Chad Anselmo Email & Phone Number

Lionshield is a long-term holding company primarily investing in the lowermiddle market specifically in home and commercial services. We invest indefinitely incompanies, enhancing value through collaboration with management, steered by ourcore values.

Established in August of 2000 based off a brainstorming idea with business partner (wife). While we leveraged already know technology and processes, we were able to combine thousands of years of advice and direction to create a unique offering. We currently have 5 viable products helping mankind achieve unseen results.Two of our products (code named Alex and Andrew) were produced using traditional organic growth methods, while two (code named Chris and Charlie) were acquisitions. One was a Joint Venture turned acquisition (code named Gio)o Chris was a late stage acquisition that saw a 13% CAGR in the first 4 years with the organization. Chris merged with another company's product (code named Maya) in 2023, and is currently exploring in other markets.o Alex and Andrew were organic products, and have had a respectable 22% and 28% CAGR since launcho Charlie was an early stage Acquisition, and has seen a 30% CAGR since purchase.o Gio was a Joint Venture that allowed us to provide management oversight while retaining the right to receive dividends (currently still a cost center). Fully Acquired in March 2024.Company has achieved many milestones in its existence. Namely:o Over 12,000 diaper changes. We were able to reduce the number of wipes used by 90% from 20 to 2 in each of those instances by using best practices and bench-markingo Successfully navigated 9 company relocations in three stateso Each product has passed numerous QA tests on an annual basis with one being certified GATE by the California Educational systemo In 2016 completed 7 country roadshow throughout Europe to test new markets. As of this posting, no known major adverse reactions to contact with or use of products.

Salt Lake City, Utah, Us

- Involved with Get Seeded and the Lassonde Center

Investments: Dama, Flexpay, Coterie, Dailypay, Corvia, 1917, JupiCo, Lionshield

Austin, Texas, Us

Corvia delivers safe, affordable, and reliable access to payments through an advanced risk ecosystem, a service-focused approach to enable success, strategic partnerships that enhance impact and inspire growth with a culture centered on community integrity and accountability. The company is a PE owned, fast-growing fintech headquartered in Austin, Texas. For more information, please visit corviapay.com.

Austin, Texas, Us

Austin, Texas, Us

Austin, Texas, Us

London, London, Gb

• Lead M&A for Payment Processing division focusing on acquiring companies to drive scale and strategic synergies. Also bought portfolios to increase profitability.• Assisted in the sale of Paysafe to a consortium of Private Equity owners lead by Blackstone and CVC for $4.6B Enterprise Value.

London, London, Gb

Paysafe is a global provider of online payment solutions, trusted by businesses and consumers in over 200 countries and territories to move and manage billions of dollars each year.• CFO for Paysafe’s Processing Division comprising a portfolio of 10 processing companies comprising ~ $800M in annual revenue and over $23B in processing volume.• Leading more than 60 Finance and accounting team members in multiple countries.• Completed the Acquisitions of MCPS ($470M) in August 2017 and Meritcard ($16M) in Feburary 2016• Lead creation of global set of reports and financials for newly established division; including P&L, merchant profitability and attrition, budgets, sales quotas, operational metrics, and board reporting.

London, London, Gb

Meritus Payment Solutions provides a breadth of payment and transaction processing solutions that include mobile, credit and debit cards, gift and loyalty cards, Electronic Benefit Transfer (EBT), Automated Clearing House (ACH), Check 21 and more. Meritus Payment Solutions also develops proprietary payment tools including gateway Payment XP, merchant-defined risk engine Fraud XP, and Chargeback Management System. In July 2014, Meritus entered a definitive agreement to sell to Optimal Payments. • Currently leading Finance, Accounting, Facilities, Collections, and Legal. Operating in hyper growth environment with revenues rising from $36M in FY12 to $100M+• Oversaw due diligence, contract review, NWC analysis, and communication for sale of Meritus to Optimal Payments (now Paysafe) for $210M.• Finance: Constructed first strategic plan, valuation, budget and forecasting for company, and helped management understand measurements. Created KPI’s for each department in to be used in new standardized bonus program. Wrote sales comp plan, developed key metrics and management reports. Managed and cultivated outside tax, audit, and banking relationships. Underwrote loans and cash advances to merchant and sales partners, as well as negotiated and acquired partner portfolios. • Accounting: Restructured Chart of Accounts. Lead organization through first external audit earning a “clean” opinion. Oversaw creation of profitability reports by client, sales office, and banking relationship. Standardized billing of ancillary fees bringing in over $2M+ of previously unbilled revenue. Tightened monthly close process down from 35 days to 10.• Facilities: Managed the build-out of new 22K+ sqft corporate headquarters including selection, contract, negotiation, design, and procurement of furniture and fixtures. Managed the consolidation of two facilities into one, including the re-orchestration of the entire employee base.

Costa Mesa, Ca, Us

• Head of Finance role for global division with 900 employees.• Managed talented group of finance business partners in 6 different time zones on 4 different continents. • Restructured recharge model to allow for better product profitability and financial reporting• Oversaw capital expenditures totaling $25M p.a. setting amortization schedules and WIP reports.• Responsible for overseeing team measuring performance against budget, key performance indicators, utilization, and capacity resourcing. • Helped develop plan to modernize technology stack potentially saving the division $20M p.a.• Member of senior leadership team detailing plans on how to engage and encourage the most out of our employees.

Costa Mesa, Ca, Us

• Lead the Finance function in the development and strategy of the Global Products and Technologies Group (GPTS). This included identifying the structure and overall reporting process of the organization, consolidating the monthly results, generating the monthly report, identifying key metrics, and analyzing monthly results versus plan. Brought time of reporting down from 13 days to 6 days through optimization of resources in different time zones.• Lead a small team of analysts involved in financial budgeting and a multi-year strategic planning process. • Recommend benchmarks for measuring the financial and operating performance of GPTS. As GPTS was Experian’s main source of technology costs, one of the challenges of this position was communicating among the many stakeholders of the organization the benefits of a central, yet allocated, technology group. • Worked with global finance leaders to develop and ensure that appropriate systems, policies, budgets, controls, and procedures were in place to support sound practices in support of the strategic direction of the business. • Built database to develop a location based hiring strategy for the entire organization and created analysis to be presented to executives to initiate program. Showed opportunity and roadmap for 5% ($65M) in labor savings in 5 years through attrition and hiring practices in strategic locations. • Sat on Global Controllers Council, Transfer Pricing Committee, and Time reporting system Steering Committee

Costa Mesa, Ca, Us

• Director of a small, yet highly efficient finance team, who oversaw Accounting, Forecasting and Planning including: Sales, Labor, and CapEx. Also oversaw abundant ad-hoc assignments, scenario modeling, numerical presentation, and financial analysis.• Responsible for oversight of revenue recognition procedures in a complex software sales environment. • Established month-end close packet and met with Executive Management team frequently to review results and offer financial consultation. Assisted Executive Team in creation of 5 year strategic plan and growth initiatives. • Produced Pipeline Statistics Report which extrapolated time to closure and revenue treatment. This allowed us to have a multi-year view on our revenue commitments.• Maintained database of competitors’ revenue for market share, comparisons, and trends. • Compiled annual Client Profitability Analysis which analyzed each client and product to determine areas of focus. • Established price books to empower sales reps and ensure product profitability as well as approved all pricing going out to clients optimizing for ROI, deal structure, and revenue recognition. • Sat on the Global Transfer Pricing team which advised business units on proper intercompany pricing and corresponding elimination procedures; as well as negotiated our rates and eliminations with other business units. • Oversaw compensation plans for sales associates including setting up appropriate leverage, revenue and contract value quotas, and payment schedules. Assisted the sales staff in client presentations, negotiations, and historical revenue analysis. • Helped consolidate three Business Units into one, eliminating 3 Legal Entities (4 to 1), and 174 Cost Centers (214 to 40). • Won Global Finance award for excellance in assisting in the sales of a new product suite to a strategic client.

Costa Mesa, Ca, Us

• Division had unprecedented growth during tenure going from$300M+ to $500M+ Assembled team of Financial Analysts whose primary responsibilities include forecasting, planning, budgeting and analysis. This allowed our division to achieve 33% growth CAGR and establish finance as a go to resource to determine the best allocation of resources in the most profitable avenues.• Coordinated Executive Management requests and ad-hoc reports, as well as oversaw all business development modeling, product pricing, CapEx forecasting, profitability analysis, and headcount metrics. • Helped establish month-end close processes and reporting, including issuing a comprehensive close packet which details all performance metrics and results from the reporting period, Fiscal YTD, and 15 month trends. Compiled results from Senior Team into PowerPoint presentation and reviewed with BU President for monthly and quarterly results meetings. • Involved in various oversight committees and planning teams including: Senior Management Team and All-Hands Employee Events Planning Team. • Lead the build-out of Cognos Enterprise Planning solution as well as generation and reporting of key performance indicators and other Business Intelligence trends and analysis.

• Responsible for constructing and maintaining financial models used for forecasting, budgeting, and recording actuals. • Responsible for nine facilities and their financial reporting requirements; the reviewing of these results with the CFO, Controller, and VP Finance in monthly meetings, and performing analysis to identify trends. In addition, created and prepared monthly, quarterly, and yearly financial statements. • Consulted with the Managing Director of Facilities on operational opportunities and strategic initiatives. • Architect and implementer of an extensive P&L model for the Creative Services division in Cognos Enterprise Planning Software. • Performed numerous ad-hoc analyses on markets, payroll, capital expenditures, and facility renovation.

Universal City, Ca, Us

• Responsible for generation of various monthly, quarterly, and yearly financial reports, reviewing information for historical and future trends. • Budget coordinator for consolidation of financial reports for 96 cost centers across 40 profit and loss lines. • Performed various ad-hoc analyses on relocation projects, return on investment, utilization percentages, headcount, and cash receipts for Studio Operations. • Led monthly forecast meetings attended by senior management. • Administrator of Hyperion Pillar Financial Software used to develop the division’s annual plan and monthly forecast. • Led credit team in the process improvement of the Credit Application to paperless processing and storage; taking the credit application process down from 4 days to several hours.

Salt Lake City, Utah, Us

Founding Associate in Univerity of Utah sponsored Venture capital fund.

• For Classic Kitchens and MuzzleLoading Technologies: Performed break-even analysis, pro-forma’s, equity valuations, return on investments, and developed pricing schedules. Managed sales representatives, organized production runs, reconciled chart of accounts, oversaw product development, prepared projected financial reports and sales figures, assisted in general restructuring of ownership. • Additionally for Muzzleloading Technbologies: Helped take sales from $5K/ month to $6oK/ month , while shaving cost of goods sold by 10%. Managed operations and manufacturing personnel, and consulted with Sales VP. • For Red Rock Capital: Reviewed companies applying for capital, wrote business plans, evaluated finances of struggling companies, and prepared presentations for potential investors.

Master; Professional, Business Administration

Emerging Cfo Program

Bs-Finance, Corporate Finance

Bs - Marketing, Brand Management