Shawn Edwards

Shawn Edwards Email and Phone Number

CFO | Finance | Operations | M&A | Private Equity | Growth | Value Creation | Business Partner | Strategy | SaaS @ AutoAlert
Shawn Edwards's Location
Orange County, California, United States, United States
Shawn Edwards's Contact Details
About Shawn Edwards

Shawn has more than 15 years of private equity and M&A experience at diversified middle market companies, with a specialization in software/information/technology. During that time, he has partnered with CEO’s and leadership teams to accelerate growth and maximize value. Shawn specializes in transforming family owned businesses into high-performing private equity platform companies. He has participated in more than a dozen M&A transactions over the past 15 years with a cumulative value of well over $1B. This M&A experience includes both bolt-on and transforming deals as well as buy-side and sell-side experience. While Shawn prefers high-growth organizations, he has also dealt with the hardships of a liquidity challenged environment that resulted in an out-of-court restructure. With his experience in software/information businesses, Shawn believes in the power of transparency and leveraging data driven analysis to drive informed business decisions. Shawn is a CPA (inactive) with early career Big 4 experience in a variety of industries.Shawn attended the University of Virginia where he earned a Bachelor of Science in Commerce with a concentration in Accounting. He is a Certified Public Accountant, inactive. Shawn lives in Newport Beach, California.Industry Experience:SaaS | Information | Tradeshows | Professional Services | Media | Conferences & Events | Government Contracting | Multi-Unit Operations | Real EstateSpecialties:Finance | Operations | M&A | Private Equity | Recurring Revenue | Subscription | SaaS | Scalable Growth | Leadership | Business Development | Innovation | P&L Management | M&A Integration | Middle Market | Strategy & Planning | Forecasting | Budgeting | Cash Flow | Mergers | Acquisitions | Measurement | Change Management | System Implementation | Operational Efficiency | Financial Reporting | Financial Planning | Budget Process | Compliance | Performance Improvement | Metrics Driven | Problem Solver | Big Data | Analytics | Management | Strategic Partnerships | COO | CFO | President | CPA | VPAbout:Work Ethic | Integrity | Servant Leader | Hands-on | Relentless | Resourceful | Bias Towards Action | Coach & MentorPrivate Equity companies worked with:Level Equity | Marlin Equity Partners | Oaktree | CCMP | Pamlico | KKR | Strategic Value Partners | Tennenbaum Capital Partners | Veronis, Suhler, Stevenson Credentials:Certified Public Accountant, inactiveContact:T: 703.627.4489E: sedwards@hardestyllc.com

Shawn Edwards's Current Company Details
AutoAlert

Autoalert

View
CFO | Finance | Operations | M&A | Private Equity | Growth | Value Creation | Business Partner | Strategy | SaaS
Shawn Edwards Work Experience Details
  • Autoalert
    Cfo
    Autoalert 2023 - Present
    Kansas City, Mo, Us
    A BlackRock portfolio companyAutoAlert partners with dealerships and OEMs to empower them with data capabilities to gain valuable customer insights, create innovative strategies around new opportunities, and exceed customer expectations.Bringing multiple data sources into AutoAlert’s real-time, dynamic platform gives dealerships the ability to predict – and even drive – customer behavior accurately. Key-to-key alerts fire immediately when a customer moves into nine opportunity statuses, providing the dealership team with proven actions for customer engagement. The AutoAlert platform is designed for easy use by every dealership department, uniting teams around data to increase sales and service opportunities and provide a seamless customer experience.Founded in 2002, AutoAlert leads the industry in innovative data-mining software solutions that help build customer relationships and strengthen loyalty. AutoAlert partners with more than 2,700 dealerships to dynamically turn data into actions that get results. Additionally, our OEM program allows dealerships and manufacturers to eliminate data barriers between dealership systems to increase loyalty and improve the customer experience.
    View
  • Hardesty, Llc
    Partner
    Hardesty, Llc 2019 - Present
    Irvine, Ca, Us
    Hardesty, LLC is an executive services firm providing experienced chief financial officers, controllers and other financial management professionals to companies ranging from emerging growth to large public entities. We offer on-demand financial professionals who have deep financial, strategic and operational management experience. Whether the solution is an interim placement, a special project engagement or a permanent placement, we can accommodate your requirements.Our team is comprised of both senior industry executives and experienced financial staff recruiters. We excel in delivering highly effective talent who are experienced in rapidly integrating into our clients’ operations. Our CFO partners, principals and other professional staff, whose training generally includes CPA's or MBA's, are selected for their extensive experience as seated CFO's, VP's of Finance and Controllers.Industry Experience: private equity backed companies, healthcare, education, restaurants/food, manufacturing, aerospace & defense, retail and high tech.Locations: Orange County, Los Angeles, Northern California, Atlanta, Birmingham, New York, Miami, Tampa, Seattle, Phoenix, Boston and Portland.
    View
  • Planet Dds
    Chief Financial Officer
    Planet Dds 2021 - Dec 2023
    Irvine, California, Us
    Level Equity and Aquiline Capital Partners portfolio company
    View
  • Lifesize
    Interim Chief Financial Officer
    Lifesize 2020 - 2021
    Austin, Tx, Us
    Marlin Equity Partners portfolio company
    View
  • Technomic Inc.
    President (Incl. Cfo/Coo Responsibilities)
    Technomic Inc. 2017 - 2019
    Chicago, Illinois, Us
    The premier information and advisory company serving the restaurant industry. The company provides its services through a recurring revenue/SaaS model which provides cloud-based applications to food suppliers and restaurants. The company’s tools and applications support sales enablement, strategy and revenue/margin optimization. Technomic is owned by parent company Winsight (Restaurant Business, National Restaurant Association Show, etc.). Winsight is a Pamlico Capital portfolio company.Responsible for evolving 50-year-old family owned business into a growing private equity portfolio company by increasing global offerings, releasing new products with new big data sets and enhancing existing product offerings along with predictive analytics.Launched global and big data products which led to double digit information growth in a resource-constrained environment.Leveraged people, process and technology as we ramped the sales team for growth to exploit the company’s prospect universe while supporting those efforts with technology implementations including Marketo and SalesLoft.Provided leadership and guidance to a team of VP’s that passionately supported my leadership style and their ability to enhance their skillsets and capabilities with my direction and counsel. Leveraged a TEAM approach (Transparency, Empowerment, Accountability, Measurement) to increasingly focus company culture on people and information.
    View
  • Technomic Inc.
    Evp, Finance And Strategy
    Technomic Inc. 2016 - 2017
    Chicago, Illinois, Us
    View
  • Metrostudy
    Chief Financial Officer | Chief Operating Officer
    Metrostudy 2015 - 2016
    Washington, Dc, Us
    The leading provider of residential housing information and services. The company provides its services through a recurring revenue model that provides high touch service offering to clients through private consultations, networking events and access to our cloud-based Metrosearch solution as well as our Insight mobile application. Responsible for value creation through organic and acquired revenue and earnings growth as well as operational efficiency. Part of the acquisition and integration team in which Hanley Wood Market Intelligence and Metrostudy were merged together in late 2012 as part of a transforming transaction. Achieved double digit annual revenue growth and roughly 4x EBITDA growth since taking on this role.Through formal sale process, achieved offer of roughly 12x EBITDA for Metrostudy (>$100 million).Established vision, obtained funding and implemented cloud-based operating platform that spans complete subscription management life cycle (quote to cash). The operating platform solution includes Zuora, Salesforce.com, Echosign, Avalara, Epicor and the company’s proprietary provisioning system. The platform enables comprehensive and timely KPI reporting.Provide constant guidance and direction to President that will maximize our utilization of resources across the organization with the goal being to drive new revenues, increase our renewal rate, and focus on the continuous growth of our annual recurring revenue that will lead to highest possible valuation at time of exit. Create framework for acquisition integrations.Completed two bolt-on acquisitions: New Home Trends (2014) and Real Estate Economics (2015).
    View
  • Metrostudy
    Cfo
    Metrostudy 2013 - 2015
    Washington, Dc, Us
    The leading provider of residential housing information and services. The company provides its services through a recurring revenue model that provides high touch service offering to clients through private consultations, networking events and access to our cloud-based Metrosearch solution. Responsible for value creation through organic and acquired revenue and earnings growth as well as operational excellence. Part of the acquisition and integration team in which Hanley Wood Market Intelligence and Metrostudy were merged together in late 2012 as part of a transforming transaction. Achieved double digit annual revenue growth and roughly 3x EBITDA growth since taking on this role.Established vision, obtained funding and implemented cloud-based operating platform that spans complete subscription management life cycle (quote to cash). The operating platform solution includes Zuora, Salesforce.com, Echosign, Avalara, Epicor and the company’s proprietary provisioning system.Provide constant guidance and direction to President that will maximize our utilization of resources across the organization with the goal being to drive new revenues, increase our renewal rate, and focus on the continuous growth of our annual recurring revenue that will lead to highest possible valuation at time of exit.
    View
  • Hanley Wood, Llc
    Vice President Of Finance
    Hanley Wood, Llc 2010 - 2013
    Washington, Dc, Us
    Participated in complex restructuring of more than $400M in debt and $35M equity raise that included Oaktree Capital Management, Strategic Value Partners and Tennenbaum Capital Partners.Senior financial executive responsible for all compliance reporting and forecasting for company's $80M credit agreement; treasury and cash management for $175M corporate entity.Led due diligence team for transforming real estate information/software acquisition completed in December 2012.Completed debt refinance in 2013 with senior and junior tranches which included GE and KKR.Decreased audit fees by 25% by focusing audit approach on entity level controls.Restructured accounting team to focus on continuous improvement while decreasing overall costs by more than 10%.Implemented TM1 – the IBM/Cognos reporting/planning/analysis software.
    View
  • Hanley Wood, Llc
    Executive Director
    Hanley Wood, Llc 2009 - 2010
    Washington, Dc, Us
    Provider of new home supply and demand information delivered via SaaS (Housing Intelligence Pro). This is an entrepreneurial growth company that is part of a more established company.Provide management direction and leadership to all operations of the real estate information/software division with approximately 150 employees. Guide the division through prosperous times with double-digit revenue and earnings growth and navigate the company through the most challenging housing downturn in decades while providing leadership stability through multiple changes in executive management.• Served as primary owner of new SaaS product release and migration. Responsible for complete oversight and performance of all operational functions required to complete an effective on-time product release. This includes oversight of the following departmental teams: Sales, Customer Service, Research, Published Research, Accounting, Finance, Marketing, Product Management and Product Development.• Drove sales department reorganization after extensive customer, sales territory, sales yield and market analysis. Analysis included market research, market sizing and appropriate definition of strategic accounts by vertical (builders, financial institutions, brokers, developers, etc.) and profile for successful sales people. This allowed the company to focus on rapid new product monetization by identifying and acquiring targeted, industry-leading customers seeking large dollar deals for national content.
    View
  • Hanley Wood, Llc
    Chief Financial Officer
    Hanley Wood, Llc 2005 - 2009
    Washington, Dc, Us
    Provided financial and operational guidance to a company with approximately 150 employees. Directed complex financial events including company’s exit from a major business operation which included 10% workforce reduction and discontinued operations financial disclosure. Prepared operating and capital budgets and three and five year business plans and made presentations to executive management and board of directors on regular basis. Responsible for staff of 14 including Accounting, Finance, Human Resources and Published Research departments.Conceived, developed and implemented formalized reporting and information distribution processes and procedures resulting in determination and timely delivery of key business metrics and indicators.Collaborated with division vice presidents on organic expansion plans, product development, product pricing, employee compensation and numerous other key corporate matters.
    View
  • Hanley Wood, Llc
    Director Of Corporate Development
    Hanley Wood, Llc 2003 - 2005
    Washington, Dc, Us
    Managed complete acquisition transaction life cycle including sourcing, discovery, preliminary valuation, expression of interest, due diligence, final terms negotiation and closing while maintaining appropriate communication levels with executive management and private equity ownership. Compiled all information and completed final investment memoranda. Developed and implemented transaction management protocols enabling closure of five transactions totaling $50M in two years.Key member of sell side transaction team responsible for sale of Hanley Wood to JP Morgan Partners in $650M transaction.
    View
  • Kpmg
    Audit Manager
    Kpmg 1998 - 2000
    New York, Ny, Us
    View
  • Pwc
    Senior Associate
    Pwc 1994 - 1997
    Gb
    View

Shawn Edwards Skills

Mergers And Acquisitions Strategy Due Diligence Strategic Planning Executive Management Forecasting Business Strategy Leadership Financial Reporting Budgets Mergers Finance Financial Analysis Financial Modeling Business Development Private Equity Valuation Start Ups Restructuring Sales Budgeting Real Estate Software M&a Due Diligence Treasury Turn Around Management

Shawn Edwards Education Details

  • University Of Virginia
    University Of Virginia
    Commerce/Accounting

Frequently Asked Questions about Shawn Edwards

What company does Shawn Edwards work for?

Shawn Edwards works for Autoalert

What is Shawn Edwards's role at the current company?

Shawn Edwards's current role is CFO | Finance | Operations | M&A | Private Equity | Growth | Value Creation | Business Partner | Strategy | SaaS.

What is Shawn Edwards's email address?

Shawn Edwards's email address is js****@****ail.com

What is Shawn Edwards's direct phone number?

Shawn Edwards's direct phone number is +131287*****

What schools did Shawn Edwards attend?

Shawn Edwards attended University Of Virginia.

What skills is Shawn Edwards known for?

Shawn Edwards has skills like Mergers And Acquisitions, Strategy, Due Diligence, Strategic Planning, Executive Management, Forecasting, Business Strategy, Leadership, Financial Reporting, Budgets, Mergers, Finance.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.