Chad Martin
About Chad Martin
Chad Martin serves as the Operating Managing Director at Vista Equity Partners, a position he has held since 2022. He has extensive experience in financial leadership roles, having previously worked as CFO at several companies including MeridianLink, P2 Energy Solutions, and DealerSocket.
Work at Vista Equity Partners
Chad Martin serves as the Operating Managing Director at Vista Equity Partners, a role he has held since 2022. In this position, he is involved in overseeing operations and driving strategic initiatives within the firm. Vista Equity Partners is known for its focus on software and technology investments, and Martin's extensive background in finance and management supports the firm's objectives.
Previous Experience in Finance and Leadership
Before joining Vista Equity Partners, Chad Martin held several key financial leadership roles. He was the Chief Financial Officer at MeridianLink from 2018 to 2022, and prior to that, he served as CFO at DealerSocket from 2016 to 2018. His experience also includes a tenure as Chief Financial Officer at P2 Energy Solutions from 2012 to 2016 and Pacific Pulmonary Services from 2004 to 2011. Additionally, he was President at Home Care Assistance for 11 months in 2011-2012.
Investment Banking Career
Chad Martin began his career in investment banking at Goldman, Sachs & Co., where he worked from 1992 to 1994 as an Investment Banker focusing on Mergers and Acquisitions. He continued at Goldman Sachs from 1996 to 2004, specializing in Telecom and Technology sectors. This foundational experience in investment banking has contributed to his strategic insight in subsequent leadership roles.
Educational Background
Chad Martin earned his Master of Business Administration (M.B.A.) from Stanford University Graduate School of Business, completing his studies from 1994 to 1996. He also holds a Bachelor of Business Administration (BBA) in Finance from Texas Christian University, where he studied from 1988 to 1992. His educational background has equipped him with the skills necessary for his roles in finance and management.