Gerald Edelman announces leadership transition

Leading Mid Tier Accounting and Advisory Firm, Gerald Edelman, announces a strategic leadership transition effective March 2024. Richard Kleiner, who has served as CEO since 2010, will transition to the role of Chairman. Carl Lundberg, a long-standing member of the Firm’s leadership team, will assume the CEO role. 

“The transition reflects our commitment to continuous improvement and ensuring we have the right leadership in place to capitalise on exciting opportunities ahead,” said Richard Kleiner. “As Chairman, I am thrilled to continue supporting the Firm in a strategic and governance capacity and remain deeply committed to its success, including continuing to remain an active member of the Executive Committee, alongside Deval Patel and Carl Lundberg.” 

With a strong track record of success at Gerald Edelman, Carl is perfectly positioned to lead as CEO. Carl joined Gerald Edelman as a trainee in 2010. After a short stint at Deloitte, Carl returned to Gerald Edelman, becoming a Partner in 2017. In 2014, Carl established the Corporate Finance team. From the ground up, Carl built a high-performing team that now boasts 20 employees and three partners. The team’s recent recognition as Transaction Services Team of the Year at the SE Dealmakers Awards 2024 stands as a testament to Carl’s vision and ability to cultivate talent. 

Carl’s achievements extend far beyond the success of his team. His dedication and expertise were acknowledged in 2021 with his inclusion on the prestigious Accountancy Age 35 Under 35 list. He also serves as a key member of the Executive Committee. 

Carl commented on the appointment, “I’m deeply grateful for the strong foundation Richard has laid. I see exciting opportunities to drive further growth and innovation across all areas of our business. Our commitment is to solidify our position as a standout advisory Firm, renowned for both the exceptional quality of our services and our personalised approach.” 

To further support the CEO and ensure efficient day-to-day operations, Gerald Edelman has established a new Operational Management Board (OMB). Hemen Doshi and Joanna Loizidou will sit on the board with Carl. The OMB is responsible for making key operational decisions and overseeing the execution of the Firm’s strategy. 

The leadership transition underscores Gerald Edelman’s commitment to strong governance and fostering a dynamic leadership team. With a clear vision for the future and a talented team in place, Gerald Edelman is well-positioned for continued success.