About Us
Two principals.
Zero handoffs.
Gate City Advisory was founded on a simple premise: CFO teams navigating transactions need more than advice—they need execution that leaves them better off operationally.
Why we started Gate City
After years of working with companies through transactions—on both the advisory and operational sides—we saw the same pattern repeat: talented CFO teams stretched thin, scrambling to satisfy diligence requests while keeping the business running.
The advisors they hired delivered valuable analysis, but when the engagement ended, so did the value. The insights lived in decks that gathered dust. The systems and processes that could have transformed operations never got built.
We founded Gate City Advisory to change that equation. By combining transaction expertise with systems thinking and automation capabilities, we deliver advisory work that compounds in value long after we leave.
What we learn in diligence becomes the Day-1 plan and the operating system that runs your business.
Our founding principle
Meet the Partners
Together, we cover both sides of the equation: the financial expertise to navigate transactions and the technical capabilities to build lasting infrastructure.
Photo coming soon
Andrew Halpern
Managing Partner
Andy brings deep transaction advisory experience from both investment banking and operational CFO roles. He's guided companies through sell-side processes, capital raises, and complex financial restructurings.
His approach combines rigorous financial analysis with practical execution—ensuring that diligence readiness translates into real deal outcomes.
Before founding Gate City Advisory, Andy served as a fractional CFO for multiple growth-stage companies, giving him firsthand understanding of the challenges lean finance teams face during transactions.
Areas of Expertise
Photo coming soon
Jason Miller
Managing Partner
Jason is the architect behind Gate City's automation-first approach. With a background spanning enterprise systems, data strategy, and AI implementation, he brings a builder's mindset to every engagement.
His philosophy: the best advisory work creates assets that compound in value. The dashboards, workflows, and data infrastructure built during an engagement should serve the client for years, not disappear when the project ends.
Jason has led data and systems transformations for organizations ranging from high-growth startups to Fortune 500 companies, with a focus on making complex data accessible and actionable.
Areas of Expertise
Why “Gate City”?
Atlanta has been called the “Gate City of the South” since the 1850s. The city was originally founded as “Terminus”—the endpoint where four major railroad lines converged. As commerce flowed through this hub, Atlanta became the gateway through which goods, people, and opportunities moved.
We chose this name because it captures what we do: we're the gateway to growth for companies navigating critical transitions. Like those original railroad lines, we help everything converge—deals, operations, and systems—into a unified path forward.
And just as those railroads built infrastructure that served Atlanta for generations, we build financial and operational infrastructure that serves our clients long after our engagement ends.
Gateway to Growth
Entry point for companies scaling up
Hub of Convergence
Where deals, operations, and systems meet
Infrastructure Builders
Financial rails that move companies forward
Ready to get deal-ready?
Let's talk about where you are and where you're headed.
or email us at hello@gatecityadvisory.com