Sean Mansouri, CFA

Director

Background

Sean joined Liolios in 2013 and is responsible for managing the firm’s Internet & business services vertical. Some of his clients include PFSweb, StarTek, AutoWeb, Points Intl. & U.S. Auto Parts.

Since joining Liolios, Sean has successfully managed dozens of client campaigns and arranged more than 200 investor marketing events. He has also provided counsel on numerous M&A transactions and equity capital raises.

Prior to joining Liolios, Sean served as a senior analyst for Mercer Advisors, where he prepared USPAP-compliant fair market valuations and structured more than 50 leveraged buyouts of privately-held corporations. He also served in American Express’ financial reporting group, covering international markets across Southeast Asia and Latin America.

Sean is an active member of the CFA Society of Orange County.

Interests

Sean lives in Newport Beach with his wife, Jonelle, and two dogs, Tyson & Nala. When he’s not in the office, he enjoys spending time with his family at the beach, traveling, hiking, or cruising in their Duffy boat. Sean is also an avid golfer, skier, and die-hard Lakers fan.

Milestones & Tidbits

  • Fluent in Spanish
  • High-school basketball team ranked top 25 in the nation
  • Defended former NBA Rookie of the Year, Brandon Jennings (held him to 17 points…in the first half)
  • Structured first corporate buyout in 2010
  • CFA charterholder

Education

B.S. Finance, W.P. Carey School of Business at Arizona State University  

Social

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Save the Date for Our 8th Annual Gateway Conference

September 4-5, 2019 – Four Seasons San Francisco