Louis DeRose

Louis DeRose, CFA is a seasoned professional with a diverse background in corporate development, mergers and acquisitions (M&A), and finance within the fintech and financial services sectors.

Louis leverages his expertise as a leader in corporate development and M&A at Payroc, a rapidly expanding global payments platform, merchant acquirer, and processing entity.

Previously, he served as the VP of Finance at Ponto, a venture capital-backed fintech company specializing in regulated digital asset infrastructure for both consumers and enterprises.

Prior to his operational roles, Louis held a director position in the FinTech division at Keefe, Bruyette & Woods (KBW), an investment banking advisory firm focused on financial services and technology.

Louis has also worked at Marlin & Associates for five years, providing advisory services to middle-market financial technology firms on M&A transactions, capital fundraising, and recapitalizations. He has additional experience from four years in management consulting.

Louis DeRose graduated with honors from Villanova University School of Business, majoring in finance and minoring in accounting. He continued his education by completing the Chartered Financial Analyst (CFA) program, passing all three levels on his first attempt.

His specialties include mergers and acquisitions, capital raising, recapitalizations, valuation, due diligence on buy and sell sides, fintech, payments, data & analytics, and Software as a Service (SaaS).