With more than 15 years of experience, Mr. Gerarde serves as a trusted advisor to operating companies throughout the investment lifecycle, including initial platform acquisitions, growth through scaling and add-ons, and sell-side or exit planning strategies. 

Mr. Gerarde brings deep expertise in tax consulting and transactional planning, with a particular focus on complex M&A transactions. He specializes in developing sell-side readiness strategies and navigating post-acquisition tax integration. His technical experience includes transaction reporting, IRC 734 and 743(b) basis step-up calculations, IRC 704(c) built-in gain allocations, disguised sale analyses, mixing bowl calculations, and intricate waterfall structure modeling. 

Serving clients across industries such as professional services, healthcare, renewable energy, and financial services, Mr. Gerarde adopts a collaborative and customized approach to ensure tax strategies are aligned with client-specific business objectives and goals. 

Mr. Gerarde earned a bachelor’s degree in accounting from the University of Maryland. He is a Certified Public Accountant (CPA) in Virginia.