A Unique Path to Transform
& Scale Innovative Companies
Unifund Financial Technologies Announcement
What We Offer to World-Class Management Teams
At Everest, we provide innovative founders with a distinctive pathway to transform and expand their company into an industry leader by tapping into the potential of public markets. Our team brings a distinctive blend of operational expertise, a history of creating long-term value, and deep experience in public company governance, all designed to propel your strategic growth ambitions.
Everest was formed to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses.
Highly Experienced Leaders in the
Asset Management & Financial Technology Industries
Mr. Dooley is the Founder, Chairman, and Chief Executive Officer of Belay International Corporation, a financial technology platform providing world-class operational and strategic guidance to its partner companies through its Executive Advisory Board and management team.
During his career, Mr. Dooley has led international transformation initiatives for several leading publicly traded companies in the global financial services industry. Notably, he was formerly Vice President and Head of Wealth Management at MetLife Europe, Managing Director and Country Manager of The Hartford UK, and Managing Director and Partner at Crossroads Capital Group, which formed joint ventures with many of the leading alternative investment management firms in the US. He began his career in the fixed-income trading division of Salomon Smith Barney and later joined the firm’s Private Client Group.
Mr. Dooley received a Bachelor of Science in Business Administration from the University of Southern California, where he graduated from the highly regarded Lloyd Greif Center for Entrepreneurial Studies and subsequently earned an MBA from IMD University in Switzerland.
Ms. Shoback brings extensive experience in executive leadership of wealth management companies and direct investments experience, and she has served on the board of directors of several leading financial services companies.
Ms. Shoback co-founded and currently serves as Managing Director of 1414 Ventures, a venture capital firm focused on investing in early-stage companies in the digital identity sector. Previously, Ms. Shoback served as Chief Executive Officer of the Emerging Businesses and Client Experience at Boston Private Bank & Trust Company. Prior to Boston Private, Ms. Shoback served as Senior Vice President and Head of Retail and Individual Marketing at Teachers Insurance and Annuity Association of America, or TIAA. She also served as Senior Vice President of High Net Worth and Mass Affluent Marketing at Fidelity Investments. In addition, Ms. Shoback has served as a member of both the Board of Directors and the Audit & Compensation Committee of CUNA Mutual Group.
Ms. Shoback received an MBA from Harvard Business School and her Bachelor’s degree in Economics and Political Science from Wellesley College.
Peter K. Scaturro
and Governance Committee Chair
Mr. Scaturro has been nominated to serve as our Lead Independent Director and Chair of our Corporate Governance Committee. Mr. Scaturro has extensive senior executive leadership experience at leading global financial institutions, with a focus on wealth management and private banking.
Mr. Scaturro was a Partner at Goldman Sachs where he was responsible for the Global Private Client business. At Goldman Sachs, he was a member of the Business Practices Committee and served on the Investment Management Division Operating Committee. Before Goldman Sachs, Mr. Scaturro served as the Chief Executive Officer of U.S. Trust, where he added significant depth to the management team, increased the size of the sales force and introduced an open architecture capability. While at U.S. Trust, Mr. Scaturro was a member of the Executive Committee of Charles Schwab, which owned U.S. Trust. Before U.S. Trust, Mr. Scaturro served as Chief Executive Officer of the Citi Private Bank. In addition, he has served as member of the Board of Advisors of Electus Global Education Company, a developer and manufacturer of youth financial literacy, entrepreneurship and career education technology. Mr. Scaturro has also served as a Director and Vice Chairman of Orthobond Corporation, a biotechnology company focused on developing antimicrobial surface technology. Since 2010, Mr. Scaturro has served as a private investor with PKS LLC, a private investment firm that he founded.
Mr. Scaturro received his Master’s degree in Engineering and his Bachelor’s degree in Engineering from Columbia University.
Audit Committee Chair
Ms. Mora has been nominated to serve as an Independent Director and Chair of our Audit Committee. Ms. Mora has more than 30 years of leadership experience in financial operations and corporate governance.
Ms. Mora served as Chief Administrative Officer, Vice President for Finance and Administration, and Treasurer at Charles Stark Draper Laboratory. Ms. Mora served as Chief Financial Officer of Harvard University, where she served on the Harvard Management Endowment Board which managed approximately $35 billion in assets at the time. She also served as the Associate Vice President of Research and Administration of Harvard University. In addition, Ms. Mora serves as a Board Director and Audit Committee member and Compensation Committee chair at MKS Instruments, Inc. (NASDAQ: MKSI). Ms. Mora has served as an Advisory Board member at Cambridge Trust Company and as Chair of the Board of Directors of GCP Applied Technologies.
Ms. Mora is a Certified Public Accountant in Massachusetts and received an MBA from Simmons University and a Bachelor’s degree in Political Science from the University of California, Berkeley.
Anil Arora brings 20 years of executive leadership experience within financial technology companies focused on the wealth and personal finance sectors. He also brings significant direct investing and corporate governance experience.
Mr. Arora served as Chief Executive Officer of Yodlee, a data aggregation and analytics platform that was acquired by Envestnet in 2015. Mr. Arora then served as the Chief Executive Officer of Envestnet | Yodlee and as a member of the Board of Directors of Envestnet. Mr. Arora is currently a Senior Partner at the TIFIN Group, a private equity firm with a focus on building first-in-category financial technology companies to shape the future of investor experiences. He serves as an Executive Co-Chairman of Positivly, a TIFIN Group company that has engineered an innovative financial personality test. Previously, he served as the Senior Vice President at Gateway, a pioneering computer hardware company, and as the Vice President of Marketing and Strategy of North America of the Pillsbury Company. Mr. Arora currently serves as an independent director on the Board of Conagra Brands (NYSE: CAG).
Mr. Arora received an MBA from the University of Michigan and his Bachelor’s Degree in Business Administration and management from Rockford College.
Rebecca Macieira-Kaufmann, one of our strategic advisors, brings nearly 30 years of executive leadership within the financial services industry. She is a seasoned executive with expertise in digital technology implementation, wealth management and scaling of new businesses.
Ms. Macieira-Kaufmann is a founding member of RMK Group, a company which provides strategic consulting to high-growth start-ups in the financial services industry. At RMK Group, she advises Chief Executive Officers on business strategy, growth plans, and governance. Ms. Macieira- Kaufmann served as the Head of the International Personal Bank U.S. at Citigroup where she owned a multibillion-dollar P&L business serving the offshore wealth needs of multinational clients. At Citigroup, she also served as Chairman of the Board, President and Chief Executive Officer of Banamex U.S. and President of California and Nevada. Prior to Citigroup, she served as Executive Vice President at Wells Fargo and as a Vice President at Providian Bancorp. Ms. Macieira-Kaufmann also serves on the board of directors at Revolut Holdings U.S., a financial technology company based in the U.K., and is a Growth Advisory Council Member of Duco, a software company based in the U.K. serving financial services firms.
Ms. Macieira-Kaufmann received an MBA from Stanford University and her Bachelor’s degree in Semiotics from Brown University.
We will leverage our reputational credibility through a broad network of industry relationships to seek out category leaders with significant recurring revenue that are at a strategic inflection point. We are particularly interested in businesses that present significant growth potential through organic and transaction-driven opportunities to expand into adjacent markets and to use digital transformation as a force multiplier.