Travis Mahoney, CFA

Senior Vice President

Travis Mahoney



Travis Mahoney is a Registered Representative of Finalis Securities LLC member FINRA / SIPC.

Travis's private equity and public equity experience includes transaction execution and investment diligence across a variety of industries, including technology and healthcare.

Travis worked as both a private equity and public equity investor before joining Capital Clarity. He has deep experience in transaction execution,  investment diligence, industry research, and portfolio company management across a variety of sectors, including technology, healthcare, financial institutions, and manufacturing.

Prior to Capital Clarity, Travis worked for SNH Capital, where he was actively involved on the deal team and in sourcing efforts for technology-enabled services and human capital management businesses. He served as board observer for SettlementOne, a mortgage technology platform, and Tomorrow Energy, a technology-enabled renewable energy provider.

Before SNH, Travis worked for Graham Partners, a middle-market private equity firm, where he diligenced potential transactions across industrial technology, aerospace, and manufacturing.

Prior to Graham, he worked for Brandes Investment Partners, where he researched companies across a variety of distinct industry verticals, including technology distribution, home health care, pharmaceuticals, and financial institutions, among others.

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 also a licensed private pilot.

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