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FTV Capital Appoints Six New Executives to Its Strategic Advisory Board

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FTV Capital has appointed six financial services executives to its Strategic Advisory Board, enhancing its Global Partner Network. New members include industry leaders from Liberty Mutual, Silicon Valley Bank, and Citi, among others. This Board will convene biannually to discuss market trends and facilitate connections within FTV’s portfolio. Established in 1999, the Board provides vital market intelligence and strategic introductions for portfolio companies, focusing on themes like supply chain management and healthcare cost containment. FTV has raised $6.2 billion and invested in over 130 companies.

Positive
  • Appointment of six seasoned executives strengthens FTV's Strategic Advisory Board, enhancing market insights.
  • New advisors provide valuable connections and expertise, potentially accelerating growth for portfolio companies.
  • Establishes a robust network for knowledge exchange and collaborative innovation.
Negative
  • None.

Advisors collaborate closely with FTV, its portfolio companies and other financial services and enterprise technology leaders in FTV’s Global Partner Network, helping to drive mutually-beneficial knowledge sharing and commercial opportunities.

NEW YORK & SAN FRANCISCO--(BUSINESS WIRE)-- FTV Capital, a prominent growth equity investment firm, today announced the appointment of six leading financial services executives to its Strategic Advisory Board. The new advisors bring decades of banking, technology and insurance experience to FTV’s network, providing a distinct view into the needs and pain points of global enterprises today. The Board convenes biannually to discuss emerging market themes, while also facilitating connections between FTV portfolio companies and corporate decision-makers, building on FTV’s long history of partnering with executives from large financial institutions and Fortune 500 companies to promote knowledge exchange and technology innovation.

The new Strategic Advisory Board members are:

  • Daniel Bernstein, SVP & General Manager, Liberty Mutual Insurance
  • Phil Cox, Chief Operations Officer, Silicon Valley Bank
  • Andreas Maier, CIO, AXA Switzerland
  • Rob Perry, Global Head of Innovation Enablement, Citi
  • Krista Sticco Carr, UBS Next, UBS
  • Jared Wolff, President & CEO, Bank of California

“Since our founding, we’ve been focused on creating valuable partnerships for our investment team and our portfolio companies,” said Karen Derr Gilbert, partner at FTV Capital. “Our Board advisors share unique market insights that growing companies can leverage into market leading opportunities. The industry leaders joining the Strategic Advisory Board will not only be an invaluable resource for FTV and our portfolio companies, but will also be able to engage with innovative companies in our portfolio, exchange ideas with industry peers and leverage FTV’s domain expertise as an investor in high-growth companies for nearly 25 years.”

“Our Strategic Advisory Board has been at the nexus of how we approach our entire process, from investment theme development to sourcing and closing deals to adding meaningful value post-investment,” said Marija Periša Kegel, principal of strategic business development at FTV Capital. “We aim to reciprocate this and offer our advisors, and their enterprises, our candid views on technological innovation through one-on-one dialogues, C-suite briefings and larger gatherings focused on specific themes. Our goal is to nurture an open exchange of perspectives around the needs, challenges and opportunities facing large global enterprises.”

The Strategic Advisory Board, established in 1999 and comprised of 45 advisors, is the core of FTV’s Global Partner Network®, which includes over 500 executives from more than 150 of the world’s leading financial services institutions and large enterprises. The Board provides critical market intelligence and helps portfolio companies with strategic and commercial introductions. This past year, the Strategic Advisory Board engaged in bespoke conversations around key themes such as supply chain management, banking-as-a-service and embedded finance, healthcare cost containment and digital customer experience, among others. The Board also recently convened for its fall meeting at FTV's Annual Partner Conference, where FTV facilitated over 220 meetings between portfolio companies and executives in its Global Partner Network.

“I’m excited to join FTV’s Strategic Advisory Board and partner with a foremost growth equity firm,” said Jared Wolff, President & CEO of Bank of California. “FTV’s differentiated model gives us access to promising upstarts across the enterprise technology, software and fintech landscape, which can be game-changing for our corporate growth initiatives. Being part of the Board gives me a chance to participate in meaningful conversations surrounding the innovation landscape, and I look forward to working with other leaders in a mutually beneficial way.”

“I'm honored to be joining FTV's Strategic Advisory Board alongside other industry innovation leaders,” said Rob Perry, Global Head of Innovation Enablement at Citi. “I look forward to the opportunities this symbiotic relationship provides - particularly the increased access to some of the best minds and companies in the enterprise technology landscape.”

“I’m excited to collaborate with FTV’s portfolio of market leading companies to help them hasten their growth,” said Andreas Maier, CIO of AXA Switzerland. “I look forward to exchanging insights and experiences with FTV and the many impressive leaders in their Global Partner Network.”

More information about FTV’s Strategic Advisory Board and Global Partner Network can be found here.

About FTV Capital

FTV Capital is a sector-focused growth equity investment firm that has raised $6.2 billion to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise technology and services, financial services, and payments and transaction processing. FTV’s experienced team leverages its domain expertise and proven track record in each of these sectors to help motivated management teams accelerate growth. FTV also provides companies with access to its Global Partner Network®, a group of the world’s leading enterprises and executives who have helped FTV portfolio companies for two decades. Founded in 1998, FTV Capital has invested in over 130 portfolio companies, including Agiloft, Docupace, EBANX, Lean Solutions Group, LoanPro, LogicSource, PlateIQ, True Potential and Vagaro, and successfully exited/partially exited companies including Enfusion (NYSE: ENFN), Globant (NYSE: GLOB), InvestCloud (recapitalized), MedSynergies (acquired by Optum), RapidRatings (recapitalized), Strata Fund Solutions (acquired by Alter Domus), VPay (acquired by Optum) and WorldFirst (acquired by Ant Financial). FTV has offices in San Francisco, New York and Connecticut. For more information, please visit www.ftvcapital.com and follow the firm on LinkedIn.

Media:

Prosek Partners on behalf of FTV Capital

Josh Hess

pro-ftvcapital@prosek.com

(646) 818-9291

Source: FTV Capital

FAQ

Who are the new members of FTV Capital's Strategic Advisory Board?

The new members include Daniel Bernstein (Liberty Mutual Insurance), Phil Cox (Silicon Valley Bank), Andreas Maier (AXA Switzerland), Rob Perry (Citi), Krista Sticco Carr (UBS), and Jared Wolff (Bank of California).

What is the purpose of FTV Capital's Strategic Advisory Board?

The Strategic Advisory Board aims to provide market intelligence, facilitate connections, and discuss emerging market themes to support portfolio companies.

How does the Strategic Advisory Board benefit FTV Capital's portfolio companies?

The Board helps portfolio companies with strategic introductions and insights into market needs and challenges.

When does FTV Capital's Strategic Advisory Board meet?

The Board convenes biannually to discuss market themes and facilitate connections.

What sectors does FTV Capital focus on?

FTV Capital focuses on enterprise technology, financial services, and payments and transaction processing.

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