Hire remote M&A consultants near Dallas or in a similar time zone
Jake Luerkens
Freelance M&A Consultant
Jake is a finance and strategy consultant with experience in investment banking, private equity, and corporate development at the VP level. He is an expert in financial modeling, debt and equity capital raising, M&A with 15+ transactions executed, operations, and strategy. Jake has extensive experience working with companies of varying sizes, from early-stage startups to large multinationals, across many industries such as consumer, manufacturing, industrial services, and technology.
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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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Dev Penn
Freelance M&A Consultant
Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.
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Baruch Esparza
Freelance M&A Consultant
Baruch is an accomplished finance and strategy executive with 20+ years of experience leading cross-functional teams. He led deal teams that executed more than $5 billion in both buy-side and sell-side M&A transactions for multiple fortune 500 companies. Baruch also has immense experience in post-transaction integration and corporate restructuring. Consulting provides him with the opportunity to leverage his expertise to help clients grow and increase profitability, while meeting new people.
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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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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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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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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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