Finance Expert in San Francisco, CA, United States
Member since February 2, 2019
Jerry's completed over $10 billion in M&A transactions from early-stage companies to multinationals in Europe and the US, notably the exit of the healthcare innovator CareLinx to Generali. His experience also covers equity analyst, hedge funds, public accounting practice, and CFO roles and helping companies to develop KPIs, dashboards and financial strategy. Jerry joined Toptal to bring his analytic and modeling skills to a variety of companies.
Built a financial model for internal projections and external fundraising efforts.
Conducted product development interviews with new potential verticals and use cases for the company's cryptocurrency enabling middleware (eg Asset Management, ICO/STO, payment processing).
Prepared pricing strategy analysis.
Researched TAM and value proposition for extension into new use cases and prepared draft marketing and business development materials.
Focus areas: Financial Planning & Analysis (FP&A), Budgeting, Product Development/Market Fit, Business Development
2018 - PRESENT
Largo Films SA
Recommended a strategic pivot from its weak B2C short film streaming service to a B2B model, using its artificial intelligence tool for enhancing returns on movie production. Prepared the financial model and analyzed 1) lower go-to-market financial requirements and 2) more topical investment theme for early-stage investors, leveraging patents and its database. This resulted in a beta install with a major European film distributor, selection by the Swiss government to be promoted as a leading tech company, an active sales pipeline, and strong investor interest for a new round.
Prepared a KPI dashboard to track performance, based on my financial model's bottom-up channel strategy and top-down addressable market analysis.
Prepared a pitch deck and business plan material for an upcoming funding round.
Prepared the calculation of a client's ROI for marketing the AI tool and drafted a video demo storyboard.
Participated in the recruitment for an enterprise sales hire.
Doubled the commissions at all key accounts and for the territory overall. Repaired relations with Denver's major institutional investment funds (Janus, Thornburg, Arrowmark, etc.) and was successful in introducing the product, nurturing relationships, and increased banking and brokerage income by 100%.
Generated numerous non-deal roadshows (a key metric for broker votes and commissions) by reaching out to public company CFOs in my own professional network through outreach and networking at Stifel conferences.
Improved the IPO and secondary deal flow orders in Denver by 500%.
Focus areas: Equity Research Sales
European Equity Institutional Sales
2010 - 2015
Drove annual revenue generation from ~$1 million to $5+ million for European research content to institutional investment funds from the West Coast, Denver and Texas.
Generated numerous non-deal roadshows by reaching out to public company CFOs within own professional network through outreach and networking at Jefferies conferences.
Focus areas: Equity Research Sales
2008 - 2010
Bellman Walter Capital
Outperformed peer group for Market Neutral Long/Short investments: +0.5% vs -15.7% for 2008 and +15% vs +8.2% for 2009 (Peer data from Hennessee Group and seekingalpha.com).
Marketed new fund creation and analysis with a successful raise of $883 million for fund inception in 2008.
Focus areas: Asset Management
Publishing Sellside Analyst
2004 - 2008
Built out large cap telecommunications industry coverage.
Created a SMID TMT research team and provided coverage.
Was asked to be a frequent interviewee on CNBC Europe, Bloomberg (TV and News Service) and other financial press outlets.
Focus areas: Equity Research Analysis
1991 - 2004
SG Cowen/Société Générale
Executed over $10 billion in client M&A transactions and supervised teams of 3-12 professionals per transaction.
Marketed and originated $1-6 million per year in commissions as an industry M&A Director.
Worked with a variety of clients including Warner Bros., Telecom Italia, Canal+, Vivendi, Havas, Jet Multimedia, Bouygues, Canal Digital Norway, Airbus, and the French State.
Trained junior personnel (analysts and associates) from execution pool.
Built a TMT team with a business partner.
Focus areas: Mergers & Acquisitions (M&A)
1985 - 1989
Qualified as a certified public accountant.
Was promoted to the position of audit senior and was the youngest transfer from PW NY office to PW London, after two years.
Focused on financial services (banking, brokerage, and asset management).
Prepared special studies on portfolio insurance and client VAT.
Focus areas: Audit
Master of Business Administration (MBA) degree in Finance
1989 - 1991
University of Chicago - Chicago, IL, USA
Bachelor's degree in Accounting and Economics
1981 - 1985
State University of New York at Albany - Albany, NY, USA