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Travis Mahoney

Travis Mahoney

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

traviskmahoney
San Francisco, California
Joined November 2025
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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, 2025

Carlsquare sector report (author/firm report listing Travis Mahoney as a contact) covering AI, trade policy and market dynamics in supply chain software in 2025.

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Human Capital Management: AI & Changing Work Landscape

March 1, 2024

Carlsquare sector report covering trends and M&A dynamics in the Human Capital Management (HCM) technology sector.

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