software equity group team

Lamson Vu, Associate

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It’s a special opportunity to be able to learn from driven, bright individuals at SEG daily while ultimately working towards assisting our remarkable clients on achieving their goals.”

Lamson Vu, Associate
Lamson-Vu
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M&A Experience

As a CPA and former senior auditor at EY, Lamson relies on his deep accounting and finance expertise to craft clients’ stories using a data-centric approach.

Lamson enjoys working side-by-side with clients as an advisor to analyze and strategically position several key aspects of their companies, including historical and future financial performance, customers and employee trends and more. Using this data-centric approach, he has helped clients learn more about their own companies than they had ever known before, creating stories and guiding clients through the challenging M&A process.

He has worked with a range of clients, including fast-growing startups seeking an investment and those with complex customer segments. As an associate, in addition to his duties in deal execution, he oversees the team of analysts in adopting best practices firm-wide.

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From meticulous attention to detail to tireless work ethic and creative problem solving, this process showcased their industry expertise and ability to maximize value.”
Zach Kestenbaum, CEO, BuildingLink

Career Highlights

Lamson has contributed to several deals at SEG, including:

Connect

Specialties

In addition to his skills at analyzing companies’ customer, employee, financial and market data, Lamson is skilled at comprehensive project management, particularly in due diligence. He is adept at simplifying the complexity of the due diligence process so that clients’ can focus on executing on their businesses and reducing deal risk.

With his experience as a CPA and auditor, Lamson is skilled at analyzing proper GAAP revenue recognition for clients, a key element for companies interested in a M&A.

About

Along with spending time with family and friends, Lamson enjoys playing sports such as tennis, basketball and recently, disc golf. Another one of his hobbies includes reading comic books and exploring all of San Diego’s incredible Mexican food.

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