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Gerard Casazza

Gerard Casazza

Los Angeles, CA, United States
Member since December 4, 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.
Gerard is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Technology
Other Expertise
  • Corporate Finance
  • Deal Marketing
  • Financial Planning & Analysis (FP&A)
  • Investor Presentations
  • Mergers & Acquisitions (M&A)
  • Strategy
  • Three Statement Operating Model
Employment
  • Managing Partner
    New Age Global Advisory, LLC
    2016 - PRESENT
    • 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.
    Focus areas: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Fundraising, Capital Raising, Finance Strategy, Corporate Finance, Investor Decks, Financial Modeling, Financial Statement Analysis
  • Director, Corporate Development & Strategy
    6D Global Technologies, Inc.
    2014 - 2017
    • Worked directly with the Latin America team to analyze, negotiate, and close two acquisitions: one in Lima, Peru and one in MedellĂ­n, 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: Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Capital Raising
  • M&A Analyst
    Ridge Advisory
    2013 - 2014
    • 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
    Deloitte
    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.
    Focus areas: Accounting
Education
  • Bachelor's degree in Finance
    Coastal Carolina University - South Carolina
    2010 - 2012
  • Courses towards a degree in Finance
    Stony Brook University - New York
    2009 - 2010
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