Industrial and technological revolutions are capable of providing sweeping changes to all facets of society and such rapid acceleration of innovation and speed of disruption can be difficult to fully comprehend and predict. One of the most notably affected industries of this disruption is the financial services sector. In the past few years, financial technology, or fintech, has flipped on its head the way banks and financial institutions exchange information, and subsequently do business. With technologies like peer-to-peer lending seamlessly connecting lenders to borrowers like never before, long gone are the days of standing in line at a bank. The Deal in partnership with Grant Thornton will explore the various ways fintech is transforming the financial services space today, and ways it may do so in the future. Join our expert panelists as they give a roadmap to a better understanding of fintech’s constantly evolving identity and provide dealmakers the applications needed to turn this sometimes frenemy into an unparalleled ally.



Tom Terrarosa
Senior Reporter
The Deal

Tom Terrarosa covers the energy and industrial sectors for TheStreet and its institutional arm The Deal, focusing on M&A and private equity, as well as large-cap stocks. Prior to joining The Deal, Tom was a regional digital producer with Gannett, where his primary responsibilities included editing and optimizing content for the company’s six New Jersey newspapers and five affiliated websites. He also has worked as a local news reporter with The Dominion Post in Morgantown, W.Va. Tom received a Bachelor of Science in Journalism from West Virginia University.

Expert Panel


Tarun Mehta
Managing Director, Group Head – Financial Services Investment Banking
Sun Trust

Tarun Mehta currently serves as Managing Director and Group Head of Financial Services Investment Banking at SunTrust Robinson Humphrey. His clients include depository institutions, financial technology, insurance, specialty finance companies and asset managers. Tarun has been with SunTrust for 5 years. Prior to SunTrust, Tarun was a Managing Director in Deutsche Bank's Financial Institutions Investment Banking Group. Tarun joined Deutsche Bank from JP Morgan where he spent 10 years in the Bank's Financial Institutions Investment Banking Group. Tarun and his wife Nadine are based in New York. Their personal "Purpose" in life is achieved through "Gift of Water", a personal charity they started in 2010 to provide safe drinking water to poor villages in India ( Tarun earned his Masters degree from Columbia University, New York. He is also a Chartered Accountant.

Brad Bernstein
Managing Partner
FTV Capital

Brad heads up FTV Capital's New York office and leads investments in enterprise technology & services and financial services. Brad has over 20 years of private equity experience. Prior to joining FTV Capital in 2003, Brad was a partner at Oak Hill Capital Management and its predecessors where he managed the business and financial services group. He began his private equity career with Patricof & Company Ventures and started his professional career in the investment banking division of Merrill Lynch in New York. Brad received a BA magna cum laude from Tufts University.

John Cristiano
Managing Director, Transaction Advisory Services
Grant Thornton

John Cristiano is a managing director with Grant Thornton’s Transaction Advisory Services. He is a highly skilled senior financial executive and team leader with nearly 20 years of experience analyzing companies and industries and delivering value-added, actionable advice to clients to help them make more informed business decisions. Cristiano has completed over 80 M&A due diligence engagements exceeding $16 billion in transaction value for private equity and strategic corporate clients across a spectrum of industries, including financial services, technology/media, manufacturing, and aerospace and defense. He has extensive experience in buy- and sell-side financial due diligence, performance analysis and improvement, forecasting and modeling, and enterprise valuation. Before joining Grant Thornton, Christiano was a managing director of corporate finance with FTI Consulting. Earlier, he was an equity analyst with UBS Investment Bank, Robertson Stephens and Prudential Securities. He began his career at Ernst & Young.