Citadel

Citadel is a leading investment firm with over three decades of experience in identifying and capitalizing on market opportunities worldwide. The company operates various divisions, including its foundational equities segment, Citadel Global Equities. Committed to generating superior long-term returns, Citadel focuses on optimizing the use of capital for a diverse range of public and private institutions. By fostering a culture that empowers talented individuals to pursue innovative ideas, Citadel aims to establish itself as the most successful investment firm in history.

Charles Li

Business Analyst

17 past transactions

Texas Stock Exchange

Private Equity Round in 2024
Texas Stock Exchange is a Dallas-based operator of a stock exchange that provides a platform for listing and trading equity securities, corporate debt, and investment scheme units. It aims to give U.S. and global enterprises access to U.S. equity capital markets and offers a forum for trading and listing public corporations and the expanding universe of exchange‑traded products.

Arvinas

Post in 2023
Arvinas, Inc. is a clinical-stage biopharmaceutical company based in New Haven, Connecticut, that specializes in the discovery, development, and commercialization of innovative therapies aimed at degrading disease-causing proteins. The company's lead product candidates include ARV-110, a proteolysis targeting chimera (PROTAC) currently in phase I clinical trials for metastatic castration-resistant prostate cancer, and ARV-471, which targets the estrogen receptor for patients with metastatic ER-positive/HER2-negative breast cancer. In addition to these, Arvinas is developing various other PROTACs aimed at degrading clinically relevant androgen receptor mutations and treatments for neurodegenerative diseases, including tauopathies. The company has established collaborations with prominent pharmaceutical firms such as Pfizer Inc., Genentech, and Bayer AG, enhancing its research capabilities and reach within the biopharmaceutical landscape. Founded in 2015, Arvinas aims to improve patient outcomes by eliminating harmful proteins from the body through its proprietary technology.

Flash Coffee

Series B in 2023
Flash Coffee is a tech-enabled coffee chain that offers a diverse range of beverages, including espresso, americano, latte, cappuccino, iced tea, milk tea, and various shakes. Founded in 2019, the company is headquartered in Singapore and operates with a focus on convenience and accessibility. Customers can use the Flash Coffee app to order and pay online, choosing to either pick up their orders at nearby storefronts or opt for delivery through major platforms. By combining quality coffee with a modern ordering system, Flash Coffee aims to provide an affordable and efficient coffee experience for patrons on the go.

Flash Coffee

Series B in 2022
Flash Coffee is a tech-enabled coffee chain that offers a diverse range of beverages, including espresso, americano, latte, cappuccino, iced tea, milk tea, and various shakes. Founded in 2019, the company is headquartered in Singapore and operates with a focus on convenience and accessibility. Customers can use the Flash Coffee app to order and pay online, choosing to either pick up their orders at nearby storefronts or opt for delivery through major platforms. By combining quality coffee with a modern ordering system, Flash Coffee aims to provide an affordable and efficient coffee experience for patrons on the go.

Kijiji Hub

Seed Round in 2022
Kijiji Hub is a multi-disciplined design studio that works on designing, development and launching the next generation of companies. Kijiji Hub helps some of the world’s largest organizations conceptualize, plan, design, develop and launch products. Our work includes data visualizations and fonts, UI and UX, websites and digital experiences, advertising and communications, graphics and identity, strategy and positioning, products and packaging. Our organization is special. We are the only significant design firm where the business owners both create the work and act as the client's first point of contact. This is evidenced by a portfolio that spans for over a decade, numerous industries, and clients of all sizes, which underscores our view that great design cannot happen without passion, intelligence, and — above all — personal devotion.

Kijiji Hub

Seed Round in 2022
Kijiji Hub is a multi-disciplined design studio that works on designing, development and launching the next generation of companies. Kijiji Hub helps some of the world’s largest organizations conceptualize, plan, design, develop and launch products. Our work includes data visualizations and fonts, UI and UX, websites and digital experiences, advertising and communications, graphics and identity, strategy and positioning, products and packaging. Our organization is special. We are the only significant design firm where the business owners both create the work and act as the client's first point of contact. This is evidenced by a portfolio that spans for over a decade, numerous industries, and clients of all sizes, which underscores our view that great design cannot happen without passion, intelligence, and — above all — personal devotion.

Yellowbrick Data

Series C in 2021
Yellowbrick Data is a data warehouse company that designs and deploys analytics-focused data warehouse platforms for on-premises, private cloud, and public cloud environments, including cloud disaster recovery. Founded in 2014 and headquartered in Palo Alto, California, it serves enterprises with a scalable system that supports thousands of concurrent users and petabytes of data while running complex workloads with fast, consistent results. The platform offers on-premises, private cloud, and public cloud deployment with simple, uniform management and strong economics, enabling analytics across any schema and ad-hoc SQL queries. Yellowbrick Data emphasizes high availability, performance, and easy deployment in hybrid environments to speed decision-making through unified data analytics. The company maintains additional offices in Salt Lake City, Hong Kong, and London.

Quant

Pre Seed Round in 2021
Quant is a premier quantitative research and investment fund led by engineering, mathematics, and business students at the University of Illinois Urbana-Champaign. We employ state-of-the-art analysis tools like deep learning and natural language processing to gain an edge on financial markets across the globe.

Avianca

Post in 2020
Avianca is a prominent Latin American airline brand that operates under Avianca Holdings SA, serving as a holding company for several airlines, including Aerovías del Continente Americano (Avianca), Tampa Cargo, and others across the region. With a workforce of over 19,000 employees, Avianca is recognized for its commitment to service excellence. The airline provides passenger and cargo transport services to more than 108 destinations in 26 countries across America and Europe. Its operations are supported by a modern fleet of 189 aircraft designed for short, medium, and long-haul flights. In addition to passenger services, Avianca engages in freight transport and offers related air transport services, including maintenance and engineering support for other carriers.

Jasper Therapeutics

Series A in 2020
Jasper Therapeutics, Inc. is a clinical-stage biotechnology company based in Menlo Park, California, that specializes in developing therapeutic agents for hematopoietic stem cell transplants and gene therapies. Founded in 2018, the company aims to enhance the safety and efficacy of conditioning agents to broaden the application of curative therapies. Jasper's lead product, JSP191, is a humanized monoclonal antibody currently in clinical development, designed to act as a conditioning agent by selectively clearing hematopoietic stem cells from bone marrow in patients undergoing stem cell transplants. The company also utilizes an engineered hematopoietic stem cells platform to address the limitations of transplant grafts, thereby increasing the accessibility of both allogeneic and autologous gene-edited hematopoietic stem cell therapies for a larger patient population.

The Small Exchange

Seed Round in 2019
The Small Exchange is a financial services company based in Chicago, Illinois, founded in 2017. It operates a futures exchange platform aimed at simplifying and enhancing access to financial markets through smaller and more straightforward futures products. The company focuses on facilitating the trading of standardized futures contracts and options for a diverse range of market participants, particularly retail customers. By offering proprietary cash-settled indices and an individual subscription model, The Small Exchange reduces exchange and market data fees, making it easier for investors of all sizes to engage in trading. Its platform is designed to bridge the gap in futures products, creating new trading opportunities and promoting broader participation in the financial markets.

Salto Systems

Private Equity Round in 2018
SALTO Systems, based in Oiartzun, Spain, specializes in the development and manufacture of innovative electronic locking and access control solutions. The company provides reliable, secure, and user-friendly systems tailored for various sectors, including commercial, healthcare, hospitality, education, and retail. With its pioneering XS4 SVN platform, SALTO offers stand-alone, battery-powered electronic locks that eliminate the need for complex wiring while enabling real-time monitoring and control of access. SALTO’s products are designed to enhance the usability of building environments and integrate seamlessly with existing systems, ensuring a smoother experience for end users. The company aims to build lasting relationships with clients and partners, emphasizing values such as integrity and sustainability while striving to be a leading provider in the access control market.

Avrobio

Series B in 2018
Avrobio is a clinical-stage biotechnology company focused on developing ex vivo lentiviral-based gene therapies to treat rare diseases with a single dose. Its pipeline includes AVR-RD-01 for Fabry disease, AVR-RD-02 for type 1 Gaucher disease, and AVR-RD-03 for Pompe disease.

Gild

Acquisition in 2016
Gild Inc. is a technology company that specializes in talent acquisition through its Internet-based platform, which helps organizations find, engage, and hire candidates effectively. The platform allows companies to create and post job openings, source and recommend suitable candidates, and analyze their recruiting strategies. Gild also offers an Applicant Tracking System for managing candidate information and a candidate relationship management module that facilitates the development of accurate candidate profiles based on real skills. Additionally, the platform includes features for automatic interview scheduling and one-click video interviewing. Founded in 2011 and headquartered in San Francisco, Gild has expanded its operations to include offices in Salt Lake City and Milan. The company's innovative approach leverages data science and predictive analytics to enhance the hiring process across various industries.

Kapish Services

Acquisition in 2016
Kapish Services is a software and services company focused on enhancing user experience with TRIM Context, an electronic document and records management system. The company offers comprehensive support for all versions of TRIM, along with a variety of software solutions and custom software development tailored to meet client needs. Operating across Australia, Canada, and the United States, Kapish specializes in technical advisory, data migration, and implementation support. Their services aim to address the information management challenges faced by clients, ultimately delivering measurable improvements in operational processes.

Automated Trading Desk

Acquisition in 2016
Automated Trading Desk, LLC specializes in developing automated trading systems for trading companies, buy-side and sell-side firms, and financial institutions. Founded in 1988 and based in Mount Pleasant, South Carolina, the company provides various automated trading solutions, including AUTO, which prioritizes customer trades, and AUTO-PILOT, designed to execute large orders while minimizing market impact. Additionally, it offers services for executing trades on pink sheets and bulletin boards. Automated Trading Desk focuses on trading-technology development, providing systems to analyze markets, facilitate trade settlement, and manage risk. As of October 2007, it operates as a subsidiary of Automated Trading Desk Holdings, Inc., which is itself a subsidiary of Citigroup, Inc.

SKIL Infrastructure

Private Equity Round in 2007
SKIL Infrastructure is an infrastructure development company focused on creating and managing projects related to seaports, logistics, railways, and asset construction yards. The company operates through various Special Purpose Vehicles (SPVs) and has a diverse portfolio that includes the development of seaport and logistics facilities, railway infrastructure, defense shipbuilding, offshore asset construction yards, Special Economic Zones, and Smart Cities within the private sector. With its extensive experience in these areas, SKIL Infrastructure plays a significant role in enhancing the country's infrastructure capabilities.
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