Amanda Shepherd

About Amanda Shepherd

Amanda orchestrates the operational due diligence and smooth integration of acquisitions. She guides sellers through the due diligence process, synthesizes critical information, and maintains constant communication with SEER teams and sellers. Amanda enjoys working with business owners and appreciates their insights, recognizing all the value they have invested and will ultimately bring as a SEER partner. Before joining The SEER Group in 2023, Amanda accumulated a wealth of M&A and project management knowledge through several key roles across multiple industries. She was introduced to the world of M&A in 2016 while pursuing her MBA, which marked a pivotal turning point in her career. This combination of academic acumen and continually growing practical experience has shaped her into a versatile asset in the ever-evolving realm of mergers and acquisitions.

Experience

1. Director of m & a Integration

   The Seer Group

   Jul 2023 — Present

   Lead Operational Diligence (LOI → Close + Post-Close Onsite)-Manage the diligence process. Identify, assess, and manage operational and cultural risks during diligence-Guide sellers through each step of the LOI-to-Close process, providing transparency and clear communication.Build and Maintain Seller Partnerships-Set expectations with sellers prior to Close regarding integration, operational changes, and cultural alignment-Facilitate smooth transitions while maintaining trust and transparency with sellers through Close-Conduct post-Close Onsite visits to introduce SEER to incoming brand\'s team-Support Operations and internal teams in maintaining alignment with sellers’ expectations and company culture.Integration Planning & Implementation-Forecast synergies and incorporate acquisition strategy into integration plans, ensuring operational execution aligns with strategic objectives-Collaborate with internal stakeholders to assess operational readiness and prepare integration plans-Synthesize and communicate key acquisition information to SEER internal teams. Introduce new brand team to SEER departments post-close-Facilitate integration, staying close to specific implementations as needed.Cross-Functional Collaboration-Work with Legal, Finance, and Operations to ensure compliance and actionable integration plans-Partner with Business Development on pre-determined target business strategy to ensure mutual understanding as it applies to operational planning-Confirm internal alignment on cultural and operational expectations and strategy-Share weekly updates with SEER leadership.Process Management-Maintain and refine SEER’s M&A diligence and integration playbook-Support continuous improvement by consistently collecting feedback from all parties and staying up to date on new tools (AI) and other resources in the M&A and trade industries.Other-Develop best practices and other company resources for legacy and new SEER brands.

Education

• Portland State University

  Master of Business Administration (MBA), Organizational Leadership and Finance

  2016 — 2018

• Portland State University

  Bachelor of Science (B.S.), Communication Studies

  2007 — 2010