Trevor Lunsford - Director of M&A Advisory
Trevor Lunsford is a highly seasoned M&A executive with 9+ years of experience across both investing and advisory. Trevor is a Director at Union Square Advisors, specializing in the vertical and application SaaS ecosystems within GovTech, Public Safety, eCommerce, HCIT, MarTech, and EdTech markets:
• Transaction Experience: Over $5 billion in closed transaction value.
• Key Deals: Advised on notable software transactions, including Insight Partner’s Investment in CivicPlus, Episerver’s acquisition of Optimizely, KnowledgeLake’s Strategic Investment by Edison Partners, and Government Window’s Strategic Investment by Riata Capital Group.
• Private Equity Relationships: Supported leading software investors such as Insight Partners, Genstar Capital, Battery Ventures, Serent Capital, and Stonepoint Capital.
• Industry Recognition: Named an "Emerging Leader" by The M&A Advisor (15th Annual Awards) and contributed to multiple "Deal of the Year" awards.
• Education: Holds both an M.S. in Finance and a B.B.A. in Finance from Georgia State University's J. Mack Robinson College of Business.
• Personal: Ducati owner, Culinary Enthusiast, Formula 1 fan, Avid Hiker, and Barry's Bootcamp regular.
Trevor Lunsford on Wordpress
Trevor Lunsford on Medium
Trevor Lunsford on Caleme
Trevor Lunsford on Instagram
• Transaction Experience: Over $5 billion in closed transaction value.
• Key Deals: Advised on notable software transactions, including Insight Partner’s Investment in CivicPlus, Episerver’s acquisition of Optimizely, KnowledgeLake’s Strategic Investment by Edison Partners, and Government Window’s Strategic Investment by Riata Capital Group.
• Private Equity Relationships: Supported leading software investors such as Insight Partners, Genstar Capital, Battery Ventures, Serent Capital, and Stonepoint Capital.
• Industry Recognition: Named an "Emerging Leader" by The M&A Advisor (15th Annual Awards) and contributed to multiple "Deal of the Year" awards.
• Education: Holds both an M.S. in Finance and a B.B.A. in Finance from Georgia State University's J. Mack Robinson College of Business.
• Personal: Ducati owner, Culinary Enthusiast, Formula 1 fan, Avid Hiker, and Barry's Bootcamp regular.
Trevor Lunsford on Wordpress
Trevor Lunsford on Medium
Trevor Lunsford on Caleme
Trevor Lunsford on Instagram
