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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
Jonathan Rosenzweig, age 56, is an Independent Director of McKinley Acquisition Corporation (NASDAQ: MKLY), a special purpose acquisition company sponsored by Belay International and focused on identifying a private company with $500 million to $2 billion in enterprise value, recurring revenue, and public-company readiness for a business combination paired with institutional PIPE capital. He joined the McKinley board in April 2025 and brings to the role decades of experience in equity research, capital markets, and SPAC formation. At McKinley, he sits alongside fellow independent directors Tommaso Breschi and Kevin Beard, with Adam Dooley serving as Executive Chairman, Daphne Huang as CFO, Peter Wright as CEO, and Saurabh Shah as COO. The SPAC's trust totals $172.5 million, with a structure that uses rights rather than warrants and includes a twelve-month post-combination lock-up designed to align sponsor and merger-partner interests.
Rosenzweig's Wall Street career was centered at Citigroup, where from 2007 to 2020 he served as Managing Director and the sole business head for Equity Research in the United States and Latin America. In that capacity he formulated and executed the department's business strategy, recruited and developed talent, oversaw performance, fostered relationships with core institutional clients, and collaborated with senior counterparts in Equities and Capital Markets. He also played an important role in Citi Research's investment process, evaluating analyst initiations of new company coverage and proposed rating changes, steering the team's framework for fundamental investment analysis, and implementing initiatives to broaden the department's impact across both public and private companies. Prior to becoming head of Americas Equity Research, he served for five years as Deputy Director and Associate Director of U.S. Research. From 1993 to 2002, he was a Senior Analyst covering the Imaging sector within Citi Research, earning a top-two ranking from Institutional Investor Magazine for that sector each year from 1998 to 2002. Before joining Citi, he worked as a Financial Analyst at Duke University Management Company.
Following his long tenure at Citigroup, Rosenzweig helped build Home Plate Acquisition Corporation, a special purpose acquisition company, where he served as Chief Financial Officer, Secretary, and director. In that role he was a key contributor to deal sourcing and execution, meeting with and evaluating over ninety private companies as potential acquisition targets, largely in the fintech and embedded finance sectors. During 2022, he also served as a Senior Advisor to Eden Global Partners, a private investment firm focused on delivering permanent capital to founders, where he assisted in the early stages of the firm's strategic evolution by helping establish core processes utilized by the investment team. He subsequently became a founding member, Senior Partner, Chief Financial Officer, and member of the Investment Team at 18 Somerset Capital Management, LLC, one of four founding partners of the firm, where his expertise in financial industry technology is cited as a key asset to the team.
Rosenzweig earned his BA from Duke University in 1990 and his MBA from The Fuqua School of Business at Duke University in 1993, where he was recognized as an alumni ambassador. He is based in the Greater New York City Area and his career has spanned research and development functions within the finance industry. His FINRA BrokerCheck record confirms his board service at McKinley Acquisition Corp. in Needham, Massachusetts, beginning in April 2025. His track record reflects a blend of deep analytical expertise from his years as a top-ranked sell-side analyst and broad operational and leadership experience built over more than a decade running one of the largest equity research franchises in the Americas, complemented by hands-on SPAC formation, deal sourcing, and investment management work in his post-Citi
This record is keyed to SEC CIK 0001868599 — 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.