Sean Carmody has spent his career advising financial services and FinTech firms on strategic and financial matters, including mergers, acquisitions, divestitures, structured transactions, strategic planning, shareholder activism and raid defense, and investor communications.
Since the financial crisis, Mr. Carmody has advised FIS on its $43 billion merger with Worldpay and the sale of a majority stake in Worldpay to GTCR; Capital One on its $35 billion acquisition of Discover and on the sale of its wealth management businesses to E*TRADE, Advisor Group, Hancock Whitney and SageView; Santander on its announced $12.2 billion acquisition of Webster; Pinnacle on its $8.6 billion merger with Synovus; Eaton Vance on its $7 billion sale to Morgan Stanley; RBC on its $5.4 billion acquisition of City National, its $3.5 billion sale of RBC Bank (USA) to PNC and the sale of its Swiss private bank to SYZ; Brex on its announced $5.15 billion sale to Capital One; CIBC on its $5.0 billion acquisition of PrivateBancorp and its $210 million acquisition of Atlantic Trust from INVESCO; Credit Suisse on the sale of its Securitized Products Group to Apollo; SVB Financial Group on its restructuring, including the sales of SVB Securities (Leerink) to Baupost and management and SVB Capital to Pinegrove; Celsius on its restructuring, including the sale of GK8 to Galaxy Digital; Dave on its IPO via a $4 billion merger with VPC Impact Acquisition Holdings III; Jefferies on its $3.6 billion merger with Leucadia; OneWest on its $2.5 billion MSR sale to Ocwen; CapitalSource on its $2.3 billion merger with PacWest; MeridianLink on its $2.0 billion sale to Centerbridge; LPL on the $1.7bn acquisition of Waddell & Reed in partnership with Macquarie; Hanmi on its $1.6 billion withdrawn proposal to acquire BBCN; Whitney on its $1.5 billion sale to Hancock; North Island on its $625 million investment in Virtu to support Virtu’s $1.4 billion acquisition of KCG; Janus Henderson on the $900 million 100% selldown by its largest shareholder (Dai-Ichi Life); Western Union on its $750 million sale of Speedpay to ACI and its $275 million acquisition of Custom House; Blucora on the $720 million sale of TaxAct to Cinven; Anchor BanCorp Wisconsin on its $461 million sale to Old National; Bread on its $450 million sale to Alliance Data Systems; Fiduciary Trust on its announced sale to GTCR; Tradeweb on its acquisition of Nasdaq Fixed Income; Vestwell on its announced acquisition of Accrue 401k; Cboe on its acquisition of BIDS; Credit Karma on its $175 million Series D capital raise; and Silvergate Capital, among others.
Earlier in his career, Mr. Carmody advised on a number of landmark transactions, including J.P. Morgan Chase on its $1.9 billion acquisition of Washington Mutual and the related $11.5 billion common equity raise, its $1.5 billion acquisition of Bear Stearns and the dissolution of its Paymentech merchant processing joint venture with First Data; Wells Fargo on its $15 billion acquisition of Wachovia; PNC on its $5.6 billion acquisition of National City; M&I on its $4.25 billion sponsored spin of Metavante with Warburg Pincus; and E*TRADE on its $2.55 billion recapitalization.
Before joining Centerview in 2016, Mr. Carmody worked for 14 years at J.P. Morgan, most recently as Head of Financial Institutions Strategic Advisory. He holds an AB from Harvard University and an MBA from the Kellogg School at Northwestern University.