Profile banner
Travis Mahoney

Travis Mahoney

Director at Carlsquare — CFA; technology M&A and investment banker

traviskmahoney
San Francisco, California
Joined November 2025

Network

3.6K connections
🤝
Carlsquare M&A Advisors
📈
Private Equity Investors
📊
Corporate Strategy Finance
💰
Brandes Investment Partners
🏘️
Real Estate Investors
💡
...
🌐
Graham Partners

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