Meet the Team

His team is focused on the sale of main street and lower middle market businesses.

Since starting Transworld Business Advisors of Houston in 2014, he has sold over 350 businesses. His organization has consistently ranked as one of the top 2 performing organizations in Transworld’s 300 office global network. Gerry is a past president and state board member of the Texas Association of Business Brokers and is currently the President of Transworld Business Advisors’ National Franchisee Council. He was elected to the Transworld Business Advisors Hall of Fame in 2015.

Prior to starting Transworld Business Advisors of Houston, Gerry cultivated thirty years of global business experience which included managing international business units, directing global marketing, and leading a global strategic procurement organization. Gerry has been involved in hundreds of negotiations across 5 continents. He has held executive leadership positions in 3 Fortune 500 companies covering 50+ countries across North America, Latin America, Central America, The Caribbean, Asia, Europe, and Africa.

Gerry's uniquely diverse global business experience includes M&A negotiations, Small Business sales, contract and lease negotiations, retail network development, new business development, global and local marketing, global retail brand management, retail revenue stream development, contract & lease negotiations, strategic global procurement, franchise development, general and operational management, and global franchise development.

Gerry is thrilled to have the opportunity in his current capacity to leverage his extensive business experience to assist others in realizing their business & life goals.

President of Transworld Business Advisors of South & West Texas, Wyoming, and New Mexico
President of Transworld Business Advisors’ National Franchisee Council
Past President Texas Association of Business Brokers Houston Chapter (2021-2022)
Past Texas Association of Business Brokers Board of Directors Member (2021-2022)
Transworld Business Advisors Hall of Fame Member (Elected 2015)
Certified Business Intermediary (CBI)
Certified Mergers & Acquisitions Professional (CM&AP)
Mergers & Acquisitions Master Intermediary (M&AMI)
Member of the International Business Broker Association (IBBA)
Member of the Mergers and Acquisitions Source (M&A Source)

Having worked across various industries such as food and beverage, information technology, and sports training, Tony has developed a keen understanding of the complexities involved in business transactions. His experience lies in guiding business owners through the sales process, offering advice on negotiation, financial statements, and employee matters.Tony’s accomplishments in facilitating successful deals speak for his capabilities, notably, Tony has orchestrated the sale of several retail and restaurant transactions ensuring a smooth transition for both the buyer and the seller while maximizing the value and time frame for the seller. His approach to maximizing the value of companies begins with a comprehensive valuation and understanding the owner's motivation. Tony’s forte lies in simplifying intricate processes and fostering trust with clients, ensuring a comfortable and transparent working relationship. As a broker, he prioritizes his client’s interests and confidentiality, guaranteeing their protection throughout the negotiation process.Drawing from Tony’s athletic career, he has learned the significance of teamwork and resilience, which translates into his commitment to guiding entrepreneurs through the highs and lows of business deals. His guiding principle as a broker is to assist business owners in achieving their exit goals while upholding integrity and focus. Witnessing his clients' success and being a part of their triumph is his ultimate satisfaction. Tony holds a bachelor’s in business administration and information technology from New Mexico Highlands University.

100’s , raising more than $10M in investment capital and closing over $100M in business along the way.

Cory's expertise spans business development, marketing, technology, automation, financial planning, business process refinement, and contract negotiation. His diverse industry experience includes Venture Capital, food and beverage, retail, and SaaS companies, making him a versatile advisor. With a unique blend of philosophical insight and tech-savvy, Cory excels at transforming challenges into opportunities and streamlining complex processes.

Over the past decade, Cory has served as a trusted business advisor and executive coach across dozens of sectors, guiding numerous businesses through growth and exit strategies. His personal entrepreneurial experience from seed stage to exits gives him a deep understanding of both the practical and emotional aspects of scaling and selling businesses.

Cory is committed to building strong relationships and delivering exceptional outcomes for his clients. He views every interaction as an opportunity to nourish and serve, believing that human connections are a person's most valuable asset.

This dedication to service, combined with his extensive experience, makes him a sought-after advisor. Honored as the 2016 Future 50 NJ Smart CEO of the Year, Cory continues to leverage his knowledge to help clients navigate the complexities of business growth and exit strategies.

Now focused on the New Mexico and Southwest business community, Cory brings his passion and expertise to Transworld as a Senior Business Advisor. Cory lives in Taos, NM, with his fiancée and three dogs. He is dedicated to contributing to the local business landscape and enjoys the unique culture and natural beauty of his home state.

teams, streamlining processes, and optimising productivity. She possesses a unique blend of strategic thinking and hands-on problem-solving, making her the go-to person for any operation challenge. She proudly served as a Human Resource Team Lead in the U.S. Army before making the decision to return to Houston. Lore graduated from Sam Houston State University with a double major in business management and marketing. She is a Texas notary and certified in APHR. During her free time, she enjoys CrossFit, puzzles, and spending time with her friends and family.

platforms. She has a Bachelor’s Degree from Austin College where she double-majored in Business Finance and Psychology. Elizabeth is primarily responsible for creating and driving the company’s marketing and community relations initiatives. She also directly supports the Houston M&A team along with manages vendor relations for the office. She is a Texas Real Estate Licenses Agent and her hobbies include dancing, fishing, spending time with family, watching crime shows/movies. She is also the proud owner of a pavement princess oIIIIIIIo.

include industry research, market analysis, financial analysis, creating executive summaries, strategic buyer identification, buyer management, and due diligence process support. Karissa plays a major role on our M&A Intermediary team.

Prior to joining the TBA of Houston team, Karissa worked in the financial services industry for 7 years in increasingly sophisticated positions. She graduated from NYU's Stern School of Business with a bachelor's degree in finance and from University of Texas School of Law with a Juris Doctor. Continually seeking to expand her professional horizon, Karissa is currently a CPA candidate. Her hobbies include watching football, hiking, reading, and solving logic puzzles.

and cost-effective operations in customer service and consumer product environments, she is a driving force behind excellence in complex projects and strategic initiatives. In her previous roles, Shuba demonstrated her exceptional leadership by efficiently managing the daily operation of litigation orders and the medical records retrieval process, leading to optimized business efficiency. Through the implementation of KPIs and improvements in employee performance, she achieved remarkable enhancements in operational effectiveness. Moreover, her commendable history of recruiting and training 40+ direct/indirect reports and contract employees showcases her commitment to fostering professional skills enhancement within the team. She also played an integral role on executive teams, overseeing job/training schedules, site inspections, and building permits. Shuba's ability to excel in a data-driven, fast-paced environment is a testament to her exceptional leadership skills. She thrives in making sound recommendations and effectively managing complex problems, ensuring the company's continued growth and success. With Shuba's strategic vision, operational acumen, and unwavering commitment to continuous improvement, Transworld Business Advisors is poised for remarkable growth and continued success under her inspiring leadership. Beyond her professional accomplishments, Shuba is known for her innovative thinking, teamwork spirit, and boundless energy. She holds a Bachelor of Science in Apparel Merchandising and Management from California State Polytechnic University, Pomona, and is a licensed Notary Public. During her free time, she enjoys spending quality moments with family and friends, exploring new destinations through travel, engaging in creative DIY projects, and giving back to the community through volunteering.

by her 10+ years with SEO optimization, social media engagement, website management, and content marketing. Lynn excels at keeping pace with the latest digital trends, analyzing online data analytics, and implementing marketing campaigns, effectively boosting brand awareness and audience engagement. She earned her Bachelor of Business Administration in Marketing from Stephen F. Austin State University. Outside of her professional pursuits, Lynn is passionate about reading, exploring various AI platforms, and cheering for the Houston Astros.

client’s businesses.She has several years of experience working in various Marketing and Public Relations roles and has excellent problem solving, project management and system development skills. Ana has a Bachelor's Degree in Business Administration from Trinity University, where she specialized in Marketing. During her free time, she enjoys spending time with family and friends, discovering new restaurants around the city, working out, traveling and cooking. Ana is fluent in English and Spanish.