Jeffrey S. Shippy, Mba, Cpa

Jeffrey S. Shippy, Mba, Cpa Email and Phone Number

Founder, CEO and Managing Principal @ Audacity IB | The Innovator's Investment Bank
Westwood, CA, US
Jeffrey S. Shippy, Mba, Cpa's Location
Westwood, California, United States, United States
Jeffrey S. Shippy, Mba, Cpa's Contact Details

Jeffrey S. Shippy, Mba, Cpa work email

Jeffrey S. Shippy, Mba, Cpa personal email

n/a
About Jeffrey S. Shippy, Mba, Cpa

Founder, CEO, and Principal of Audacity IB, an award-winning exit investment banking and strategy consulting firm that exclusively serves founder-owned-and-operated businesses across (1) traditional sectors, including food/consumer products, manufacturing, and distribution, and (2) disruptive sectors, including software technology, medtech, and industrial tech.With 30 years of experience in investment banking/M&A, corporate finance, and disruptive venture, I have executed more than 35 M&A transactions and served numerous founder-owned businesses as a C-suite operations advisor and principal financial executive.My mission is to help entrepreneurs realize their retirement dreams and successfully complete the single most important wealth-building event of their lives. I specialize in selling companies to strategic buyers and financial sponsors through our aggressively thorough transaction processes, and providing strategic direction, financial growth alternatives, value maximization advice, and exit options to business owners and private equity firms. I also offer daily operations execution and strategy and business development solutions, integrating investment banking services with full business lifecycle consulting services. I leverage deep industry expertise, meticulous deal execution, and care for my clients to drive extraordinary transaction outcomes and transform entrepreneurs' lives and the companies they serve.

Jeffrey S. Shippy, Mba, Cpa's Current Company Details
Audacity IB | The Innovator's Investment Bank

Audacity Ib | The Innovator'S Investment Bank

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Founder, CEO and Managing Principal
Westwood, CA, US
Jeffrey S. Shippy, Mba, Cpa Work Experience Details
  • Audacity Ib | The Innovator'S Investment Bank
    Founder, Ceo And Managing Principal
    Audacity Ib | The Innovator'S Investment Bank
    Westwood, Ca, Us
  • Audacity Ib
    Entrepreneur | Founder, Ceo & Principal
    Audacity Ib Aug 2020 - Present
    Los Angeles, Us
    Audacity IB is a nationally recognized, award-winning exit investment bank that exclusively serves entrepreneur-owned-and-operated businesses across traditional industries, as well as disruptive industries including medtech, technology, and industrial tech. Our team has completed more than 100 assignments - driving extraordinary transaction outcomes through meticulous deal execution and care.
  • Stout
    Shareholder/Director Of Investment Banking - Industrial Tech, Medtech, Mfg, High Tech & Consumer
    Stout 2017 - Jul 2020
    Chicago, Il, Us
    Joined the Los Angeles office at start-up launch (1st professional hire with office head). Set and developed office culture and the build of staff, productivity, training, and mentoring, ultimately resulting in Stout consecutively earning within the top 3 “Best Places to Work in Los Angeles” per the Los Angeles Business Journal.Was responsible for providing healthcare, manufacturing, medtech, and software business owners and private equity firms with strategic direction, financial growth alternatives, value maximization advice, and exit options. Structured and executed M&A and capital raise transactions on owners' behalf (e.g., sale of businesses, carve-out divestitures, minority/dividend recaps, etc.). Served all types of owners, regardless of stage of corporate growth (early-stage to large mature businesses).
  • Stout
    Senior Vice President | Investment Banking
    Stout 2014 - 2017
    Chicago, Il, Us
  • Stout
    Vice President | Investment Banking
    Stout 2011 - 2014
    Chicago, Il, Us
  • Houlihan Lokey
    Senior Associate | Investment Banking
    Houlihan Lokey 2006 - 2009
    Los Angeles, Ca, Us
    Successfully executed numerous M&A and capital finance transactions and other strategic development projects for leading private equity firms and Western U.S. region-based private and public companies.
  • Epic Ventures
    Associate | Venture Capital | Biotech And Technology
    Epic Ventures 2002 - 2004
    Salt Lake City, Ut, Us
    A Draper Fisher Jurvetson (DFJ) affiliate early-stage venture capital firm formerly known as Wasatch Ventures. Conducted buy-side due diligence and delivered assessments of investment opportunities resulting in the closing of several investment transactions. Assessed product/service revenue models, IP, and business strategies; conducted market research; met with and diligenced business founders/entrepreneurs; interviewed industry experts; prepared valuations and internal investment memos; and presented investment recommendations. Also assisted in Board-level oversight and strategic advisory for select portfolio companies, as well as the raising of the firm’s then next funding round. Notable completed transactions include:- $7 million seed investment in Exagen, Inc., which subsequently went public under the ticker NASDAQ: XGN- $6 million seed investment in Lumidigm, which was subsequently acquired by HID
  • Accenture
    Senior Consultant | Healthcare & Technology
    Accenture 1999 - 2001
    Dublin 2, Ie
    Responsible for business strategy development and operational transformation engagements, working within cross-functional teams of up to 50 professionals. Clients included Silicon Valley-backed venture capital startups, private equity portfolio companies, and Fortune 500 companies (e.g., Blue Cross Blue Shield, Sun Microsystems, Cisco, etc.). Responsible for building trust and authenticity-based relationships with senior client executives and the Accenture team (technology, process, strategy, and change management).
  • Bdo
    Certified Public Accountant
    Bdo 1995 - 1998
    Brussels, Brussels, Be
    BDO is one of the nation’s largest CPA firms, and the largest for founder-owned small-to-midsized businesses ("SMBs"). A focus on accounting services (attest/audit, valuation, tax) for private and Fortune 1,000 clients across industry sectors, including industrial manufacturing, healthcare, consumer goods, food, retail, distribution, and business services. Led and executed numerous client assignments surrounding valuation matters, litigation disputes, and financial reporting. Also advised clients on financial statement/GAAP reporting, strategic and operational planning, cash flow management, shareholder value maximization, and other matters. Also served as EVP/Director of Finance for one of my clients (1998/1999), resulting in a successful first institutional capital raise and my ultimately relocating to the Western U.S. region. The company is still active and now regarded as a national leader in its sector.Earned CPA License in Illinois, including by passing the Uniform CPA Exam on first attempt. Also earned and held designations in business valuation (ASA and ABV designations, both currently inactive).

Jeffrey S. Shippy, Mba, Cpa Skills

Mergers And Acquisitions Financial Modeling Valuation Corporate Finance Private Equity Business Valuation Financial Analysis Strategy Strategic Planning Investment Banking Due Diligence Investments Mergers Management Consulting Sales Business Strategy Analysis Sale Of Companies Healthcare Forecasting International M&a Mergers And Acquisitions Equities

Jeffrey S. Shippy, Mba, Cpa Education Details

  • Stanford University Graduate School Of Business
    Stanford University Graduate School Of Business
    Stanford Executive Program (Sep)
  • Thunderbird School Of Global Management
    Thunderbird School Of Global Management
    Finance And International Management
  • Northern Illinois University
    Northern Illinois University
    Accountancy And Business
  • Certified Public Accountant (Cpa)
    Certified Public Accountant (Cpa)

Frequently Asked Questions about Jeffrey S. Shippy, Mba, Cpa

What company does Jeffrey S. Shippy, Mba, Cpa work for?

Jeffrey S. Shippy, Mba, Cpa works for Audacity Ib | The Innovator's Investment Bank

What is Jeffrey S. Shippy, Mba, Cpa's role at the current company?

Jeffrey S. Shippy, Mba, Cpa's current role is Founder, CEO and Managing Principal.

What is Jeffrey S. Shippy, Mba, Cpa's email address?

Jeffrey S. Shippy, Mba, Cpa's email address is js****@****yib.com

What schools did Jeffrey S. Shippy, Mba, Cpa attend?

Jeffrey S. Shippy, Mba, Cpa attended Stanford University Graduate School Of Business, Thunderbird School Of Global Management, Northern Illinois University, Certified Public Accountant (Cpa).

What skills is Jeffrey S. Shippy, Mba, Cpa known for?

Jeffrey S. Shippy, Mba, Cpa has skills like Mergers And Acquisitions, Financial Modeling, Valuation, Corporate Finance, Private Equity, Business Valuation, Financial Analysis, Strategy, Strategic Planning, Investment Banking, Due Diligence, Investments.

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