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Investor
Jul 2022
TimelyAI is building a Marketing Saas for Time-based Businesses.
“The idea is to solve the most burning need of our customers- Growing their clientele at an affordable price and being able to build lasting relationships with them for repeat business and referrals.”
"Coming soon with something extremely crazy!"
Experience · 3 entries
All (3)
Investments (1)
2023
Investment Banking Associate
Dec 2023
Clear Street’s mission is to give every sophisticated investor access to every asset, in every market, through a unified platform built for speed, transparency and scale.
We give our clients the technology, tools and service once reserved for the largest institutions, rebuilt with modern infrastructure. Our single, cloud-native, end-to-end capital markets platform powers investor growth today and is transforming how they can interact with markets tomorrow.
For more information, visit https://clearstreet.io.
CSG operates through several regulated entities located in jurisdictions that have specific disclosure requirements. Access the disclosures: https://www.clearstreet.io/legal/regulatory-disclosures
Copyright © 2025 Clear Street LLC. All rights reserved.
2022
Investor
Jul 2022
TimelyAI is building a Marketing Saas for Time-based Businesses.
“The idea is to solve the most burning need of our customers- Growing their clientele at an affordable price and being able to build lasting relationships with them for repeat business and referrals.”
"Coming soon with something extremely crazy!"
Investment Banking Analyst
Jul 2022
Financial Technology Partners ("FT Partners") is the only investment banking firm focused exclusively on the financial technology ("FinTech") sector. We broadly define the sector as the dynamic convergence of technology-based solutions and financial services. FT Partners was recently recognized as "Dealmaker of the Year" and "Investment Banking Firm of the Year" by The M&A Advisor.
The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman Sachs & Co.s Financial Technology Group and Financial Institutions Group in New York and San Francisco. The firms senior members are all highly experienced investment bankers formerly with the financial technology, M&A and investment banking groups of principally Goldman, Sachs & Co.
Clients want and deserve the best in overall investment banking services, industry knowledge, relationships and senior level experience. In the complex financial technology sector, we believe no other firm offers a higher set of skills, expertise and mission critical advice to leading CEOs and industry decision makers. When you want to explore your firms full potential, consider FT Partners full suite of strategic and financial advisory services. With years of transaction experience on some of the largest transactions in history, we bring our unique approach to your firm to maximize value to your shareholders.
