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.

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.

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.

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.
• 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.

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.
• 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.

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 |.

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.

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 |.

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.

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