Hire remote valuation specialists near Boston or in a similar time zone
Stephen Kelly
Freelance Valuation Specialist
With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.
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Andy Vietor
Freelance Valuation Specialist
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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Travis Borden
Freelance Valuation Specialist
Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.
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Will Chavey
Freelance Valuation Specialist
A Harvard MBA candidate and Rhodes Finalist, Will was an executive at YC-backed startup CarDash and on the corporate development team for Santander, working with senior leaders to execute transactions up to $1 billion. At CarDash, he guided product releases and scaled customer service while helping raise funds from Index Ventures. An operationally focused finance expert, Will delivers strategic finance advice and M&A guidance to Toptal clients.
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Javier Argüello-Ordoñez
Freelance Valuation Specialist
Javier is a multilingual finance professional with a technology background. His expertise includes corporate development, BI, M&A, financial modeling, market research, investments, data science, entrepreneurship, fundraising, fixed income, and derivatives. Javier advised on a $968 million Troubled Asset Relief Program repayment with J.P. Morgan and modeled 60 company debt portfolios of ~$125 billion nominal value across industries utilizing Factiva, Factset, Capital IQ, and Bloomberg.
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Erik Warren
Freelance Valuation Specialist
Erik's built and managed finance functions for global companies, with responsibilities ranging from reporting to managing capital raises for $200+ million infrastructure projects. As a freelancer, he can apply his broad set of financial skills to the challenges growing companies face. He has significant experience with mid-tier companies seeking to apply finance best practices, M&A due diligence and ready themselves for financing.
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Erik Stettler
Freelance Valuation Specialist
A data scientist and Harvard MBA with distinction, Erik co-founded a global venture capital fund and has invested in 50 startups that have together raised over $400 million while realizing six exits. He previously led analyses for cases including restructurings of $3 billion in global subsidiaries and M&A deals worth over $10 billion. His work has been noted in Forbes, CNBC, and HBR. Erik speaks four languages and serves as a chief economist at Toptal, leading the global talent economy analysis.
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Aqil Sohail
Freelance Valuation Specialist
Aqil is an entrepreneur and a specialist advisor to private equity firms, family offices, and companies. As a 10-year professional with extensive experience in the retail and consumer sectors, he has worked as a principal investor and consultant to add value to portfolio companies. He freelances to expand his circle of competence and leverages his extensive experience as an investor and consultant to deliver value through the Toptal network.
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Matija Petrovic
Freelance Valuation Specialist
Matija's executed $2+ billion in transactions—including a Latin American joint venture with Santander Bank—and delivered financial insights as an M&A advisor and finance director at Zurich Insurance. A former investment banker, he's created financial models, business plans, and strategic growth initiatives for corporates and startups. He joined Toptal to use his financial acumen to help clients generate sustainable growth and profitability.
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Herbert Quan
Freelance Valuation Specialist
An investment professional with a 15-year career in finance, Herbert has sourced and closed some of the most attractive deals in the energy private equity space exceeding over $2 billion of transactions, including the LDH Energy Asset Holdings and Dynegy Roseton investments. He joined Toptal to leverage his expertise and help clients with M&A, capital raising, and financial planning.
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Bill Light
Freelance Valuation Specialist
Bill has evaluated and sourced long and short investments at Lakewood Capital (hedge fund with $5 billion under management) and Harvard Management Company (endowment with $35 billion under management). Prior to his investing career, he advised on M&A transactions at Evercore Partners. As a freelancer, he enjoys working with both investors and entrepreneurs across a wide spectrum of industries in public and private markets.
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