Global Expansion & Acquisitions – Alliance Advisors https://allianceadvisors.com A full service proxy solicitation and corporate advisory firm Wed, 09 Jul 2025 19:04:40 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://e4h8grreyn6.exactdn.com/wp-content/uploads/2023/01/cropped-favicon.png?lossy=1&resize=32%2C32&ssl=1 Global Expansion & Acquisitions – Alliance Advisors https://allianceadvisors.com 32 32 Todd Balestro https://allianceadvisors.com/staff-member/todd-balestro/ Wed, 09 Jul 2025 19:00:43 +0000 https://allianceadvisors.com/?post_type=staff&p=57286 As Chief Strategy Officer at Alliance Advisors, Todd Balestro works closely with the CEO to define the firm’s strategic direction and is responsible for driving key growth initiatives, including mergers and acquisitions, joint ventures, and strategic partnerships.

Todd brings over 20 years of experience in leveraged finance, having served as a Senior Managing Director at leading financial institutions including Salomon Brothers, Citigroup, Citadel, and Guggenheim Partners. He also brings a strong foundation in management consulting from his time as an executive at Peterson Consulting.

Todd holds a B.S. in Engineering from Lehigh University and an M.B.A. from Columbia Business School.

]]>
Sam Chandoha https://allianceadvisors.com/staff-member/sam-chandoha/ Mon, 13 Feb 2023 10:03:16 +0000 https://allianceadvisors.com/?post_type=staff&p=29882

W. Sam Chandoha is responsible for redefining and maintaining Alliance Advisor’s corporate and social media presence. With decades of entrepreneurial and direct industry experience Sam is uniquely poised to provide strategic advice on business development, acquisitions and global expansion.

Sam began his career at Shareholder Communications Corporation in 1983 as the company’s primary sales executive. Sam was responsible for building SCC’s mutual fund franchise into the industry’s dominant player. One of his notable contributions to the industry was creation of telephone voting along with the procedures and technology which has become the standard today.

In 1993 he became Chief Operating Officer and began SCC’s acquisition and global expansion program. He oversaw the building of call centers in Canada, UK, Australia, Philippines and South Africa totaling 2000 seats. In the US he completed the acquisitions of Corporate Investors Communications and Georgeson to form Georgeson Shareholder Communications. These with other acquisitions lead to the consolidation of the proxy industry to create the largest shareholder engagement firm in the world. In 2003, Sam led the sale of Georgeson Shareholder to Computershare.

Recent articles by Sam Chandoha

Do’s And Don’ts In An M&A Shareholder Vote

Read now

]]>
Thomas G. Kies https://allianceadvisors.com/staff-member/thomas-kies/ Mon, 25 Jul 2022 09:13:57 +0000 https://aadvisors.vog.in.rs/?page_id=26459

Thomas Kies is Executive Vice President – International, Global Partnerships at Alliance Advisors. Tom joins Alliance with over 30 years’ experience in the ShareholderServices/Proxy Governance space. Tom has held executive positions at Computershare/Georgeson, AST/DF King and most recently started up aGovernance/Proxy business at EQ who recently merged with AST. Tom has done extensive work assisting clients with reducing shareholder servicing costs.

Tom has extensive global markets experience, having lived in London, and successfully managed global proxy at EQ and Georgeson. Tom is also well known in the banking and utility space and has managed many successful proxy/governance campaigns.

Prior to joining Alliance, he held executive position at Fintech startup, FusionIQ. Tom was Executive VicePresident at EQ managing its proxy/governance business, he also held ExecutiveVice President role at Computershare Georgeson and AST/DF King. Tom was a founding partner at Laurel Hill, started a proxy/surveillance business at Manufacurers Hanover Trust Co. and started at Morrow & Co. all while assisting clients with proxy campaigns, proxy fights, activist situations and corporate governance concerns.

Tom is active member with EEI(Edison Electric Institute), AGA (American Gas Association), SSA (ShareholderServices Association) Society of Governance Professionals, NIRI (NationalInvestor Relations Institute) and CIRI (Canadian Investor Relations Institute).

]]>
Justin Vieira https://allianceadvisors.com/staff-member/justin-vieira/ Tue, 21 May 2024 13:08:48 +0000 https://allianceadvisors.com/?post_type=staff&p=45990

Justin is a Senior Vice President at Alliance Advisors focusing on Investor Intelligence product and business development. Prior to joining Alliance, Justin was Executive Director, Market Intelligence at S&P Global where he advised global companies on transactions and transformations.

Justin brings with him extensive experience leveraging buy-side knowledge and predictive shareholder analytics to advise organizations through complex scenarios including shareholder engagement, IPOs, M&A, spinoffs, capital allocation, and ESG strategy. Early in his career Justin founded the Corporate Analytics Practice at Ipreo, now part of the S&P Global, and grow it into a leading predictive investor targeting solution. He later embraced the opportunity expand his experience and perspective as head of Ipreo’s Cape Town office, while concurrently leading the EMEA Shareholder Intelligence business and Global Data Operations. Justin received his B.S. in Business Management and Economics from Bucknell University. He was a prior NIRI Chapter President and Board Member and a regular presenter at investor relations events around the globe.

]]>
Katsiaryna Taran, CFA https://allianceadvisors.com/staff-member/katsiaryna-taran/ Wed, 21 Aug 2024 11:17:21 +0000 https://allianceadvisors.com/?post_type=staff&p=50254 As an international financial professional with a strong academic background and extensive experience in team-led projects for complex analytical investments and deal engagements, Katsiaryna worked on several mergers and acquisitions, capital raisings, and private equity financing projects. She has a proven track record in numerous shareholder-related engagement projects: activist investors detection and tracking, shareholder composition identification and analysis, investor relations, and real-time stock monitoring. She implemented innovative and proprietary stock surveillance methods, which enabled corporate clients to identify activist investors prior to their public disclosure and attract more long-term institutional shareholders. She received her MBA in Financial Management from Pace University and is a CFA Charterholder.

]]>
German Bú https://allianceadvisors.com/staff-member/german-bu/ Wed, 22 Feb 2023 12:56:25 +0000 https://allianceadvisors.com/?post_type=staff&p=29925

German joined Alliance Advisors as the company’s Digital Marketing Manager back in 2022, equipped with a Bachelor’s degree in Audiovisual Communications and Media Advertising and a Master’s degree in Digital Marketing and Customer Experience from EUDE Madrid. His strong academic foundation has empowered him with the technical expertise to skillfully navigate various media platforms, ranging from Above-the-Line (ATL) to Below-the-Line (BTL).

With an in-depth knowledge of photography, design, social media, and digital marketing, German’s comprehensive education, paired with his extensive professional experience, allows him to manage projects meticulously and resourcefully. He is a proven leader who collaborates effectively with individuals at all organizational levels.

As the Global Brand Manager, German now oversees the company’s entire brand strategy, ensuring consistency and alignment across all touchpoints. His responsibilities include developing and implementing global branding initiatives, managing cross-functional teams, and representing the brand at key industry events. He also works closely with the marketing and design teams to approve all brand-related materials and marketing campaigns.

German’s expertise in social media, digital media planning, and comprehensive understanding of programmatic advertising, paid search, display advertising, and video advertising has been critical to his success. His ability to develop and execute strategic digital media plans continues to drive brand growth, build awareness, and maximize engagement across global markets.

]]>