Travis's private equity and public equity experience includes execution of investment diligence and implementation of portfolio company reporting best practices.
Travis worked in both private equity and public equity investing before joining Capital Clarity. He has deep experience in portfolio company oversight and investment diligence across a variety of sectors, including technology, healthcare, financial institutions, and industrials.
Prior to Capital Clarity, Travis worked for SNH Capital, where he served as board observer and management team liaison for both SettlementOne, a mortgage technology platform, and Tomorrow Energy, a technology-enabled renewable energy provider. In addition to active portfolio company oversight, he participated in transaction diligence in the technology-enabled services and human capital management sectors.
Before SNH, Travis worked for Graham Partners, a middle-market private equity firm, where he worked on the potential acquisition of industrial technology, aerospace component, and manufacturing businesses.
Prior to Graham, he worked for Brandes Investment Partners, where he led domestic and international diligence efforts across a variety of distinct industry verticals, including technology distribution, home health care, pharmaceuticals, and financial institutions, among others. Test
Travis holds a Master’s of Business Administration from The Wharton School and is a CFA charterholder. In his free time, he enjoys snowboarding in Tahoe and surfing when he visits his hometown of Santa Barbara. Travis is a licensed private pilot.
Do you know how your portfolio companies are performing?
Capital Clarity utilizes its extensive experience and background in portfolio company operations and fund management to do a deep dive into your portfolio companies and measure performance against critical KPIs. We can show you warning signs before problems happen.