Hire remote valuation specialists near Dallas or in a similar time zone
Kevin Roberts
Freelance Valuation Specialist
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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Lori Moser
Freelance Valuation Specialist
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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Jason McClain
Freelance Valuation Specialist
A Wharton MBA and former CFO, Jason has executed over $3 billion in transactions as a Goldman Sachs and boutique investment banker. He joined Toptal because of the variety of challenging finance and accounting projects. He has worked with Fortune 500, middle-market, early-stage, and non-profit organizations across a wide range of industries. Previously, Jason was a Marine Corps aviator operating the F/A-18 fighter aircraft and holding a Top Secret security clearance.
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Brandon Pearlman
Freelance Valuation Specialist
Brandon is a technology executive with 18+ years of experience, including working as a management consultant for the Global 1000. He has successfully founded and exited his startup and executed a GTM strategy that yielded an ARR of $20 million in year 1—and a projected $200 million in year 2. Brandon expertly helps accelerate early and growth-stage companies, identifying sustainable growth opportunities and enabling informed decisions with in-depth analysis.
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William Yeatts
Freelance Valuation Specialist
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
Freelance Valuation Specialist
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
Freelance Valuation Specialist
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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Eric Till
Freelance Valuation Specialist
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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Barbara Close
Freelance Valuation Specialist
As a former KPMG and PwC consultant and Fortune 1000 executive, Barbara has collaborated with CXOs in diverse industries for 20+ years. She has diversified industry expertise across consumer and industrial products and services, manufacturing, logistics, eCommerce, retail, and technology, which gives her a multi-dimensional approach to problem-solving. Functionally, her work has spanned core operations and front- and back-office processes. Barbara is a mechanical engineer and Kellogg MBA.
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Brett McLane
Freelance Valuation Specialist
Brett has been the lead underwriter on pro rata and institutional credit facilities ranging from $250,000 to over $1.1 billion. With 15+ years of finance experience across the US, including Wells Fargo, Bank of America, and Zions Bancorp, Brett has structured debt transactions for various industries, including gaming, lodging & leisure, construction, food & beverage, software, and investor real estate.
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Liana Bertsch
Freelance Valuation Specialist
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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