low-angle photo of high-rise building

DIVERSE INDUSTRY EXPERIENCE
Automotive, Banking, Construction, Consumer Products, Family Office, Finance, Healthcare, Hedge Funds,
Media & Entertainment, Manufacturing, Nonprofit, Private Equity,

Professional Athletes, Real Estate, Sports

REPRESENTATIVE CLIENT WORK

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FORENSIC ACCOUNTING,
INVESTIGATIONS & DISPUTES

GOVERNANCE & RISK

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 of more than $500M.

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

  • Spearheaded operational improvements and efficiencies, 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 collaboration to drive efficiencies and improved employee engagement.

Fact-based analyses to uncover fraud, assess risks, and support litigation and regulatory matters with credible, actionable insights.

  • 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 in 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.

  • Enhanced 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.

  • Assisted a bank in a disgorgement proceeding wherein the bank and its retail broker required an independent verification of its disgorgement calculations.

  • Assessed the causes of control failures leading to embezzlements in closely held family businesses; provided mitigation recommendations.

SPORTS ADVISORY
PROFESSIONAL ATHLETES

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

  • Successfully negotiated multi-billion dollar revenue-sharing for 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 $300 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.

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 and 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.

NONPROFITS & TAX-EXEMPTS

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 historical financial records in consideration of inurement regulations.

  • Supported organizational growth and operational improvements through strategic advisory and stakeholder engagement.

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

FINANCIAL STRATEGY &
OPERATIONAL EXCELLENCE