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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 vehicle on file, newest listing first
none appears on more than one
Roman V. Livson is a seasoned finance executive and CFA charterholder currently serving as Chief Financial Officer and Director of BurTech Acquisition Corp. II (NASDAQ: BRKHU), a blank-check company targeting the retail, lifestyle, hospitality, technology, and real estate sectors. He has held the role of CFO at Burkhan World, a family office investment company, since February 2021, and is the Managing Member of BurTech LP, LLC and Burtech Sponsor II LLC, the sponsor entities for the first and second BurTech SPACs, respectively. In that capacity, he holds voting and investment discretion over 3,567,857 Class B ordinary shares of BurTech Acquisition Corp. II. Livson also serves as President and Director of Panthers Capital Management, a Boca Raton, Florida-based firm where he is registered as a broker with FINRA (CRD# 4415766), and has been Chief Compliance Officer at Katalyst Securities LLC, a New York-based investment banking firm, since July 2014. His LinkedIn profile additionally lists him as Managing Director, Investment Banking. He is based in Closter, New Jersey, with professional ties to the Washington, D.C. and Miami, Florida areas.
Livson's career spans more than two decades across international and U.S. capital markets. He began his professional career in the corporate finance department of PricewaterhouseCoopers in London and Moscow, where he focused on real estate, energy, metals and mining, shipping and logistics, and telecommunications sectors. He subsequently moved into investment banking at Hagstromer and Qviberg, a leading Swedish brokerage firm. After relocating to the United States in 2000, Livson established an investment banking advisory firm dedicated to helping companies from Europe and BRIC countries (Brazil, Russia, India, and China) go public in the U.S., raise capital, and execute cross-border mergers and acquisitions. He also served as CFO of a U.S. public company, where he was responsible for raising capital, structuring acquisitions and divestitures, and financial reporting. Over the course of his career, he has raised over $100 million for companies in the oil and gas, technology, and biotechnology sectors. His FINRA registration history includes Thor Capital LLC in New York (October 2001–September 2007), Gottbetter Capital Markets LLC (June 2013–July 2014), Katalyst Securities LLC (July 2014–June 2023), and Panthers Capital Management LLC (from April 2023 onward), with 16 years of brokerage experience and 19 state licenses. He holds Series 7, 24, and 63 registrations.
In the SPAC arena, Livson partnered with Shahal Khan, CEO of Burkhan World Investments, on both BurTech vehicles. The first, BurTech Acquisition Corp., completed its IPO in December 2021, raising $250 million through 25 million units at $10 each, and subsequently closed a business combination with Blaize, Inc., an edge AI semiconductor company, on January 13, 2025, resulting in Blaize Holdings Inc. (BZAI) listing on Nasdaq. Livson served as a director of both BurTech Acquisition Corp. and Blaize Holdings. The second vehicle, BurTech Acquisition Corp. II, priced a downsized $80 million IPO in May 2026, with units trading on Nasdaq under the symbol BRKHU and the offering closing on May 26, 2026. D. Boral Capital LLC served as sole book-running manager, with Loeb & Loeb LLP as issuer's counsel and Norton Rose Fulbright US LLP as underwriter's counsel. Livson's Form 3 and Form 4 filings reflect his indirect beneficial interest in the sponsor shares and open-market purchase activity.
Livson's academic credentials include a Master's degree in Mathematical Finance from Columbia University (2001–2002), a Master's degree in Physics from Moscow State Institute of Electronics Technology (MEIT), and a degree in Finance from the London School of Economics and Political Science. He is a CFA charterholder, underscoring his analytical and investment management expertise. His multidisciplinary background in physics, mathematical finance, and prac
This record is keyed to SEC CIK 0001897886 — 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 4 institutional-holder rows on these vehicles, under 3 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.