Trevor Lunsford is a Director on the M&A team at Union Square Advisors, where he advises software companies and their investors on platform investments, add-on acquisitions, and exits. With 9+ years of experience in technology investment banking, Trevor specializes in the vertical and application SaaS ecosystems within GovTech, Public Safety, eCommerce, HCIT, MarTech, and EdTech markets:
• Transaction Experience: Contributed to over $5 billion in closed transaction value.
• Key Deals: Advised on notable software transactions, including Insight Partners' investments in CivicPlus and EveryAction, Episerver's acquisition of Optimizely, Diligent's strategic investments, Bullhorn's platform expansion, KnowledgeLake's Strategic Investment by Edison Partners, and Government Window's Strategic Investment by Riata Capital Group.
• Private Equity Relationships: Worked alongside top-tier software investors including 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: Atlanta native, now based in New York City. Ducati owner, culinary enthusiast, Formula 1 fan, avid hiker, and Barry's Bootcamp regular.
