Shauna Watson

Examiner
DISC Type : sc

Managing Director at Accordion Partners

Miami-Fort Lauderdale Area, United States

Overview

Shauna Watson is the Managing Director and Head of Accordions IPO Readiness Practice. A CPA with an MBA from UCLA, she specializes in guiding private equity-backed companies through the complexities of public offerings, leveraging deep expertise in US GAAP, IFRS, and SEC regulations.

Outside of her finance career, Shauna loves to ski black diamonds. She grew up on an 800-acre farm in a small Montana town and also spent several years living and working in Germany.

Unique fact: A former colleague she mentored at PricewaterhouseCoopers described her as a powerful leader who was also authentic, kind, and made work fun.

Personality Overview

Late Adopter

Unexpressive

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

Topics They Care About

IPO Readiness
As the Head of IPO Readiness, she frequently speaks at events like the NYSE IPO PE Summit on preparing private equity-backed companies for the public markets.
Private Equity Exits
Her work focuses on ensuring PE portfolio companies are prepared to capitalize on market opportunities for a successful exit.
Financial Reporting
She is a subject matter expert in US GAAP, IFRS, and SEC regulations, and has developed solutions for new standards like revenue recognition and lease accounting.

Media Appearances

USA M&A Growth & Deals Forum – Shauna Watson & Melissa Kibler Speak. Featured in Accordion Partners

See Now

Work History

9-2019
Managing Director at Accordion Partners
9-2018 - 9-2019
Vice President, Global Head of Technical Accounting at RGP
11-2012 - 9-2018
Global Managing Director, Finance & Accounting at RGP
4-2012 - 11-2012
Director of Finance & Accounting at Air Lease Corporation
6-2010 - 1-2012
Corporate Director, Financial Planning & Analysis at Northrop Grumman Corporation

Education

2007 - 2009
MBA from UCLA Anderson School of Management
1991 - 1995
Bachelor of Science (BS) from Montana State University-Bozeman

More Information

Social Presence :

Prographics :

Exp : 30 Location : Miami-Fort Lauderdale Area, United States Job Level : Mid-senior Designation : Managing Director at Accordion Partners
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Insights For Selling To Shauna

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shauna is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Shauna

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Shauna move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Shauna take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Shauna

Personality Compatibility


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