As Director, Mr. Shankman advises technology and tech-enabled companies across JEGI’s sectors in mergers, acquisitions, divestitures and capital raises. He works with global corporations, private companies, entrepreneurs and private equity to structure processes and transactions that meet the unique objectives of both buyers and sellers.
Mr. Shankman has over 15 years of experience in financial services across M&A advisory, research and direct investing. Prior to joining JEGI in 2017, he helped lead software and technology-focused investment banking at a middle-market firm and held prior roles at UBS and AllianceBernstein, covering a range of sectors including healthcare information technology.
“We excel at digging in and unpacking stories by leveraging our deep domain expertise, in order to craft a targeted investment thesis that will resonate with buyers and deliver outsized returns on our engagements”
Mr. Shankman earned an MBA from NYU – Stern School of Business and a BA with a Pre-Med focus from University of Michigan. He is a licensed FINRA representative.
*Below transactions include those closed prior to joining JEGI | CLARITYBack to team
“The JEGI Team worked tirelessly on the V12 Group sale process. Their knowledge of the sector allowed us to find the best strategic fit, while their M&A capabilities made it possible to get a successful transaction closed. I look forward to working with JEGI again.”John Hunt, Managing Partner, ABRY Partners
“We had a remarkable experience with JEGI… JEGI really stood out from other media and information focused firms… due to their experience in our markets, the tight processes they run, and their significant access to c-level decision-makers. We would hands down, no question, hope to have the chance to work with the team at JEGI again.”Scott Becker, Founder, Becker’s Healthcare
“We needed an advisor who understood our business and was capable of handling a complex transaction, which included the merger of four companies. We chose JEGI based on its reputation and experience, and it was absolutely the right decision.”Dan Oswald, CEO, BLR
“Clarity and JEGI’s network and impressive knowledge of the digital content production and post production space were instrumental in helping Framestore find the right partner and deliver the shareholders a fantastic outcome. They helped navigate a complex process… I would not hesitate to recommend them to anyone considering using their services.”Sir William Sargent, CEO, Framestore
“I have now completed my fourth successful transaction with JEGI. They know their markets inside and out and are strategic, creative, tenacious and results oriented. Most importantly, they have always added significant value and delivered outstanding results. JEGI goes above and beyond to deliver the desired results for their customers.”Bob Dethlefs, Chief Executive Officer, Evanta
“As the business founder, I was looking for a true partner to represent us: one with the highest integrity, impeccable execution skills, strong work ethic, excellent M&A process from start to finish. They delivered on all of that and so much more.”Nancy Kramer, Founder & Chairman, Resource/Ammirati
“I’ve worked with the JEGI team to sell two of my companies for over $100 million. With its extraordinarily comprehensive database of c-level contacts, JEGI can easily get key decision makers on the phone, live, without any preamble. Thus, my advice to any seller: if JEGI wants to sell your business for you, let them!”Stephen Saunders, Founder & CEO, Light Reading