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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
1 liquidated — weigh against the wins.
1 vehicle on file, newest listing first
Jay Itzkowitz, Alok Sama and Paul Wharshavsky, each of whom has significant experience with technology and financial services companies. During their careers they have worked with both private and public companies and developed broad and loyal networks of professionals ranging from private equity, growth equity, venture capital, board members, investment banking, family offices and institutional investment firms. In addition, given their deep expertise operating companies they have also developed deep relationships with many active business operators and proven entrepreneurs. Heading this group of entrepreneurial executives is Mr. Joel Leonoff, our Chief Executive Officer. Mr. Leonoff has over 30 years of experience as a founder, strategist, senior executive, acquirer and driving force in building multi -billion-dollar companies in technology, financial services and financial technology and was recognized as one of Canada’s Top 40 under 40. Most recently, Mr.
This record is keyed to SEC CIK 0001635378 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 12 institutional-holder rows on these vehicles, under 8 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.