Hire Freelance 409A Valuation Consultants
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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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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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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Olivia Passoni
Freelance 409A Valuation Consultant
Olivia has over a decade of experience in advisory, specializing in valuation, financial and business planning, M&A, and capital raising. Olivia has advised companies of any size, including over 30 startup entrepreneurs during the fundraising process. She is a Certified Valuation Analyst and is specialized in early-stage valuations.
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Nitin Mittal
Freelance 409A Valuation Consultant
Nitin has 15+ years of experience as a banker, hedge fund analyst, and CFO, and has deep operational and fundraising exposure in growth and turnaround situations. He has modeled and worked on complex equity and debt financing as well as M&A deals. He was the CFO of a VC-backed software company that grew from five employees to 200+. Nitin has led financial operations of online and offline retailers with revenue ranging from $50 to $500 million.
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Florent Bonin
Freelance 409A Valuation Consultant
Florent has seven years of experience advising startup management teams, directors, and investors on M&A discussions. He has worked on acquisitions by strategic and financial buyers as well as on equity and debt capital raises in the US, EU, and Asia. Florent's experience spans investment banking, venture capital, data analysis, and FP&A for companies operating in fintech, consumer lending, enterprise software, digital media, and eCommerce.
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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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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 and enjoys quickly learning about new industries and opportunities while providing concise insights for investment funds and private equity-backed companies as a freelancer.
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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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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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Jaime d'Almeida
Freelance 409A Valuation Consultant
Most recently a managing director at Duff & Phelps, Jaime has over 20 years of experience in economics and valuation as a consultant and has taught finance-related topics since 2011 at Babson and Boston University. He is passionate about valuation and enjoys helping companies think through and execute on various finance-related issues. In addition to Duff & Phelps, Jaime held prior positions at Ernst & Young and NERA.
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