Services representative highlights

Diversified Industry Experience
Automotive. Banking, Construction, Consumer Products, Family Offices, Finance, Healthcare, Hedge Funds,
Media & Entertainment, Manufacturing, Nonprofit, Private Equity, Real Estate, Sports

Driving financial growth and operational excellence through strategic leadership, process optimization, and effective partnership management.

  • Advised executive leadership on financial strategies, risk mitigation, operations, compliance and organizational transformation.

  • Led development of tax-efficient business structures and negotiated high-value partnership agreements.

  • Directed investment oversight and cash flow management, increasing returns and optimizing liquidity leveraging options from banking institutions.

  • Spearheaded operational improvements, including ERP implementations and cost reduction initiatives saving millions of dollars.

  • Partnered with business teams to scale revenues to more than $200M.

  • Created and scaled commercial subsidiary, implementing tax structures that saved $40M+ annually and securing $20M guaranteed partnerships revenue.

  • Facilitated inter-departmental discussions and coordination to establish and enhance communication and collaboration among departments to drive efficiencies and improved employee engagement.

Delivering thorough, fact-based analyses to uncover fraud, assess risks, and support litigation and regulatory matters with credible, actionable insights. Unique experience includes the investigation of financial misconduct, reconstruction of financial transactions, verification of compliance with contractual requirements, and quantification of damage amounts and financial analysis.

  • Investigated fraud, embezzlement, conflicts of interest, Ponzi schemes and other misconduct across numerous industries.

  • Reconstructed decades of financial transactions, and related interest calculations.

  • Led settlement negotiations of numerous forensic audits.

  • Partnered with law enforcement and regulators to support investigations and legal actions.

  • Recommended remediation and internal control improvements to reduce risk.

  • Assisted counsel SEC, DOJ, IRS, FINRA, and other government inquiries, subpoenas, and enforcement actions.

  • Provided expert reports, rebuttals, and damages analyses in disputes, arbitrations, and regulatory proceedings.

  • Verified compliance with royalty and participation fee obligations.

Helping organizations strengthen their risk management and governance frameworks to enhance compliance, mitigate threats, and promote long-term stability.

  • Conducted comprehensive risk assessments to identify vulnerabilities and developed tailored mitigation strategies.

  • Designed and implemented governance structures and internal controls aligned with best practices.

  • Advised on regulatory compliance, reporting obligations, and stakeholder accountability to reduce exposure and ensure transparency to stakeholders.

STRATEGY & OPERATIONAL EXCELLENCE
FORENSIC ACCOUNTING &
FINANCIAL INVESTIGATIONS

GOVERNANCE & RISK

Providing strategic financial, operational, and partnership guidance tailored to the unique needs of sports organizations, athletes, and industry stakeholders.

  • Successfully negotiated revenue-sharing economic terms of three Collective Bargaining Agreements and annual negotiated settlements of more than $100 million.

  • Collaborated closely with business teams to manage risk and secure major sponsorship and licensing deals valued at more than $100 million.

  • Assisted sports organizations to realize the benefits of their tax-exempt status through revenue strategies and structuring equity investments involving brand partnerships saving more than $10 million.

  • Managed audits and inquiries from regulators; negotiated audit settlements with the IRS and state tax authorities saving more than $1 million.

Gary’s forward-looking approach and analysis of critical industry shifts in media rights, ticketing, and sponsorships, enabled stakeholders to stay ahead in a rapidly evolving sports landscape.

Working closely with professional athletes to navigate the complexities of their financial and business matters, empowering them to make confident, informed decisions.

  • Helped athletes evaluate the benefits and risks of opportunities, including off-court/field ventures and relationships with key advisors.

  • Conducted forensic audits to ensure accountability of financial managers and address the unique financial challenges and potential vulnerability to financial mismanagement or exploitation.

  • Performed due diligence on deals ensuring athletes had information to make informed decisions on investments.

  • Guided athletes through IRS inquiries and other regulatory or enforcement matters.

  • Represented players in high-stakes investment discussions, clarifying key terms and exposing hidden risks by cutting through complexity to empower strategic, confident and informed decisions.

Assisting nonprofit and tax-exempt organizations to deliver practical, tax-efficient financial strategies and strengthen governance, compliance, and operational effectiveness.

  • Developed tax-efficient strategies tailored to the unique needs of tax-exempt entities to maximize revenue impact and compliance saving more than $50 million.

  • Conducted financial oversight, risk assessments, and internal controls reviews to safeguard assets and ensure regulatory adherence.

  • Investigated fraud, embezzlement, conflicts of interest and other misconduct.

  • Reconstructed decades of financial transactions, and related interest calculations.Supported organizational growth and operational improvements through strategic advisory and stakeholder engagement.

PROFESSIONAL ATHLETES
NONPROFITS & TAX-EXEMPTS
SPORTS ADVISORY