It was a pleasure to meet Vikas Shah and Dushyant Shahrawat, investment bankers at Rosenblatt Securities, an institutional broker/dealer on the New York Stock Exchange and a boutique investment bank focused on the financial services and technology sectors. They have represented mid-market companies in private debt and equity capital raises, mergers and acquisitions, IPOs and SPACs. You might know them as the bankers who worked with Robinhood, Money Lion, and SoFi. They bring deep knowledge of fundraising, trading life cycle, and the regulatory environment to their deals.

The firm has a culture of excellence and has been focused on steadily building a best-in-class global tech boutique research business. They have been recognized as innovators in electronic trading, FinTech, and market structure analysis.

To learn more about their fintech focus and success stories, click on the video below.

If you are a series B-D fintech looking to raise capital, do a M&A transaction of hit the public markets via an IPO/SPAC, take a look at their firm and its offerings and access to experts. They seem to be research-driven boutique with consistent and steady growth, not to mention a top-tier client list. They have a demonstrated track record of consistently producing high-quality, differentiated research and finding the best fintech companies to work with.

Diversity and inclusion, along with giving back, are core values baked into the culture. They aren't just focused the transaction and truly believe in educating and advising clients via their annual FinTech Summit and monthly newsletter.

I very much enjoyed my conversation with them and look forward to many more.

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