Hire remote M&A consultants near Calgary or in a similar time zone
James Costello
Freelance M&A Consultant
A chartered accountant with 20 years of experience in hotels, casinos, real estate and emerging technologies, James has successfully completed a $4.5 billion real estate joint venture and has provided strategic corporate and governance work, resulting in over $15 billion in transactions. Now freelancing, he enjoys helping entrepreneurial companies plan for strategic growth, capital raises, corporate finance, and M&A transactions.
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Karim Kadry
Freelance M&A Consultant
Over his 20-year career in investment banking, Karim worked on deals ranging from $5 million to $2 billion, working closely with entrepreneurs, CEOs, and directors in a wide variety of industries. He has worked with teams as small as two people, as well as large corporates like UBS. As a freelancer, he enjoys exposure to different sectors, meeting new people and tackling challenges. Karim is a CFA charterholder and has a joint MBA from IESE.
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Jeff Anapolsky
Freelance M&A Consultant
Jeff is a financial restructuring expert, including turnarounds, workouts, and bankruptcies. Jeff is a graduate of Harvard Business School and Harvard Law School with experience in multiple industries. As a seasoned professional, he creates credible financial projections, solves operational hurdles, manages debt and equity financings, negotiates mergers/acquisitions/divestitures, and helps clients reach milestones and achieve targets.
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Kyle Wade
Freelance M&A 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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George Mathew
Freelance M&A 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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Paul Huffman
Freelance M&A Consultant
Paul has completed 90 investment banking assignments with an aggregate value of over $3 billion during a 20-year investment banking career. Paul is also the founder and manager of several start-ups, including driving growth to the INC 500 list at Commodore Leasing, LLC from formation to #193 in 2016. As a freelancer, Paul brings clients his investment banking experience combined with start-up and operating background.
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Jake Goldstein
Freelance M&A Consultant
Jake is the head of finance and business development for a high-growth healthcare IT company where he leads seven direct reports with his extensive dilutive and nondilutive fundraising experience, strategic finance, and FP&A skills. He's also spent time as a hedge fund investor with Melvin Capital and investment banker with BofA Merrill Lynch, advising large-cap banks on strategic M&A and due diligence exercises.
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Art Baker
Freelance M&A Consultant
Art is an accomplished finance professional with more than 15 years of experience—working within the US and internationally. Art has established and improved financial reporting and analytical systems in Fortune 500 and startup companies alike and has created value as an individual contributor and team leader.
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Richard Taveras
Freelance M&A Consultant
Richard is a highly technical former investment banking VP (Greenhill & Co./Bank of America Merrill Lynch) with experience in over $15 billion in M&A, debt, and equity transactions for multi-national corporations. Prior to banking, he was the head of technology at an interest rate derivatives fintech start-up and a forex analyst at Barclays Capital. He has worked at companies large and small, and joined the Toptal network to work on projects that can benefit from his well-rounded skill set.
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Puneet Gandhi
Freelance M&A Consultant
Puneet is a strategic financial adviser with a decade of experience in investment banking (Goldman Sachs & UBS), equity research (an equity hedge fund, $1 billion AUM), and corporate finance (The Times Group). He's helped his clients raise more than $5 billion in capital across three M&A and 11 capital markets transactions. As a freelancer, he enjoys solving business, strategic, and financial challenges for a wide variety of clients.
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