Hire Freelance 409A Valuation Consultants
Rogier Roumen
Freelance 409A Valuation Consultant
Rogier is a seasoned finance expert who has worked for 100+ clients including startups such as Rocket Internet and corporations such as Heineken, Akzo Nobel, and Veon. He leverages his valuation, investment, FP&A, and accounting skills to solve pressing financial problems and enable actionable investment decisions. Freelancing gives him the flexibility to drive high-quality outcomes for clients across industries.
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Roumen Finance Advisory
Nitin Mittal
Freelance 409A Valuation Consultant
Nitin has 18+ years of experience as a banker, hedge fund analyst, and CFO with deep operational, fundraising, and M&A exposure in growth and turnaround situations. He has served as a CFO for a dozen technology companies, leading finance departments at multiple VC and PE-backed businesses with revenues ranging from $5 to $500 million. Nitin has structured and negotiated complex equity and debt financing exceeding $125 million as well as M&A transactions, leading post-merger integrations.
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Branded
Olivia Passoni
Freelance 409A Valuation Consultant
Olivia has over a decade of advisory experience, specializing in valuation, financial and business planning, M&A, capital raising, and due diligence. She has advised companies of any size, including over 30 entrepreneurs, during the fundraising and exit process. Olivia mainly works with investors for portfolio valuation work, the development of fund models, and due diligence. She is a Certified Valuation Analyst and is specialized in early-stage valuations.
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Valithea e.U.
Robert J. Smith
Freelance 409A Valuation Consultant
A seasoned finance professional and CPA, Bob has executed diligence, valuation and M&A mandates while serving in senior roles at Fortune 500 companies (Merrill Lynch, PHH, Discover, BNY Mellon). He is a finance, strategy and operations expert, who employs a collaborative approach that balances customer, regulatory and financial objectives. Bob is freelancing to help growth companies build financial infrastructure and reach their full potential.
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AS Direct Mortgage Capital
Andy Vietor
Freelance 409A Valuation Consultant
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
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Hamilton Clark Sustainable Capital, Inc.
Andrew Fales
Freelance 409A Valuation Consultant
A dynamic CFO, Andrew built and sold a CPA firm offering contract CFO services and led a management buyout that generated a 5.0x net cash-on-cash return for investors on a $4 million investment. Andrew possesses extensive expertise in accounting, finance, investments, and tax. He enjoys quickly learning about new industries and opportunities while providing concise insights for investment funds and private equity-backed companies as a freelance.
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MAP Energy
Neil Portus | CFA, CMA
Freelance 409A Valuation Consultant
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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Unity Development Group
Brent Dial
Freelance 409A Valuation Consultant
Brent's led Anheuser-Busch's craft beer growth strategy serving as the CFO of their $1 billion high-end division and completed over $12 billion in M&A and capital raising transactions as an investment banker at J.P. Morgan and Deutsche Bank. As a freelancer, Brent seeks to help clients build their strategy backed by rigorous analytics, and tell their story. He enjoys working with clients across different industries and levels of maturity.
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Anheuser-Busch
Denis Ivanov
Freelance 409A Valuation Consultant
Denis has analyzed hundreds of investments totaling over $50 billion in value and worked for a private equity firm to bring Formula 1 racing to Las Vegas. He's worked with companies in various industries and stages of growth: pre-revenue businesses, publicly traded corporations, and large private equity firms such as Blackstone. He enjoys freelancing and helping entrepreneurs with complex business valuations, financial modeling, and transactions.
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Vantage Point Advisors
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