Zach Mayer

Questioner
DISC Type : c

Chief Financial Officer at Lyra Technology Group

Greater Chicago Area, United States

Overview

Zach Mayer is the CFO at Lyra Technology Group, where he leverages his extensive background in M&A, strategic finance, and investment banking from his time at Foundation Partners Group, Cowen, and PwC. He earned his MBA in Strategy from Northwestern Universitys Kellogg School of Management and a finance degree from Miami University.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Mergers & Acquisitions
His career is centered on M&A, having led acquisition programs at previous companies and advising on numerous transactions in investment banking roles.
MSP Industry Growth
He has publicly stated his goal of helping build the largest Managed Service Provider (MSP) in the world and expects Lyra to significantly grow its industry ranking.
Strategic Finance
His current role as CFO and previous positions as SVP of Strategic Finance highlight his focus on capital planning, analysis, and execution for growth.

Media Appearances

Zach has no verified media appearances

Work History

7-2023
Chief Financial Officer at Lyra Technology Group
2020 - 2023
Senior Vice President, Head of M&A and Strategic Finance at Foundation Partners Group
2017 - 2020
Investment Banking Director - Diversified Industrials at Cowen Inc.
2010 - 2017
Investment Banking - Retail and Consumer at PwC
2008 - 2010
Commercial Banking Credit Analyst at MB Financial Bank

Education

2015 - 2016
Master of Business Administration (MBA) from Northwestern University - Kellogg School of Management
2004 - 2008
Bachelor from Miami University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Chicago Area, United States Job Level : Leadership Designation : Chief Financial Officer at Lyra Technology Group
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Insights For Selling To Zach

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zach is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Zach

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Zach move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Zach take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Zach

Personality Compatibility


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