanovitz

    Managing Partner, Co-founder

    New York

    Alexis has over two decades of experience in financial information and technology. Before founding Zelig Associates, he worked at Reuters, where he held roles including Head of Strategy for the Investment Management division and Global Head of Strategy for Reuters' Enterprise division

     

    Prior to these strategy-focused roles, Alexis was an investment banker at ABN AMRO and Putnam Lovell NBF (later Jefferies). In both these roles he worked on corporate finance and M&A specifically for FinTech companies

     

    Alexis holds a MA in Economics from McGill University

     

    Outside of work Alexis enjoys motorcycle riding and skiing

     

    Email: alexis@zeligassociates.com

    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.

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Gerd Weissenboeck

    Managing Partner, Co-founder

    London

    Gerd has developed a wealth of cross-border corporate finance expertise over two decades, having advised on over 50 successful M&A and fundraising transactions, with a total transaction value exceeding USD40bn

     

    In addition to his role at Zelig, Gerd is also an investor in Alpima (and on Advisory Board), Insly, Eventcase, Betterdoc, and Auctionata

     

    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 had worked at ABN AMRO and Citi

     

    Gerd holds an MA from Johns Hopkins University

     

    Outside of work Gerd is a passionate off-piste skier, devoted husband and amateur cook

     

    Email: gerd@zeligassociates.co.uk

    Phone: +44 20 7709 3024

    Gerd's LinkedIn

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    Menny Shalom

    Partner, Head of Israel

    Tel Aviv

    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

     

    Outside of work Menny grows olives on his orchard outside of Tel Aviv, producing some of the finest olive oil money can buy

     

    Email: menny@zeligassociates.co.il

    Phone: +97250 222 2755

    Menny's LinkedIn

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    Roland Pecsenye

    Partner, Entrepreneur in Residence

    Munich

    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 startups

     

    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@zeligassociates.de

    Phone: +49 17 28 94 85 58

    Roland's LinkedIn

     

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Richard Walker

    Partner

    London

    Richard joined Zelig in 2018 bringing two decades of continuous corporate finance experience covering M&A and capital raising most recently focused on the technology sector

     

    In the last 10 years, Richard has co-founded four new businesses and acted as the CFO for three businesses

     

    Richard was formerly an investment banker at Barclays Capital and ABN AMRO and has executed on over 40 M&A and capital raises with a combined value of over USD200bn

     

    Richard trained and qualified as a chartered accountant with Deloitte

     

    Outside work Richard enjoys long distance running to stay fit enough to keep up with his young family

     

    Email: richard@zeligassociates.co.uk

    Phone: +44 20 7709 3024

    Richard's LinkedIn

     

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Senthil Kumar Venugopal

    Senior Advisor

    London

    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

     

    Outside of work Senthil loves to travel, play golf and take long walks around Kent and Surrey with his wife

     

    Email: senthil@zeligassociates.co.uk

    Phone: +44 20 7709 3024

    Senthil's LinkedIn

     

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Dale Richards

    Senior Advisor

    Toronto

    Dale joined Zelig in 2018, with over 30 years’ experience in the FinTech, data and analytics sectors 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 and President of EDM), FAME Information Services (a Warburg Pincus-backed firm where he was President and CEO) and Benton Associates (Start-up 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
     
    Outside of work Dale can be found kiteboarding, snowboarding, wakeboarding or writing music in his private studio

     

    Email: dale@zeligassociates.com

    Phone: +1 (905) 903 6920

    Dale's LinkedIn

    Chris Fong

    Vice President

    London

    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@zeligassociates.co.uk

    Phone: +44 20 7709 3024

    Chris' LinkedIn

     

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Owen England

    Associate

    London

    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

     

    Outside of work Owen can be found running – having completed the fabled Marathon des Sables ultramarathon as well as seven conventional marathons – or climbing mountains

     

    Email: owen@zeligassociates.co.uk

    Phone: +44 20 7709 3024

    Owen's LinkedIn

     

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Janna Goncharova

    Early Venture Stage Capital Affiliate

    London

    Janna has over a decade of experience in capital markets and investment management. Most recently she was a VP of Investment Management at Rocket Internet, the world’s largest start-up incubator outside the USA and was focusing on online marketplaces, ecommerce and FinTech. Prior to that Janna worked in a credit focused asset management firm ARAM Global and in structured credit products at Bank of America

     

    Janna holds a BSc Summa cum Laude in International Economics and Management and an MSc in Finance from Bocconi University in Italy

     

    Outside of work Janna enjoys skiing, art and horse-riding

     

    Email: janna@zeligassociates.co.uk

    Phone: +44 20 7709 3024

    Janna's LinkedIn

     

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