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ǿմý Names Sam Shaw as Next Chief Executive Officer

Current CFO Sam Shaw to succeed Julie Howard as ǿմý CEO, bringing a long track record of professional services leadership expertise.

DALLAS—()—ǿմý, a national business advisory firm focused on serving the office of the CFO, private equity, and other capital providers, announced today that Sam Shaw will succeed Julie Howard as chief executive officer, effective October 1, 2023.

Shaw has served as ǿմý’s CFO since October 2021, playing an integral role in numerous strategic initiatives during a period of dynamic growth and change. He matured the firm’s financial foundation by professionalizing its accounting, finance, and technology operations; served as interim leader of ǿմý’s Transaction Services business; and helped lead ǿմý through its recent sales process, which culminated in the firm’s earlier this summer by its new growth partner Kohlberg & Company. Prior to joining ǿմý, Shaw capped 15 years of diverse experience at Grant Thornton by serving as its CFO.

“Sam is a highly accomplished leader in the professional services industry and has been an invaluable strategic thought partner to me during his time at ǿմý,” said current CEO Julie Howard. “His breadth of experience, industry knowledge, and proven track record in leading transformational change with skill and creativity has been a powerful accelerator to the strategic evolution and success of our business. I look forward to seeing all that ǿմý will achieve with Sam at the helm.”

“We thank Julie for her distinguished leadership at ǿմý, during which time she helped set a strong foundation for growth, and we look forward to her ongoing involvement with the Company as a member of its board of directors,” added Kohlberg Partner and Head of Business Services Ahmed Wahla. “We are also thrilled to continue our partnership with Sam in his new role as CEO and are excited to support him and the ǿմý team as they firmly establish the company as the leading platform in the business advisory space.”

“ǿմý is a dynamic business on an exciting growth journey, and it has been an immense honor to have been a part of it over the last two years,” said incoming CEO Sam Shaw. “I am excited about the enormous potential I see ahead of us to continue the great work undertaken by Julie – and all our incredibly talented professionals – to provide world-class service to our clients and further establish ǿմý as the destination for top talent within the professional services industry.”

About Kohlberg & Company

Kohlberg is a leading US middle market private equity firm based in Mount Kisco, New York. Over the firm’s 36-year history, the firm has organized 11 private equity vehicles totaling in aggregate over $14 billion. Since inception, the firm’s private equity investments have generated over $10 billion in realized returns with no realized losses since 2007. The firm invests in leading middle market businesses that are identified through its rigorous thematic research and the firm’s White Paper Program in its six core practice areas. For more information, please visit

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