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The Financial Services industry is in the midst of a unique megatrend of disintermediation, emerging competition, new technology and fresh thinking. Every aspect of the $22T global TAM of financial services is in play for disruption, which has led to an unprecedented level of new business formation and capital raised by companies and allocated by investors. Despite that, relative to the size of the opportunity, disruption is still in its infancy and expected to increase further for years to come.
Our FinTech team differentiates itself with a uniquely in-depth understanding of the trends and developments of the industry. Our deep sub-sector focus areas include Digital Banking, Digital Lending & Lending Tech, Financial Infrastructure and Software, Wealth Management, Blockchain & Crypto, Personal Financial Management and Marketplace Platforms, SMB & B2B offerings, Capital Markets, InsurTech and Prop Tech.
Our leading team of professionals leverage their knowledge, experience and singular technology focus to help our clients define and achieve their strategic, capital markets and investment objectives.
Related Banking Team
Senior Managing Director, Tech Investment Banking
Georgi Balinov is a Senior Managing Director of Tech Investment Banking at SVB Securities focusing on Financial Technology.
Georgi joined the firm in 2022 with more than 18 years experience dedicated to the technology industry. He was most recently a Managing Director and Head of Global PayTech Banking at Barclays. Previously, he was Head of FinTech Banking for the Americas at BofA Merrill Lynch where he was responsible for financial technology investment banking coverage across the payments, financial software, capital markets tech and data sectors. His representative advisory transactions include Insight Partners’ investment in NMI, Zego’s sale to Global Payments, Kount’s sale to Equifax, Blackstone’s acquisition of Thomson Reuters F&R, Fiserv’s merger with First Data, Global Payments’ merger with TSYS, SilverLake’s acquisition of Blackhawk, among others. His initial public offering execution experience includes the IPOs for AvidXchange, Remitly, MeridianLink, Riskified, Marqeta, nCino, Bill.com, Alkami, Markit, CBOE, MSCI, Visa, Netspend, Verisk, among others. Georgi has been deeply involved in increasing visibility for the LGBT community in financial services, through involvement in immigration and marriage equality, and through a variety of organizations in his birth country of Bulgaria.
He received his Bachelor of Science from New York University’s Stern Undergraduate College and started his career as an analyst on the Bulgarian Stock Exchange.
Senior Managing Director, Tech Investment Banking
Henry Pinnell is a Senior Managing Director of Tech Investment Banking at SVB Securities focused on Financial Technology. In this role, he helps lead the firm’s Fintech investment banking capabilities. With over 15 years of investment banking experience, he has gained extensive experience originating, planning, & executing strategic and financing transactions both in the private and public markets.
Henry joined the firm in 2021 from Barclays Bank PLC where he was most recently a Managing Director in the Investment Banking Division where he led the firms Emerging FinTech franchise. He has built extensive relationships and advised on milestone transactions for industry leading companies, founders and investors such as Affirm, Better, Upstart, Oportun, Pagaya, Earnest, Onemain Financial, CBOE, TMX Group & Options Clearing Corp.
He earned his Bachelor of Arts in Political Studies at the University of Leeds. He serves as a board member of Greenwich House, a charitable organization based in downtown New York City.
Related Management Team
Global Co-Head of Investment Banking and Global Head of Tech Investment Banking
Jason Auerbach is global co-head of investment banking and global head of tech investment banking for SVB Securities. In his role, he leads the company’s technology investment banking strategy and initiatives. With more than 25 years of experience in the industry, Jason has built extensive relationships and is widely known as one of the most prolific bankers in tech, particularly in software and its related sectors. While leading the tech investment banking team, he has completed numerous transactions, including Noregon Systems’ sale to The Hearst Corporation, PassFort’s sale to Moody’s and Evergreen Coast Capital’s acquisition of DreamBox Learning.
Jason joined SVB Securities in 2021. He came from UBS, where he served as the global co-head of technology, media and telecom (TMT) investment banking and sat on the firm’s global management committee. While there, Jason worked on many transactions, including the sale of Ellucian to Blackstone and Vista, the sale of CAMP Systems to The Hearst Corporation, the sale of Innovyze to Autodesk, the sale of Precisely to Clearlake and TA Associates, the sale of Turnitin to Advance Publications and the sale of Ensono to KKR. Earlier in his career, he was the global co-head of TMT mergers and acquisitions for Jefferies LLC.
Jason earned an MBA from Harvard Business School and a bachelor’s degree from Columbia College at Columbia University.
Managing Director, Business Manager
Cara Pellicano is a Managing Director and Business Manager of Tech Investment Banking at SVB Securities.
Since joining the firm in 2021, Ms. Pellicano has been responsible for business operations of the Tech Investment Banking franchise including strategic planning, financial and business reporting and analytics, people management and recruiting.
Prior to SVB Securities, Ms. Pellicano was at Jefferies where she most recently was COO, Global Healthcare Investment Banking since 2018. Prior to this, Ms. Pellicano was the CFO of Eurasia Group, a geopolitical consulting and advisory firm, for 9 years and at Neuberger Berman in wealth asset management for 6 years.
Ms. Pellicano earned her B.A. in from Georgetown University and her MBA from NYU Stern School of Business.