Hire remote M&A consultants near Atlanta or in a similar time zone
Evan Fisher
Freelance M&A Consultant
Evan is a former investment bank VP offering a simple value prop: better-than-Wall-Street quality documents and advice at a fraction of the price. His work is responsible for over $2.1 billion invested in SMEs and has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. Evan enjoys helping businesses plan and refine their strategies, prepare for corporate actions, and hone their capital-raising approach.
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Robert J. Smith
Freelance M&A 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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Jake LaJoie
Freelance M&A Consultant
Jake has a unique combination of private equity, investment banking, corporate finance, and operations experience. Over the course of his career, he has completed 16 principal investments totaling $480 million of equity and more than $15 billion of M&A and corporate finance transactions. He enjoys the excitement of freelance consulting because each engagement is different and intellectually stimulating.
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Jeff Villwock
Freelance M&A Consultant
Jeff has had a 40-year career with 15 years in M&A investment banking and 25 years as an institutional research analyst. He was twice named to the Wall Street Journal All-Star Analyst team and has completed over $2.5 billion in transactions. Jeff started freelancing with Toptal to find assignments where his experience in advising corporate clients in attaining their objectives and in providing modeling solutions.
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William Plumer
Freelance M&A Consultant
William has launched, sold, acquired, advised, restructured, and invested in 40+ businesses, representing over $1 billion in value. He has worked with startups, Fortune 500 companies, and leading private equity and advisory firms including Blackstone, McKinsey & Company, Ernst & Young, and Morgan Keegan. As a freelancer, he enjoys helping a broader mix of clients execute their financial, strategic, and operational goals.
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Aleksey N. Krylov, CFA
Freelance M&A Consultant
Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.
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Ron Rich
Freelance M&A Consultant
Ron has spent his career helping management teams leverage finance to strategically plan and drive operational improvement. With clients that have ranged from startups to billion dollar PE-backed companies, he has developed a deep expertise through his roles as an investment banker, management consultant, venture capitalist, and entrepreneur. Freelancing allows him to work with a wide variety of clients and to address pressing, relevant issues.
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Puneet Sapra
Freelance M&A Consultant
Puneet has been CFO of public, middle-market private equity-backed companies, and startups. He has extensive experience working with founders, boards of directors, external partners, and finance teams to grow revenues and profit organically, through M&A, debt, and equity financing.
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Neil Portus | CFA, CMA
Freelance M&A 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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Zerrick Bynum
Freelance M&A Consultant
Zerrick majored in electrical engineering at Stanford (later gaining a Harvard MBA), but his professional career has been in business—primarily in finance/business development at high-growth companies. He enjoys freelancing as it exposes him to a breadth of companies and industries to which he can add value and from which he can learn. He works best as a strategic CFO—managing the cash flow, fund raising, and providing mission-critical analyses.
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