Investments
150Portfolio Exits
74Latest Credit Suisse First Boston News
Feb 1, 2022
Thirty-year compliance veteran Stuart Breslow joins the board of directors of the industry leader in compliance-monitoring solutions News provided by Share this article Share this article Rockville, Md., Feb. 1, 2022 /PRNewswire/ -- StarCompliance ("Star"), a leading provider of compliance technology solutions to the financial services industry, announced the appointment of Stuart Breslow as its new board member. Breslow comes from McKinsey & Co., where he is currently a senior advisor for the firm's clients and where he played a key role in establishing its risk governance program. He brings extensive experience in the compliance industry, having previously served as the Global Chief Compliance Officer at Morgan Stanley, where he was responsible for its global Compliance program. In that role, his duties included overseeing financial crimes during the company's evolution from an investment bank and asset manager to a diversified financial services provider to a financial holding company regulated by the Federal Reserve and the Office of the Comptroller of the Currency. Breslow also held the role of the first global head of Compliance for Credit Suisse First Boston (CSFB), where he was a core member of the senior management team that reorganized CSFB in response to significant regulatory concerns. "Stuart will be an incredible addition to Star's board of directors with his extensive experience managing large, complex global financial institutions and relationships," said Star CEO Jennifer Sun. "Stuart truly understands the demands of the chief compliance officer — their challenges, how regulations change, the rigor of the job. His expertise in emerging regulations and financial markets is unmatched as he's spent his entire career in compliance." Given new laws and regulations accompanying the recent rise of remote work, chief compliance officers are prioritizing employee compliance at the individual employee level and at both the company and market levels more than ever. Chief compliance officers face an increasing number of challenges due to ever-changing regulations, multi-jurisdictional complexity, and regulatory bodies are not letting up. Plus, chief compliance officers and direct line managers are held accountable to the same level as companies and individual employees for the first time. As the role of the chief compliance officer becomes more challenging, Star aims to provide the best resources possible to its clients through its robust and reliable employee compliance platform. By leveraging the knowledge and deep expertise of industry leaders like Breslow, who has more than 30 years of experience leading change across global financial institutions, Star is well-positioned to support its clients now and into the future of unknowns. "The Star team is taking incredible initiatives in the employee compliance market," said Stuart Breslow, newly appointed member of the StarCompliance board of directors. "I'm excited to take part by leveraging my expertise and skills as a chief compliance officer to help Star navigate the regulatory landscape, provide insights and advice on key decisions, grow Star's business initiatives, and help clients around the globe." About StarCompliance StarCompliance is a leading provider of compliance technology solutions. Trusted globally by enterprise financial firms — including asset managers, investment banks, broker-dealers, private equity firms, insurance companies, and stock exchanges — the STAR Platform empowers organizations to achieve regulatory compliance while safeguarding their integrity and business reputations. Through a fully configurable, 360-degree view of employee activity, STAR software enables firms to automate the detection and resolution of potential areas of conflict while streamlining daily workflows and increasing efficiencies. To learn more about StarCompliance software and services, visit www.starcompliance.com or email [email protected] . For more information, please contact Maddie Hirsch, senior PR strategist at Influence & Co., at [email protected] . SOURCE StarCompliance
Credit Suisse First Boston Investments
150 Investments
Credit Suisse First Boston has made 150 investments. Their latest investment was in CellFor as part of their Series E on July 7, 2010.
Credit Suisse First Boston Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
7/22/2010 | Series E | CellFor | $35M | No | ||
12/23/2008 | Series B | Pioneer Surgical Technology | $15M | No | ||
12/15/2008 | Unattributed VC | EcoSynthetix | $10.5M | Yes | ||
12/8/2008 | Unattributed VC - II | |||||
11/24/2008 | Debt |
Date | 7/22/2010 | 12/23/2008 | 12/15/2008 | 12/8/2008 | 11/24/2008 |
---|---|---|---|---|---|
Round | Series E | Series B | Unattributed VC | Unattributed VC - II | Debt |
Company | CellFor | Pioneer Surgical Technology | EcoSynthetix | ||
Amount | $35M | $15M | $10.5M | ||
New? | No | No | Yes | ||
Co-Investors | |||||
Sources |
Credit Suisse First Boston Portfolio Exits
74 Portfolio Exits
Credit Suisse First Boston has 74 portfolio exits. Their latest portfolio exit was Garage Technology Ventures on June 15, 2021.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
---|---|---|---|---|---|
6/15/2021 | Acquired | 1 | |||
5/26/2021 | Acquired | 141 | |||
1/28/2020 | Asset Sale | 1 | |||
Date | 6/15/2021 | 5/26/2021 | 1/28/2020 | ||
---|---|---|---|---|---|
Exit | Acquired | Acquired | Asset Sale | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 1 | 141 | 1 |
Credit Suisse First Boston Acquisitions
25 Acquisitions
Credit Suisse First Boston acquired 25 companies. Their latest acquisition was Charles River Clinical Services Northwest on March 15, 2011.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
---|---|---|---|---|---|---|
3/15/2011 | Acquired Unit | 1 | ||||
7/16/2008 | Acquired | |||||
7/14/2008 | Acquired | |||||
4/22/2007 | ||||||
1/11/2007 |
Date | 3/15/2011 | 7/16/2008 | 7/14/2008 | 4/22/2007 | 1/11/2007 |
---|---|---|---|---|---|
Investment Stage | |||||
Companies | |||||
Valuation | |||||
Total Funding | |||||
Note | Acquired Unit | Acquired | Acquired | ||
Sources | 1 |
Credit Suisse First Boston Team
36 Team Members
Credit Suisse First Boston has 36 team members, including former President, Brian Finn.
Name | Work History | Title | Status |
---|---|---|---|
Brian Finn | President | Former | |
Barbara A Yastine | Lebenthal, Ally Financial, and Citibank | Chief Financial Officer | Former |
Tony Kerrison | Chief Technology Officer | Former | |
Randall Bort | Imperial Capital, Mercanti Group, DLJMB, and Donaldson Lufkin & Jenrette | Senior Vice President | Former |
Christopher Lynch | Senior Vice President | Former |
Name | Brian Finn | Barbara A Yastine | Tony Kerrison | Randall Bort | Christopher Lynch |
---|---|---|---|---|---|
Work History | Lebenthal, Ally Financial, and Citibank | Imperial Capital, Mercanti Group, DLJMB, and Donaldson Lufkin & Jenrette | |||
Title | President | Chief Financial Officer | Chief Technology Officer | Senior Vice President | Senior Vice President |
Status | Former | Former | Former | Former | Former |
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