Edward Gleason
Financial Modeling & Capital Readiness MBA · Yale University·CPA·Series 65 “We review your materials as if we were the capital provider — before the capital provider ever sees them.”Institutional analytical discipline, applied before any outreach.
Edward Gleason leads financial modeling, due diligence advisory, and capital readiness analysis at Centurion Global Capital. His work centers on a single discipline: applying the analytical standards used by institutional allocators — family offices, private equity sponsors, private credit underwriters — to evaluate sponsor materials before they reach a capital provider’s desk.
That discipline is the product of a career spent on the buy side and within institutional finance functions. Edward has structured, evaluated, and underwritten transactions across M&A advisory, corporate development, private equity, management consulting, and institutional investment management — on three continents, across cycles, and through both growth and dislocation.
At CGC, this experience is brought to bear on every engagement. Documentation is reviewed for institutional credibility. Financial models are pressure-tested against assumption defensibility and scenario coherence. Capital structures are evaluated for stack logic, coverage, and sponsor economics. Risks are identified, framed, and rehearsed — before a sponsor ever submits.
The institutional review is not a gatekeeping function. It is a preparation function. The question we ask is not “is this deal ready” — it is “what would an analyst flag, and how do we resolve it before they have the chance.”
Edward Gleason · Managing DirectorFour dimensions of institutional readiness.
Every Stage One Advisory Brief is structured around the same four-dimension framework that institutional capital providers apply when evaluating an opportunity for the first time.
Documentation Quality
Executive summaries, projections, use-of-proceeds narratives, and supporting materials reviewed for institutional credibility, internal consistency, and completeness.
Capital Structure Coherence
Debt-to-equity balance, capital stack logic, coverage ratios, LTV positioning, and sponsor economics evaluated against the benchmarks each capital category actually uses.
Financial Model Integrity
Assumption defensibility, sensitivity analysis, and model coherence reviewed to CPA-level analytical standards. Models must withstand buy-side scrutiny.
Sponsor Credibility
Track record, equity participation, management alignment, and sponsor economics assessed against the criteria institutional allocators use to evaluate counterparty risk.
Twenty-five years across institutional finance functions.
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01
Arthur Andersen Transaction Advisory Services Began career in M&A transaction advisory, developing the analytical foundation that informs CGC’s institutional underwriting methodology.
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02
Kinnevik AB Strategic Acquisitions & Venture Capital Honed strategic acquisition and venture capital expertise across European private capital markets at one of the region’s most active long-horizon investors.
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03
Dow Jones & Company Corporate Development Led corporate development initiatives spanning M&A execution, organic growth strategy, and the structuring and scaling of business units within a global media and information enterprise.
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04
Capgemini Management Consulting · Financial Services Led digital transformation and strategic optimization engagements across financial services and institutional clients, with focus on operational and capital efficiency.
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05
JPMorgan Chase Institutional Investment Management Applied institutional investment management expertise across financial services functions, demonstrating versatility across capital markets disciplines and client mandates.
Individual licenses, held outside CGC.
Edward holds his CPA credential in his individual capacity. His Series 65 license is held in a separate registered capacity outside of Centurion Global Capital. CGC is not a licensed CPA firm, is not a registered investment adviser, and is not a registered broker-dealer.
All advisory services delivered through CGC are strategic planning and preparation services pursuant to executed written consulting agreements. CGC does not solicit investments, negotiate transaction terms, or offer or sell securities of any kind.