David Lewis Email & Phone Number

Boston, MA, US

MoveEV® is an AI-powered EV transition company that helps organizations convert fleet and employee-owned gas vehicles to electric by accurately reimbursing for charging electric vehicles at home. The MoveEV® platform includes three flagship products. ReimburseEV™ is enterprise software that accurately reimburses employees for the real costs of charging.

Boston, Massachusetts, US

Strategic advisor to co-CEOs. On all things fleet, reimbursement & software. Cardata provides an easy and cost-effective way to reimburse your employees for using their personal vehicle for work.

Boston, MA, US

• Reported into office of the CEO. Led transformative corporate development and business development initiatives. Drove innovation and growth across the organization. Corporate Development:
• Sold Motus to Thoma Bravo and with their sponsorship simultaneously acquired the largest competitive asset, Runzheimer creating definitive market leader (2018)
• Led acquisition and integration of Wireless Analytics (2019)
• Created comprehensive corporate growth plan.
• Built inorganic growth practice, team, infrastructure and strategy. Led weekly update calls with CEO and BOD
• Developed investment thesis, market size, landscape, competitive analysis, target universe, exit considerations

New York, NY, US

Toronto, Ontario, CA

• Drove leveraged and IG syndications (consumer, tech, healthcare, business services); $50 billion volume in 2014 (279 deals)
• Served as deal expert; presented to sales force daily; addressed investor inquiries; crafted internal/external marketing material
• Developed relationships (C-level executives & institutional investors); league table position growth 17th to 10th (2011-2014)
• Trained analysts in development of technical and qualitative skills; acted as official mentor - 3 of 4 promoted to associate
• Collaborated with heads of investment bank; monitored underwritten exposure for firm across geographies ($14 billion)

• Drove technological enhancements to grow revenue and increase operational efficiencies; efforts included POS system implementation, website development
• Acted as operations lead of a 50-seat restaurant with 15 employees; staffing, inventory control, food preparation
• Managed bookkeeping functions for restaurant business and rental properties with $3 million in assets; real estate investment cash flow modeling

New York, New York, US

• Sole analyst; high yield & leveraged loan syndications - multi-billion dollar issuances including TXU, largest LBO 2007
• Controlled syndications book of interest; conducted relative value analysis; leveraged buyout modeling
• Drove effort in partnership with technology team to create a loan comparative database - enhanced efficiency, accuracy and positively restructured the workflow of 15 analysts

New York, New York, US

• Built relationships with institutional clients, sold multi-million dollar overnight and structured repurchase agreements daily
• Oversaw trade confirmation and settlement of interest rate derivatives, sovereign debt, MBS and corporate bonds
• Selected to lead (1/35) front office team in the development and implementation of proprietary trade settlement software

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Bachelor Of Arts (B.A.), Economics