Summary Profile

Jerry - CPA, MBA

Managing Director



Jerry is a strategic and operational consultant.  He spent over 9 years in management consulting with the global consultancies PricewaterhouseCoopers, BearingPoint (formerly KPMG Consulting) and A.T. Kearney, where he led M&A, strategic and operational consulting engagements with clients located throughout North America, Europe, Australia and the Caribbean.  He has experience in M&A due diligence, post-merger integrations, business process innovation, and organizational redesign. Jerry has also held senior financial and strategy positions with Whitney Information, Sprint Communications, and MCI Communications.

He led teams over an 18-month period to develop and implement a strategic planning process for a global $20 billion business process and information technology outsourcing company.  Major areas of focus included financial services, healthcare, and retail.  He participated in due diligence on several target acquisitions and was also engaged in the post-merger integration effort for several key acquisitions.

He is also experienced in assisting companies screen acquisition opportunities, design due diligence processes, and create strategic alliances. Led a team that developed the corporate strategic plan for a company headquartered in the Caribbean. He identified criteria for potential acquisitions, evaluated potential acquisition targets, and worked jointly with client personnel to integrate several new acquisitions.


Master of Business Administration - The Fuqua School of Business - Duke University
Bachelor of Science - Accounting - The University of Maryland
Certification - CPA, State of Maryland

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