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

Westwood, Ca, Us

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.

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).

Chicago, Il, Us

Chicago, Il, Us

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.

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

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).

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).

Stanford Executive Program (Sep)

Mba, Finance And International Management

Bs, Accountancy And Business

Education record