Gerald is a financial manager, management consultant, and M&A Specialist providing advisory services to Clients on M&A, asset sales, financial and operational restructurings, and valuations. Gerald has advised management teams, equity holders, lenders, and numerous unsecured creditors. He provides comprehensive insights and guidance for Clients through deep analysis of historical and forecasted financial performance and cash flows using dynamic Excel modeling and databases. He also has substantial experience with business plans, management presentations, CIMs, LOIs, term sheets, complex negotiations, QOE, sale and purchase agreements, and other investment offering documents. He has significant experience in a variety of industries including commercial real estate, oil and gas, leisure, airline, consumer products, and not-for-profits. Gerald began his career at Ernst & Young advising and performing extensive due diligence for investment banks. (B.S., Finance, Louisiana State University)
Gerald is a financial manager, management consultant, and M&A Specialist providing advisory services to Clients on M&A, asset sales, financial and operational restructurings, and valuations. Gerald has advised management teams, equity holders, lenders, and numerous unsecured creditors. He provides comprehensive insights and guidance for Clients through deep analysis of historical and forecasted financial performance and cash flows using dynamic Excel modeling and databases. He also has substantial experience with business plans, management presentations, CIMs, LOIs, term sheets, complex negotiations, QOE, sale and purchase agreements, and other investment offering documents. He has significant experience in a variety of industries including commercial real estate, oil and gas, leisure, airline, consumer products, and not-for-profits. Gerald began his career at Ernst & Young advising and performing extensive due diligence for investment banks. (B.S., Finance, Louisiana State University)