Jonathan Shames

Jonathan Shames Email and Phone Number

Retired EY Senior Partner | Senior Advisor | Board Member | Audit Committee Chair | Private Equity/Venture Capital @ Opalvest
Jonathan Shames's Location
Great Falls, Virginia, United States, United States
About Jonathan Shames

I retired from EY in July 2021 after a successful 38-year career.My current business activities include a number of different roles with various organizations, including private equity, technology and non-profit organizations. The largest role I play is as a senior advisor to MorganFranklin Consulting, a management and technology consulting firm that works with leading businesses to address critical finance, technology and business objectives. I also currently serve as a board member and chairman of the audit committee of Blue Owl Real Estate Net Lease Trust, a public REIT. I am a connector and catalyst with decades of client service, leadership, financial expertise and board governance credentials, all with EY. I have had significant US and global experience, leading C-Suite and board engagements across multiple sectors while also building and global, national and local EY businesses with markets and P&L responsibilities. I am viewed as a strategic, relationship-focused and entrepreneurial leader, with strong expertise in M&A, Private Equity and Venture Capital. As a result of these skills, I can specifically offer a value-added perspective in the areas of finance team assessment, CFO mentoring, IPO readiness and identifying financing alternatives, especially around Private Equity. I am a global expert with significant expertise working with and advising companies on matters of geopolitical importance, having spent the past 4+ years starting up, growing and leading EY’s Geostrategic Business Group. I am well positioned to serve as a highly engaged, practical advisor to company executives and board members as an audit committee chair or member, as I am qualified to serve as a financial expert under SEC, NYSE and NASDAQ rules, and an active CPA. I especially love working with high growth, pre-IPO companies and I would immediately contribute as an active member of a board of director or board of advisors to help a management team execute on significant growth and transactions.

Jonathan Shames's Current Company Details
Opalvest

Opalvest

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Retired EY Senior Partner | Senior Advisor | Board Member | Audit Committee Chair | Private Equity/Venture Capital
Jonathan Shames Work Experience Details
  • Opalvest
    Advisor
    Opalvest Jun 2023 - Present
    White Plains, New York, Us
    The Opalvest platform makes it easier to access alternative funds and simplifies a complex world for investors and issuers.
  • Blue Owl Real Estate Net Lease Trust
    Chairman Of The Audit Committee And Board Member
    Blue Owl Real Estate Net Lease Trust Aug 2022 - Present
  • Morganfranklin Consulting
    Senior Advisor
    Morganfranklin Consulting Mar 2022 - Present
    Mclean, Va, Us
    Provides MorganFranklin's leadership team with marketplace and industry insights in order to help their clients better navigate global and local business challenges
  • River Bend Golf And Country Club
    Treasurer And Chairman, Finance Committee
    River Bend Golf And Country Club Jan 2022 - Present
    Great Falls, Virginia, Us
  • Enquire Ai
    Chairman, Advisory Council
    Enquire Ai Jul 2021 - Present
    Washington, Dc, Us
    Enquire AI is on a mission to make organizations knowledge-efficient. We provide the world’s leading enterprises an AI-powered platform to leverage global subject-matter expertise in real time.
  • Ey
    Geostrategic Business Group Leader
    Ey Feb 2017 - Jul 2021
    London, Gb
    I was the lead partner for EY's Geostrategic Business Group, focused on actively working with organizations and institutions globally to understand the business implications of the geopolitical landscape and help them navigate it, manage existing global operations and identify new business opportunities.
  • Ey
    Global Client Service Partner - Private Equity
    Ey Aug 2007 - Jul 2021
    London, Gb
    I served as the Global Client Service Partner in the Private Equity Services practice of EY, leading our relationship with several of the largest PE funds in the world.
  • Ey
    Americas Private Equity Leader
    Ey Jul 2010 - Jun 2013
    London, Gb
  • Ey
    Assurance Partner
    Ey Jul 1998 - Aug 2007
    London, Gb
    Assurance Partner with a focus on Technology and MediaCo-Office Managing Partner - 2002 to 2007Strategic Growth Markets Leader - 2000 to 2007Technology, Communications & Entertainment Leader - 1999 to 2003
  • Ey
    Assurance Partner
    Ey Jul 1996 - Jul 1998
    London, Gb
    Assurance Partner with a focus on Media & Entertainment and Retail/Consumer Products.
  • Ey
    Non-Partner In Assurance
    Ey Jun 1983 - Jun 1996
    London, Gb

Jonathan Shames Skills

Mergers Private Equity Corporate Finance Due Diligence Capital Markets Corporate Governance Entrepreneurship Finance Financial Reporting Ipo Internal Controls Leadership Management Consulting Restructuring Sec Filings Sarbanes Oxley Act Start Ups Strategic Financial Planning Strategy Venture Capital Mergers And Acquisitions

Jonathan Shames Education Details

  • Colgate University
    Colgate University
    Economics
  • Nyu Stern School Of Business
    Nyu Stern School Of Business
    Finance

Frequently Asked Questions about Jonathan Shames

What company does Jonathan Shames work for?

Jonathan Shames works for Opalvest

What is Jonathan Shames's role at the current company?

Jonathan Shames's current role is Retired EY Senior Partner | Senior Advisor | Board Member | Audit Committee Chair | Private Equity/Venture Capital.

What is Jonathan Shames's email address?

Jonathan Shames's email address is js****@****gcc.org

What is Jonathan Shames's direct phone number?

Jonathan Shames's direct phone number is +170340*****

What schools did Jonathan Shames attend?

Jonathan Shames attended Colgate University, Nyu Stern School Of Business.

What are some of Jonathan Shames's interests?

Jonathan Shames has interest in Skiing, Exercise, Soccer, Reading, Hiking, Tennis, Golf, Travel, Movies, Food/wine.

What skills is Jonathan Shames known for?

Jonathan Shames has skills like Mergers, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Corporate Governance, Entrepreneurship, Finance, Financial Reporting, Ipo, Internal Controls, Leadership.

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