Trevor Anthony

About Trevor Anthony

Strategic financial leader and trusted advisor to C-suite and Board in private equity-backed SaaS companies. Expertise in M&A integration, corporate strategy, and scaling financial operations to drive growth. Proven track record of building high-performing teams, delivering long-term financial plans, and executing on complex M&A integrations to maximize shareholder value.Specialties-FP & A, Saas metrics, corporate development, strategic planning, forecasting/budgeting, board reporting, M&A integration, Adaptive Insights, Salesforce, NetSuite, financial modeling and analysis, build company-wide reporting templates, and process improvement

Experience

1. VP of m & a Integration

   Advantive

   Mar 2025 — Present · Tampa, FL, US

   A Portfolio Company of TA Associates, Insight Partners, and ST6 Partners-Lead Advantive’s M&A Integration function, establishing repeatable playbooks, governance, and execution discipline across a multi-acquisition SaaS portfolio-Lead complex, concurrent integrations, aligning workforce transformation, systems enablement, and systems integration to accelerate synergy realization and post-close stability

Education

• Brigham Young University

  Bachelor's Degree, Business Administration-Finance

  2009

Skills

• Accounting
• Market Research
• Management
• New Business Development
• Valuation
• Mergers
• Competitive Analysis
• Funding
• Start-Ups
• Business Development
• M&a Experience
• Leadership
• Financial Modeling
• Financial Analysis
• Negotiation
• Mergers & Acquisitions
• Sales
• Entrepreneurship
• Email Marketing
• Capital Iq
• Investment Banking
• Forecasting
• Managerial Finance
• Private Equity
• Financial Structuring
• Strategic Planning
• Financial Reporting
• Management Consulting
• Crm
• Due Diligence
• Venture Capital
• Marketing
• Business Strategy
• Investments
• Strategy
• Analysis
• Economics
• Microsoft Excel
• Restructuring
• Corporate Development