Hire remote M&A consultants near Chicago or in a similar time zone
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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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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Kathy Lai
Freelance M&A Consultant
Prior to freelancing, Kathy was a director at a middle market investment bank where she spent six years advising companies on M&A transactions. Her responsibilities included preparing companies for sale, drafting investor materials, conducting financial analyses, contacting potential acquirers, facilitating due diligence, and negotiating deal terms. Kathy became a freelancer to obtain greater flexibility and work-life balance.
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David Turney
Freelance M&A Consultant
At Duff & Phelps, David has managed valuation engagements involving transactions greater than $1.5 billion for publicly traded companies in the industrial products and chemicals industries. He has extensive experience working with the senior management of Fortune 500 companies in various industries. Freelancing allows him to leverage his skills and experience to assist clients with complex and unique projects.
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Suk Shah
Freelance M&A Consultant
Suk's spent the last four years as the global CFO of Avant—the fastest growing digital lending platform in the US—helping the company raise over $3 billion in debt and equity. His experience in global financial services includes a decade of executive leadership at GE and HSBC. As a freelancer, Suk enjoys helping other specialty finance-and-tech companies execute capital raises, solve complex problems and support key strategic initiatives.
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Andrew Adams
Freelance M&A Consultant
Andrew has executed M&A and capital raises for companies ranging from startups to Fortune 50. A Wharton MBA, Andrew has experience in investment banking (J.P. Morgan), consulting (Bain), and private equity (Lake Capital), where he has led teams through the full M&A process from valuation and due diligence to post-acquisition integration and value creation. Andrew freelances to help his clients maximize value.
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Brad Carlson
Freelance M&A Consultant
Brad provides deal execution support for M&A, real estate and capital-raise transactions as well as CFO services for FP&A and budgeting/forecasting. Clients hire him to raise capital, value M&A targets and real estate assets, and establish rigor around their FP&A. Since 2014, he’s executed over 140 engagements, with 5-star ratings. This is his full-time job—preparing investor-ready deal materials and delivering objective, fact-based advice.
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Steve Sprindis
Freelance M&A Consultant
Steve is an experienced financial executive and consultant with a broad range of experience ranging from deep dive financial analysis to M&A and valuation work. He has experience as a CFO, private equity investor, and investment banker. Steve has worked with over fifty companies on preparing business plans and offering memorandums and financial models, and has helped finance early and late stage companies, real estate, and other assets.
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Jeff Anapolsky
Freelance M&A Consultant
Jeff enjoys connecting special situations with alternative capital. 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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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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