Managing Director

Shaunna Balady

Shaunna Balady is recognized as an accomplished global M&A and Strategic Planning Executive having provided leadership to 5 differentiated public and private companies in various industries and states o  transition ranging from pre-revenue/start-ups to over $100 billion in sales. During her career, she has generated significant value by completing over 100 transactions totaling over $20 billion in enterprise value across 5 continents primarily in the industrial software and automation technology segment for well known companies like GE, Rockwell Automation, and AVEVA/Schneider Electric. Her transaction experience includes leading all facets of M&A such as market research & competitive analysis, target identification & initial

contact, deal structuring, due diligence, valuation analysis, definitive documentation negotiations, deal closing and integration support.

In addition, she brings a well- of-knowledge as a former operator having served as the Chief Operating Officer of an industrial application software company which realized a successful exit in 2023. As a subject matter expert around topics that include SaaS, Data Analytics, AI, Machine Learning and Natural Language Processing, she regularly provides consulting to a number of SaaS industrial software companies and Private Equity firms and serves as a Board member of a SaaS Digital Twin Software company.

As related to Connected Energy, on behalf of AVEVA/Schneider Electric, Shaunna led the acquisition of OSIsoft, which is the world’s largest data historian software company serving over 1,000 utilities at 20,000+ sites globally and signed a number of technology partnerships including one with a grid orchestration data management software company. Not only does Shaunna possess the industry domain expertise and understand the application use cases, but having sat on the “buy side” she understands what story needs to be told to make an acquisition of Connected Energy appealing. Additionally, having led the sale of non-core assets for GE, Rockwell Automation, and AVEVA/Schneider Electric, she has the contacts of all the key strategic players that could be potential buyers in addition to relationships with the major EPCs and PE firms that would view Connected Energy as a solid growth platform.