Hire remote Valuation specialists near Boston or in a similar time zone
Liana Bertsch
Liana is a CFO for growth companies across a diverse range of industries, including eCommerce, SaaS, marketing agencies, entertainment, and professional services. She has over 15 years of experience providing financial services to clients varying in size from startups to medium-sized. Liana offers a combination of expertise in finance, accounting, management, business leadership, and operations to companies with ambitions to grow their revenues and profitability.
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Barbara Close
As a former KPMG and PwC consultant and Fortune 1000 executive, Barbara has collaborated with CXOs to solve operational challenges in diverse industries for 20+ years. She has expertise across consumer and industrial products and services, manufacturing, logistics, eCommerce, retail, and technology, where she uses her engineer's mindset to drive business value, minimize costs and risk, and optimize processes. Barbara is a mechanical engineer and Kellogg MBA.
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Nicholas Piscani
Nick's career has been heavily focused on implementing financial and operational strategies that transform businesses by improving efficiency and aligning processes and results with overall organizational objectives. By executing various strategies accurately and efficiently, Nick has delivered high-value solutions in a variety of project types: real estate portfolio strategy, sales compensation strategy, capital investment strategy, performance management, and acquisition/valuation processes.
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Davit Gvelesiani
Davit is a 2025 Incoming Investment Banking Associate at Santander in their New York energy, infrastructure, and transition coverage. During his recent summer, he worked on transactions worth $30+ billion, including projects in oil and gas, hydrogen, carbon capture, and solar panels and module manufacturing. Currently, Davit is a second-year MBA candidate at the University of Rochester. He serves as CEO of the local venture fund focusing on early-stage startups across technology and healthcare.
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Haseeb A Chowdhry
Haseeb has 10+ years of experience in investment banking, strategy and corporate development, and operational experience at a founder-led startup. He has been involved in transactions with a cumulative value of $10 billion. His experience spans multiple industries including transportation, financial services, fintech, franchising, retail, hospitality/real estate, food-tech, edtech, health-tech, and digital payments.
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Joseph Valentic
Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.
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Paul Manry
Paul provides financial advisory services for business owners and entrepreneurs in the lower-middle market, in addition to private equity groups and strategic buyers. He has over 15 years of professional advisory experience, including nine years with KPMG and EY and four years with a global M&A firm. Paul's expertise includes mergers and acquisitions, executive financial leadership, financial planning and analysis, financial modeling, due diligence, and business valuation.
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William Yeatts
William has in-depth experience in strategic finance, including M&A, corporate finance advisory, FP&A, treasury, and public company investor relations. His expertise spans small teams working on targeted projects to large teams tackling tactical, enterprise-level processes. William has led teams, managed reviews, and completed multiple acquisitions in digital IT services and cybersecurity. He has a passion for numbers and leverages financial decision-making to guide business leaders.
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Brandon Pearlman
Brandon is a technology executive with 19 years of experience, including working as a management consultant for the Global 1000. He has successfully founded and exited his startup and executed a GTM strategy that yielded an ARR of $20 million in year 1—and a projected $200 million in year 2. Brandon expertly helps accelerate early and growth-stage companies, identifying sustainable growth opportunities and enabling informed decisions with in-depth analysis.
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Lori Moser
Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
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Jason McClain
A Wharton MBA and former CFO, Jason has executed over $3 billion in transactions as a Goldman Sachs and boutique investment banker. He joined Toptal because of the variety of challenging finance and accounting projects. He has worked with Fortune 500, middle-market, early-stage, and non-profit organizations across a wide range of industries. Previously, Jason was a Marine Corps aviator operating the F/A-18 fighter aircraft and holding a Top Secret security clearance.
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