He has more than 13 years of experience specifically in the banking, specialty finance, financial technology, asset management, and brokerage sectors. He has also led a number of transactions involving distressed portfolios and banking institutions in both open bank capital raising efforts and through the FDIC Loss Share process. He focuses on determining acquisition targets' quality of earnings and cash flows, and assessing working capital requirements through the analysis of financial data and discussions with target management.
He also provides guidance to clients on transaction-specific matters, including: identification and analysis of key business drivers and the impact of historical trends on the financial statements; review of purchase and sale agreements and deal terms in relation to potential transaction risks; analysis of revenue and profitability trends; and identification of target commitments and contingencies. He has also evaluated both investor and management forecast models and completed carve-out / stand alone assessments.
Mr. Gougousis has spoken on panels covering FDIC Loss Share Reporting and the banking sector. Additionally, he has also co-authored a thought piece, “Payment processors: Diamonds in the rough?” which was published in The Deal Magazine’s online publication, “The Deal Pipeline”.
Recent clients include: Bregal Sagemount, Comvest Partners, Flexpoint Ford, Fortress Investment Group, JC Flowers, Lovell Minnick Partners, NASDAQ, Partners Group, Pine Brook Partners, The Provident Bank, and Serent Capital.
Prior to joining A&M, he was the VP of Financial Planning & Analysis at Strategic Funding Source, a Pine Brook Partners portfolio company in the small business lending space for nearly two years. Prior to that, Mr. Gougousis spent six years in A&M’s Transaction Advisory Group. Earlier, he spent six years with the transaction services and audit practices of KPMG in New York.
Mr. Gougousis earned a bachelor’s degree in accounting from Pennsylvania State University. He is a Certified Public Accountant (CPA) licensed in New York, and is an active member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. He is also a Level II CFA candidate.