Gerard Casazza, Finance Expert in Los Angeles, CA, United States
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Gerard Casazza

Verified Expert  in Finance

Finance Expert

Location
Los Angeles, CA, United States
Toptal Member Since
December 6, 2017

Gerard is a strategic finance and banking professional who has participated in global transactions totaling over $350 million. Focused on technology and marketing companies, he works with founders on all aspects of their growth strategies, M&A transactions, and corporate finance initiatives. Gerard enjoys leveraging his experiences with global agencies such as WPP and R/GA as well as many high-growth tech start-ups to help Toptal clients.

Career Highlights

Managing Partner
New Age Global Advisory
Director, Corporate Development & Strategy
6D Global Technologies, Inc.

Education Highlights

Bachelor's Degree
Coastal Carolina University
Courses towards a Degree
Stony Brook University

Case Studies

Work Experience

Managing Partner

2016 - PRESENT
New Age Global Advisory
  • Advised an international advertising technology company on their corporate strategy, capital raise, and international expansion leading to an investment from R/GA and Snap and securing several term sheets for a $4 million capital raise.
  • Helped a small $5 million US-based social media analytics and monitoring SaaS company on their sale to a digital marketing consulting agency.
  • Advised a Silicon Valley-based business intelligence company on their $20 million capital raise, which included participation from Google Ventures, Andreessen Horowitz, Kleiner Perkins, and Samsung.
  • Developed a strategic plan and financial forecasting model for an HR technology company to raise a $2 million seed investment to support user growth and vertical expansion of the platform.
  • Led a $1.5M capital raise for a sports technology company. Worked with executives to strategize and develop the company's financial model and investor presentation. Communicated directly with investors to pitch, negotiate, and close the transaction.
Focus areas: Financial Statements, Financial Modeling, Investor Presentations, Corporate Finance, Finance Strategy, Capital Raising, Fundraising, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

Director, Corporate Development & Strategy

2014 - 2017
6D Global Technologies, Inc.
  • Worked directly with the Latin America team to analyze, negotiate, and close two acquisitions: one in Lima, Peru and one in Medellín, Colombia.
  • Originated and collaborated with legal counsel and investment banker to close multiple acquisitions, including a Midwest-based digital marketing analytics company as well as a West Coast-based mobile application development company.
  • Led FP&A functions such as forecasting, budgeting, modeling, and reporting. Provided detailed reports and analyses, covering actionable KPIs, financial metrics, and variance analysis, to management and the Board of Directors on a monthly basis.
  • Worked directly with CEO and CFO in developing investor presentations and supporting documents such as pro forma, DCF, and comparable company analysis; efforts led to securing over $10 million in growth equity capital.
Focus areas: Capital Raising, Financial Planning & Analysis (FP&A), Mergers & Acquisitions (M&A)

M&A Analyst

2013 - 2014
Ridge Advisory
  • Assisted in evaluating and executing M&A engagements, including the closure of a $20 million sell-side advisory assignment for an engineering services company.
  • Built investor presentations and financial models for multiple start-up technology companies, including for the first-round $5 million venture raise of an entertainment technology platform.
  • Developed detailed financial models, including return and sensitivity analyses, historical financial analysis, and valuation, for a $200 million precious metals company, $25 million semiconductor distribution company, and several start-up technology companies.
Focus areas: Mergers & Acquisitions (M&A)

Tax Associate

2012 - 2013
Deloitte
  • Analyzed financial statements and tax documents for hedge funds, high-net-worth individuals, private equity firms, and large corporations to ensure accuracy prior to client distribution.
  • Worked directly with tax manager in order to review and process over 500 returns during busy season, ensuring returns were completed accurately and in a timely manner.
Focus areas: Accounting
2010 - 2012

Bachelor's Degree in Finance

Coastal Carolina University - South Carolina

2009 - 2010

Courses towards a Degree in Finance

Stony Brook University - New York

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