Partner & Valuation Practice Leader
Jerry is a Partner at Centri Business Consulting and the leader of the firm’s Valuation Practice. He has more than 20 years of valuation experience and has analyzed and valued companies for numerous purposes, participating in a wide variety of industries, including technology, life sciences, energy, retail, and manufacturing.
He has conducted valuations of the securities and intangible assets of public and private corporations, partnership interests, and Subchapter S corporations for purposes including IRC 409a, ASC 820, ASC 805 and ASC 350, acquisition/divestiture, fairness opinions, reorganizations, estate planning, and regulatory compliance. Jerry has prepared valuations of business enterprises, capital stock, and stock options for purposes such as mergers and acquisitions and recapitalizations. During his career, he has also provided valuation advisory services to client companies for strategic planning purposes and pre-acquisition purchase price allocation analysis, as well as pricing studies for life science companies.
In addition, Jerry also has a broad range of experience valuing a wide range of complex derivatives, including adjustable stock options and warrants, restricted stock units, performance-based shares, convertible debt instruments, and other hedging instruments.
Prior to his time with Centri, Jerry was a Director with GBQ Consulting. Previous positions include Vice President with BDO Valuation Advisors, LLC in Philadelphia, where he provided valuation services to client companies and provided audit support in the review of a variety of third-party analyses, including derivatives, including SWAP, foreign exchange, and oil and natural gas futures, among others. Prior to BDO Valuation Advisors, Jerry was a Manager with CBIZ Valuation Group.
Jerry received a B.A. at Richard Stockton College and completed graduate work at the University of Pennsylvania. He is a candidate member of the American Society of Appraisers.