Andy Gerot, chief operations officer of Atlantic Union Equipment Finance, has built a high-performing operations team backed by clear processes and scalable, repeatable workflows. Rather than chasing a single process improvement, he has fostered a broader culture of continuous improvement where documentation, funding and closing activities all flow through well-defined procedures and clear accountability structures across the department.

“By empowering talented team members and driving accountability, we’ve streamlined transaction execution and consistently delivered accurate documentation and an exceptional customer experience,” Gerot says.

The results speak for themselves: in the first two quarters of 2026, booked dollar volume rose 55% and the number of transactions booked climbed 70% compared to the same period in 2025, while headcount grew just 9%, demonstrating the team’s ability to support substantial growth.