Ann Hanna
MBA, CPA
Managing Director & Founder
P: 414.465.5537
Expertise
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Business Growth & Value Planning
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Executing Mergers & Acquisitions
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Business Leadership
Ann has a proven track record leading successful merger and acquisition projects for middle-market companies. Her distinctive background includes more than 30 years of C-level management experience, including involvement in multiple corporate start-ups.
As Managing Director and Co-founder of Taureau Group, Ann was instrumental in guiding the firm’s intentional evolution. From its roots within a regional CPA firm, she reinvented the M&A practice to create a true boutique investment banking practice. Today, the firm is a fully independent investment banking firm with a relentless drive to realize the best outcomes for clients on a global basis.
Ann is a licensed investment banker and real estate broker with extensive operational experience as owner of several successful businesses. Her background also includes corporate work for General Motors and Shell Oil.
Accomplishments
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More than 100 presentations to local and state-wide organizations, including the Wisconsin Bar Association, Milwaukee Bar Association, Manufacturing Matters conference, BizTimes M&A Forum, Vistage, ESOP Association and CEO roundtables.
Education
- California State University, MBA,
Finance/Corporate Taxation
- University of Colorado, BS,
Accounting/Finance
- Certified Public Accountant, California and Wisconsin
- Licensed Registered Representative (FINRA Series 63 and 79)
- Certified Mergers and Acquisitions Advisor, AM&AA
- Wisconsin Real Estate Broker, Licensed
Professional Memberships
- Association for Corporate Growth (ACG), Past President and Board Member
- Wisconsin Institute of Certified Public Accountants
- Exit Planning Institute, Wisconsin Chapter, Former Founding Member
- Wisconsin Early Stage Fund,
Former Advisor
- Wisconsin Women Entrepreneurs Greater Milwaukee, Former
Founding Member
Community Organizations
- Appion Solutions, Independent Board Member
- Penrod Inc., Independent Board Member
- Historical Third Ward Association, Board Member
- BizStarts Milwaukee, Former Board Chair, Board Member, Bootcamp Instructor and Venture Track Advisor
- Alverno College MBA Program,
Speaker & Panelist
- Divine Savior Holy Angels High School, Former Finance Committee
- AB Credit Union, Former Board Chair and Board Member
Awards
- 2022 Most Influential Women in Mid-Market M&A
- 2011 Enterprising Women of the Year Award – Enterprising Women Magazine
THE ART OF DEALMAKING: AN INTERVIEW WITH ANN HANNA
Ann discusses the challenges of working with multi-generational families and how to bridge the differences. Watch the interview>>