Gerry is a qualified chartered accountant (ACA) with 25 years’ experience in corporate finance, gained at Schroders Corporate Finance (now Citigroup) and PwC. In that period he advised on M&A transactions for publicly listed companies, private equity funds and family owned businesses.
Gerry set up his own corporate finance advisory business in 2015 with a focus on corporate finance advice to small / mid-cap businesses (“SMEs”), providing M&A advice, strategic financial advice, business plan and fundraising advice, valuation and capital structuring advice.
During his career Gerry has advised on numerous SME business sales, including four Employee Buy-Out (“EBO”) transactions for SMEs, each of which has used a tax-efficient Employee Ownership Trust structure, case studies for which can be found here (link to case studies). Gerry has spoken at several events held by the Employee Ownership Association to promote a greater understanding amongst the SME business community of the benefits of employee ownership.
Gerry is a keen guitarist with the covers band Formosa Frenzy and loves playing tennis (even in the Winter).