Company: MKLY
Filing Date: 2025-06-17
Form Type: DRS/A
Source: 0001213900-25-054874
Chunk: 18

Company: McKinley Acquisition Corp
Filing Date: 2025-06-17
Form: DRS/A
Chunk 18
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 as well as the accounting, tax, audit and other core vendor relationships. At the same time, he helped to identify compelling investment opportunities, write investment memos, forecast fundamentals, conduct valuation analyses, and support management teams in optimizing their investor narratives. From 2021 -2023, Jonathan was the CFO of Home Plate Acquisition Corp, a Special Purpose Acquisition Company, which he helped to establish and to take public. He met with senior leaders from more than 90 private firms, largely in FinTech though across multiple industries, in pursuit of a final target. Jonathan’s responsibilities were broad, including raising capital; sourcing, analyzing, and valuing potential targets; managing expenses and cash flow; producing financial statements in conjunction with the company’s partners; communicating with investors and the Board; and collaborating regularly with underwriters, auditors, accountants, attorneys, insurance brokers, and others. From 1993 -2020, Jonathan worked in Citigroup’s sell -sideEquity Research Department, at first as a well -rankedsecurities Analyst following the Imaging sector. Jonathan spent his last 13 years at Citi as the Head of Americas Equity Research, during which all of the firm’s U.S. and Latin America Equity Research staff reported to him. In this role, he formulated and executed the Department’s strategy; recruited, developed, coached, and trained talent; oversaw performance for more than 175 employees; managed the budget as well as compensation; and fostered relationships with core institutional clients. Jonathan currently serves as an investor and Strategic Partner to Aiera, an A.I. driven platform used by large financial institutions to power their equity research workflow, and as an Advisor to Stellar Fusion, which provides infrastructure for buy/sell -sideanalysts as well as corporates to develop and manage customizable financial models. He had served as a Senior Advisor to Eden Global Partners, an advisory and private equity firm founded by David Dwek, in 2022. Mr.Rosenzweig holds a BA in Economics from Duke University as well as an MBA from Duke University. We believe that Mr.Rosenzweig’s prior SPAC experience, his experience in venture capital and consulting, financial modeling and forecasting, and identifying investment opportunities, make him well qualified to serve as a member of our board of directors. Tommaso Breschi — Director Tommaso Breschi is a strategic, results -drivenexecutive with deep experience in private equity, corporate development, and M&A advisory. Over the past 15