IAN SHANNO Strategy | Corporate Finance | Merger & Acquisition Advisor
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IAN SHANNO Strategy | Corporate Finance | Merger & Acquisition Advisor [email protected] Purpose. Meaning. Progress. Achievement. These are my motivations in business and life. (858) 345-7720 Over 20 years’ experience in Mergers & Acquisitions, Investor Relations and alignmt.com/blog Management Consulting. I help companies develop growth strategies to optimize linkedin/in/ianshanno enterprise value and advise business owners to improve investor relations and merger & acquisition transactions. @ianashanno EDUCATION SKILLS MBA, Finance Strategic Planning Financial Structuring Business Development Pepperdine University Mergers & Acquisitions Financial Planning & Analysis Client Success Management Investor Relations Sales & Operations Planning Due Diligence BA, Philosophy Corporate Finance Financial Modeling Private Equity Boston University Business Valuation Business Process Improvement Venture Capital Corporate Development PROFESSIONAL EXPERIENCE • MANAGING DIRECTOR • JAN 2012 – PRESENT SAN DIEGO, CALIFORNIA ALIGNMT LLC is a leading provider of business consulting, analysis and outsourcing services. We are experts in strategy, finance and operations and are passionate about helping our clients succeed. Our clients rely on ALIGNMT to assess risk, support financial, investment and marketing decisions to improve business performance, growth and profitability in their daily operations. We help to drive innovation, cultivate insights and build unique solutions for our clients. We help businesses design and implement transformative solutions to improve operating performance, business productivity and strategic alternatives, enabling high quality strategy execution, investor relations and mergers & acquisitions. ALIGNMT partners with founders, CEOs and investors to define superior business strategies, enable disciplined financial management and create operational processes that are grounded in maximizing enterprise value. We bring 20+ years of experience, across myriad industry sectors, to help companies build lasting capabilities into their teams and help organizations mobilize for change and continuously adapt their strategies. We offer creative solutions that have helped hundreds of companies develop and execute winning strategies that create more value in their business. We work collaboratively with you on the following initiatives: > ALIGNMENT STRATEGY—Develop and implement a strategy that supports end-to-end value creation, taking advantage of our broad expertise and world-class capabilities in corporate, business and functional strategy, digital media design and marketing, organization productivity and performance analytics. We help lead your company to its full potential, today and in the future, by identifying where to play and how to win in your core business as you also build new engines of growth. > INVESTOR RELATIONS—Leverage inbound investor relations strategies integrated with social media to advance awareness, promote clarity and protect status. ALIGNMT connects companies, investment advisors and investors by delivering creative, expert and professional financial communications consulting, relationship building, awareness campaigns, social media marketing and public relations. > MERGERS & ACQUISITIONS—Assist business owners maximize enterprise value and make informed decisions throughout the entire M&A process. Most importantly at the beginning – the idea stage. We provide sell-side, buy-side, M&A integration and valuation services to the middle market. Responsibilities range from strategy to business development, client and project success management, including design, organization and execution. > Communicate compelling concepts to senior client leadership > Plan, organize and coordinate long-range and recurring activities of businesses, managing multiple, complex engagements. > Manage project teams and internal support resources. > Develop creative, tailored presentations, proposals, agreements and articles to meet client needs. > Develop custom Key Performance Indicator (KPI) reporting and utilize predictive models to inform and assist clients attain and enhance resource and process performance management. > Assess and coordinate client business requirements, preparing needs analyses and proposals, developing and negotiating contracts, and integrating contract requirements with business operations. > Provide analytics, reporting and performance insights while managing the tools required to improve business processes, reports and overall key performance indicators. > Qualify new accounts through a careful process of identifying and contacting prospect businesses with verifiable needs for professional services and an interest in outsourcing relevant projects and processes for business improvements and/or M&A transactions. > Develop and implement business plans, organization-wide financial policies, systems and controls that protect corporate assets and ensure the organization achieves its business and financial goals. > Direct progress and financial reporting, variance analysis, system implementation, performance management and improvement projects. > Work collaboratively with relevant business officers and staffers to meet the goals of the organization. > Ensure financial statements and operational reports are timely and accurate. > Interpret financial results, prepare analyses, reports and presentations. > Identify strategic, financial and operational problem areas and performance improvement opportunities to design, prepare and implement viable long-term solutions. UNION INVESTOR RELATIONS • MANAGING DIRECTOR • JUN 2008 – SEP 2016 IRVINE, CALIFORNIA Union Investor Relations LLC provides comprehensive financial communication services ranging from ongoing investor relations and public relations to crisis and transaction support. It combines in-depth sector knowledge with high-level capital markets, media and corporate communications experience to help companies maximize their equity and brand value. UnionIR offers a unique approach that is grounded in first-hand experience leveraging progressive communication strategies integrated with social media to advance awareness, promote clarity and protect reputations through the following practices: > Strategy & Positioning > Relationship Management > Intelligence & Analysis > Content & Message Development Activities involve planning and executing marketing campaigns, conducting sales follow-through and providing active account management. Developed and managed an active CRM of public companies. Created sales and marketing collateral and digital media projects. Developed collateral including investor presentations, press releases, earnings call scripts and road show materials. Highlights included organizing and executing road shows and Nasdaq Market Site events (e.g. bell ringing). FALLAHRENS & COMPANY • MANAGING DIRECTOR • AUG 2006 – JAN 2012 SAN DIEGO, CALIFORNIA FallAhrens & Company LLC provides Capital Strategy Resources. Specializing in growing companies, FallAhrens provides strategic and financial consulting services to businesses with transition initiatives including mergers & acquisitions. Responsible for sourcing, initiating, developing and maintaining relationships with prospective and client accounts for M&A and financial advisory assignments. Train, manage and mentor staff in execution of business valuations, industry research and transactional assignments. RELATIVE GROUP • MANAGING DIRECTOR • OCT 2002 – MAR 2006 LOS ANGELES, CALIFORNIA Relative Group LLC provides merger and acquisition, business valuation and corporate finance advisory services with industry focus on consumer products and services, media, technology and basic materials. Ian Shanno CV 1019 1.1 Page 2 of 3 MCGLADREY CAPITAL MARKETS • VICE PRESIDENT • MAY 1999 – OCT 2001 IRVINE, CALIFORNIA McGladrey LLP, known as RSM, is a leading provider of audit, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide. Performed all aspects of Mergers & Acquisitions practice services including business valuation, sell-side M&A, buy-side M&A, recapitalizations, restructurings and client success management. As the first employee of the startup entity acquired by McGladrey LLP, I was responsible for initial hiring, establishing business development, and implementing client success management, and business operations practices. I participated in growing the business starting with only the founders and me to ~180 employees and over 1,000 clients in 2½ years. CITIGROUP GLOBAL MARKETS • ASSISTANT VP • JUN 1997 – APR 1999 IRVINE, CALIFORNIA Citigroup Inc., a diversified financial services holding company, provides various financial products and services for consumers, corporations, governments, and institutions worldwide. Performed all aspects of Mergers & Acquisitions practice services including business valuation, sell-side M&A, buy-side M&A, recapitalizations, restructurings and client success management. SELECT TRANSACTION EXPERIENCE Seller Buyer Value Industry Union Investor Relations LLC ALIGNMT LLC Not Disclosed Business Services UT Air—2 Airbus A321 Aircraft Airway Lease Corp. $120 million Transportation Alfa Alfa Palace Entertainment $50 million Family Entertainment Malibu Grand Prix Palace Entertainment $35 million Family Entertainment Rose & Kindel Hunstworth PLC Not Disclosed Business Services Holt Value Associates Credit Suisse First Boston $110 million Enterprise Software AOP Industries Inc. Precision Castparts Corp. Not Disclosed Industrial