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.
Advised international advertising technology company on their corporate strategy, capital raise, and international expansion, leading to an investment from R/GA and Snap and to the company 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 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 with the goal of supporting user growth and vertical expansion of the platform.
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.
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)
2012 - 2013
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.