State Street is a prominent financial services company that caters to sophisticated institutional investors. It offers a comprehensive range of services, including investment management, research, trading, and custodial services. State Street is recognized for its expertise in servicing and safeguarding assets for a diverse clientele, such as mutual funds, pension funds, and various institutional investors. With a significant presence in over 100 geographic markets, the company manages approximately $4.1 trillion in assets and has around $42 trillion in assets under custody and administration. Employing more than 46,000 professionals worldwide, State Street plays a crucial role in the global financial ecosystem.
Executive Vice President, Member of the Executive Committee and Head of State Street AlphaSM
Past deals in Banks
Mizuho - Global Custody Business
Acquisition in 2025
Mizuho - Global Custody Business is a unit of Mizuho.
Capitolis
Funding Round in 2024
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.
Capitolis
Series D in 2022
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.
BBH’s Investor Services
Acquisition in 2021
BBH’s Investor Services is a global asset servicer that provides cross-border custody, accounting, administration, and technology services to asset managers and financial institutions. It has a track record of exceptional client service and deep expertise in cross-border, alternatives, ETFs, and other high-growth asset classes.
Capitolis
Series C in 2021
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.
Capitolis
Venture Round in 2020
Capitolis Inc. is a financial technology company that provides an online software-as-a-service platform designed for banks and financial institutions. Founded in 2016 and headquartered in New York, with additional offices in London and Tel Aviv, Capitolis focuses on enhancing the efficiency and safety of capital markets. Its platform allows financial institutions to optimize their balance sheets and improve liquidity by facilitating the rapid sourcing of capital for trades from other institutions with substantial balance sheets. By connecting global banks with institutional investors, Capitolis enables access to diversified capital and investment opportunities, ultimately transforming the efficiency of market participants and supporting their growth objectives.
National Bank of Georgia
Acquisition in 2016
The National Bank of Georgia, established in 2000 and based in Athens, Georgia, provided a variety of community-oriented financial services to both individual and business clients. Its offerings included electronic banking, checking and savings accounts, money market accounts, personal loans, lines of credit, wire transfers, notary services, credit cards, equipment loans, real estate loans, vehicle financing, SBA loans, cash management, and mortgages. In January 2017, the bank and its holding company were acquired by State Bank Financial Corporation, marking a significant transition in its operations.
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