Hire remote Investment bankers near Dallas or in a similar time zone
Kevin Roberts
Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.
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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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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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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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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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Simon Touchette
Simon has worked closely with executives and led $400+ million of M&A, debt, and equity transactions across the world. A veteran of public companies like CAE as well as investment banks such as Scotia Capital and Cafa, his expertise ranges from valuation and forecasting to negotiating and closing transactions. Simon's most recent role as a principal at a private equity fund has allowed him to lead buy-side investment transactions and provide strategic guidance to portfolio companies.
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Enrique Vargas
Enrique has been a senior investment banker for 10+ years, playing an active role in Latin American transactions totaling $3+ billion. His experience includes leading sell- and buy-side mandates, debt financings and restructuring processes involving national and international banks and multilateral organizations, and asset-backed financings for consumer loan portfolios. Enrique is thrilled to leverage and expand his financial expertise while freelancing for international clients.
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Peter Desrosier
Peter is a seasoned finance professional with over eight years of top-tier private equity and investment banking experience. He has directly invested in numerous companies and evaluated hundreds of additional acquisition targets. He can perform due diligence on potential new acquisition targets, prepare marketing materials to represent a company in its sale, and create dynamic models. Peter is a freelance finance professional because he wants to help bring creative solutions to complex problems.
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Richard 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.
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Kuk Yi
Kuk is a strategic financial leader with in-depth experience working across the spectrum of value creation ranging from innovation to partnership and business development, M&A, and strategic enterprise initiatives. Kuk's created new internal capabilities by founding M&A/corporate development and venture investment teams. Although not a technologist, Kuk has a deep understanding and appreciation of the technology ecosystem and has led analytics and technology teams during his career as a result.
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Benjamin Ostrow
Ben is a thoughtful and creative investor with a background in public equity, distressed credit, and PE. He has applied his experience to large ($15B) public and mid-market companies in dozens of industries, including aerospace, wireless networking, SaaS, and retail. Ben is currently building a private credit investment vehicle and is available for short-term projects to help clients improve business strategy, evaluate and execute financing/fundraising, and develop financial forecasts/models.
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