Transactions
Let's Talk
software equity group team

Luc Wiley, Analyst

quote-image

In the dynamic world of M&A, my excitement lies in creating value for clients and facilitating the transition for good people as they divest their companies. It’s about aligning strategy seamlessly, maximizing efficiency, and ensuring client satisfaction. When the puzzle pieces fit just right, it’s not just a deal – it’s a celebration of growth!”

Luc Wiley, Analyst
Luc-Bio
SEG-Arrows

Experience

After years of analyzing financial statements as a senior auditor at KPMG, Luc found himself yearning for a new opportunity in M&A. He aspired to provide financial advisory services that didn’t just balance the books but developed growth. He found his passion in leading good-hearted entrepreneurs through the puzzle of selling their businesses.

During his time in public accounting, Luc worked on and lead multiple small to large public and private audits, seeing both large and small mergers and acquisitions in the real estate and technology industries. He looks to use his technical accounting and financial statement analysis experience to provide value to clients at SEG.

Career Highlights

At SEG, Luc has managed and contributed to many successful deals, including:

e-Courier’s acquisition by CXT Software, backed by Ionic Partners, combines two last-mile leaders to form the industry’s largest TMS platform and accelerate AI-driven innovation in autonomous logistics.

Gatewise’s acquisition by Allegion, bringing modern, mobile-first gate access solutions to Allegion’s multifamily platform and expanding smart access capabilities across gated communities.

Haystack’s growth equity investment by Breakwall Equity, supporting future growth for a leading corporate intranet and employee communications platform.

The acquisition of HelloData by Grace Hill, combining AI-driven market intelligence with Grace Hill’s performance solutions to enhance data-informed decision making for multifamily owners and operators.

ComplianceMate’s combination with MeazureUp and Storewise under the newly formed Ladle, creating an integrated platform that empowers foodservice, restaurant, and grocery operators with smart tools for compliance, operational excellence, and growth.

Core Sound Imaging’s $80M growth investment from PSG, supporting future expansion of Studycast, a leading cloud-based medical imaging platform designed to streamline workflows, enhance physician efficiency, and enable AI-driven diagnostics across core clinical specialties.

An investment from Falfurrias Management Partners for Neighborly Software, a SaaS platform that helps government entities streamline the administration and disbursement of funds for programs such as housing and disaster recovery.

Connect

About

Being from Denver, Luc is a die-hard fan of Denver sports. He loves grilling, traveling, and discovering the newest spots to eat. In his free time, Luc enjoys playing golf and exploring the fun experiences San Diego has to offer.

Education

  • University of San Diego, BACC, Accountancy
    • Magna Cum Laude
SEG-Arrows