Gerald has an extensive corporate and financial regulatory practice. Jerry focuses on international trade, mergers and acquisitions, formation and representation of investment funds, including venture, private equity, hedge, BDCs and interval funds, fintech and bank regulatory matters. Jerry’s clients include some of the world’s largest financial services institutions, investment advisers, investment companies, public and private companies and investors.

He helps investment advisers sponsor investment vehicles and separately managed accounts, and has structured and closed numerous seed and growth investments and platforms. Jerry works closely with investors to achieve investment goals and minimize adverse tax consequences.

Jerry’s transactional practice includes domestic and cross-border mergers and acquisitions; private placements; joint ventures; management buyouts; corporate finance, rights and exchange offers; asset transactions; and going-private transactions. Jerry enjoys working on cutting-edge legal issues related to fintech, securities offerings and trading.

Jerry also has extensive experience helping clients with international transactions and international trade compliance, including export and import laws, economic sanctions regimes, country of origin designations, bank secrecy, anti-money laundering and anti-bribery/anti-corruption laws.