Jeffrey Scott Shippy, MBA, CPA has 30 years of investment banking, financial advisory, and corporate experience in the field of M&A, Recapitalizations, Financial Restructuring, Debt and Equity Capital Raising, Business Valuation, and Operations/Corporate Development. Over his career, he has advised more than 150 companies (private and public), directly led the execution and management of more than 30 M&A transactions as investment banker, and served with two clients as Chief Financial Officer with a focus on corporate development and M&A. He has also provided strategy, operations, and technology business transformation consulting solutions outside of investment banking, including in private practice and during his time at Accenture in Palo Alto, California, where he served innovation-based clients across Silicon Valley ranging from early-stage to Fortune 500 companies (Oracle, Sun Microsystems, Salesforce, etc.). He also served on the buy-side on the deal team at a Draper Fisher Jurvetson affiliate technology and biotech venture capital firm, now known as Epic Ventures.
Jeffrey has worked exclusively in the exit investment banking industry since 2004 and is an alumnus of Houlihan Lokey, one of world’s leading middle market M&A investment banks. He also was Investment Banking Partner and the Co-Founder of the Los Angeles office for Stout Investment Bank, one of the fastest-growing national middle market investment banks, now owned by Audax Partners based in San Francisco. At Stout, he helped the Los Angeles office subsequently place as one of the top five “Best Places to Work in Los Angeles”, per the Los Angeles Business Journal, for multiple years. Prior to investment banking, Jeffrey served in financial advisory, corporate roles, and in public accounting as a licensed Certified Public Accountant (“CPA”), including with advanced accreditation in Business Valuation (“ABV”) by the AICPA and accreditation as Accredited Senior Member (“ASA”) in Business Valuation with the American Society of Appraisers, the world’s leading organization for technical business valuation accreditation.
Mr. Shippy is an alumnus of Stanford University’s Graduate School of Business, Thunderbird’s School of Global Management, and Northern Illinois University’s School of Business. He holds an M.B.A. in Finance and International Management and a B.S. in Business and Accountancy. He passed the Uniform CPA Exam on first attempt upon earning his undergraduate degree.
In mid-2020, he launched his management consulting practice under Audacity Consulting Partners LLC (“Audacity Consulting”), with a focus on executive-level strategy, operations, data/technology transformation, and executive-level financial function outsourcing to enable founder-owned companies to organically accelerate corporate growth. In mid-2022 he launched his M&A advisory firm, Audacity Capital Partners LLC (dba, “Audacity Investment Bankers”) with a focus on selling companies to sophisticated institutional buyers via aggressive competitive auction processes.
In July 2023, Audacity was honored by M&A Advisor as the recipient of the “2023 Private Equity Deal of the Year Award”, regarded as one of the most competitive and prestigious M&A awards within the United States. Also in July 2023, Audacity Capital Partners LLC became a FINRA Broker/Dealer member. Audacity has largely been in stealth mode to date. With its Broker/Dealer now in hand, Audacity is in process of officially marketing its broker/dealer investment banking and consulting services together under the brand name “AudacityIB”.
