Sarah Shizas

Sarah Shizas – Sarah Shizas, CFA, joined Cook M&A in 2018 as the Director of Research and Strategy. Sarah oversees the execution of Cook’s FocusFirst research process, which is designed to translate M&A strategies into identifiable characteristics and attributes to focus and exhaust the defined market. Sarah has overseen more than 200 projects to source both add-on and platform acquisition opportunities for clients. In addition, Sarah is focused on analyzing various sectors to develop data-driven insights into target-rich markets that could yield attractive investment opportunities for potential clients.

Sarah has over ten years of experience in the financial sector. Prior to joining Cook M&A, Sarah was an equity research associate at William Blair covering the software industry. She also worked as a credit analyst within Bank of Montreal’s corporate banking division.

Sarah earned her BS in finance with a minor in accounting from DePaul University in 2011, where she played softball for four years. Sarah enjoys staying active, spending time with her family, drinking and learning about wine, and traveling.