Relationship map

Who we know at each account and how warm each relationship is, set against the buyers named in the outreach plans and the executives on file. No contact data is on file yet: briefs/_relationships.yaml is a template. Set warmth and our contact here (saved in this browser only), then use Export relationships file and commit it so the team sees the same map.

822people across 121 accounts
673named as buyers in outreach plans
0with a relationship on file
0plan buyers we know warmly
AccountPersonWhy they matterWarmthOur contactLast contactNote
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
COO
Buyer for Carve-out and TSA programsPrep
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
CFO
Buyer for Carve-out and TSA programs; Portfolio AI and cost transformationPrep
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
Separation program lead
Buyer for Carve-out and TSA programsPrep
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
CIO
Buyer for Carve-out and TSA programsPrep
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
Head of Portfolio Operations
Buyer for Portfolio AI and cost transformationPrep
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
Deal partners for the 3-5 largest holdings
Buyer for Portfolio AI and cost transformationPrep
Advent International
Diamond · B.Pech.De.Pluvinel
Name needed
Head of Value Creation (AI)
Buyer for Portfolio AI and cost transformationPrep
Aflac Incorporated
Diamond · takero.hayashi
Dan Amos
CEO
Executive on filePrep
Aflac Incorporated
Diamond · takero.hayashi
Max Brodén
CFO
Buyer for Japan core and distribution modernizationPrep
Aflac Incorporated
Diamond · takero.hayashi
Name needed
CISO
Buyer for Cyber remediation and security transformation (Japan and US)Prep
Aflac Incorporated
Diamond · takero.hayashi
Name needed
Chief Risk Officer
Buyer for Cyber remediation and security transformation (Japan and US)Prep
Aflac Incorporated
Diamond · takero.hayashi
Name needed
CIO
Buyer for Cyber remediation and security transformation (Japan and US); Japan core and distribution modernizationPrep
Aflac Incorporated
Diamond · takero.hayashi
Name needed
COO
Buyer for Cyber remediation and security transformation (Japan and US); Japan core and distribution modernizationPrep
Aflac Incorporated
Diamond · takero.hayashi
Name needed
CTO
Buyer for Japan core and distribution modernizationPrep
Allianz SE
Platinum · Marco.Huwiler
Oliver Bäte
CEO
Executive on filePrep
Allianz SE
Platinum · Marco.Huwiler
Claire-Marie Coste-Lepoutre
CFO
Buyer for Global platform roll-out (ABS)Prep
Allianz SE
Platinum · Marco.Huwiler
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Claims and service agentic AIPrep
Allianz SE
Platinum · Marco.Huwiler
Name needed
COO
Buyer for Claims and service agentic AI; Global platform roll-out (ABS)Prep
Allianz SE
Platinum · Marco.Huwiler
Name needed
CIO
Buyer for Claims and service agentic AI; Global platform roll-out (ABS)Prep
Allianz SE
Platinum · Marco.Huwiler
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Claims and service agentic AIPrep
Allianz SE
Platinum · Marco.Huwiler
Name needed
CTO
Buyer for Global platform roll-out (ABS)Prep
American Express Company
Not on CAL
Stephen Squeri
CEO
Executive on filePrep
American Express Company
Not on CAL
Christophe Le Caillec
CFO
Buyer for Commercial expense platform integration; AI servicing and fraudPrep
American Express Company
Not on CAL
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Commercial expense platform integrationPrep
American Express Company
Not on CAL
Name needed
CIO
Buyer for Commercial expense platform integration; AI servicing and fraudPrep
American Express Company
Not on CAL
Name needed
COO
Buyer for Commercial expense platform integration; AI servicing and fraudPrep
American Express Company
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI servicing and fraudPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Peter Zaffino
CEO
Executive on filePrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Keith Walsh
CFO
Buyer for New-CEO strategy refreshPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Underwriting and claims agentic AI scalingPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Name needed
COO
Buyer for Underwriting and claims agentic AI scalingPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Name needed
CIO
Buyer for Underwriting and claims agentic AI scalingPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Underwriting and claims agentic AI scalingPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Eric Andersen
CEO
Buyer for New-CEO strategy refreshPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Name needed
Chief Strategy Officer
Buyer for New-CEO strategy refreshPrep
American International Group, Inc. (AIG)
Platinum · Amy.E.Gnagy
Name needed
Board chair
Buyer for New-CEO strategy refreshPrep
Ameriprise Financial, Inc.
Not on CAL
Jim Cracchiolo
CEO
Executive on filePrep
Ameriprise Financial, Inc.
Not on CAL
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Advisor experience platformPrep
Ameriprise Financial, Inc.
Not on CAL
Name needed
CIO
Buyer for Advisor experience platformPrep
Ameriprise Financial, Inc.
Not on CAL
Name needed
COO
Buyer for Advisor experience platformPrep
Ameriprise Financial, Inc.
Not on CAL
Name needed
Head of Client Experience
Buyer for Advisor experience platformPrep
Aon plc
Diamond · Daniel.M.Swinford
Greg Case
CEO
Executive on filePrep
Aon plc
Diamond · Daniel.M.Swinford
Edmund Reese
CFO
Buyer for NFP integration and middle-market platform; ABS operations automationPrep
Aon plc
Diamond · Daniel.M.Swinford
Name needed
COO
Buyer for NFP integration and middle-market platform; ABS operations automationPrep
Aon plc
Diamond · Daniel.M.Swinford
Name needed
Integration Management Office lead
Buyer for NFP integration and middle-market platformPrep
Aon plc
Diamond · Daniel.M.Swinford
Name needed
CIO
Buyer for NFP integration and middle-market platform; ABS operations automationPrep
Aon plc
Diamond · Daniel.M.Swinford
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for ABS operations automationPrep
Apollo Global Management, Inc.
Not on CAL
Marc Rowan
CEO
Buyer for Athene operations and finance transformationPrep
Apollo Global Management, Inc.
Not on CAL
Martin Kelly
CFO
Buyer for Athene operations and finance transformationPrep
Apollo Global Management, Inc.
Not on CAL
Name needed
COO
Buyer for Athene operations and finance transformationPrep
Apollo Global Management, Inc.
Not on CAL
Name needed
Head of Transformation
Buyer for Athene operations and finance transformationPrep
Arch Capital Group Ltd.
Not on CAL
Nicolas Papadopoulo
CEO
Executive on filePrep
Arch Capital Group Ltd.
Not on CAL
François Morin
CFO
Executive on filePrep
Arch Capital Group Ltd.
Not on CAL
Imran Jalozie
CIO, Arch Insurance North America
Leadership movePrep
Arch Capital Group Ltd.
Not on CAL
Name needed
COO
Buyer for Merger integration and synergy capturePrep
Arch Capital Group Ltd.
Not on CAL
Name needed
CFO
Buyer for Merger integration and synergy capturePrep
Arch Capital Group Ltd.
Not on CAL
Name needed
Integration Management Office lead
Buyer for Merger integration and synergy capturePrep
Arch Capital Group Ltd.
Not on CAL
Name needed
CIO
Buyer for Merger integration and synergy capturePrep
Ares Management Corporation
Not on CAL
Michael Arougheti
CEO
Executive on filePrep
Ares Management Corporation
Not on CAL
Jarrod Phillips
CFO
Buyer for Post-acquisition integrationPrep
Ares Management Corporation
Not on CAL
Name needed
COO
Buyer for Post-acquisition integrationPrep
Ares Management Corporation
Not on CAL
Name needed
Integration Management Office lead
Buyer for Post-acquisition integrationPrep
Ares Management Corporation
Not on CAL
Name needed
CIO
Buyer for Post-acquisition integrationPrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
J. Patrick Gallagher Jr.
CEO
Executive on filePrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Douglas Howell
CFO
Executive on filePrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Name needed
CIO
Buyer for Agency system consolidation; Claims AI at Gallagher BassettPrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Name needed
CTO
Buyer for Agency system consolidationPrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Name needed
COO
Buyer for Agency system consolidation; Claims AI at Gallagher BassettPrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Name needed
CFO
Buyer for Agency system consolidationPrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Claims AI at Gallagher BassettPrep
Arthur J. Gallagher & Co.
Diamond · Todd.C.Rebella
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Claims AI at Gallagher BassettPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Philippe Donnet
CEO
Executive on filePrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Cristiano Borean
CFO
Buyer for Asset management platform; Integration of recent acquisitionsPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Claims and underwriting AIPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Name needed
COO
Buyer for Claims and underwriting AI; Asset management platform; Integration of recent acquisitionsPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Name needed
CIO
Buyer for Claims and underwriting AI; Asset management platform; Integration of recent acquisitionsPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Claims and underwriting AIPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Name needed
CTO
Buyer for Asset management platformPrep
Assicurazioni Generali S.p.A.
Mega Diamond · A.Bianchi
Name needed
Integration Management Office lead
Buyer for Integration of recent acquisitionsPrep
Assurant, Inc.
Not on CAL
Keith Demmings
CEO
Executive on filePrep
Assurant, Inc.
Not on CAL
Keith Meier
CFO
Executive on filePrep
Assurant, Inc.
Not on CAL
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Claims and repair operations AIPrep
Assurant, Inc.
Not on CAL
Name needed
COO
Buyer for Claims and repair operations AIPrep
Assurant, Inc.
Not on CAL
Name needed
CIO
Buyer for Claims and repair operations AIPrep
Assurant, Inc.
Not on CAL
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Claims and repair operations AIPrep
AXA SA
Diamond · Khalid.Lahraoui
Thomas Buberl
CEO
Executive on filePrep
AXA SA
Diamond · Khalid.Lahraoui
Alban de Mailly Nesle
CFO
Executive on filePrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for P&C claims and underwriting AIPrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
COO
Buyer for P&C claims and underwriting AIPrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
CIO
Buyer for P&C claims and underwriting AI; Prima scalingPrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for P&C claims and underwriting AIPrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
Head of the business line
Buyer for Prima scalingPrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
Chief Digital Officer
Buyer for Prima scalingPrep
AXA SA
Diamond · Khalid.Lahraoui
Name needed
CMO
Buyer for Prima scalingPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Onur Genç
CEO
Executive on filePrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Luisa Gómez Bravo
CFO
Buyer for Agentic AI in operations; Mexico modernizationPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
COO
Buyer for Agentic AI in operations; Mexico modernizationPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic AI in operationsPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
CIO
Buyer for Agentic AI in operations; Digital bank scaling; Mexico modernizationPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
Head of the business line
Buyer for Digital bank scalingPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
Chief Digital Officer
Buyer for Digital bank scalingPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
CMO
Buyer for Digital bank scalingPrep
Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)
Mega Diamond · David.Cordero
Name needed
CTO
Buyer for Mexico modernizationPrep
Banco Bradesco S.A.
Diamond · Kleber.Alencar
Marcelo Noronha
CEO
Buyer for Transformation officePrep
Banco Bradesco S.A.
Diamond · Kleber.Alencar
Name needed
CFO
Buyer for Transformation office; Core modernizationPrep
Banco Bradesco S.A.
Diamond · Kleber.Alencar
Name needed
COO
Buyer for Transformation office; Core modernizationPrep
Banco Bradesco S.A.
Diamond · Kleber.Alencar
Name needed
Head of Transformation
Buyer for Transformation officePrep
Banco Bradesco S.A.
Diamond · Kleber.Alencar
Name needed
CIO
Buyer for Core modernizationPrep
Banco Bradesco S.A.
Diamond · Kleber.Alencar
Name needed
CTO
Buyer for Core modernizationPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
César González-Bueno
CEO
Executive on filePrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Leopoldo Alvear
CFO
Executive on filePrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
COO
Buyer for TSA exit and simplificationPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
CFO
Buyer for TSA exit and simplificationPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
Separation program lead
Buyer for TSA exit and simplificationPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
CIO
Buyer for TSA exit and simplification; SME digital bankingPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
Head of the business line
Buyer for SME digital bankingPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
Chief Digital Officer
Buyer for SME digital bankingPrep
Banco de Sabadell, S.A.
Diamond · Diego.Lopez.Abellan
Name needed
CMO
Buyer for SME digital bankingPrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Héctor Grisi
CEO
Executive on filePrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
José García Cantera
CFO
Buyer for TSB integration and migration; Gravity and ONE platform country rollouts; Gen AI operations at scalePrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Juan Olaizola
Group COO and CTO
Leadership movePrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Name needed
COO
Buyer for TSB integration and migration; Gravity and ONE platform country rollouts; Gen AI operations at scalePrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Name needed
Integration Management Office lead
Buyer for TSB integration and migrationPrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Name needed
CIO
Buyer for TSB integration and migration; Gravity and ONE platform country rollouts; Gen AI operations at scalePrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Name needed
CTO
Buyer for Gravity and ONE platform country rolloutsPrep
Banco Santander, S.A.
Mega Diamond · Miguel.Montanez
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Gen AI operations at scalePrep
Bank of America Corporation
Platinum · David.L.Schumacher
Brian Moynihan
CEO
Executive on filePrep
Bank of America Corporation
Platinum · David.L.Schumacher
Alastair Borthwick
CFO
Buyer for Agentic AI in operations and contact centersPrep
Bank of America Corporation
Platinum · David.L.Schumacher
Aditya Bhasin
CTO
Executive on filePrep
Bank of America Corporation
Platinum · David.L.Schumacher
Name needed
Chief Compliance Officer
Buyer for Financial-crime and KYC transformation (AML consent order)Prep
Bank of America Corporation
Platinum · David.L.Schumacher
Name needed
Chief Risk Officer
Buyer for Financial-crime and KYC transformation (AML consent order)Prep
Bank of America Corporation
Platinum · David.L.Schumacher
Name needed
COO
Buyer for Financial-crime and KYC transformation (AML consent order); Agentic AI in operations and contact centersPrep
Bank of America Corporation
Platinum · David.L.Schumacher
Name needed
CIO
Buyer for Financial-crime and KYC transformation (AML consent order); Agentic AI in operations and contact centersPrep
Bank of America Corporation
Platinum · David.L.Schumacher
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic AI in operations and contact centersPrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Myles O'Grady
CEO
Executive on filePrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Mark Spain
CFO
Buyer for Core and digital modernizationPrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Name needed
CIO
Buyer for Core and digital modernization; Wealth platformPrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Name needed
CTO
Buyer for Core and digital modernizationPrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Name needed
COO
Buyer for Core and digital modernization; Wealth platformPrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Wealth platformPrep
Bank of Ireland Group plc
Diamond · Raymond.A.Daly
Name needed
Head of Client Experience
Buyer for Wealth platformPrep
Barclays PLC
Mega Diamond · Paul.Stanley
C. S. Venkatakrishnan
CEO
Executive on filePrep
Barclays PLC
Mega Diamond · Paul.Stanley
Anna Cross
CFO
Buyer for AI program scaling; Tesco Bank migrationPrep
Barclays PLC
Mega Diamond · Paul.Stanley
Name needed
COO
Buyer for AI program scaling; Tesco Bank migration; Resilience and mainframe modernizationPrep
Barclays PLC
Mega Diamond · Paul.Stanley
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI program scalingPrep
Barclays PLC
Mega Diamond · Paul.Stanley
Name needed
CIO
Buyer for AI program scaling; Tesco Bank migration; Resilience and mainframe modernizationPrep
Barclays PLC
Mega Diamond · Paul.Stanley
Name needed
Integration Management Office lead
Buyer for Tesco Bank migrationPrep
Barclays PLC
Mega Diamond · Paul.Stanley
Name needed
CISO
Buyer for Resilience and mainframe modernizationPrep
Barclays PLC
Mega Diamond · Paul.Stanley
Name needed
Chief Risk Officer
Buyer for Resilience and mainframe modernizationPrep
Berkshire Hathaway Inc.
Not on CAL
Greg Abel
CEO
Executive on filePrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for GEICO policy, claims and telematics modernizationPrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
COO
Buyer for GEICO policy, claims and telematics modernizationPrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
CIO
Buyer for GEICO policy, claims and telematics modernization; Utility wildfire risk analyticsPrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for GEICO policy, claims and telematics modernizationPrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
Chief Data Officer
Buyer for Utility wildfire risk analyticsPrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
Business heads who own the use cases
Buyer for Utility wildfire risk analyticsPrep
Berkshire Hathaway Inc.
Not on CAL
Name needed
CFO
Buyer for Utility wildfire risk analyticsPrep
BlackRock, Inc.
Not on CAL
Larry Fink
CEO
Executive on filePrep
BlackRock, Inc.
Not on CAL
Martin Small
CFO
Executive on filePrep
BlackRock, Inc.
Not on CAL
Name needed
COO
Buyer for Private-markets operating model, data integrationPrep
BlackRock, Inc.
Not on CAL
Name needed
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Buyer for Private-markets operating model, data integrationPrep
BlackRock, Inc.
Not on CAL
Name needed
CFO
Buyer for Private-markets operating model, data integrationPrep
BlackRock, Inc.
Not on CAL
Name needed
CIO
Buyer for Private-markets operating model, data integrationPrep
BlackRock, Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Aladdin client implementations as a partnerPrep
BlackRock, Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for Aladdin client implementations as a partnerPrep
BlackRock, Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for Aladdin client implementations as a partnerPrep
BlackRock, Inc.
Not on CAL
Name needed
CTO
Buyer for Aladdin client implementations as a partnerPrep
Blackstone Inc.
Diamond · Jason.H.Cook
Stephen Schwarzman
CEO
Executive on filePrep
Blackstone Inc.
Diamond · Jason.H.Cook
Michael Chae
CFO
Buyer for Portfolio company transformation (AI, cost, carve-outs); Data center and power programsPrep
Blackstone Inc.
Diamond · Jason.H.Cook
Jonathan Gray
COO
Executive on filePrep
Blackstone Inc.
Diamond · Jason.H.Cook
Name needed
Head of Portfolio Operations
Buyer for Portfolio company transformation (AI, cost, carve-outs)Prep
Blackstone Inc.
Diamond · Jason.H.Cook
Name needed
Deal partners for the 3-5 largest holdings
Buyer for Portfolio company transformation (AI, cost, carve-outs)Prep
Blackstone Inc.
Diamond · Jason.H.Cook
Name needed
Head of Value Creation (AI)
Buyer for Portfolio company transformation (AI, cost, carve-outs)Prep
Blackstone Inc.
Diamond · Jason.H.Cook
Name needed
Head of Infrastructure / Real Assets / Head of Infrastructure / Real Assets
Buyer for Data center and power programsPrep
Blackstone Inc.
Diamond · Jason.H.Cook
Name needed
Portfolio company CEOs
Buyer for Data center and power programsPrep
Blackstone Inc.
Diamond · Jason.H.Cook
Name needed
COO
Buyer for Data center and power programsPrep
Block, Inc.
Not on CAL
Jack Dorsey
CEO
Executive on filePrep
Block, Inc.
Not on CAL
Amrita Ahuja
CFO
Executive on filePrep
Block, Inc.
Not on CAL
Name needed
Chief Compliance Officer
Buyer for Financial crime and compliance operationsPrep
Block, Inc.
Not on CAL
Name needed
Chief Risk Officer
Buyer for Financial crime and compliance operationsPrep
Block, Inc.
Not on CAL
Name needed
COO
Buyer for Financial crime and compliance operationsPrep
Block, Inc.
Not on CAL
Name needed
CIO
Buyer for Financial crime and compliance operationsPrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Jean-Laurent Bonnafé
CEO
Executive on filePrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Lars Machenil
CFO
Buyer for Asset management integration and platform rationalization; Gen-AI operations; Cardif insurance platformsPrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Name needed
COO
Buyer for Asset management integration and platform rationalization; Gen-AI operations; Cardif insurance platformsPrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Name needed
Integration Management Office lead
Buyer for Asset management integration and platform rationalizationPrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Name needed
CIO
Buyer for Asset management integration and platform rationalization; Gen-AI operations; Cardif insurance platformsPrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Gen-AI operationsPrep
BNP Paribas SA
Mega Diamond · Philippe.Guyonnet
Name needed
CTO
Buyer for Cardif insurance platformsPrep
Brown & Brown, Inc.
Not on CAL
J. Powell Brown
CEO
Executive on filePrep
Brown & Brown, Inc.
Not on CAL
R. Andrew Watts
CFO
Executive on filePrep
Brown & Brown, Inc.
Not on CAL
Name needed
COO
Buyer for Accession integrationPrep
Brown & Brown, Inc.
Not on CAL
Name needed
CFO
Buyer for Accession integrationPrep
Brown & Brown, Inc.
Not on CAL
Name needed
Integration Management Office lead
Buyer for Accession integrationPrep
Brown & Brown, Inc.
Not on CAL
Name needed
CIO
Buyer for Accession integrationPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Gonzalo Gortázar
CEO
Executive on filePrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Javier Pano
CFO
Buyer for Cosmos workstreamsPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Name needed
CIO
Buyer for Cosmos workstreams; Bancassurance platformsPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Name needed
CTO
Buyer for Cosmos workstreamsPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Name needed
COO
Buyer for Cosmos workstreamsPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Name needed
Head of the business line
Buyer for Bancassurance platformsPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Name needed
Chief Digital Officer
Buyer for Bancassurance platformsPrep
CaixaBank, S.A. (La Caixa group)
Diamond · Manuel.Lopez.Ordonez
Name needed
CMO
Buyer for Bancassurance platformsPrep
Capital One Financial Corporation
Diamond · Robert.F.Flynn
Richard Fairbank
CEO
Executive on filePrep
Capital One Financial Corporation
Diamond · Robert.F.Flynn
Andrew Young
CFO
Buyer for Network migration program management; Discover integration (systems, data, compliance remediation)Prep
Capital One Financial Corporation
Diamond · Robert.F.Flynn
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Network migration program managementPrep
Capital One Financial Corporation
Diamond · Robert.F.Flynn
Name needed
CIO
Buyer for Network migration program management; Discover integration (systems, data, compliance remediation)Prep
Capital One Financial Corporation
Diamond · Robert.F.Flynn
Name needed
COO
Buyer for Network migration program management; Discover integration (systems, data, compliance remediation)Prep
Capital One Financial Corporation
Diamond · Robert.F.Flynn
Name needed
Integration Management Office lead
Buyer for Discover integration (systems, data, compliance remediation)Prep
Cboe Global Markets, Inc.
Not on CAL
Craig Donohue
CEO
Executive on filePrep
Cboe Global Markets, Inc.
Not on CAL
Jill Griebenow
CFO
Buyer for Separation and TSA exitPrep
Cboe Global Markets, Inc.
Not on CAL
Name needed
COO
Buyer for Separation and TSA exitPrep
Cboe Global Markets, Inc.
Not on CAL
Name needed
Separation program lead
Buyer for Separation and TSA exitPrep
Cboe Global Markets, Inc.
Not on CAL
Name needed
CIO
Buyer for Separation and TSA exitPrep
Chubb Limited
Diamond · Anoop.Kannan
Evan Greenberg
CEO
Executive on filePrep
Chubb Limited
Diamond · Anoop.Kannan
Peter Enns
CFO
Buyer for Integration of Asian acquisitionsPrep
Chubb Limited
Diamond · Anoop.Kannan
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for AI operations transformationPrep
Chubb Limited
Diamond · Anoop.Kannan
Name needed
COO
Buyer for AI operations transformation; Integration of Asian acquisitionsPrep
Chubb Limited
Diamond · Anoop.Kannan
Name needed
CIO
Buyer for AI operations transformation; Integration of Asian acquisitionsPrep
Chubb Limited
Diamond · Anoop.Kannan
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for AI operations transformationPrep
Chubb Limited
Diamond · Anoop.Kannan
Name needed
Integration Management Office lead
Buyer for Integration of Asian acquisitionsPrep
Cincinnati Financial Corporation
Not on CAL
Steve Spray
CEO
Executive on filePrep
Cincinnati Financial Corporation
Not on CAL
Mike Sewell
CFO
Buyer for Policy admin and agent portal modernizationPrep
Cincinnati Financial Corporation
Not on CAL
Name needed
CIO
Buyer for Policy admin and agent portal modernizationPrep
Cincinnati Financial Corporation
Not on CAL
Name needed
CTO
Buyer for Policy admin and agent portal modernizationPrep
Cincinnati Financial Corporation
Not on CAL
Name needed
COO
Buyer for Policy admin and agent portal modernizationPrep
Citigroup Inc.
Diamond · Anthony.G.James
Jane Fraser
CEO
Executive on filePrep
Citigroup Inc.
Diamond · Anthony.G.James
Gonzalo Luchetti
CFO
Executive on filePrep
Citigroup Inc.
Diamond · Anthony.G.James
Brian Saluzzo
CIO
Leadership movePrep
Citigroup Inc.
Diamond · Anthony.G.James
Margo Pilic
Head of Strategy, M&A and IR
Leadership movePrep
Citigroup Inc.
Diamond · Anthony.G.James
Name needed
Chief Compliance Officer
Buyer for Consent order data and controls programsPrep
Citigroup Inc.
Diamond · Anthony.G.James
Name needed
Chief Risk Officer
Buyer for Consent order data and controls programsPrep
Citigroup Inc.
Diamond · Anthony.G.James
Name needed
COO
Buyer for Consent order data and controls programs; Legacy application decommissioning and cloud migrationPrep
Citigroup Inc.
Diamond · Anthony.G.James
Name needed
CIO
Buyer for Consent order data and controls programs; Legacy application decommissioning and cloud migrationPrep
Citigroup Inc.
Diamond · Anthony.G.James
Name needed
CTO
Buyer for Legacy application decommissioning and cloud migrationPrep
Citigroup Inc.
Diamond · Anthony.G.James
Name needed
CFO
Buyer for Legacy application decommissioning and cloud migrationPrep
Citizens Financial Group, Inc.
Not on CAL
Bruce Van Saun
CEO
Executive on filePrep
Citizens Financial Group, Inc.
Not on CAL
Aunoy Banerjee
CFO
Executive on filePrep
Citizens Financial Group, Inc.
Not on CAL
Name needed
COO
Buyer for AI efficiency program deliveryPrep
Citizens Financial Group, Inc.
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI efficiency program deliveryPrep
Citizens Financial Group, Inc.
Not on CAL
Name needed
CIO
Buyer for AI efficiency program deliveryPrep
Citizens Financial Group, Inc.
Not on CAL
Name needed
CFO
Buyer for AI efficiency program deliveryPrep
CME Group Inc.
Not on CAL
Terry Duffy
CEO
Executive on filePrep
CME Group Inc.
Not on CAL
Lynne Fitzpatrick
CFO
Buyer for Cloud migration waves (data, clearing)Prep
CME Group Inc.
Not on CAL
Name needed
CIO
Buyer for Cloud migration waves (data, clearing)Prep
CME Group Inc.
Not on CAL
Name needed
CTO
Buyer for Cloud migration waves (data, clearing)Prep
CME Group Inc.
Not on CAL
Name needed
COO
Buyer for Cloud migration waves (data, clearing)Prep
Coinbase Global, Inc.
Not on CAL
Brian Armstrong
CEO
Executive on filePrep
Coinbase Global, Inc.
Not on CAL
Alesia Haas
CFO
Executive on filePrep
Coinbase Global, Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Partner-led bank crypto programsPrep
Coinbase Global, Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for Partner-led bank crypto programsPrep
Coinbase Global, Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for Partner-led bank crypto programsPrep
Coinbase Global, Inc.
Not on CAL
Name needed
CTO
Buyer for Partner-led bank crypto programsPrep
Commerzbank AG
Diamond · Christian.Toelkes
Bettina Orlopp
CEO
Buyer for Momentum cost programPrep
Commerzbank AG
Diamond · Christian.Toelkes
Carsten Schmitt
CFO
Buyer for Momentum cost program; Integration readiness if UniCredit proceedsPrep
Commerzbank AG
Diamond · Christian.Toelkes
Name needed
COO
Buyer for Momentum cost program; Integration readiness if UniCredit proceedsPrep
Commerzbank AG
Diamond · Christian.Toelkes
Name needed
Head of Transformation
Buyer for Momentum cost programPrep
Commerzbank AG
Diamond · Christian.Toelkes
Name needed
Integration Management Office lead
Buyer for Integration readiness if UniCredit proceedsPrep
Commerzbank AG
Diamond · Christian.Toelkes
Name needed
CIO
Buyer for Integration readiness if UniCredit proceedsPrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Stefaan Decraene
CEO
Executive on filePrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Name needed
COO
Buyer for Agentic AI hub build-out; KYC and AML automationPrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic AI hub build-outPrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Name needed
CIO
Buyer for Agentic AI hub build-out; KYC and AML automationPrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Name needed
CFO
Buyer for Agentic AI hub build-outPrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Name needed
Chief Compliance Officer
Buyer for KYC and AML automationPrep
Coöperatieve Rabobank U.A.
Diamond · Harald.Timmer
Name needed
Chief Risk Officer
Buyer for KYC and AML automationPrep
Corebridge Financial, Inc.
Mega Diamond · Brian.D.Demaster
Marc Costantini
CEO
Executive on filePrep
Corebridge Financial, Inc.
Mega Diamond · Brian.D.Demaster
Elias Habayeb
CFO
Buyer for Merger integration planning and execution; Policy admin consolidationPrep
Corebridge Financial, Inc.
Mega Diamond · Brian.D.Demaster
Name needed
COO
Buyer for Merger integration planning and execution; Policy admin consolidationPrep
Corebridge Financial, Inc.
Mega Diamond · Brian.D.Demaster
Name needed
Integration Management Office lead
Buyer for Merger integration planning and executionPrep
Corebridge Financial, Inc.
Mega Diamond · Brian.D.Demaster
Name needed
CIO
Buyer for Merger integration planning and execution; Policy admin consolidationPrep
Corebridge Financial, Inc.
Mega Diamond · Brian.D.Demaster
Name needed
CTO
Buyer for Policy admin consolidationPrep
Corpay, Inc.
Not on CAL
Ron Clarke
CEO
Executive on filePrep
Corpay, Inc.
Not on CAL
Tom Panther
CFO
Executive on filePrep
Corpay, Inc.
Not on CAL
Name needed
COO
Buyer for Integration of Alpha GroupPrep
Corpay, Inc.
Not on CAL
Name needed
CFO
Buyer for Integration of Alpha GroupPrep
Corpay, Inc.
Not on CAL
Name needed
Integration Management Office lead
Buyer for Integration of Alpha GroupPrep
Corpay, Inc.
Not on CAL
Name needed
CIO
Buyer for Integration of Alpha GroupPrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Olivier Gavalda
CEO
Executive on filePrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Name needed
COO
Buyer for ACT 2028 tech and AI programs; Insurance and wealth platforms; Italy integration if the BPM deal advancesPrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for ACT 2028 tech and AI programsPrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Name needed
CIO
Buyer for ACT 2028 tech and AI programs; Insurance and wealth platforms; Italy integration if the BPM deal advancesPrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Name needed
CFO
Buyer for ACT 2028 tech and AI programs; Insurance and wealth platforms; Italy integration if the BPM deal advancesPrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Name needed
CTO
Buyer for Insurance and wealth platformsPrep
Crédit Agricole S.A.
Mega Diamond · Jerome.Barrue
Name needed
Integration Management Office lead
Buyer for Italy integration if the BPM deal advancesPrep
Deutsche Bank AG
Diamond · Markus.Bender
Christian Sewing
CEO
Executive on filePrep
Deutsche Bank AG
Diamond · Markus.Bender
Raja Akram
CFO
Executive on filePrep
Deutsche Bank AG
Diamond · Markus.Bender
Name needed
COO
Buyer for AI operations; Post-Postbank simplificationPrep
Deutsche Bank AG
Diamond · Markus.Bender
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI operationsPrep
Deutsche Bank AG
Diamond · Markus.Bender
Name needed
CIO
Buyer for AI operations; Post-Postbank simplificationPrep
Deutsche Bank AG
Diamond · Markus.Bender
Name needed
CFO
Buyer for AI operations; Post-Postbank simplificationPrep
Deutsche Bank AG
Diamond · Markus.Bender
Name needed
CTO
Buyer for Post-Postbank simplificationPrep
Erie Indemnity Company
Not on CAL
Tim NeCastro
CEO
Executive on filePrep
Erie Indemnity Company
Not on CAL
Julie Pelkowski
CFO
Buyer for Core modernization supportPrep
Erie Indemnity Company
Not on CAL
Name needed
CIO
Buyer for Core modernization supportPrep
Erie Indemnity Company
Not on CAL
Name needed
CTO
Buyer for Core modernization supportPrep
Erie Indemnity Company
Not on CAL
Name needed
COO
Buyer for Core modernization supportPrep
Everest Group, Ltd.
Not on CAL
Jim Williamson
CEO
Executive on filePrep
Everest Group, Ltd.
Not on CAL
Mark Kociancic
CFO
Buyer for Separation and TSA exitsPrep
Everest Group, Ltd.
Not on CAL
Name needed
COO
Buyer for Separation and TSA exitsPrep
Everest Group, Ltd.
Not on CAL
Name needed
Separation program lead
Buyer for Separation and TSA exitsPrep
Everest Group, Ltd.
Not on CAL
Name needed
CIO
Buyer for Separation and TSA exitsPrep
FactSet Research Systems Inc.
Not on CAL
Sanoke Viswanathan
CEO
Executive on filePrep
FactSet Research Systems Inc.
Not on CAL
Helen Shan
CFO
Executive on filePrep
FactSet Research Systems Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for AI product engineeringPrep
FactSet Research Systems Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for AI product engineeringPrep
FactSet Research Systems Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for AI product engineeringPrep
FactSet Research Systems Inc.
Not on CAL
Name needed
CTO
Buyer for AI product engineeringPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Stephanie Ferris
CEO
Executive on filePrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
James Kehoe
CFO
Buyer for Integration program supportPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
COO
Buyer for Integration program supportPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
Integration Management Office lead
Buyer for Integration program supportPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
CIO
Buyer for Integration program supportPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Joint core modernization deals at banksPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
President of the relevant business
Buyer for Joint core modernization deals at banksPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
Head of Professional Services
Buyer for Joint core modernization deals at banksPrep
Fidelity National Information Services, Inc. (FIS)
Diamond · Jess.A.Chappell
Name needed
CTO
Buyer for Joint core modernization deals at banksPrep
Fifth Third Bancorp
Not on CAL
Tim Spence
CEO
Executive on filePrep
Fifth Third Bancorp
Not on CAL
Bryan Preston
CFO
Buyer for Systems conversion and data migration, plus synergy capturePrep
Fifth Third Bancorp
Not on CAL
Name needed
COO
Buyer for Systems conversion and data migration, plus synergy capturePrep
Fifth Third Bancorp
Not on CAL
Name needed
Integration Management Office lead
Buyer for Systems conversion and data migration, plus synergy capturePrep
Fifth Third Bancorp
Not on CAL
Name needed
CIO
Buyer for Systems conversion and data migration, plus synergy capturePrep
Fiserv, Inc.
Not on CAL
Mike Lyons
CEO
Buyer for Transformation office for the resetPrep
Fiserv, Inc.
Not on CAL
Paul Todd
CFO
Executive on filePrep
Fiserv, Inc.
Not on CAL
Name needed
CFO
Buyer for Transformation office for the resetPrep
Fiserv, Inc.
Not on CAL
Name needed
COO
Buyer for Transformation office for the resetPrep
Fiserv, Inc.
Not on CAL
Name needed
Head of Transformation
Buyer for Transformation office for the resetPrep
Franklin Resources, Inc. (Franklin Templeton)
Not on CAL
Jenny Johnson
CEO
Executive on filePrep
Franklin Resources, Inc. (Franklin Templeton)
Not on CAL
Matthew Nicholls
CFO
Buyer for Operations platform consolidationPrep
Franklin Resources, Inc. (Franklin Templeton)
Not on CAL
Name needed
COO
Buyer for Operations platform consolidationPrep
Franklin Resources, Inc. (Franklin Templeton)
Not on CAL
Name needed
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Buyer for Operations platform consolidationPrep
Franklin Resources, Inc. (Franklin Templeton)
Not on CAL
Name needed
CIO
Buyer for Operations platform consolidationPrep
Global Payments Inc.
Not on CAL
Cameron Bready
CEO
Executive on filePrep
Global Payments Inc.
Not on CAL
Josh Whipple
CFO
Buyer for Integration management officePrep
Global Payments Inc.
Not on CAL
Name needed
COO
Buyer for Integration management officePrep
Global Payments Inc.
Not on CAL
Name needed
Integration Management Office lead
Buyer for Integration management officePrep
Global Payments Inc.
Not on CAL
Name needed
CIO
Buyer for Integration management officePrep
Globe Life Inc.
Not on CAL
Frank Svoboda; J. Matthew Darden (Co-CEOs)
CEO
Executive on filePrep
Globe Life Inc.
Not on CAL
Tom Kalmbach
CFO
Executive on filePrep
Globe Life Inc.
Not on CAL
Name needed
Chief Compliance Officer
Buyer for Agent compliance monitoringPrep
Globe Life Inc.
Not on CAL
Name needed
Chief Risk Officer
Buyer for Agent compliance monitoringPrep
Globe Life Inc.
Not on CAL
Name needed
COO
Buyer for Agent compliance monitoringPrep
Globe Life Inc.
Not on CAL
Name needed
CIO
Buyer for Agent compliance monitoringPrep
Huntington Bancshares Incorporated
Not on CAL
Steve Steinour
CEO
Executive on filePrep
Huntington Bancshares Incorporated
Not on CAL
Zach Wasserman
CFO
Buyer for Conversion programsPrep
Huntington Bancshares Incorporated
Not on CAL
Name needed
COO
Buyer for Conversion programsPrep
Huntington Bancshares Incorporated
Not on CAL
Name needed
Integration Management Office lead
Buyer for Conversion programsPrep
Huntington Bancshares Incorporated
Not on CAL
Name needed
CIO
Buyer for Conversion programsPrep
Interactive Brokers Group, Inc.
Not on CAL
Milan Galik
CEO
Executive on filePrep
Interactive Brokers Group, Inc.
Not on CAL
Paul Brody
CFO
Executive on filePrep
Interactive Brokers Group, Inc.
Not on CAL
Name needed
Chief Compliance Officer
Buyer for Possible regulatory compliance programs in new jurisdictionsPrep
Interactive Brokers Group, Inc.
Not on CAL
Name needed
Chief Risk Officer
Buyer for Possible regulatory compliance programs in new jurisdictionsPrep
Interactive Brokers Group, Inc.
Not on CAL
Name needed
COO
Buyer for Possible regulatory compliance programs in new jurisdictionsPrep
Interactive Brokers Group, Inc.
Not on CAL
Name needed
CIO
Buyer for Possible regulatory compliance programs in new jurisdictionsPrep
Intercontinental Exchange, Inc.
Not on CAL
Jeffrey Sprecher
CEO
Executive on filePrep
Intercontinental Exchange, Inc.
Not on CAL
Warren Gardiner
CFO
Executive on filePrep
Intercontinental Exchange, Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Mortgage tech implementation partnershipsPrep
Intercontinental Exchange, Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for Mortgage tech implementation partnershipsPrep
Intercontinental Exchange, Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for Mortgage tech implementation partnershipsPrep
Intercontinental Exchange, Inc.
Not on CAL
Name needed
CTO
Buyer for Mortgage tech implementation partnershipsPrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Carlo Messina
CEO
Executive on filePrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
CIO
Buyer for Cloud migration waves; AI at scale; Isybank customer migrationPrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
CTO
Buyer for Cloud migration wavesPrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
COO
Buyer for Cloud migration waves; AI at scalePrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
CFO
Buyer for Cloud migration waves; AI at scalePrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI at scalePrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
Head of the business line
Buyer for Isybank customer migrationPrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
Chief Digital Officer
Buyer for Isybank customer migrationPrep
Intesa Sanpaolo S.p.A.
Mega Diamond · Fausto.Ricchiardi
Name needed
CMO
Buyer for Isybank customer migrationPrep
Invesco Ltd.
Not on CAL
Andrew Schlossberg
CEO
Executive on filePrep
Invesco Ltd.
Not on CAL
Allison Dukes
CFO
Buyer for Platform migration and operations simplificationPrep
Invesco Ltd.
Not on CAL
Name needed
CIO
Buyer for Platform migration and operations simplificationPrep
Invesco Ltd.
Not on CAL
Name needed
CTO
Buyer for Platform migration and operations simplificationPrep
Invesco Ltd.
Not on CAL
Name needed
COO
Buyer for Platform migration and operations simplificationPrep
Jack Henry & Associates, Inc.
Not on CAL
Greg Adelson
CEO
Executive on filePrep
Jack Henry & Associates, Inc.
Not on CAL
Mimi Carsley
CFO
Executive on filePrep
Jack Henry & Associates, Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Partner-led implementationsPrep
Jack Henry & Associates, Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for Partner-led implementationsPrep
Jack Henry & Associates, Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for Partner-led implementationsPrep
Jack Henry & Associates, Inc.
Not on CAL
Name needed
CTO
Buyer for Partner-led implementationsPrep
Japan Post Holdings Co., Ltd.
Diamond · Junji.Yamada
Name needed
CFO
Buyer for Post-office network and logistics transformation; Bank asset management modernizationPrep
Japan Post Holdings Co., Ltd.
Diamond · Junji.Yamada
Name needed
COO
Buyer for Post-office network and logistics transformation; Bank asset management modernizationPrep
Japan Post Holdings Co., Ltd.
Diamond · Junji.Yamada
Name needed
CEO
Buyer for Post-office network and logistics transformationPrep
Japan Post Holdings Co., Ltd.
Diamond · Junji.Yamada
Name needed
Head of Transformation
Buyer for Post-office network and logistics transformationPrep
Japan Post Holdings Co., Ltd.
Diamond · Junji.Yamada
Name needed
CIO
Buyer for Bank asset management modernizationPrep
Japan Post Holdings Co., Ltd.
Diamond · Junji.Yamada
Name needed
CTO
Buyer for Bank asset management modernizationPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Jamie Dimon
CEO
Executive on filePrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Jeremy Barnum
CFO
Buyer for Agentic AI operating model for operations, KYC and servicing; Apple Card program migrationPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Lori Beer
CIO
Buyer for Agentic AI operating model for operations, KYC and servicing; Apple Card program migration; Regulatory data lineage and trade surveillance remediation follow-onsPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Jennifer Piepszak
COO
Buyer for Agentic AI operating model for operations, KYC and servicing; Apple Card program migration; Regulatory data lineage and trade surveillance remediation follow-onsPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic AI operating model for operations, KYC and servicingPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Apple Card program migrationPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Name needed
Chief Compliance Officer
Buyer for Regulatory data lineage and trade surveillance remediation follow-onsPrep
JPMorgan Chase & Co.
Mega Diamond · Jonathan.M.Zandman
Name needed
Chief Risk Officer
Buyer for Regulatory data lineage and trade surveillance remediation follow-onsPrep
KeyCorp
Not on CAL
Chris Gorman
CEO
Executive on filePrep
KeyCorp
Not on CAL
Clark Khayat
CFO
Buyer for Payments platform modernizationPrep
KeyCorp
Not on CAL
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Payments platform modernizationPrep
KeyCorp
Not on CAL
Name needed
CIO
Buyer for Payments platform modernizationPrep
KeyCorp
Not on CAL
Name needed
COO
Buyer for Payments platform modernizationPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Joseph Bae; Scott Nuttall (Co-CEOs)
CEO
Executive on filePrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Robert Lewin
CFO
Buyer for Portfolio carve-outs and value creation; Global Atlantic systems modernization; Infrastructure program deliveryPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
Head of Portfolio Operations
Buyer for Portfolio carve-outs and value creationPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
Deal partners for the 3-5 largest holdings
Buyer for Portfolio carve-outs and value creationPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
Head of Value Creation (AI)
Buyer for Portfolio carve-outs and value creationPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
CIO
Buyer for Global Atlantic systems modernizationPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
CTO
Buyer for Global Atlantic systems modernizationPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
COO
Buyer for Global Atlantic systems modernization; Infrastructure program deliveryPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
Head of Infrastructure / Real Assets / Head of Infrastructure / Real Assets
Buyer for Infrastructure program deliveryPrep
KKR & Co. Inc.
Mega Diamond · David.Cullen-Jones
Name needed
Portfolio company CEOs
Buyer for Infrastructure program deliveryPrep
Krung Thai Bank Public Company Limited
Diamond · N.Temamornsup
Payong Srivanich
CEO
Executive on filePrep
Krung Thai Bank Public Company Limited
Diamond · N.Temamornsup
Name needed
Head of the business line
Buyer for Virtual bank buildPrep
Krung Thai Bank Public Company Limited
Diamond · N.Temamornsup
Name needed
Chief Digital Officer
Buyer for Virtual bank buildPrep
Krung Thai Bank Public Company Limited
Diamond · N.Temamornsup
Name needed
CMO
Buyer for Virtual bank buildPrep
Krung Thai Bank Public Company Limited
Diamond · N.Temamornsup
Name needed
CIO
Buyer for Virtual bank buildPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Patrick Tiernan
CEO
Buyer for Market digitization strategy resetPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
Chief Strategy Officer
Buyer for Market digitization strategy resetPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
CFO
Buyer for Market digitization strategy resetPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
Board chair
Buyer for Market digitization strategy resetPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
Head of the business line
Buyer for Managing agent and broker platformsPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
Chief Digital Officer
Buyer for Managing agent and broker platformsPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
CMO
Buyer for Managing agent and broker platformsPrep
Lloyd's of London (Society of Lloyd's)
Diamond · Richard.G.Dolby
Name needed
CIO
Buyer for Managing agent and broker platformsPrep
Loews Corporation
Not on CAL
Benjamin Tisch
CEO
Executive on filePrep
Loews Corporation
Not on CAL
Jane Wang
CFO
Executive on filePrep
Loews Corporation
Not on CAL
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for CNA underwriting and claims modernizationPrep
Loews Corporation
Not on CAL
Name needed
COO
Buyer for CNA underwriting and claims modernizationPrep
Loews Corporation
Not on CAL
Name needed
CIO
Buyer for CNA underwriting and claims modernizationPrep
Loews Corporation
Not on CAL
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for CNA underwriting and claims modernizationPrep
M&T Bank Corporation
Not on CAL
René Jones
CEO
Executive on filePrep
M&T Bank Corporation
Not on CAL
Daryl Bible
CFO
Buyer for Cloud and core modernizationPrep
M&T Bank Corporation
Not on CAL
Name needed
CIO
Buyer for Cloud and core modernizationPrep
M&T Bank Corporation
Not on CAL
Name needed
CTO
Buyer for Cloud and core modernizationPrep
M&T Bank Corporation
Not on CAL
Name needed
COO
Buyer for Cloud and core modernizationPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Shemara Wikramanayake
CEO
Executive on filePrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Alex Harvey
CFO
Executive on filePrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
Chief Compliance Officer
Buyer for Risk and regulatory reportingPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
Chief Risk Officer
Buyer for Risk and regulatory reportingPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
COO
Buyer for Risk and regulatory reporting; Infrastructure portfolio company programsPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
CIO
Buyer for Risk and regulatory reporting; BFS digital bankingPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
Head of the business line
Buyer for BFS digital bankingPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
Chief Digital Officer
Buyer for BFS digital bankingPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
CMO
Buyer for BFS digital bankingPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
Head of Infrastructure / Real Assets / Head of Infrastructure / Real Assets
Buyer for Infrastructure portfolio company programsPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
Portfolio company CEOs
Buyer for Infrastructure portfolio company programsPrep
Macquarie Group Limited
Mega Diamond · Jordan.Griffiths
Name needed
CFO
Buyer for Infrastructure portfolio company programsPrep
Marsh McLennan (rebranding as Marsh)
Not on CAL
John Doyle
CEO
Buyer for Back-office consolidation post-rebrandPrep
Marsh McLennan (rebranding as Marsh)
Not on CAL
Mark McGivney
CFO
Buyer for Back-office consolidation post-rebrandPrep
Marsh McLennan (rebranding as Marsh)
Not on CAL
Name needed
COO
Buyer for Back-office consolidation post-rebrandPrep
Marsh McLennan (rebranding as Marsh)
Not on CAL
Name needed
Head of Transformation
Buyer for Back-office consolidation post-rebrandPrep
Mastercard Incorporated
Not on CAL
Michael Miebach
CEO
Executive on filePrep
Mastercard Incorporated
Not on CAL
Sachin Mehra
CFO
Buyer for Agentic commerce programsPrep
Mastercard Incorporated
Not on CAL
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Agentic commerce programsPrep
Mastercard Incorporated
Not on CAL
Name needed
CIO
Buyer for Agentic commerce programs; Cyber services alliancePrep
Mastercard Incorporated
Not on CAL
Name needed
COO
Buyer for Agentic commerce programs; Cyber services alliancePrep
Mastercard Incorporated
Not on CAL
Name needed
CISO
Buyer for Cyber services alliancePrep
Mastercard Incorporated
Not on CAL
Name needed
Chief Risk Officer
Buyer for Cyber services alliancePrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
COO
Buyer for Banner Life separation and integration; StanCorp group benefits platformPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
CFO
Buyer for Banner Life separation and integration; StanCorp group benefits platformPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
Separation program lead
Buyer for Banner Life separation and integrationPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
CIO
Buyer for Banner Life separation and integration; StanCorp group benefits platform; Domestic sales channel digitizationPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
CTO
Buyer for StanCorp group benefits platformPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
Head of the business line
Buyer for Domestic sales channel digitizationPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
Chief Digital Officer
Buyer for Domestic sales channel digitizationPrep
Meiji Yasuda Life Insurance Company
Mega Diamond · Naoyuki.Shibata
Name needed
CMO
Buyer for Domestic sales channel digitizationPrep
MetLife, Inc.
Not on CAL
Michel Khalaf
CEO
Executive on filePrep
MetLife, Inc.
Not on CAL
John McCallion
CFO
Buyer for Group benefits operations transformation; PineBridge integrationPrep
MetLife, Inc.
Not on CAL
Name needed
COO
Buyer for Group benefits operations transformation; PineBridge integrationPrep
MetLife, Inc.
Not on CAL
Name needed
CEO
Buyer for Group benefits operations transformationPrep
MetLife, Inc.
Not on CAL
Name needed
Head of Transformation
Buyer for Group benefits operations transformationPrep
MetLife, Inc.
Not on CAL
Name needed
Integration Management Office lead
Buyer for PineBridge integrationPrep
MetLife, Inc.
Not on CAL
Name needed
CIO
Buyer for PineBridge integrationPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Hironori Kamezawa
CEO
Executive on filePrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
COO
Buyer for AI operations transformation; Legacy core modernizationPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI operations transformationPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
CIO
Buyer for AI operations transformation; Legacy core modernization; Asian bank subsidiaries' digitalPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
CFO
Buyer for AI operations transformation; Legacy core modernizationPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
CTO
Buyer for Legacy core modernizationPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
Head of the business line
Buyer for Asian bank subsidiaries' digitalPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
Chief Digital Officer
Buyer for Asian bank subsidiaries' digitalPrep
Mitsubishi UFJ Financial Group, Inc. (MUFG)
Mega Diamond · Ippei.Hayakawa
Name needed
CMO
Buyer for Asian bank subsidiaries' digitalPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Masahiro Kihara
CEO
Executive on filePrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
CISO
Buyer for Operational resiliencePrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
Chief Risk Officer
Buyer for Operational resiliencePrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
CIO
Buyer for Operational resilience; Americas CIB platform scaling; Retail partnership digitalPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
COO
Buyer for Operational resilience; Americas CIB platform scalingPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
CTO
Buyer for Americas CIB platform scalingPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
CFO
Buyer for Americas CIB platform scalingPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
Head of the business line
Buyer for Retail partnership digitalPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
Chief Digital Officer
Buyer for Retail partnership digitalPrep
Mizuho Financial Group, Inc.
Mega Diamond · Hideki.Jin
Name needed
CMO
Buyer for Retail partnership digitalPrep
Moody's Corporation
Not on CAL
Rob Fauber
CEO
Executive on filePrep
Moody's Corporation
Not on CAL
Noémie Heuland
CFO
Executive on filePrep
Moody's Corporation
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Partner-led KYC and credit solutionsPrep
Moody's Corporation
Not on CAL
Name needed
President of the relevant business
Buyer for Partner-led KYC and credit solutionsPrep
Moody's Corporation
Not on CAL
Name needed
Head of Professional Services
Buyer for Partner-led KYC and credit solutionsPrep
Moody's Corporation
Not on CAL
Name needed
CTO
Buyer for Partner-led KYC and credit solutionsPrep
Morgan Stanley
Diamond · Laura.Astorino
Ted Pick
CEO
Executive on filePrep
Morgan Stanley
Diamond · Laura.Astorino
Sharon Yeshaya
CFO
Executive on filePrep
Morgan Stanley
Diamond · Laura.Astorino
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Advisor and agentic AI platform build-outPrep
Morgan Stanley
Diamond · Laura.Astorino
Name needed
CIO
Buyer for Advisor and agentic AI platform build-out; Client onboarding and AML/KYC modernization in Wealth ManagementPrep
Morgan Stanley
Diamond · Laura.Astorino
Name needed
COO
Buyer for Advisor and agentic AI platform build-out; Client onboarding and AML/KYC modernization in Wealth ManagementPrep
Morgan Stanley
Diamond · Laura.Astorino
Name needed
Head of Client Experience
Buyer for Advisor and agentic AI platform build-outPrep
Morgan Stanley
Diamond · Laura.Astorino
Name needed
Chief Compliance Officer
Buyer for Client onboarding and AML/KYC modernization in Wealth ManagementPrep
Morgan Stanley
Diamond · Laura.Astorino
Name needed
Chief Risk Officer
Buyer for Client onboarding and AML/KYC modernization in Wealth ManagementPrep
MS&AD Insurance Group Holdings, Inc.
Diamond · Naoyuki.Shibata
Name needed
CIO
Buyer for Domestic system consolidation; Compliance and conduct remediationPrep
MS&AD Insurance Group Holdings, Inc.
Diamond · Naoyuki.Shibata
Name needed
CTO
Buyer for Domestic system consolidationPrep
MS&AD Insurance Group Holdings, Inc.
Diamond · Naoyuki.Shibata
Name needed
COO
Buyer for Domestic system consolidation; Compliance and conduct remediationPrep
MS&AD Insurance Group Holdings, Inc.
Diamond · Naoyuki.Shibata
Name needed
CFO
Buyer for Domestic system consolidationPrep
MS&AD Insurance Group Holdings, Inc.
Diamond · Naoyuki.Shibata
Name needed
Chief Compliance Officer
Buyer for Compliance and conduct remediationPrep
MS&AD Insurance Group Holdings, Inc.
Diamond · Naoyuki.Shibata
Name needed
Chief Risk Officer
Buyer for Compliance and conduct remediationPrep
MSCI Inc.
Not on CAL
Henry Fernandez
CEO
Executive on filePrep
MSCI Inc.
Not on CAL
Andy Wiechmann
CFO
Executive on filePrep
MSCI Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Partner-led data integration at asset managersPrep
MSCI Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for Partner-led data integration at asset managersPrep
MSCI Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for Partner-led data integration at asset managersPrep
MSCI Inc.
Not on CAL
Name needed
CTO
Buyer for Partner-led data integration at asset managersPrep
Nasdaq, Inc.
Not on CAL
Adena Friedman
CEO
Executive on filePrep
Nasdaq, Inc.
Not on CAL
Sarah Youngwood
CFO
Executive on filePrep
Nasdaq, Inc.
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Partner-led implementationsPrep
Nasdaq, Inc.
Not on CAL
Name needed
President of the relevant business
Buyer for Partner-led implementationsPrep
Nasdaq, Inc.
Not on CAL
Name needed
Head of Professional Services
Buyer for Partner-led implementationsPrep
Nasdaq, Inc.
Not on CAL
Name needed
CTO
Buyer for Partner-led implementationsPrep
National Australia Bank Limited
Diamond · Laura.Valmorbida
Andrew Irvine
CEO
Executive on filePrep
National Australia Bank Limited
Diamond · Laura.Valmorbida
Name needed
COO
Buyer for AI operations and workforce redesign; Tech simplification and cloudPrep
National Australia Bank Limited
Diamond · Laura.Valmorbida
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI operations and workforce redesignPrep
National Australia Bank Limited
Diamond · Laura.Valmorbida
Name needed
CIO
Buyer for AI operations and workforce redesign; Tech simplification and cloudPrep
National Australia Bank Limited
Diamond · Laura.Valmorbida
Name needed
CFO
Buyer for AI operations and workforce redesign; Tech simplification and cloudPrep
National Australia Bank Limited
Diamond · Laura.Valmorbida
Name needed
CTO
Buyer for Tech simplification and cloudPrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Debbie Crosbie
CEO
Executive on filePrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
COO
Buyer for Virgin Money migration and platform consolidation; Cyber and operational resiliencePrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
CFO
Buyer for Virgin Money migration and platform consolidationPrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
Integration Management Office lead
Buyer for Virgin Money migration and platform consolidationPrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
CIO
Buyer for Virgin Money migration and platform consolidation; Business banking build-out; Cyber and operational resiliencePrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
Head of the business line
Buyer for Business banking build-outPrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
Chief Digital Officer
Buyer for Business banking build-outPrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
CMO
Buyer for Business banking build-outPrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
CISO
Buyer for Cyber and operational resiliencePrep
Nationwide Building Society
Mega Diamond · Cora.Stone
Name needed
Chief Risk Officer
Buyer for Cyber and operational resiliencePrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Paul Thwaite
CEO
Executive on filePrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Katie Murray
CFO
Buyer for Agentic AI operations; Mortgage platform modernizationPrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Name needed
COO
Buyer for Agentic AI operations; Mortgage platform modernization; Wealth digitalPrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic AI operationsPrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Name needed
CIO
Buyer for Agentic AI operations; Mortgage platform modernization; Wealth digitalPrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Name needed
CTO
Buyer for Mortgage platform modernizationPrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Wealth digitalPrep
NatWest Group plc
Mega Diamond · Nina.S.Raphael
Name needed
Head of Client Experience
Buyer for Wealth digitalPrep
Northern Trust Corporation
Not on CAL
Michael O'Grady
CEO
Executive on filePrep
Northern Trust Corporation
Not on CAL
Name needed
COO
Buyer for Asset servicing operations automation (Matrix migration)Prep
Northern Trust Corporation
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Asset servicing operations automation (Matrix migration)Prep
Northern Trust Corporation
Not on CAL
Name needed
CIO
Buyer for Asset servicing operations automation (Matrix migration)Prep
Northern Trust Corporation
Not on CAL
Name needed
CFO
Buyer for Asset servicing operations automation (Matrix migration)Prep
OP Financial Group
Mega Diamond · Neeta.Nagar
Timo Ritakallio
CEO
Buyer for Shared platform and operationsPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
CFO
Buyer for Shared platform and operationsPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
COO
Buyer for Shared platform and operations; Insurance claims automationPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
Head of Transformation
Buyer for Shared platform and operationsPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Insurance claims automationPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
CIO
Buyer for Insurance claims automation; Digital bankingPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Insurance claims automationPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
Head of the business line
Buyer for Digital bankingPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
Chief Digital Officer
Buyer for Digital bankingPrep
OP Financial Group
Mega Diamond · Neeta.Nagar
Name needed
CMO
Buyer for Digital bankingPrep
PayPal Holdings, Inc.
Not on CAL
Alex Chriss
CEO
Executive on filePrep
PayPal Holdings, Inc.
Not on CAL
Jamie Miller
CFO
Buyer for Cost transformation, portfolio review and agentic checkoutPrep
PayPal Holdings, Inc.
Not on CAL
Name needed
COO
Buyer for Cost transformation, portfolio review and agentic checkoutPrep
PayPal Holdings, Inc.
Not on CAL
Name needed
CEO
Buyer for Cost transformation, portfolio review and agentic checkoutPrep
PayPal Holdings, Inc.
Not on CAL
Name needed
Head of Transformation
Buyer for Cost transformation, portfolio review and agentic checkoutPrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Matteo Del Fante
CEO
Executive on filePrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Camillo Greco
CFO
Buyer for TIM integration and synergy program; Poste Vita insurance modernization; Payments platformPrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Name needed
COO
Buyer for TIM integration and synergy program; Poste Vita insurance modernization; Payments platformPrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Name needed
Integration Management Office lead
Buyer for TIM integration and synergy programPrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Name needed
CIO
Buyer for TIM integration and synergy program; Poste Vita insurance modernization; Payments platformPrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Name needed
CTO
Buyer for Poste Vita insurance modernizationPrep
Poste Italiane S.p.A.
Mega Diamond · Valerio.Romano
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Payments platformPrep
Power Corporation of Canada
Diamond · Greg.Mitchell
R. Jeffrey Orr
CEO
Executive on filePrep
Power Corporation of Canada
Diamond · Greg.Mitchell
Name needed
COO
Buyer for Empower recordkeeping operations AI; Canada Life policy admin modernizationPrep
Power Corporation of Canada
Diamond · Greg.Mitchell
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Empower recordkeeping operations AIPrep
Power Corporation of Canada
Diamond · Greg.Mitchell
Name needed
CIO
Buyer for Empower recordkeeping operations AI; Canada Life policy admin modernizationPrep
Power Corporation of Canada
Diamond · Greg.Mitchell
Name needed
CFO
Buyer for Empower recordkeeping operations AI; Canada Life policy admin modernizationPrep
Power Corporation of Canada
Diamond · Greg.Mitchell
Name needed
CTO
Buyer for Canada Life policy admin modernizationPrep
Principal Financial Group, Inc.
Not on CAL
Deanna Strable
CEO
Executive on filePrep
Principal Financial Group, Inc.
Not on CAL
Joel Pitz
CFO
Buyer for Retirement operations AIPrep
Principal Financial Group, Inc.
Not on CAL
Name needed
COO
Buyer for Retirement operations AIPrep
Principal Financial Group, Inc.
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Retirement operations AIPrep
Principal Financial Group, Inc.
Not on CAL
Name needed
CIO
Buyer for Retirement operations AIPrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Andrew Sullivan
CEO
Executive on filePrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Yanela Frias
CFO
Buyer for Separation and divestiture execution; Cost transformationPrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Name needed
COO
Buyer for Separation and divestiture execution; Cost transformationPrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Name needed
Separation program lead
Buyer for Separation and divestiture executionPrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Name needed
CIO
Buyer for Separation and divestiture executionPrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Name needed
CEO
Buyer for Cost transformationPrep
Prudential Financial, Inc.
Diamond · Nicholas.Chen
Name needed
Head of Transformation
Buyer for Cost transformationPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Andrew Horton
CEO
Executive on filePrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Inder Singh
CFO
Buyer for Global operations consolidationPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Underwriting platformPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Name needed
COO
Buyer for Underwriting platform; Global operations consolidationPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Name needed
CIO
Buyer for Underwriting platformPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Underwriting platformPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Name needed
CEO
Buyer for Global operations consolidationPrep
QBE Insurance Group Limited
Diamond · Madhavan.S.Gopalan
Name needed
Head of Transformation
Buyer for Global operations consolidationPrep
Raymond James Financial, Inc.
Not on CAL
Paul Shoukry
CEO
Executive on filePrep
Raymond James Financial, Inc.
Not on CAL
Butch Oorlog
CFO
Executive on filePrep
Raymond James Financial, Inc.
Not on CAL
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Advisor experience and AIPrep
Raymond James Financial, Inc.
Not on CAL
Name needed
CIO
Buyer for Advisor experience and AIPrep
Raymond James Financial, Inc.
Not on CAL
Name needed
COO
Buyer for Advisor experience and AIPrep
Raymond James Financial, Inc.
Not on CAL
Name needed
Head of Client Experience
Buyer for Advisor experience and AIPrep
Regions Financial Corporation
Diamond · Rolfe.E.Hughes
John Turner
CEO
Executive on filePrep
Regions Financial Corporation
Diamond · Rolfe.E.Hughes
David Turner
CFO
Buyer for Core migration support (testing, data, change); Treasury management digital platformPrep
Regions Financial Corporation
Diamond · Rolfe.E.Hughes
Name needed
CIO
Buyer for Core migration support (testing, data, change); Treasury management digital platformPrep
Regions Financial Corporation
Diamond · Rolfe.E.Hughes
Name needed
CTO
Buyer for Core migration support (testing, data, change)Prep
Regions Financial Corporation
Diamond · Rolfe.E.Hughes
Name needed
COO
Buyer for Core migration support (testing, data, change); Treasury management digital platformPrep
Regions Financial Corporation
Diamond · Rolfe.E.Hughes
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Treasury management digital platformPrep
Robinhood Markets, Inc.
Not on CAL
Vlad Tenev
CEO
Executive on filePrep
Robinhood Markets, Inc.
Not on CAL
Shiv Verma
CFO
Executive on filePrep
Robinhood Markets, Inc.
Not on CAL
Name needed
Chief Compliance Officer
Buyer for Regulatory compliance and operations scalingPrep
Robinhood Markets, Inc.
Not on CAL
Name needed
Chief Risk Officer
Buyer for Regulatory compliance and operations scalingPrep
Robinhood Markets, Inc.
Not on CAL
Name needed
COO
Buyer for Regulatory compliance and operations scalingPrep
Robinhood Markets, Inc.
Not on CAL
Name needed
CIO
Buyer for Regulatory compliance and operations scalingPrep
S&P Global Inc.
Not on CAL
Martina Cheung
CEO
Executive on filePrep
S&P Global Inc.
Not on CAL
Eric Aboaf
CFO
Buyer for TSA exit and post-spin operationsPrep
S&P Global Inc.
Not on CAL
Name needed
COO
Buyer for TSA exit and post-spin operationsPrep
S&P Global Inc.
Not on CAL
Name needed
Separation program lead
Buyer for TSA exit and post-spin operationsPrep
S&P Global Inc.
Not on CAL
Name needed
CIO
Buyer for TSA exit and post-spin operationsPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Jon Farney
CEO
Executive on filePrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Claims AIPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
COO
Buyer for Claims AIPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
CIO
Buyer for Claims AI; Agent experience platformPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Claims AIPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
Head of the business line
Buyer for Agent experience platformPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
Chief Digital Officer
Buyer for Agent experience platformPrep
State Farm Mutual Automobile Insurance Company
Diamond · Darcy.V.Dague
Name needed
CMO
Buyer for Agent experience platformPrep
State Street Corporation
Not on CAL
Ron O'Hanley
CEO
Executive on filePrep
State Street Corporation
Not on CAL
John Woods
CFO
Executive on filePrep
State Street Corporation
Not on CAL
Name needed
COO
Buyer for Operations automationPrep
State Street Corporation
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Operations automationPrep
State Street Corporation
Not on CAL
Name needed
CIO
Buyer for Operations automationPrep
State Street Corporation
Not on CAL
Name needed
CFO
Buyer for Operations automationPrep
State Street Corporation
Not on CAL
Name needed
Head of Partnerships / Alliances / Head of Partnerships / Alliances
Buyer for Alpha client implementations (as a partner)Prep
State Street Corporation
Not on CAL
Name needed
President of the relevant business
Buyer for Alpha client implementations (as a partner)Prep
State Street Corporation
Not on CAL
Name needed
Head of Professional Services
Buyer for Alpha client implementations (as a partner)Prep
State Street Corporation
Not on CAL
Name needed
CTO
Buyer for Alpha client implementations (as a partner)Prep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Toru Nakashima
CEO
Buyer for Yes Bank transformation supportPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
CFO
Buyer for Yes Bank transformation supportPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
COO
Buyer for Yes Bank transformation supportPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
Head of Transformation
Buyer for Yes Bank transformation supportPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
Head of the business line
Buyer for Olive scalingPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
Chief Digital Officer
Buyer for Olive scalingPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
CMO
Buyer for Olive scalingPrep
Sumitomo Mitsui Financial Group, Inc. (SMFG)
Mega Diamond · Koichi.Sakamoto
Name needed
CIO
Buyer for Olive scalingPrep
Synchrony Financial
Diamond · Andres.E.Garcia
Brian Doubles
CEO
Executive on filePrep
Synchrony Financial
Diamond · Andres.E.Garcia
Brian Wenzel
CFO
Buyer for Partner onboarding factoryPrep
Synchrony Financial
Diamond · Andres.E.Garcia
Name needed
COO
Buyer for Partner onboarding factoryPrep
Synchrony Financial
Diamond · Andres.E.Garcia
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Partner onboarding factoryPrep
Synchrony Financial
Diamond · Andres.E.Garcia
Name needed
CIO
Buyer for Partner onboarding factoryPrep
T. Rowe Price Group, Inc.
Not on CAL
Rob Sharps
CEO
Executive on filePrep
T. Rowe Price Group, Inc.
Not on CAL
Jen Dardis
CFO
Buyer for Cost transformationPrep
T. Rowe Price Group, Inc.
Not on CAL
Name needed
COO
Buyer for Cost transformationPrep
T. Rowe Price Group, Inc.
Not on CAL
Name needed
CEO
Buyer for Cost transformationPrep
T. Rowe Price Group, Inc.
Not on CAL
Name needed
Head of Transformation
Buyer for Cost transformationPrep
Teachers Insurance and Annuity Association of America (TIAA)
Platinum · Laurie.A.Mcgraw
Thasunda Brown Duckett
CEO
Executive on filePrep
Teachers Insurance and Annuity Association of America (TIAA)
Platinum · Laurie.A.Mcgraw
Name needed
COO
Buyer for Recordkeeping and service operations AI; Nuveen platformPrep
Teachers Insurance and Annuity Association of America (TIAA)
Platinum · Laurie.A.Mcgraw
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Recordkeeping and service operations AIPrep
Teachers Insurance and Annuity Association of America (TIAA)
Platinum · Laurie.A.Mcgraw
Name needed
CIO
Buyer for Recordkeeping and service operations AI; Nuveen platformPrep
Teachers Insurance and Annuity Association of America (TIAA)
Platinum · Laurie.A.Mcgraw
Name needed
CFO
Buyer for Recordkeeping and service operations AI; Nuveen platformPrep
Teachers Insurance and Annuity Association of America (TIAA)
Platinum · Laurie.A.Mcgraw
Name needed
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Buyer for Nuveen platformPrep
The Allstate Corporation
Not on CAL
Tom Wilson
CEO
Executive on filePrep
The Allstate Corporation
Not on CAL
Jess Merten
CFO
Executive on filePrep
The Allstate Corporation
Not on CAL
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Claims transformationPrep
The Allstate Corporation
Not on CAL
Name needed
COO
Buyer for Claims transformationPrep
The Allstate Corporation
Not on CAL
Name needed
CIO
Buyer for Claims transformationPrep
The Allstate Corporation
Not on CAL
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Claims transformationPrep
The Bank of New York Mellon Corporation (BNY)
Not on CAL
Robin Vince
CEO
Executive on filePrep
The Bank of New York Mellon Corporation (BNY)
Not on CAL
Dermot McDonogh
CFO
Buyer for Agentic operations at scale; Platform OM implementationPrep
The Bank of New York Mellon Corporation (BNY)
Not on CAL
Name needed
COO
Buyer for Agentic operations at scale; Platform OM implementationPrep
The Bank of New York Mellon Corporation (BNY)
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic operations at scalePrep
The Bank of New York Mellon Corporation (BNY)
Not on CAL
Name needed
CIO
Buyer for Agentic operations at scale; Platform OM implementationPrep
The Bank of New York Mellon Corporation (BNY)
Not on CAL
Name needed
CTO
Buyer for Platform OM implementationPrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Mike Gitlin
CEO
Executive on filePrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Guillermo Veiga
CIO
Leadership movePrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Name needed
COO
Buyer for ETF operations scaling internationallyPrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Name needed
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Buyer for ETF operations scaling internationallyPrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Name needed
CFO
Buyer for ETF operations scaling internationally; Distribution analyticsPrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Name needed
CIO
Buyer for ETF operations scaling internationally; Distribution analyticsPrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Name needed
Chief Data Officer
Buyer for Distribution analyticsPrep
The Capital Group Companies, Inc.
Diamond · Daniel.S.Mullin
Name needed
Business heads who own the use cases
Buyer for Distribution analyticsPrep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Harvey Schwartz
CEO
Executive on filePrep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
John Redett
CFO
Buyer for Wealth and evergreen fund operations; Portfolio value creation (AI, cost)Prep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Name needed
COO
Buyer for Wealth and evergreen fund operationsPrep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Name needed
Head of Private Markets / Alternatives / Head of Private Markets / Alternatives
Buyer for Wealth and evergreen fund operationsPrep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Name needed
CIO
Buyer for Wealth and evergreen fund operationsPrep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Name needed
Head of Portfolio Operations
Buyer for Portfolio value creation (AI, cost)Prep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Name needed
Deal partners for the 3-5 largest holdings
Buyer for Portfolio value creation (AI, cost)Prep
The Carlyle Group Inc.
Mega Diamond · Rick.Barber
Name needed
Head of Value Creation (AI)
Buyer for Portfolio value creation (AI, cost)Prep
The Charles Schwab Corporation
Not on CAL
Rick Wurster
CEO
Executive on filePrep
The Charles Schwab Corporation
Not on CAL
Mike Verdeschi
CFO
Buyer for Cloud migration wavesPrep
The Charles Schwab Corporation
Not on CAL
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for AI advice and service platformPrep
The Charles Schwab Corporation
Not on CAL
Name needed
CIO
Buyer for AI advice and service platform; Cloud migration wavesPrep
The Charles Schwab Corporation
Not on CAL
Name needed
COO
Buyer for AI advice and service platform; Cloud migration wavesPrep
The Charles Schwab Corporation
Not on CAL
Name needed
Head of Client Experience
Buyer for AI advice and service platformPrep
The Charles Schwab Corporation
Not on CAL
Name needed
CTO
Buyer for Cloud migration wavesPrep
The Goldman Sachs Group, Inc.
Not on CAL
David Solomon
CEO
Executive on filePrep
The Goldman Sachs Group, Inc.
Not on CAL
Denis Coleman
CFO
Buyer for AI-enabled operations redesign in onboarding; Separation and transition services for Apple CardPrep
The Goldman Sachs Group, Inc.
Not on CAL
John Waldron
COO
Executive on filePrep
The Goldman Sachs Group, Inc.
Not on CAL
Name needed
COO
Buyer for AI-enabled operations redesign in onboarding; Separation and transition services for Apple CardPrep
The Goldman Sachs Group, Inc.
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI-enabled operations redesign in onboardingPrep
The Goldman Sachs Group, Inc.
Not on CAL
Name needed
CIO
Buyer for AI-enabled operations redesign in onboarding; Separation and transition services for Apple CardPrep
The Goldman Sachs Group, Inc.
Not on CAL
Name needed
Separation program lead
Buyer for Separation and transition services for Apple CardPrep
The Hartford Insurance Group, Inc.
Not on CAL
Christopher Swift
CEO
Executive on filePrep
The Hartford Insurance Group, Inc.
Not on CAL
Beth Costello
CFO
Executive on filePrep
The Hartford Insurance Group, Inc.
Not on CAL
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Middle market underwriting workbenchPrep
The Hartford Insurance Group, Inc.
Not on CAL
Name needed
COO
Buyer for Middle market underwriting workbenchPrep
The Hartford Insurance Group, Inc.
Not on CAL
Name needed
CIO
Buyer for Middle market underwriting workbenchPrep
The Hartford Insurance Group, Inc.
Not on CAL
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Middle market underwriting workbenchPrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Penny Pennington (Managing Partner)
CEO
Executive on filePrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Advisor workstation and AIPrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
CIO
Buyer for Advisor workstation and AI; Client digital experience; Operations automationPrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
COO
Buyer for Advisor workstation and AI; Operations automationPrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
Head of Client Experience
Buyer for Advisor workstation and AIPrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
Head of the business line
Buyer for Client digital experiencePrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
Chief Digital Officer
Buyer for Client digital experiencePrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
CMO
Buyer for Client digital experiencePrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Operations automationPrep
The Jones Financial Companies, L.L.L.P. (Edward Jones)
Mega Diamond · James.D.Benseler
Name needed
CFO
Buyer for Operations automationPrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
William Demchak
CEO
Executive on filePrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
Robert Reilly
CFO
Executive on filePrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
Name needed
COO
Buyer for Integration synergy and the next-acquisition integration factory; Treasury management platform and client onboarding modernizationPrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
Name needed
CFO
Buyer for Integration synergy and the next-acquisition integration factory; Treasury management platform and client onboarding modernizationPrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
Name needed
Integration Management Office lead
Buyer for Integration synergy and the next-acquisition integration factoryPrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
Name needed
CIO
Buyer for Integration synergy and the next-acquisition integration factory; Treasury management platform and client onboarding modernizationPrep
The PNC Financial Services Group, Inc.
Diamond · Gabriela.Skouloudi
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Treasury management platform and client onboarding modernizationPrep
The Progressive Corporation
Not on CAL
Tricia Griffith
CEO
Executive on filePrep
The Progressive Corporation
Not on CAL
John Sauerland
CFO
Buyer for Commercial lines platformPrep
The Progressive Corporation
Not on CAL
Name needed
CIO
Buyer for Commercial lines platformPrep
The Progressive Corporation
Not on CAL
Name needed
CTO
Buyer for Commercial lines platformPrep
The Progressive Corporation
Not on CAL
Name needed
COO
Buyer for Commercial lines platformPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Raymond Chun
CEO
Buyer for Restructuring and cost programPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Kelvin Tran
CFO
Buyer for Restructuring and cost programPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Name needed
Chief Compliance Officer
Buyer for AML and financial-crime transformationPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Name needed
Chief Risk Officer
Buyer for AML and financial-crime transformationPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Name needed
COO
Buyer for AML and financial-crime transformation; Restructuring and cost programPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Name needed
CIO
Buyer for AML and financial-crime transformationPrep
The Toronto-Dominion Bank (TD Bank Group)
Mega Diamond · Piyush.Bhatnagar
Name needed
Head of Transformation
Buyer for Restructuring and cost programPrep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Alan Schnitzer
CEO
Executive on filePrep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Daniel Frey
CFO
Executive on filePrep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for AI underwriting workbench and claimsPrep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Name needed
COO
Buyer for AI underwriting workbench and claims; Separation completion for the Canada sale (TSA exit)Prep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Name needed
CIO
Buyer for AI underwriting workbench and claims; Separation completion for the Canada sale (TSA exit)Prep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for AI underwriting workbench and claimsPrep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Name needed
CFO
Buyer for Separation completion for the Canada sale (TSA exit)Prep
The Travelers Companies, Inc.
Diamond · Anoop.Kannan
Name needed
Separation program lead
Buyer for Separation completion for the Canada sale (TSA exit)Prep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Masahiro Koike
CEO
Executive on filePrep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Name needed
COO
Buyer for Suncorp integration (if it proceeds); Domestic conduct and compliancePrep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Name needed
CFO
Buyer for Suncorp integration (if it proceeds)Prep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Name needed
Integration Management Office lead
Buyer for Suncorp integration (if it proceeds)Prep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Name needed
CIO
Buyer for Suncorp integration (if it proceeds); Domestic conduct and compliancePrep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Name needed
Chief Compliance Officer
Buyer for Domestic conduct and compliancePrep
Tokio Marine Holdings, Inc.
Diamond · Akiko.Horie
Name needed
Chief Risk Officer
Buyer for Domestic conduct and compliancePrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
William Rogers
CEO
Executive on filePrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
Michael Maguire
CFO
Executive on filePrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
Name needed
COO
Buyer for Operations automation and agentic AI; Wholesale and Truist Securities platform growthPrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Operations automation and agentic AIPrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
Name needed
CIO
Buyer for Operations automation and agentic AI; Wholesale and Truist Securities platform growthPrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
Name needed
CFO
Buyer for Operations automation and agentic AI; Wholesale and Truist Securities platform growthPrep
Truist Financial Corporation
Mega Diamond · Katherine.A.Jacobs
Name needed
CTO
Buyer for Wholesale and Truist Securities platform growthPrep
U.S. Bancorp
Not on CAL
Gunjan Kedia
CEO
Executive on filePrep
U.S. Bancorp
Not on CAL
John Stern
CFO
Buyer for Payments platform modernization and partnership and embedded-banking enablement; AI-enabled operations efficiency to hit operating leverage targetsPrep
U.S. Bancorp
Not on CAL
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Payments platform modernization and partnership and embedded-banking enablementPrep
U.S. Bancorp
Not on CAL
Name needed
CIO
Buyer for Payments platform modernization and partnership and embedded-banking enablement; AI-enabled operations efficiency to hit operating leverage targetsPrep
U.S. Bancorp
Not on CAL
Name needed
COO
Buyer for Payments platform modernization and partnership and embedded-banking enablement; AI-enabled operations efficiency to hit operating leverage targetsPrep
U.S. Bancorp
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for AI-enabled operations efficiency to hit operating leverage targetsPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Sergio Ermotti
CEO
Buyer for Legal-entity and capital optimizationPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Todd Tuckner
CFO
Buyer for CS decommissioning and data archiving; Legal-entity and capital optimizationPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Name needed
COO
Buyer for CS decommissioning and data archiving; Legal-entity and capital optimization; Wealth advisor AIPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Name needed
Separation program lead
Buyer for CS decommissioning and data archivingPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Name needed
CIO
Buyer for CS decommissioning and data archiving; Wealth advisor AIPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Name needed
Head of Transformation
Buyer for Legal-entity and capital optimizationPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Wealth advisor AIPrep
UBS Group AG
Mega Diamond · Steve.Pemberton
Name needed
Head of Client Experience
Buyer for Wealth advisor AIPrep
UniCredit S.p.A.
Mega Diamond · Gionata.Farioli
Andrea Orcel
CEO
Executive on filePrep
UniCredit S.p.A.
Mega Diamond · Gionata.Farioli
Stefano Porro
CFO
Buyer for Cross-border integration planning (Commerzbank); Platform roll-out (Aion and Vodeno) across countriesPrep
UniCredit S.p.A.
Mega Diamond · Gionata.Farioli
Name needed
COO
Buyer for Cross-border integration planning (Commerzbank); Platform roll-out (Aion and Vodeno) across countriesPrep
UniCredit S.p.A.
Mega Diamond · Gionata.Farioli
Name needed
Integration Management Office lead
Buyer for Cross-border integration planning (Commerzbank)Prep
UniCredit S.p.A.
Mega Diamond · Gionata.Farioli
Name needed
CIO
Buyer for Cross-border integration planning (Commerzbank); Platform roll-out (Aion and Vodeno) across countriesPrep
UniCredit S.p.A.
Mega Diamond · Gionata.Farioli
Name needed
CTO
Buyer for Platform roll-out (Aion and Vodeno) across countriesPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Wee Ee Cheong
CEO
Executive on filePrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Leong Yung Chee
CFO
Buyer for Customer analytics and cross-sellPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Name needed
Head of Wealth / Advisor Platform / Head of Wealth / Advisor Platform
Buyer for Wealth platformPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Name needed
CIO
Buyer for Wealth platform; Customer analytics and cross-sellPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Name needed
COO
Buyer for Wealth platformPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Name needed
Head of Client Experience
Buyer for Wealth platformPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Name needed
Chief Data Officer
Buyer for Customer analytics and cross-sellPrep
United Overseas Bank Limited (UOB)
Diamond · Derrick.Khoo
Name needed
Business heads who own the use cases
Buyer for Customer analytics and cross-sellPrep
Visa Inc.
Not on CAL
Ryan McInerney
CEO
Executive on filePrep
Visa Inc.
Not on CAL
Chris Suh
CFO
Buyer for Agentic commerce enablement at issuers and merchantsPrep
Visa Inc.
Not on CAL
Name needed
Head of Payments / Treasury Services / Head of Payments / Treasury Services
Buyer for Agentic commerce enablement at issuers and merchantsPrep
Visa Inc.
Not on CAL
Name needed
CIO
Buyer for Agentic commerce enablement at issuers and merchants; Fraud AIPrep
Visa Inc.
Not on CAL
Name needed
COO
Buyer for Agentic commerce enablement at issuers and merchants; Fraud AIPrep
Visa Inc.
Not on CAL
Name needed
Chief Compliance Officer
Buyer for Fraud AIPrep
Visa Inc.
Not on CAL
Name needed
Chief Risk Officer
Buyer for Fraud AIPrep
W. R. Berkley Corporation
Not on CAL
Rob Berkley
CEO
Executive on filePrep
W. R. Berkley Corporation
Not on CAL
Rich Baio
CFO
Buyer for Shared data platform across unitsPrep
W. R. Berkley Corporation
Not on CAL
Name needed
Chief Data Officer
Buyer for Shared data platform across unitsPrep
W. R. Berkley Corporation
Not on CAL
Name needed
CIO
Buyer for Shared data platform across unitsPrep
W. R. Berkley Corporation
Not on CAL
Name needed
Business heads who own the use cases
Buyer for Shared data platform across unitsPrep
Wells Fargo & Company
Not on CAL
Charlie Scharf
CEO
Executive on filePrep
Wells Fargo & Company
Not on CAL
Mike Santomassimo
CFO
Buyer for Agentic AI in operations and servicing; CIB and markets technology build-out for growthPrep
Wells Fargo & Company
Not on CAL
Scott Powell
Chief Risk Officer
Leadership movePrep
Wells Fargo & Company
Not on CAL
Name needed
COO
Buyer for Agentic AI in operations and servicing; CIB and markets technology build-out for growthPrep
Wells Fargo & Company
Not on CAL
Name needed
Chief AI / Data Officer / Chief AI / Data Officer
Buyer for Agentic AI in operations and servicingPrep
Wells Fargo & Company
Not on CAL
Name needed
CIO
Buyer for Agentic AI in operations and servicing; CIB and markets technology build-out for growthPrep
Wells Fargo & Company
Not on CAL
Name needed
CTO
Buyer for CIB and markets technology build-out for growthPrep
WTW (Willis Towers Watson plc)
Not on CAL
Carl Hess
CEO
Executive on filePrep
WTW (Willis Towers Watson plc)
Not on CAL
Andrew Krasner
CFO
Buyer for Integration of Newfront and CushonPrep
WTW (Willis Towers Watson plc)
Not on CAL
Name needed
COO
Buyer for Integration of Newfront and CushonPrep
WTW (Willis Towers Watson plc)
Not on CAL
Name needed
Integration Management Office lead
Buyer for Integration of Newfront and CushonPrep
WTW (Willis Towers Watson plc)
Not on CAL
Name needed
CIO
Buyer for Integration of Newfront and CushonPrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Mario Greco
CEO
Executive on filePrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Claudia Cordioli
CFO
Buyer for Beazley integrationPrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Name needed
COO
Buyer for Beazley integration; Specialty underwriting workbenchPrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Name needed
Integration Management Office lead
Buyer for Beazley integrationPrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Name needed
CIO
Buyer for Beazley integration; Specialty underwriting workbenchPrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Name needed
Chief Underwriting Officer or Head of Claims
Buyer for Specialty underwriting workbenchPrep
Zurich Insurance Group AG
Diamond · Markus.Heyen
Name needed
Chief Data / AI Officer / Chief Data / AI Officer
Buyer for Specialty underwriting workbenchPrep

People come from the executives in data/brief_universe.csv, recent leadership moves in briefs/_intel and the buyers in briefs/_plans. Role-only buyers ("Chief Risk Officer") need a name before outreach.