• 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.

    Gerd Weissenboeck

    Managing Partner, Co-founder


    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 [at] zeligfintech [dot] com

    Gerd's LinkedIn

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    Lorcan O'Shea



    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

    Lorcan's LinkedIn


    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Richard Walker



    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 [at] zeligfintech [dot] com

    Richard's LinkedIn


    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Roland Pecsenye

    Partner, Entrepreneur in Residence


    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 [at] zeligfintech [dot] com

    Phone: +49 17 28 94 85 58

    Roland's LinkedIn


    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    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 [at] zeligfintech [dot] com

    Phone: +97250 222 2755

    Menny's LinkedIn

    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Senthil Kumar Venugopal

    Senior Advisor


    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 [at] zeligfintech [dot] com

    Senthil's LinkedIn


    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Dale Richards

    Senior Advisor


    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



    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

    Chris' LinkedIn


    Photo credit: Robert Bejil Productions via VisualHunt / CC BY

    Owen England

    Vice President


    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 [at] zeligfintech [dot] com

    Owen's LinkedIn


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