
Travis Mahoney
Director at Carlsquare — CFA; technology M&A and investment banker
traviskmahoney
San Francisco, California
Joined November 2025
Network
3.5K connectionsMMSFNS
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Summary
Experienced technology-focused M&A advisor: Travis has transitioned from buy‑ and sell‑side investing into boutique technology investment banking. He leads and supports M&A and capital-raising engagements for software and technology-enabled services companies and is listed as a contact on multiple Carlsquare sector reports and deal pages. carlsquare+2
Hybrid investment background across public equities and private transactions: prior roles at Brandes Investment Partners (public equity investing) and later private-equity and PE‑style roles at SNH Capital Partners and Graham Partners show a progression from investment research to transaction execution and portfolio work. finra+2
Analytical credentials and business training: Mahoney holds an MBA from Wharton and is a CFA charterholder, credentials that support his analytical and valuation capabilities on transactions and sector research. mergr+1
Work
Education
Writing
SCM Software: AI & Trade Policy Driving Supply Chain Innovation
April 1, 2025Carlsquare sector report (author/firm report listing Travis Mahoney as a contact) covering AI, trade policy and market dynamics in supply chain software in 2025.
Human Capital Management: AI & Changing Work Landscape
March 1, 2024Carlsquare sector report covering trends and M&A dynamics in the Human Capital Management (HCM) technology sector.
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