Phillip Shackton, Mba Email & Phone Number

New York, NY, US

Part of the GAA that works with other advisors on potential areas of focus for the Golden Angels Investors and lend expertise to due diligence activities.

San Francisco, California, US

• Helped drive and lead the M&A activity and all associated tasks within the organization while contributing to the overall corporate strategy. Work with the executive leadership team and business unit leads to evaluate.
• Helped standup newly created Corporate Development and Strategy department by creating all relevant materials including financial models, diligence checklists and an acquisition pipeline.
• Co-M&A lead on an acquihire transaction, the first acquisition Upwork has made since the company was formed by the mergers of Elance and oDesk.

Sarasota, Florida, US

• Assessed potential acquisition targets with executive management and business segment leaders and participate and help lead the entire M&A process through integration including coordinating and managing internal due.
• Transaction lead on four (4) projects, with one (1) resulting in acquisition and three (3) transactions that reached LOI stage; project types included two (2) carve outs, a PE exit, and a standalone target..
• Transaction support for one (1) standalone target that resulted in acquisition. Provided financial modeling, data room management, managing internal diligence process, coordinating internal management meeting, liaising.

Chicago, IL, US

• Evaluated potential acquisition targets, venture investments and divestiture opportunities and participate in the entire M&A process through integration. Performed industry analysis and assessed industry transactions.
• Provided transaction and integration support on the $5.3B acquisition of NEX Group including collaboration with program managers on multiple integration workstreams to ensure financial synergies and timelines were met
• Explored and evaluated potential divestiture of minority share of subsidiary to a Sovereign Wealth Fund followed by the exploration of a complete divestiture of the subsidiary to an industry peer
• Functioned as financial lead and part of the business and strategic support for a startup platform; assisted in budgeting, forecasting and other areas of need including the creation of management materials and business.
• Collaborated with various functional teams on internal strategic projects to drive revenue growth, protect market share and explore new markets
• Developed presentations, memos and other content for management and board of directors’ meetings on a variety of initiatives

Milwaukee, Wisconsin, US

• Constructed financial models, valuations and created marketing materials for clients on behalf of Taureau Group, formerly Schenck M&A Solutions. Conducted industry research to develop buyer and target lists for.
• Worked on 9 deals for both sell-side and buy-side M&A transactions; deals included firms in the plastics manufacturing, medical device manufacturing, consumer products and commercial printing spaces.

Cork, Ireland, IE

• Member of Air Distribution Technologies acquisition integration team; partnered with business unit leaders to track workstream synergies and make adjustments to forecasts and budgets.
• Strategized with project managers, engineering and sales to develop financial models on new projects and initiatives to help meet synergy targets and determine the viability of new commercial product launches.
• Created monthly financial presentations by compiling data from eight (8) different workstreams and presented the information for executive Steering Committee meetings with audience that included the CEO.

Cork, Ireland, IE

• Reported on North and South America while supporting other groups globally. Contributed to the monthly close, created management reports, assisted with creating yearly forecasts and analyzed variances from forecasts on.
• Developed strategies to eliminate technology redundancies that were implemented to improve processes for monthly reporting resulting in the ability to reduce headcount and SG&A costs.

Cork, Ireland, IE

• Covered three (3) business groups within the North America region and participated in the monthly close, forecasting, and strategic planning.
• Financial lead on $20mm product development project that reached the market. Collaborated with engineering, procurement, sales and marketing to create financial models for the multiple SKUs included within the project.
• Compiled, tracked and re-forecasted annual $190mm capital budget.

Cork, Ireland, IE

• Conducted analysis of the operational results of Americas region and took part in quarterly forecasting and month end close with plant controllers. Performed internal auditing and balance sheet reviews of plants.
• Developed financial tracking template for Cap Ex projects that was implemented on a global level.
• Ran bi-weekly Cap Ex meetings to track major strategic project spending and recalibrate yearly forecasts.

Maintained GL accounts for Pizza Hut franchises. Developed and reviewed monthly financial statements and reports to identify variances to budget. Assisted in preparation for year-end audit and monitored debt covenants based on projected cash flows and business trends by participating in budget forecasting.

US

Worked on Harbor Shores Community Development project with responsibility for project valuation and budget planning.

Provided credit analysis, approval decisions and final review on loans for single family, multi-family and multi-unit properties.

Master Of Business Administration - Mba, Accounting And Finance

Master, Business Administration; Finance, Strategic Analysis Of Accounting

Bachelor Of Science, Consumer Science