Meet the Holmes Advisory team.

Practice areas: Restructuring & Special Situations · Claims, Disputes & Forensic Advisory

David Zdunkewicz brings more than 35 years of bankruptcy and restructuring experience to advising clients in distressed situations, including firsthand involvement in some of the nation’s largest and most complex multibillion-dollar cases. A former senior partner at Hunton Andrews Kurth, he has advised debtors, creditors, committees, and asset purchasers in major Chapter 11 proceedings. His work at Holmes centers on advisory, fiduciary, and governance assignments, including service as plan administrator and independent manager. He is a former CPA and holds a J.D., cum laude, from the University of Houston Law Center.

Practice areas: Transaction & Capital Advisory · Claims, Disputes & Forensic Advisory

Thomas J. McNulty’s background spans investment banking, corporate finance, government, and advisory work. He has held roles at Brown Brothers Harriman, the U.S. Foreign Service, Enron International, Duke Energy and Plains All American. He advises on transactions, valuation, capital, and financial disputes across the energy sector, with more than $14 billion in M&A advised or executed, and serves as an expert witness in energy valuation and damages. He holds a B.A. from Yale University and an MBA from Northwestern University.

Practice areas: Transaction & Capital Advisory · Restructuring & Special Situations

Jerry Thompson has more than 25 years of experience across investment banking, structured finance, principal investing, restructuring and transaction advisory. During nearly 15 years at Macquarie, he originated, structured and managed complex debt and equity investments representing ~$2.7 billion in commitments and ~$900 million in funded capital. As a Managing Director with MACCO Restructuring Group, he led financial and operational restructurings, interim management, asset monetization and complex wind-downs, including the sale of a $1.5 billion life settlement portfolio. He began his career in Deutsche Banc’s energy group after engineering roles at Exxon and Occidental, and holds an MBA from Rice University.

Practice areas: Strategic & Operational Advisory (financial institutions)

Katherine Buckwalter brings experience across loan origination, structuring, closing, and portfolio management. She led Cadence Bank’s Loan Syndications & Trading desk and grew it to a $6.5 billion agented loan portfolio, with about 100 transactions a year and more than 250 bank partners. Her background also includes corporate special assets and commercial lending. She advises financial institutions on building and scaling syndications capabilities and navigating the operating requirements of those businesses.

Practice areas: Transaction & Capital Advisory

Jevaughn Sterling has more than 26 years of commercial banking and business advisory experience. His work connects credit strategy, financial management and capital access for privately held businesses. He has facilitated access to more than $1 billion in business capital across hundreds of founder and business relationships. He has led an SBA lending platform and worked across commercial, real estate, acquisition, and working capital financing. He is also Founder of Sterling Capital Advisory Services.

Practice area: Strategic & Operational Advisory

Colin Fritz is an AI engineer and advisor who helps companies move AI from strategy into production systems that improve operating performance. After leading an agentic software development program at Accelance, he left to focus on delivering AI solutions to private equity and other sponsors and their portfolio companies. He joined Holmes Advisory in November 2026 to pursue that goal. At Holmes, Colin leads AI strategy, engineering and managed agentic systems engagements aimed at measurable EBITDA improvement. Earlier, he spent five years at Capgemini, where he progressed to Managing Consultant and led machine learning engineering teams that designed, built and scaled full-stack ML applications for enterprise clients.

Education: MEng, Electrical, Electronics and Communications Engineering, and BS, Electrical and Electronics Engineering, Northern Illinois University

Practice areas: Strategic & Operational Advisory

Ignacio Rivero has more than 25 years of experience driving profitable growth, improving operating performance and leading business transformations, with deep roots in industrial businesses and building materials. During more than two decades at CEMEX, he held general management roles with full P&L responsibility across multiple U.S. markets, as well as leadership roles in business development, strategic planning and post-merger integration. He works with management teams and business owners on strategy, operational improvement, growth and international business.

He holds an MBA from Stanford Graduate School of Business and a B.S. in Industrial Engineering from Universidad Iberoamericana.

Practice areas: Transaction & Capital Advisory · Strategic & Operational Advisory

C. Mitchell Cox has more than 40 years of experience in energy, investing and industrial technology. His career includes energy investment banking at Donaldson, Lufkin & Jenrette, and Deutsche Bank, where he was Co-Head of North American Energy Investment Banking, followed by investment and board leadership at Turnbridge Capital, carrying platform investments through more than 20 add-on acquisitions and exits. He works with businesses on strategy, growth, leadership development, and preparation for institutional or strategic ownership. He holds a B.S. in Petroleum Engineering from the Colorado School of Mines and an MBA from Harvard Business School.

Practice areas: Transaction & Capital Advisory

Taylor Ducoff’s background spans corporate banking, syndicated financing, and capital relationships. At Cadence Bank, he led a corporate banking team and served as lead or co-lead arranger on more than $2 billion in syndicated financing. He collaborates with clients on financing strategy and connections to lenders and other capital providers. He is also Chief Development Officer of Holmes Financial.

Practice areas: Strategic & Operational Advisory (financial institutions)

Teresa Stinson has more than 35 years of financial services experience, including executive roles at Bank of America, Wells Fargo and Cadence Bank. She built Cadence’s Florida commercial banking business to more than $2 billion in assets. Her experience includes commercial lending, operations, merger integration, and governance. She is also Co-Founder, CFO and COO of Holmes Financial. She holds a B.S. from the University of Florida and an Executive MBA from the Massachusetts Institute of Technology (MIT).

Practice areas: Restructuring & Special Situations · Strategic & Operational Advisory (financial institutions)

Mary Katherine Franklin’s background spans credit leadership, special assets, private banking, and commercial real estate. As Chief Credit Officer of Cadence Bank’s Corporate Bank, she chaired its Large Loan Approval Group. She also led Cadence’s corporate restructuring function through COVID, reducing criticized assets from $1.1 billion to $286 million. She advises on credit strategy, banking relationships and distressed debt, and is Chief Investment Officer of Holmes Financial. She holds a B.A. in Finance from the University of Georgia’s Terry College of Business.