Hire remote Credit Analysts near Denver 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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Kevin Busick, CFA, CPA
Kevin is an experienced financial analyst and accountant who has experience working on buy and sell-side transactions. He is a licensed CPA and is also a CFA charter holder. He has performed hundreds of forecasts and variance analyses for customers across the full spectrum of industries, focusing on energy, real estate, and construction markets.
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Jay Schiff
Jay is a 25-year investment professional experienced in private debt, private equity, seed capital raising, originations, underwriting, portfolio management, and restructuring. As the regional head of middle-market finance at Merrill Lynch and president of Centre Lane Investment Corp., he has invested approximately $1 billion in middle-market companies. Jay consults on corporate finance advisory issues while leading an angel-funded medical device business as a co-founder and CEO.
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Matthew Lo
An MIT and UPenn alumnus, Matthew has 15 years of experience at top finance firms and startups (Credit Suisse, Morgan Stanley Capital Partners, etc.), working on over $10 billion of capital-raising, M&A, and investment projects. He has worked with clients such as PE firms KKR and The Carlyle Group and worked at three startups, including a unicorn funded by Softbank. He is currently working on a new startup and is always eager to help fellow entrepreneurs and small business owners.
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Andrew Aziz
Andrew has invested hundreds of millions of dollars in publicly traded companies while working at investment funds. Throughout his career, he's built a network that includes investment bankers, industry executives, investors, and technical talent. As a consultant, Andrew leverages his expertise in strategy, financial modeling, valuation, and capital raising to help companies of all sizes accomplish their goals.
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Karim Doss
Karim has helped companies achieve their financial goals, both as a financial advisor at PwC and as a CFO or financial director for startups or Fortune 500 companies, such as Merck and Omnicom. His services include business valuation, financial models, business plans, pitch decks, fundraising, and setting KPIs and policies. Karim has worked with over 50 nationalities in various countries and managed projects ranging from $50,000 to $5 billion in different industries.
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Glenn Peters
Glenn is a seasoned investment banker with expertise in mergers and acquisitions (M&A) and capital markets. He has a distinguished career at top investment banks, such as J.P. Morgan and Deutsche Bank, where he contributed to transactions exceeding $55 billion. Glenn has collaborated with C-level executives from over 30 companies, preparing financial models and business plans and offering memorandums. He enjoys freelancing, seeking challenging projects, and engaging with intriguing clients.
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Edward White
A former investment banker at Deutsche Bank, Ed has advised on $20+ billion of M&A and capital markets transactions. He transitioned to an operational role at leading venture-backed Silicon Valley startup Ampush, where he raised debt financing and led a $16 million acquisition. As a Toptal consultant, Ed utilizes his FP&A and transactional experience to deliver value to clients across industries.
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Jake LaJoie
Jake has a unique combination of private equity, investment banking, corporate finance, and operations experience. Over the course of his career, he has completed 16 principal investments totaling $480 million of equity and more than $15 billion of M&A and corporate finance transactions. He enjoys the excitement of freelance consulting because each engagement is different and intellectually stimulating.
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Benjamin Bryer, CFA
A CFA charterholder with an MBA from NYU, Ben has more than 10 years of buy-side experience. Having worked in both institutional asset management (fixed income) and middle-market private equity, Ben has been involved with a wide variety of transactions. As a freelancer, Ben offers M&A advisory services to buy-side and sell-side clients, specializing in due diligence, financial modeling, valuation, and deal structuring.
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Ron Rich
Ron has spent his career helping management teams leverage finance to strategically plan and drive operational improvement. With clients that have ranged from startups to billion dollar PE-backed companies, he has developed a deep expertise through his roles as an investment banker, management consultant, venture capitalist, and entrepreneur. Freelancing allows him to work with a wide variety of clients and to address pressing, relevant issues.
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