Fundraising Fox

Trevor Lunsford

Investor

Director at Union Square Advisors LLC

Cos Cob, Connecticut, United States

Find your path to Trevor

90 people in our graph share verified history with Trevor β€” schools, employers, funds. One of them is your warm intro.

Megan GormanunlockedTrevor: together at Union Square Advisors LLC (2026)
Γ—3Trevor: together at Union Square Advisors LLC
Γ—8Trevor: together at Georgia State University - J. Mack Robinson College of Business

About

Director with 9+ years of sell-side and buy-side M&A advisory experience, specializing in vertical software companies with focus on GovTech, Public Safety, and MarTech markets.

Experience

  1. Union Square Advisors LLCDirectorcurrent2026 β€” presentNew York City Metropolitan Area
  2. Ascend Capital GroupDirector2025United States
  3. Ascend Capital GroupVice President2023 β€” 2025United States
  4. District Capital PartnersInvestment Banking Associate2021 β€” 2022
  5. District Capital PartnersInvestment Banking Senior Analyst2019 β€” 2020
  6. District Capital PartnersInvestment Banking Analyst2018
  7. CUMULUS MEDIACorporate Development & Strategy2016 β€” 2018

Skills & more

Microsoft Excel18Microsoft Word6PowerPoint4Bloomberg4Microsoft PowerPointNegotiation1Strategy1Public Speaking9Management6Leadership6Mergers & Acquisitions (M&A)1Financial Analysis19
+10 moreFinancial ModelingExcel ModelingInvestment BankingBankingFinancial StatementsValuationFinancial AdvisoryAccountingBudgetingDCF
  • Series 63 β€” FINRA
  • Series 79 β€” FINRA
  • Securities Industry Essentials (SIE) β€” FINRA
  • Merrill DataSite Certification β€” Merrill Corporation
  • Breaking Into Wall Street Financial Modeling Training
  • Bloomberg Market Concepts β€” Bloomberg

From Trevor's professional profile.

Colleagues at Union Square Advisors LLC

Frequently asked questions

Who is Trevor Lunsford?
Director with 9+ years of sell-side and buy-side M&A advisory experience, specializing in vertical software companies with focus on GovTech, Public Safety, and MarTech markets.
Where does Trevor Lunsford work?
Trevor Lunsford is Director at Union Square Advisors LLC.
Where did Trevor Lunsford go to school?
Trevor Lunsford studied at Georgia State University - J. Mack Robinson College of Business (Master of Science (M.S.) - Finance, Capital Markets); Georgia State University - J. Mack Robinson College of Business (Bachelor of Business Administration (B.B.A.) Magna Cum Laude, Finance).

Same school

Shared employers