Travis is a Senior Vice President at Capital Clarity and has extensive experience across sellside and buyside M&A, capital raises, private equity and public equity investing.
Travis has been with Capital Clarity since its founding, leading transaction execution for clients across technology and healthcare IT sectors. Prior to Capital Clarity, Travis worked as a private equity investor for SNH Capital where he sourced and diligenced potential acquisitions of software and technology-enabled services businesses. He served as a board observer and worked closely with the leadership teams of SettlementOne, a mortgage technology platform, and Tomorrow Energy, an energy services provider.
Before SNH Capital, Travis worked for Graham Partners, a middle-market private equity fund. While there, he diligenced acquisitions across a variety of manufacturing sectors including industrial technology, consumer products and aerospace components.
Travis started his career as a public equity investor with Brandes Investment Partners, a global value investment fund. While there, he invested in businesses across technology, healthcare and financial institutions.
Travis earned an MBA from The Wharton School of the University of Pennsylvania, a BS in Finance from San Diego State University and is a CFA Charterholder.
In his free time Travis spends time with his wife, son and French bulldog Murphy. He is a licensed pilot, enjoys surfing and snowboarding and occasionally makes hot sauce with peppers from his garden.
How can we optimize the opportunity for you?
The time could be right for an investment, liquidity or business combination. Capital Clarity can provide a perspective on valuation, timing and strategic or financial partners.