Hire Freelance Banking Consultants
Kyle Wade
Freelance Banking Consultant
Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.
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Wade Strategy, LLC
Carlos Barrozzi
Freelance Banking Consultant
Carlos, a CFA Charterholder, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. He consults to meet fascinating investors, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
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Resiliens Capital
George Mathew
Freelance Banking Consultant
George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.
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Financial Balance, LLC
Sean Heberling, CFA
Freelance Banking Consultant
With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. He is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.
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Addvia Capital
Jim Budney
Freelance Banking Consultant
A highly accomplished and versatile finance professional, Jim worked on finance teams of top investment banks (Citigroup, Merrill Lynch), optimized returns of a $12 billion AUM hedge fund (Point 72), lead 12 surgery centers as CFO and executed over $25 million in M&A transactions in 2019. He joined Toptal to help advise clients on complex M&A, corporate finance, and VC transactions.
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Surgical Care Affiliates
Evan Fisher
Freelance Banking 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 resulted in over $3.1 billion invested in SMEs. He has sat in every seat at the boardroom table as a director, shareholder, executive, and advisor. Evan enjoys helping businesses plan, refine their strategies, prepare for corporate actions, and hone their capital-raising approach.
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Minimal Capital
Neil Portus | CFA, CMA
Freelance Banking 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
Marc Howland
Freelance Banking Consultant
Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.
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Keyturn Pbc
Josh Chapman
Freelance Banking Consultant
Josh is an investment banker turned VC who lives in Denver, CO. At Morgan Stanley, he covered the world's top hedge funds and sold over $5 billion in IPOs for companies like Alibaba, LendingClub, GrubHub, and more. He also has experience in M&A, startup fundraising, and as a founder. Currently, Josh is one of the managing partners of Konvoy Ventures, a VC firm focused on esports and video gaming.
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Konvoy Ventures (VC Firm)
Jakub Rehor
Freelance Banking Consultant
Jakub has worked as a McKinsey consultant and portfolio manager at Third Avenue, a legendary multibillion-dollar value fund—leading investments, advising on acquisitions, and performing valuations for companies across geographies and sectors. A Yale graduate, he possesses extensive expertise in assessment, strategy development, and investment analysis. Jakub loves to help his clients with valuation, operations, and strategy as a freelancer.
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Third Avenue Management
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