Director of Research
- Tenured research professional with experience using a variety of market research resources to identify top buyers for sell-side clients
- Broad transactional experience across a wide variety of industries including oil and gas, integrated marketing, utilities, process engineering, asset management, industrial manufacturing and construction
- Pivotal resource partner in over a dozen successful transactions worth an aggregate value of $80 million
Jerry joined Allegiance Capital in 2015, bringing with him a seasoned background in middle-market focused research capabilities. He is expert in leveraging state of the art industry resources and proprietary tools to research relevant industries, evaluate historical transactions and identify the optimal cadre of buyers for each transaction. His extensive experience working on international transactions provides a time-tested approach to identifying the full range of both strategic and financial acquirers to attain premium pricing for our clients. Prior to establishing his prowess in research, Jerry refined his marketing skills in presenting opportunities to prospective acquirers and negotiating non-disclosures.
Jerry earned his Bachelor of Science degree in Economics from Baylor University. He resides in Fort Worth, and enjoys hunting, shooting sports, strength training, and following the Baylor Bears.