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 fleet vehicles at home with IRS-compliant receipts and no additional hardware needed. CommuteEV™ is an innovative green commuter benefits solution that encourages EV adoption and reduces the need for on-site charger installations. MoveEV also offers strategic advisory services to help optimize the transition of fleet and employee-owned vehicles to electric with AdviseEV™.

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 •Led cross-departmental due diligence, financial modelling, product and operating synergies forecasting, integration planning, and deal approval in coordination with Thoma Bravo team•Managed pipeline generation and investment banking relationships •Led investor roadshows. Created all corporate marketing materials and presented to investor community•Led company-wide KPI reporting and transparency initiatives including overseeing the implementation of Domo, Qualtrics & Midaxo•Senior Leadership Oversight Committee (organize & inspire) – Led team of 5 tasked with building cohesion across integrated senior team, 18 VPs & Senior Directors. Led cross-departmental annual planning, collaborative goal setting, weekly meetings, teambuilding offsites

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