Hire Freelance Capital Markets Consultants
Alex MacAndrew
Freelance Capital Markets Consultant
Alex launched his advisory practice after 12 years of capital markets experience. He began his career at UBS and later spent seven years leading high growth startups. At Validus, Alex served as a financial consultant for private equity and debt managers, overseeing $80 billion in hedging trade execution. At Covestor, Alex was involved in the company sale to Interactive Brokers. Alex is passionate about assisting businesses by building financial models, creating pitch decks, and enhancing growth.
Show MorePreviously at
Selwyn Group
Arjun Batra
Freelance Capital Markets Consultant
Arjun has executed nearly 30 debt, equity, M&A, and capital raising transactions worth over $2 billion, across the developed and emerging markets. He has worked at leading investment firms (Houlihan Lokey, BlackRock), and at several startups, both as a co-founder and in other leadership roles. Arjun enjoys freelancing as it allows him to use his diverse transactional and operational experience to help companies achieve their growth potential.
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Envizzo
Peter Mullen
Freelance Capital Markets Consultant
Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.
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JGM Capital Management
Bechara Kara
Freelance Capital Markets Consultant
Bechara is a private equity professional with ESW Capital, a $5 billion software buyout fund, and a former investment banker at UBS, where he worked on $1+ billion in transactions. He has worked with executives on corporate finance initiatives and advised on due diligence for M&A and fundraising transactions. Experienced with firms of all sizes, Bechara freelances to utilize his financial insight and experience to enhance value for his clients.
Show MorePreviously at
ESW Capital
Travis Borden
Freelance Capital Markets Consultant
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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Keene Advisors
Sean Heberling
Freelance Capital Markets 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.
Show MorePreviously at
Addvia Capital
Keith Fernandez
Freelance Capital Markets Consultant
A Harvard economics graduate, Keith is a seasoned financial consultant who has helped clients grow their businesses and successfully raise over $4.5 billion. He has executed numerous complex financial transactions for startups and Fortune 500 corporations while working at leading Wall Street investment banks like Merrill Lynch and private equity firms like KKR. Keith has also served as a chief financial officer (CFO) for a healthcare services company.
Show MorePreviously at
Monarch Financial Consulting
Frank Colombo, CFA
Freelance Capital Markets Consultant
As the global head of high yield research at UBS, Frank led a team of 21 analysts and was the lead analyst on over 40 new issues, raising over $6 billion. Currently, he is a founding partner of a new cannabis debt fund. As a freelancer, Frank enjoys helping a wide variety of clients with challenging capital raises, valuation, and financing strategy, leveraging his Stanford MBA and his extensive experience as an analyst and entrepreneur.
Show MorePreviously at
Aspen Finance, LLC
Amit Thakur
Freelance Capital Markets Consultant
Amit is a highly successful, and sought-out financial advisor in M&A, debt and equity raising, and strategic finance deals totaling $35 billion. He established Standard Chartered's U.S. M&A business, and led Morgan Stanley's Indian FIG group, advising and mentoring companies, ranging from startups to MNCs, globally. Amit now independently advises a broad spectrum of clients on critical financial and business development initiatives.
Show MorePreviously at
Amax Capital
Martin Pretty
Freelance Capital Markets Consultant
Martin is an investment and finance veteran and a CFA charter holder. He has held the head of research roles on the sell-side, managed investments for a well-known and highly regarded family office and sat on the boards of several public companies. Martin is also the founder and investment manager of a boutique investment management firm.
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Equitable Investors
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