Trevor Caldwell

About Trevor Caldwell

Experienced Strategic Initiatives and Investor Relations professional with a demonstrated history of working in the software, emerging technologies, digital media, advertising technology and communications industries. Strong professional background in Corporate Development, Merger & Acquisitions, Investor Relations, Capital Markets Planning, Strategic Partnerships, Corporate Strategy, Corporate Communications and Equity Research. Passionate about helping innovative companies grow through strategic planning initiatives in fast moving and innovative markets. Significant experience with cross-functional strategic planning, capital markets planning, and communicating with internal and a variety of investor audiences while preparing companies to go public and in navigating the course of company evolution in the public markets.

Experience

1. Senior VP Strategic Initiatives & Investor Relations

   Marchex

   Jan 2019 — Present · Seattle, WA, US

   Guided the company’s transformation into an AI-driven software leader through a combination of organic growth and strategic corporate development initiatives. Built and led the corporate development function, including strategy, team formation, and execution across multiple buy- and sell-side transactions. Additionally oversee deal sourcing, investor relations, and capital markets planning, while directing corporate communications to support the company’s ongoing transformation and engagement with investors, partners, and employees.

Education

• Colorado College

  B.A., Economics, Political Science

Skills

• Investments
• Strategic Planning
• Corporate Development
• Analytics
• Management
• Mergers & Acquisitions
• Investor Relations
• Financial Analysis
• Entrepreneurship
• Equity Research
• Strategic Partnerships
• Business Development
• Mergers
• Competitive Analysis
• Ipo
• Start-Ups
• Corporate Finance