Hire Freelance Financial Strategists
Benjamin Ostrow
Freelance Financial Strategist
Ben is a thoughtful and creative investor with a background in public equity, distressed credit, and PE. He has applied his experience to large ($15B) public and mid-market companies in dozens of industries, including aerospace, wireless networking, SaaS, and retail. Ben is currently building a private credit investment vehicle and is available for short-term projects to help clients improve business strategy, evaluate and execute financing/fundraising, and develop financial forecasts/models.
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Forbes Media - Q.ai - Main
Jimmy Stone
Freelance Financial Strategist
Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at the investment bank JP Morgan, the private equity firm Warwick Group, and as a consultant. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.
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Alderbrook Companies LLC
Emir Coskun
Freelance Financial Strategist
An LSE graduate with a distinguished investment banking career at institutions such as the Deutsche Bank, Emir has led dozens of M&A, structured finance, startup funding, and IPO transactions with a total value of over $20 billion. Alongside working on building new things, freelancing allows him to share his passion for developing unique, creative perspectives with others. Emir enjoys advising on complex situations across various industries, including fintech, new media, real estate, and energy.
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Parapilot
David Fulep
Freelance Financial Strategist
David is an M&A expert who has worked with the owners of 100+ businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and IPOs. With 15+ years of experience, including six years at PwC, he has worked in many industries and extensively in the TMT and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.
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Freelance Clients
Andrew Birrell
Freelance Financial Strategist
Andrew started at Morgan Stanley in 2016—following university—where he closed $30+ billion in bespoke and complex transactions in the securitized product space. Andrew went on to co-found an investment management firm, developing a proprietary investment analysis utilizing machine learning. He freelances as he enjoys working with outstanding people and taking on exciting projects.
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Allermuir Capital
Chaz Bauer
Freelance Financial Strategist
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
Amit Rathi
Freelance Financial Strategist
Amit is a finance and commercial executive and consultant, guiding leadership teams to achieve profitable growth. His extensive strategic and operational experience includes 20+ years at Nestlé in global and national senior leadership roles. After adding value to all aspects of Nestlé's value chain, Amit held an executive position at Livinguard, a Swiss biotech scaleup. He is currently consulting in the startup ecosystem as a finance and strategy advisor across multiple industries.
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Digi-Shastra
Carole Crawford, CFA
Freelance Financial Strategist
At Morgan Stanley, Carole advised eight founders through exits totaling over $750 million and then founded her own practice to manage venture investments for family offices. A former tech CFO, she freelances to leverage her experience with capital raises, strategic pivots, and turnarounds. She enjoys helping innovators and entrepreneurs achieve financial success across many verticals, and has recently focused her efforts on fintech.
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fincap360, LLC
Pedro I Bustillo
Freelance Financial Strategist
Pedro is a senior manager with 20+ years of international business and finance experience. He has led finance operations for Fortune 500 companies (Gillette, P&G, and Ideal Standard) and private enterprises in the United States, Europe, Japan, and Latin America, and he has executed numerous business valuations, strategic plans, and end-to-end product pricing analyses. Pedro enjoys consulting and freelancing as a way to help each client take their business to a sustainable path of value creation.
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Roon Labs LLC
Martin Arentoft
Freelance Financial Strategist
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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