Travis Weldon

Critic
DISC Type : C

Managing Director, Head of Corporate Development at PEI

London, England, United Kingdom

Overview

Travis is a highly experienced Corporate Development leader specializing in the financial information, analytics, and tech sectors. An MBA with Distinction from London Business School, he has executed over 40 M&A and VC transactions. Colleagues describe him as highly structured, analytical, and organized, with a talent for managing complex deals.

His interest in global business was evident during his MBA, where he served as the co-president of the Emerging Markets Club. Now based in New York, he brings a global perspective to his role, having experience with both US and UK-based companies.

He has successfully completed transactions ranging in value from $1 million to as high as $5 billion.

Personality Overview

Critic

ROI Driven

Information Seeker

They choose to analyze logically and value facts to emotions.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

M&A Transactions
Has deep, hands-on experience, having completed over 40 M&A, venture capital, and equity transactions throughout his career.
Financial Analytics & Tech
His entire career focus is on the intersection of financial information, analytics, and technology-enabled services, holding leadership roles in this specific sector.
Corporate Strategy
Specializes in developing strategy with leadership teams and boards, serving as an Executive Committee Member at both PEI and his previous firm, FE fundinfo.

Media Appearances

Travis has no verified media appearances

Work History

6-2024
Managing Director, Head of Corporate Development at PEI
3-2021 - 5-2024
Head of Corporate Development at FE fundinfo
11-2019 - 3-2021
Advisory Consultant at Independent Consultant
1-2018 - 10-2019
Executive Director, Corporate Development & Strategy at IHS Markit
7-2016 - 12-2017
Director, Corporate Development & Strategy at IHS Markit

Education

2009 - 2011
M.B.A. with Distinction from London Business School
1998 - 2002
B.A. from William & Mary

More Information

Social Presence :

Prographics :

Exp : 12 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Managing Director, Head of Corporate Development at PEI
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Insights For Selling To Travis

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Travis is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Travis

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Travis move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Travis take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Travis

Personality Compatibility


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