Hire Freelance CFAs
Patrick Boyce, CFA, CPA
Over his 25-year career, Patrick has advised over 100 companies while employed by high-yield juggernauts DLJ Los Angeles, Salomon, and Highland Capital. He holds a Chicago Booth MBA, CPA, and is a CFA Charterholder. He helps firms raise capital, restructure finance teams, negotiate effectively with financial counterparties, and increase their profitability. As a freelancer, Patrick enjoys working with a variety of firms and stakeholders.
Show MoreErik Wissig
As a CFO, investment banker, and CFA charterholder, Erik is the founding finance executive of Hixme, where he led three rounds of venture capital funding for $26 million (Kleiner Perkins, Propel Ventures, Transamerica Ventures). He enjoys advising management teams and company boards across multiple sectors. His 20 years of experience spans M&A, corporate finance, and valuation (Duff & Phelps) as well as executive management and operations.
Show MoreJeffrey Schottler
Jeff has advised dozens of companies through M&A and capital formation transactions as a licensed investment banker. This includes sell-side and buy-side M&A, raising venture capital, PE, mezzanine debt, etc. He also has experience in corporate development, equity research (reporting), and financial analysis. Jeff is a strong financial modeling expert, an excellent deal marketing document writer, and is well connected in the PE and VC space.
Show MoreRichard Cleary
Richard is a Columbia MBA and CFA charterholder with 13 years of experience helping C-level executives at Fortune 500 companies. His work includes competitive benchmarking, KPI identification, budgeting, strategic planning, and linking plans to compensation targets to drive employee behavior tailored to a client's unique culture. Richard enjoys freelancing because he is passionate about aligning pay for performance and helping companies and those who work for them maximize value.
Show MoreJames Carroll Allen
Jim is an experienced finance professional specializing in corporate finance, investment analysis, global markets, financial regulation, and written and oral communications. As a CFA charter holder, Jim has earned the respect of his colleagues for his technical understanding and adherence to that organization's ethical code to put the best interests of clients first. His approach to working with others assumes intelligence, candor, and goodwill.
Show MoreNick Fookes
Nick is a CFA with a 28-year track record spanning 40+ countries in M&A, finance, strategy, and policy. He's supported executive decisions in 60 high-stake projects, including M&A transactions ($46 billion), radio-spectrum auctions and trades ($3.5 billion), public policy advocacy, government contract bids (worth $1 billion), go-to-market strategies, and raises for small caps and tech startups. Independent since 2001, Nick has enjoyed working in diverse markets, sectors, and cultures.
Show MoreJason Cape
Jason is a finance expert, a CFA charterholder, and an MBA graduate from the University of Oxford. He has over ten years of corporate experience across investment banking (Currency Sales Trader) and top-tier management consulting (Bain & Co). Since leaving the corporate world, Jason has advised start-ups (e.g., Fintech, Proptech, and Medtech) on their fundraising efforts and built the materials to assist the process.
Show MoreShiv Mehta, CFA
A CFA charterholder, Shiv has eight years of experience working across diverse finance verticals. He has facilitated corporate finance deals and fundraising worth more than $1 billion and worked in equity research at Deutsche Bank. He is skilled in writing reports, creating IB and PE pitch books, fundraising, financial modeling, and databases. Shiv enjoys using his diverse experience to assist clients with their challenging problems.
Show MoreSachin Chawla
Sachin has over 16 years of experience in valuations and financial modeling. He has worked with the valuation teams at KPMG, Deloitte, and other boutique investment research firms. He has worked on valuation engagements across sectors and countries. In 2020, Sachin started his consulting firm, which offers global financial modeling services to clients. He is a CFA Charterholder and holds a Master's degree in Finance.
Show MoreJohan Bergendorff
Johan began his career with PwC, advising on some of the most prominent private equity transactions in the UK and the Nordics. Following a decade as an M&A advisor, he took up a position with a billionaire investor, focusing on turnaround investments, including a US publicly-traded company where he was parachuted in as CFO. Johan held the position of CFO and COO for ConnectedLife, a medical technology company, successfully raising $2.5 million over Zoom during the COVID lockdown in Spring 2020.
Show MoreAlec Tseung
Alec executed over $5 billion in corporate, private equity, and venture capital transactions during his tenure at Swiss Re Principal Investments Company and Tencent, the leading internet company. He co-founded a financial advisory company in Hong Kong, advising companies in China, Southeast Asia, and Central Asia. Alec enjoys freelancing because it allows him to connect and collaborate with other passionate business founders to seize opportunities and challenges together.
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