With over two decades of Banking expertise, Jerry is a highly motivated, experienced M&A loan
officer. As a Senior Loan Officer with Live Oak Bank, Jerry specializes in financing an array of
business transactions like Mergers & Acquisitions, Partner Buyouts, expansion projects and
owner-occupied CRE. He has an impressive record of handling business deals ranging from
$1MM to $15MM and stands out with his knack for devising creative financing solutions where
collateral is limited. A continuous learner at heart, Jerry has actively participated in professional
development, always rising to the challenge of mastering new tasks. His ability to deliver
captivating training sessions and provide mentorship has inspired many, fostering a spirit of
teamwork and boosting performance levels. Jerry’s key expertise includes, but isn’t limited to,
Deal Structure, SBA Financing, Cash Flow Analysis, Industry, Economic & Credit Risk Analysis
and Business Valuation, and delivering top-notch Advisory Services in Business Transitions.
