Christopher Lombardi Email & Phone Number

Dallas, Tx, Us

Paducah, Ky, Us

Lead all M&A functions for an enterprise, market-leading SaaS and technology solutions company owned by private equity firms Centerbridge Partners, TA Associates, and Bridgeport Partners.CSI is leading provider of fintech software and services for community and regional banks in the United States.

Birmingham, Al, Us

Lead all M&A functions for an enterprise, market-leading SaaS and technology solutions company owned by private equity firms Genstar Capital and GI Partners.Completed software / SaaS acquisitions include VFP Next, ReClique Core, and CCCDaxko delivers comprehensive technology solutions, integrated payment processing, experienced services and deep insights to all kinds of health and fitness centers—enterprise health clubs, boutique fitness studios, affiliate gyms, campus recreation facilities, integrated wellness centers, YMCAs, and JCCs. Since 1998, the company has grown to serve customers spanning 55 countries, nearly 19,000 facilities, and over 25 million+ members. Our website is: www.daxko.com.Software platforms include: Club Automation, Motionsoft, Zen Planner, Daxko, Playerspace, CSI Spectrum, GroupEX Pro, ReClique, VFP, SugarWOD

Us

Closed eight software acquisitions totaling in excess of $250M of TEV across four GI Partners’ portfolio companies:• Togetherwork (software and financial solutions to communities & organizations) – Fonteva, Protech, Accept’d, and Kesef• Aras (cloud software platform for digital industrial applications, including PLM) – XPLM and Minerva• Insurity (core systems software to mid- and large-sized insurance carriers) – CodeObjects• Rectangle Health (healthcare financial technology and patient engagement solutions) – undisclosed target

Advised private equity firms, private equity portfolio companies, and company executives on corporate development, M&A, and in identifying and implementing valueRecurring clients included Bain Capital, Providence Equity Partners, Berkshire Partners, Pamlico Capital, and Cove Hill PartnersIndustries included software, tech-enabled business services, healthcare, distribution, consumer, and industrialPrivate Equity | Acquisitions | Mergers | Corporate Development | Strategy | Management Consulting | FP&A | Executive Presentations | Board Presentations | Market Research | Academic Research

Dallas, Texas, Us

Providence Equity Partners' portfolio company operating in the consumer, technology, and media markets.• Developed financial models and business cases to support strategic initiatives for accelerating growth and profitability.• Managed the continued development of budgeting, financial forecasting, operating plan, and modeling tools.• Led a cross-functional team of general managers and finance staff in the development of a new hourly labor staffing matrix used across all locations.• Recommended and approved various sales, marketing, and corporate development initiatives.• Prepared and delivered presentations to the Board of Directors and executive management team.• Developed database information to complete timely financial information.• Created financial reporting dashboards with relevant KPI information.

Southlake, Texas, Us

Quadrillion Partners is an operations-focused private equity firm that acquires middle market companies and works closely with management teams to improve profits based on innovative strategies, operational improvements, and advanced analytics.• Defined, shaped, and implemented the company’s agenda for acquisitions, investments, and other strategic initiatives.• Executed all aspects of acquisitions from origination through due diligence, valuation, negotiation, closing, and integration.• Developed and maintained key relationships with company executives, investment bankers, attorneys, accountants, lenders, and advisors.• Hired, managed, and developed teams responsible for deal sourcing, evaluation, and execution.• Maintained an M&A Playbook, incorporating lessons learned and best practices.• Led initiatives to procure and implement a CRM database (Deal Cloud) and other software platforms.• Created a program management organization to oversee and implement the restructuring of a global casino operator.Strategy | Corporate Development | M&A | Underwriting | Financial Modeling | FP&A | Valuation | ROI | Capital Markets

Dallas, Texas, Us

Identified and evaluated middle market private equity and credit investment opportunities, performed transaction due diligence, and worked with management teams to implement growth, corporate development, and turnaround strategies.• Led transactions from inception through due diligence, valuation, negotiation, closing, and integration.• Partnered with senior executives on process improvement, strategic initiatives, and value creation.• Monitored financial and operating performance of acquisitions against initial thesis, strategic plans, and forecasts.• Cultivated and leveraged internal and external relationships with investment bankers, brokers, and other deal sources.• Worked with department managers in evaluating acquisitions and investments against the company’s strategic objectives.• Trained new employees on the company investment process and all phases of deal execution.• Collaborated with management on process improvement and department restructuring.• Developed ROI, discounted cash flow, sensitivity, and scenario analyses to recommend new business opportunities.• Executed stressed/distressed fundamentals-based investment platform, employing directional, capital structure arbitrage, relative value, and event-driven investment strategies.Deep Value Investing | Strategy | Corporate Development | M&A | Underwriting | Financial Modeling | Budgeting and Planning | Valuation | ROI | Executive Presentations | Investment Memos | Special SituationsHealthcare | Medical Logistics | Business Services | Technology | Software | SaaS | Media | Industrials, Retail/Restaurants | Education | Entertainment | Gaming & Leisure

Miami, Florida, Us

Sourced, evaluated, and executed control and non-control equity and credit transactions in technology, business services, transportation, education, consumer products, and healthcare.Deep Value Investing | Strategy | Corporate Development | M&A | Underwriting | Financial Modeling | Budgeting and Planning | Valuation | ROI | Executive Presentations | Investment Memos | Special Situations | Discounted Cash Flows (DCF) | Private Equity

Conducted transaction due diligence by developing comprehensive industry forecasts, speaking with management teams and industry analysts, building valuation models, and authoring and presenting investment recommendations.

Boston, Massachusetts, Us

Sourced, evaluated, and executed transactions in technology, business services, media, communications, and education sectors.• Supported senior management in corporate development, M&A execution, budgeting, forecasting, and strategic projects.• Collaborated with leadership on deal sourcing and in building and maintaining business relationships with third parties.• Developed financial, valuation, capital structure, and investment return models.• Created reporting packages and acquisition presentations for executives and Boards of Directors.• Researched, analyzed, and reported on industry and competitor trends, company financial statements, and economic data.Financial Modeling | Valuation | ROI | DCF | Executive Presentations | Investment Memos, Corporate Development | Private Equity

Zurich, Ch

• Advised TMT clients in financings, acquisitions, mergers, corporate development, and restructurings.• Built complex financial, valuation, and ROI models.• Prepared and presented transaction opportunities to senior internal committees.• Created presentations and reports to external rating agencies, such as Moody’s and S&P, regarding companies’ debt.• Conducted economic, industry, and competitive research.Financial Modeling | Investment Banking | Valuation | Pitchbooks | Internal Committee Memos | Due Diligence | ROI | DCF | Restructurings | Capital Markets | Corporate Development | M&A | Research

Zurich, Ch

• Advised industrials and services clients in corporate financings, corporate development, mergers, and acquisitions.• Performed financial analysis and modeling, conducted industry research, managed project teams, and executed transactions.Industrials | Education | Business Services | Technology | Investment Banking | Corporate Development | Mergers and Acquisitions | Financial Modeling | DCF | Valuation | Industry and Competitive Research | Investor Presentations | Executive Presentations | ROI

Zurich, Ch

Worldwide, Oo

Worldwide, Oo

Master Of Business Administration - Mba, Finance And Strategic Management

Master Of Science (M.S.), Accounting

Bachelor Of Arts (Ba), Accounting And Computer Applications

Study Abroad Program

Education record