Hire remote M&A consultants near Dallas or in a similar time zone
Kevin Roberts
Freelance M&A Consultant
Over the last 20+ years, Kevin has closed 46 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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Lori Moser
Freelance M&A Consultant
Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
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Karen Mildenhall
Freelance M&A Consultant
Karen is a Fortune 500 transformative corporate executive with over 20 years of expertise leveraging the connection between strategy, risk, operations, people, customers, communications, and P&L management while leading and advising senior leaders on large-scale strategic and operational change. She established a track record of collaboratively leading globally diverse teams to create groundbreaking change in over a dozen industries. She has a dozen business turnrounds in her career.
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Craig Doescher
Freelance M&A Consultant
Craig has raised $100 million+ in debt and equity for companies seeking to grow, restructure, or exit. His unique combination of operational experience and financial expertise across industries gives him a 360-degree perspective to approach client situations and provide creative solutions for financial needs. After working as a finance executive or direct hire since 2004, he transitioned to freelancing in 2018 to leverage his vast range of interests and desire to expand his geographic reach.
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Haseeb A Chowdhry
Freelance M&A Consultant
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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Mary Ann Fialkowski
Freelance M&A Consultant
Mary Ann has 20 years of C-level experience with private equity and publicly owned companies. She has planned and implemented high-growth strategies and restructured poorly integrated industry rollups. She creates solutions through new technology and business process improvement. With a uniquely wide breadth of functional experience, honed by easily pivoting to the area needing attention and quickly assessing the underlying processes, Mary Ann is an exceptional freelance contributor.
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Eric Till
Freelance M&A Consultant
Eric is a financial services professional with 13+ years of experience as a sell-side, buy-side, and startup professional, advising on debt and equity deals from $10 million to over $1 billion. He has deployed more than $2 billion into funds at Apollo across various structures and sectors. During his experience at boutique firms and on his own, he has worked with both large and early-stage companies. Eric wants to work on challenging projects alongside his other small business owner endeavors.
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Puneet Sapra
Freelance M&A Consultant
Puneet has been CFO of public, middle-market private equity-backed companies, and startups. He has extensive experience working with founders, boards of directors, external partners, and finance teams to grow revenues and profit organically, through M&A, debt, and equity financing.
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Liana Bertsch
Freelance M&A Consultant
Liana is a CFO for growth companies across a diverse range of industries, including eCommerce, SaaS, marketing agencies, entertainment, and professional services. She has over 15 years of experience providing financial services to clients varying in size from startups to medium-sized. Liana offers a combination of expertise in finance, accounting, management, business leadership, and operations to companies with ambitions to grow their revenues and profitability.
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Luke Skarzynski
Freelance M&A Consultant
A founder of Just In Case Estates, a legal tech startup, Luke has over ten years as a finance veteran. He began his career at L Catterton, the world's largest consumer-focused private equity firm, and served on a senior leadership team at one of its portfolio companies, growing revenue by over four times and leading the finance, operations, merchandise planning, and customer experience teams. Luke wants to connect with other passionate entrepreneurs and solve exciting new business challenges.
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Glenn Peters
Freelance M&A Consultant
Glenn is an experienced investment banker specializing in M&A and capital markets. Glenn has worked for leading investment banks (JPMorgan, Deutsche) participating in transactions totaling over $55 billion. His experience includes working with C-level executives at over 30 companies in preparing financial models, business plans, and offering memorandums. He enjoys freelancing to find challenging projects and to work with fascinating clients.
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