Hire Freelance Exit Strategy Consultants
Olivia Passoni
Freelance Exit Strategy Consultant
Olivia has over a decade of advisory experience, specializing in valuation, financial and business planning, M&A, capital raising, and due diligence. She has advised business owners globally on financial planning and strategy optimization during the fundraising and exit process. Olivia also works with investors for portfolio valuation work, the development of fund models, and due diligence. She is a Certified Valuation Analyst and is specialized in early-stage valuations.
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Valithea OÜ
Julio C. Ortiz
Freelance Exit Strategy Consultant
Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. His expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.
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Prime Wealth Development
David Berlin
Freelance Exit Strategy Consultant
David has served as a CFO at multiple private equity portfolio companies in the SaaS, manufacturing, and service sectors where he optimized revenue growth, profitability, and led acquisition initiatives. He has been a consultant since 2014 and leverages his skills in financial modeling, analysis, forecasting, M&A, and process enhancements to deliver value to his Toptal clients. He has an MBA from UCLA's Anderson School and is a CPA.
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Brookseed Partners
Chaz Bauer
Freelance Exit Strategy Consultant
Chaz is the lead of business development for Beaumont Health, the largest health system in Michigan, with responsibility for system-wide M&A, joint ventures, and other strategic initiatives. His previous experience includes a regional CFO role with Surgical Care Affiliates, a leading ambulatory surgery center platform, as an investment professional at H.I.G. Capital, a global private equity investment firm, and an investment banker at Houlihan Lokey.
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Beaumont Health
James Carroll Allen
Freelance Exit Strategy Consultant
Jim is an experienced finance professional specializing in corporate finance, investment analysis, global markets, financial regulation, and written and oral communications. As a CFA charter holder, Jim has earned the respect of his colleagues for his technical understanding and adherence to that organization's ethical code to put the best interests of clients first. His approach to working with others assumes intelligence, candor, and goodwill.
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Delahaye Advisers LLC
Jake Luerkens
Freelance Exit Strategy 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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Zane Reiter
Freelance Exit Strategy Consultant
Zane is an international corporate finance professional with over 20 years of experience across a wide spectrum of industries and has completed over $8 billion in M&A and capital raising transactions. Notably, he successfully marketed a $1 billion Canadian LNG opportunity to a consortium of Asian investors. He enjoys freelancing to help a wide variety of clients on M&A, corporate finance, strategic advisory, and capital projects and transactions.
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Zelta Capital Partners
Martin Arentoft
Freelance Exit Strategy Consultant
Martin is an international M&A, corporate finance, and strategy executive with 13+ years of experience across technology, healthcare, consumer, and industrial sectors. As an investment banker with KPMG Corporate Finance and Mizuho Securities, he advised public and privately held companies on M&A transactions in the United States, Europe, and Asia. Before that, Martin developed strategic partnerships and market entry strategies in the fintech and edtech industries.
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Carolyn Deng, CFA
Freelance Exit Strategy Consultant
A Wharton MBA and CFA charterholder, Carolyn has managed a $700 million VC portfolio, executed 20+ VC/PE investments and exits, and advised Bain clients on growth and return strategies. She's worked with startups and corporates across China, Canada, US, and Australia in VC financing, investment management, strategy, M&A and business development. Freelancing allows her to choose the projects that best leverage her unique experiences.
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Ontario Teachers' Pension Plan Investment Board - Teachers' Private Capital
Michael Seversen
Freelance Exit Strategy Consultant
A Stanford graduate and a Harvard MBA, Michael has executed more than 100 M&A, equity and strategic planning transactions with a leading investment bank (Piper Jaffray), a top-tier private equity firm (Riverside) and a global strategic consulting firm (Monitor Company). He enjoys freelancing to help clients with complex transactions involving M&A, equity, strategic growth, valuation, and financial modeling.
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The Orchard Group
Stenning Schueppert
Freelance Exit Strategy Consultant
A Stanford MBA, Stenning has sourced, executed, and integrated deals at leading private equity firms such as GTCR and H.I.G. Capital. A Bain-trained strategy consultant possessing extensive operational experience, his passion is to partner with businesses to evolve via strategic guidance and acquisitions. Stenning has focused across middle market sectors for over 20 years, working directly with executives, boards, and investors to enhance value.
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Evolution Strategy
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