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Shelby Schagrin

Senior Vice President, Head of Investment Banking and Managing Director

Shelby has more than 30 years of investment banking experience with a focus on middle market companies and their owners. She has expertise in mergers and acquisitions, strategy, finance and business development.

She has represented closely held business owners in the sale of their businesses and has created and structured many win-win transactions for middle-market business owners. She has advised companies in all aspects of corporate finance and strategic planning and has acted as a trusted business advisor to CEOs. Shelby has also assisted numerous companies across a wide spectrum of industries: revitalizing operations, fostering growth and profitability, solving problems and identifying opportunities.

Her career encompasses banking at Continental Bank in Chicago; investment banking, specializing in mergers and acquisitions at A.G. Edwards & Sons; vice president of Finance and Planning at Spartech Corporation and consulting as the president of Q.E.D. Consulting Group. In addition, she has experience as an entrepreneur and business owner. Shelby holds FINRA Series 79 and 63.

Shelby has also taught finance at St. Louis University.

Shelby is the founder, past president and current board member of the Spirit of St. Louis Women’s Fund which is devoted to improving the quality of life in the St. Louis area by providing financial support to urgent and critical needs throughout the community.

Shelby received her MBA with high honors with a concentration in finance at the John M. Olin School of Business at Washington University. She holds a Bachelor of Arts from the University of Pennsylvania.

Shelby is a freethinking Investment Banker that is always up for a new challenge, never gives up, is passionate to the end, goes the extra mile for clients and gets to the finish line.

On a personal side, a few of her favorite things include family, meals from her organic vegetable garden, her Bernese Mountain trained support dog, Pilates and boxing. In addition, Shelby is passionate about community involvement, women in philanthropy and women entrepreneurs.

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Check the background of this investment professional on FINRA’s BrokerCheck