LUMA senior professionals are all experienced deal-makers who understand how to get a transaction done. We don’t bait and switch with a junior team; every client gets partner focus and execution. We have significant experience both as advisors and principals in media and technology. It is our passion.
Founder and CEO
Terence Kawaja is Founder and CEO of LUMA Partners, a strategic advisory firm focused at the intersection of media and technology. He is a seasoned investment banker with more than 20 years of experience and has advised on over $300 billion of transactions, including some of the most pivotal deals in the media and tech industries. Throughout his career, Terry has leveraged deep industry knowledge to take a strategic approach to deal making rather than chase transactions. The best compliment people say is that he thinks like a principal.
At LUMA, Terry advises both established media and technology companies as well as digital growth companies. He is a recognized expert in the Internet and digital media sectors and is a popular speaker at leading industry conferences. Terry has a straightforward style and is never afraid to tell it like it is. He also likes to keep things light by using humor to aid substantive presentations.
Prior to founding LUMA Partners, Terry was Co-head of Digital Media at GCA Savvian; Global Head of Media M&A at Citigroup and CSFB; and CFO of publicly-traded Raindance Communications. He received an MBA from the Schulich School of Business, a JD from Osgoode Hall Law School, and a BA in Economics from the University of Western Ontario.
When not negotiating deals or telling jokes, Terry enjoys a variety of activities from skiing to water sports. Terry lives in New York City with his wife and their two sons.
Brian Andersen is a seasoned strategy, corporate development and mergers and acquisitions executive and anchors LUMA’s west coast presence from its Palo Alto office. With a decade on the “buy-side” of acquisitions, Brian has extensive experience setting strategy, executing acquisitions and successfully integrating acquired companies. Prior to LUMA, Brian was Vice President, Corporate Development for Omniture, the leading web analytics and web optimization company, responsible for all mergers and acquisition activities (acquired by Adobe for $1.8 billion). Prior to Omniture, Brian was Vice President, Corporate Development at Interwoven, a leader in web content management and document management (acquired by Autonomy for $775 million). Before Interwoven, he was a member of the executive staff at Phoenix Technologies, where he was responsible for corporate development, government affairs and special projects for the CEO. Brian was also formerly with Robertson Stephens, a technology-focused investment bank, in its mergers and acquisitions group.
Brian received a Bachelors of Science degree in mechanical engineering from UC Davis and an MBA from the Anderson School at UCLA. He used to consider himself an athlete, having been a two-time All-Conference defensive end for UC Davis and a ski patrol at Alpine Meadows in Lake Tahoe.
These days Brian finds himself coaching or cheering from the sidelines for his two boys and daughter at Palo Alto little league, soccer and basketball games. On occasion, he does escape to the mountains for some skiing or mountain biking, or to the coast for some surfing.
Mark Greenbaum is a seasoned M&A expert who has spent his entire career providing strategic advice to technology companies. Mark has been in Silicon Valley for more than twenty years and will be based in LUMA’s Palo Alto office.
Prior to LUMA, Mark spent more than a decade at GCA Savvian where he was a Managing Director focused on mergers and acquisition and was also a member of the firm’s management committee. At GCA Savvian, Mark lead a number of the firm’s leading transactions across the digital media, software and mobile ecosystems. Prior to GCA Savvian, Mark was a Vice President with Morgan Stanley’s technology M&A group in Menlo Park, California, and was previously a manager with Ernst & Young’s Entrepreneurial Services Group based in Palo Alto, California.
Mark graduated with honors with a BS in Business Administration from the University of California at Berkeley where he was a four-year member of the men’s volleyball team. He still considers himself a loyal (if often frustrated) Cal fan. He also returned to Berkeley’s Walter J. Haas School for his MBA – as apparently he didn’t get it right the first time.
Mark lives in Menlo Park with his wife, two daughters, and one huge dog named Dave. He has been known to occasionally “work” from Tahoe.
Dick Filippini is a Partner with LUMA Partners, heading up the firm’s coverage of the mobile sector, with a particular focus on the app economy. Prior to joining LUMA, Dick was a Managing Director at GCA Savvian and Head of Mobile Technology. Before his tenure at GCA Savvian, Dick worked in various roles at Optical Capital Group, WR Hambrecht + Co., Volpe, Brown, Whelan & Co., and UBS. Dick graduated with a BA in Political Economy from the University of California at Berkeley and also received a Masters in Business Administration from Berkeley’s Walter A. Haas School of Business, as well as a Diploma in Accounting and Finance from the London School of Economics.