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Colette is a founding partner of PL Advisors. She has lead dozens of strategic transactions leveraging her global expertise across the spectrum of public and private markets managers. Her transaction experience includes strategic control transactions as well as minority and GP stakes purchases. Her FinTech expertise has been focused on the crossover between services and technology supporting the asset and wealth management sectors.

Prior to the formation of PL Advisors, Colette was a partner and member of the executive board of Grail Partners, a boutique merchant bank serving the financial services industry. She was also a Managing Director of Putnam Lovell NBF’s merchant banking team where she was responsible for private equity investments in asset management and financial services. She held board positions on a number of portfolio companies and was responsible for originating and managing investments. Colette started her investment banking career in New York with Freeman & Co before joining her client, Putnam Lovell. Colette earned a BS in Finance and International Business from the Stern School of Business at NYU.

Selected Transactions:

  • Wasmer Schroeder’s sale to Schwab
  • Blue River’s sale to IQEQ
  • Atalaya Capital’s transaction with DYAL
  • MUFG’s purchase of Capital Analytics
  • BNP Paribas’ purchase of FundQuest
  • Edelman on its sale to Sanders Morris Harris Group.