Hire remote M&A consultants near Dallas or in a similar time zone
Jaime Jimenez
Freelance M&A Consultant
A finance leader and entrepreneur, Jaime recently co-founded White Hat Consultores, a cybersecurity company. Prior to this venture, he deployed over $1 billion in investments and transactions while working at private equity group Highland Capital and public corporations Alcon Labs and Adeptus Health. As a freelancer, he currently leads fundraising efforts, growth, and organizational strategy as the CFO of hi-tech start-up Schokgear.com.
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Aaron Handler
Freelance M&A Consultant
Aaron is an experienced private equity professional whose leadership and strategic assessments have enabled companies to exceed forecasts and remain profitable despite tough economic climates. He identified a unique opportunity in the durable medical equipment space, recruited management, acquired and opened new locations, grew top and bottom lines, and exited the investment for a significant return on capital. Aaron enjoys a collaborative environment and is driven by values and purpose.
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Patricio Gerardo Sanchez
Freelance M&A Consultant
Patricio has 30+ years of finance experience and has participated in debt and M&A deals with firms including Heineken, Coca-Cola, Ecolab, JP Morgan, and UBS. He possesses financial leadership experience in manufacturing (Bexel) as well as food & beverage, retail, packaging, and logistics (FEMSA, NYSE: FMX). Freelancing allows him to leverage his expertise in areas such as FP&A, M&A, and project valuation to maximize value for clients.
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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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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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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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Jack Chang
Freelance M&A Consultant
Jack is an investment banking professional with 15 years of experience in corporate development (Tyco International), investment banking (UBS) and principal investing (GE Ventures). He has advised clients on $7+ billion in M&A and capital raise transactions across the industrial and energy sector. Jack is the founder of DGP Capital, an independent investment bank, and he joined Toptal to share his expertise with a wider array of companies.
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Hassan Eltorie
Freelance M&A Consultant
Hassan is an equity research analyst—providing strategy assessment and valuation to large-cap energy companies, hedge funds, and private equity firms. He started freelancing to apply his knowledge in valuation, M&A, competitive intelligence and corporate strategy to new clients. Organically, he built M&A (deals up to $1 billion) and corporate strategy capabilities at Reliant Energy. He is cited in business publications and has appeared on NPR.
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Julien Roubaud
Freelance M&A Consultant
With 15 years of finance and operations experience, Julien has underwritten over $2 billion in oil and gas M&A transactions, and managed budgets of over $20 million per annum. A driven entrepreneur, he has sourced debt and equity capital from leading Wall Street banks and top institutional investors. Julien holds an MBA from Rice University and enjoys advising clients on valuation, M&A, deal structuring, capital raising, and FP&A.
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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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Tim Barbis
Freelance M&A Consultant
Tim is an investment advisor who has worked with multiple private equity, venture capital, and investment management firms to analyze and execute investments. He has extensive experience applying his CFA, MBA, and operating experience to investment analysis for venture capital investments, middle-market acquisitions, and small to mid-cap publicly traded businesses. Tim enjoys freelancing because it offers him the opportunity to work on a variety of projects and industries.
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