Greg Falkner

Energizer
DISC Type : I

VP of Finance at rEvolution

Greater Chicago Area, United States

Overview

Greg Falkner is a finance and strategy leader specializing in enabling high-growth SaaS companies to scale effectively. He has extensive experience in M&A, financial planning, and analysis, holding senior roles at rEvolution and Logistyx Technologies. Greg earned a BBA from the University of Notre Dame and an MBA from Indiana Universitys Kelley School of Business.

There is no publicly available information regarding Gregs personal life, hobbies, or interests outside of his professional career.

He played a key role in the successful sale of Logistyx Technologies to E2Open for $185 million in 2022.

Personality Overview

Informal

Imaginative

Big Picture Person

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

SaaS Company Growth
His career focus is on designing and implementing financial programs and processes that enable fast-growing SaaS companies to scale their operations effectively.
M&A Strategy
He has supported the full M&A lifecycle in multiple roles, including the strategic analysis that led to the $185 million sale of Logistyx Technologies.
FP&A Leadership
He has led Financial Planning & Analysis (FP&A) functions at several companies, building departments and creating actionable reporting for executive teams.

Media Appearances

Greg has no verified media appearances

Work History

3-2022 - 11-2025
VP of Finance at rEvolution
9-2019 - 3-2022
Vice President, Financial Planning & Analysis at Logistyx Technologies
8-2018 - 9-2019
Director, FP&A and Corporate Development at Infogix, Inc.
10-2016 - 8-2018
Head of FP&A at STATS LLC
2-2016 - 9-2016
FP&A Consultant at Marsh ClearSight

Education

1998 - 2000
MBA from Indiana University - Kelley School of Business
1989 - 1993
BBA from University of Notre Dame

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Chicago Area, United States Job Level : N/A Designation : VP of Finance at rEvolution
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Insights For Selling To Greg

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Greg is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Greg

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Greg move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Greg take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Greg

Personality Compatibility


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