Hire Freelance Equity Research Analysts
Andy Vietor
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
Show MoreYiannis Ritsios, CFA
Yiannis is an experienced investment professional who manages assets for institutional investors globally and has extensive experience in financial analysis, valuation, equity research, and investment management. He has worked on M&A projects for large corporations and startup funding for the European Commission. With an MBA from Imperial College London, Yiannis began freelancing to help top management, investors, and entrepreneurs create value and sustainable growth.
Show MoreThomas Robb
Thomas delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of projects and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.
Show MoreCarlos Barrozzi
Carlos, a CFA charterholder, has extensive corporate finance experience as an advisor and investor at leading institutions such as GOJA (a JP Morgan-backed eCommerce roll-up) and BofA Merrill Lynch. He has advised and invested $4+ billion of equity and credit investments in developed and emerging markets. He consults to meet fascinating investors, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
Show MoreNathan Krishnan S
During his two-decade career in Asia and the US, Nathan has consulted in strategy, valuations, corporate finance, financial planning and analysis, forecasting, and investments across six continents—ranging in value from $10 million to $1 billion. While a senior manager at Ernst & Young, he led engagements in valuations and modeling and recently left to pursue entrepreneurial endeavors while working on challenging projects at Toptal.
Show MoreWium Malan
Wium is a global investment analyst with 15+ years of experience at multinational asset management firms like AllianceBernstein and Old Mutual. As a founder of an independent equity research firm, Wium excels at research, financial analysis, modeling, investment idea generation, and company valuations. He has covered 60+ global listed large-cap companies across all major emerging and developed markets, focusing on the internet, telecom, media, technology, healthcare, and industrial sectors.
Show MoreMatthew 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.
Show MoreIvan Arizaga
An experienced consultant and CFO, Ivan took to consulting practice after a long-tenured career in commercial banking and the competitive food and beverage industry. During the past nine years, Ivan has provided key advice on several restructuring cases for companies under financial stress, valued companies and piloted M&A transactions, and provided solid financial planning and value-creation-focused financial advice for his clients—from startups and SMEs to large corporations.
Show MoreVinaya Jain
An MBA from Duke University and a CFA, Vinaya has led M&A projects in the US, India, and Africa, managed debt and equity raises in large companies and startups, hedged FX and commodities using derivatives, and supported one of the largest IPOs. He has worked as a CFO at Bent Pixels LLC (US), GM India, Bira91 (Sequoia-funded), and Hindustan Zinc Limited. Vinaya enjoys working as a part-time CFO and on diverse and challenging projects in M&A, fundraising, financial strategy, and treasury.
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