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M&A Details1
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Their latest funding was raised on 01.02.2016. Their latest investor FTV Capital. Their latest round Private Equity
FTV Capital
FTV Capital is a growth equity investment firm that invests in high-growth companies.
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FTV Capital
FTV Capital is a growth equity investment firm that invests in high-growth companies.
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Brad Bernstein
Brad Bernstein has served as a member of the board since 2008. He joined FTV Capital in 2003 and was a Partner and head of the New York office, managing staff and operations there.Brad has over 20 years of private equity experience. Prior to FTV Capital, Brad was a partner at Oak Hill Capital Management and its predecessors where he managed the business and financial services group. He began his private equity career with Patricof & Company Ventures and started his professional career in the investment banking division of Merrill Lynch in New York. In addition to his responsibilities at Globant, Brad currently serves on the board of Apex Fund Services, World First Group and Utopia, Inc. Brad received a BA magna cum laude from Tufts University. We believe that Brad is qualified to serve on our board of directors due to his considerable business experience in the technology industry and his experience serving as a director of other companies.
current job
Kyle Griswold
Kyle currently has investment responsibilities in payments and transaction processing, business services and financial services. Prior to joining FTV Capital, Kyle was an Investment Banking Associate with Berkshire Capital Securities, focusing on transactions in the financial services sector. Kyle received a BA in Economics and Mathematics from Trinity College.
current job
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Mark Henderson
Mark Henderson is the Senior Partner of True Potential LLP. He began his financial services career in private banking with Lloyds, covering investment management, and executor and trustee work in the north of England and Scotland. He then moved to Merrill Lynch’s International Private Client Division before joining Positive Solutions where he held the position of Director of Wealth Management. Mark is one of the founding partners of True Potential LLP, initially heading up provider relations. In this role, he was responsible for gaining industry-wide agreements that enabled the firm to develop technology for evaluations, electronic payments and commission statements. Instrumental in building the True Potential Wealth Platform, Mark is responsible for enhancing the platform’s product range which now covers ISAs, GIAs, Pensions and Investment Bonds (both onshore and offshore). He has also been the key driver in the development of the True Potential strategy fund range, and the continued evolution of the Wealth Platform’s product and fund range, as well as its benefits for both advisers and clients. In 2013, Mark launched two new Goldman Sachs Institutional funds. These are a first of their kind for retail investors, often reserved for ultra-high net worth and institutional clients, and available only to True Potential clients. In addition, he helped develop one of the first free pension wrappers in the UK, the TPI Pension. Most recently, Mark has overseen True Potential Investments LLP’s success in gaining investment management permissions. This allows True Potential to create and retain greater control over a range of strategy funds. The funds help to drive down charges and provide better value and choice to clients.
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David Harrison
David Harrison Managing Partner, True Potential LLP In 1997, David founded financial services firm Positive Solutions and grew the business to the largest in the country, representing 1,900 independent financial advisers (IFAs), with a turnover of £114 million and profits in excess of £1 million a month. In 2007, David became Managing Partner of Newcastle-based financial services group True Potential LLP, which had a turnover of £56.7 million in 2015 and currently employs over 250 staff and Partners. David oversees the strategic and key business decision areas for the Group and is a crusader for technological advances in financial services. His vision is to foster a nation of educated savers who set clear targets for their future and use technology to reach their goals. He also believes in the value of building the right savings habits and accessing investments in a way that suits savers’ lifestyles. This has led to the development of world-first technology such as impulseSave®, which helps savers top-up their investments from anywhere in the world with as little as £1 at a time. David invests in technology, chiefly by hiring the brightest developers from the three world-class universities on his doorstep. He currently has 24, most of whom joined the company while still students. He is a regular commentator on the UK’s savings gap crisis and has featured in coverage by the BBC, The Times and The Guardian.
current job
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