Hire remote M&A consultants near Houston or in a similar time zone
Julien Roubaud
Freelance M&A Consultant
With 15 years of finance and operations experience, Julien has underwritten over $2 billion in oil and gas M&A transactions, and managed budgets of over $20 million per annum. A driven entrepreneur, he has sourced debt and equity capital from leading Wall Street banks and top institutional investors. Julien holds an MBA from Rice University and enjoys advising clients on valuation, M&A, deal structuring, capital raising, and FP&A.
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George Mathew
Freelance M&A Consultant
George has worked on M&A, IPO, and fixed income transactions with a cumulative deal value of $20+ billion at renowned Wall Street banks including Salomon Brothers and Morgan Stanley. A Fulbright scholar, George is active in the fintech startup sector and was on the management committee of Houston’s largest independent bank. At Toptal, he enjoys refining business models and optimizing financing structures to maximize flexibility and profitability.
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Jeff Anapolsky
Freelance M&A Consultant
Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.
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Jack Chang
Freelance M&A Consultant
Jack is an investment banking professional with 15 years of experience in corporate development (Tyco International), investment banking (UBS) and principal investing (GE Ventures). He has advised clients on $7+ billion in M&A and capital raise transactions across the industrial and energy sector. Jack is the founder of DGP Capital, an independent investment bank, and he joined Toptal to share his expertise with a wider array of companies.
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Richard Cleary
Freelance M&A Consultant
Richard is a Columbia MBA and CFA charterholder with 13 years of experience helping C-level executives at Fortune 500 companies. His work includes competitive benchmarking, KPI identification, budgeting, strategic planning, and linking plans to compensation targets to drive employee behavior tailored to a client's unique culture. Richard enjoys freelancing because he is passionate about aligning pay for performance and helping companies and those who work for them maximize value.
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Sachin Latawa
Freelance M&A Consultant
Sachin is a finance expert with a strong background in business analytics, private equity portfolio companies, M&A, and capital market transactions. He spearheaded strategy initiatives and asset management for a real estate company with an aggregate value of over $1 billion, including complex sales, leasing, and financing components. Sachin has a track record of bringing positive organizational, financial, and infrastructure changes to clients, delivering exceptional value.
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Aaron Handler
Freelance M&A Consultant
Aaron is an experienced private equity professional whose leadership and strategic assessments have enabled companies to exceed forecasts and remain profitable despite tough economic climates. He identified a unique opportunity in the durable medical equipment space, recruited management, acquired and opened new locations, grew top and bottom lines, and exited the investment for a significant return on capital. Aaron enjoys a collaborative environment and is driven by values and purpose.
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Jaime Jimenez
Freelance M&A Consultant
A finance leader and entrepreneur, Jaime recently co-founded White Hat Consultores, a cybersecurity company. Prior to this venture, he deployed over $1 billion in investments and transactions while working at private equity group Highland Capital and public corporations Alcon Labs and Adeptus Health. As a freelancer, he currently leads fundraising efforts, growth, and organizational strategy as the CFO of hi-tech start-up Schokgear.com.
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Dev Penn
Freelance M&A Consultant
Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.
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Patricio Gerardo Sanchez
Freelance M&A Consultant
Patricio has 30+ years of finance experience and has participated in debt and M&A deals with firms including Heineken, Coca-Cola, Ecolab, JP Morgan, and UBS. He possesses financial leadership experience in manufacturing (Bexel) as well as food & beverage, retail, packaging, and logistics (FEMSA, NYSE: FMX). Freelancing allows him to leverage his expertise in areas such as FP&A, M&A, and project valuation to maximize value for clients.
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Art Baker
Freelance M&A Consultant
Art is an accomplished finance professional with more than 15 years of experience—working within the US and internationally. Art has established and improved financial reporting and analytical systems in Fortune 500 and startup companies alike and has created value as an individual contributor and team leader.
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