Hire Freelance Investment Bankers
Travis Borden
Freelance Investment Banker
Travis was part of the founding team at Moelis & Co., a $2.5 billion global investment bank, and has 18 years of experience advising clients on $40+ billion of M&A, capital raising, and restructuring transactions. In 2015, he founded a socially responsible advisory firm, Keene Advisors, named "Best for the World" 2017-2019. Travis joined Toptal to expand his network and share his expertise advising companies from startups to Fortune 500 firms.
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Keene Advisors
Paul Huffman
Freelance Investment Banker
Paul has completed 90 investment banking assignments with an aggregate value of over $3 billion during a 20-year investment banking career. Paul is also the founder and manager of several start-ups, including driving growth to the INC 500 list at Commodore Leasing, LLC from formation to #193 in 2016. As a freelancer, Paul brings clients his investment banking experience combined with start-up and operating background.
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Commodore Leasing, LLC
George Mathew
Freelance Investment Banker
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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Morgan Stanley
Marc Howland
Freelance Investment Banker
Marc is a Harvard Business School graduate with honors, a former investment banker from Goldman Sachs, and private equity investor at The Carlyle Group. He has helped execute more than $70 billion worth of global M&A and financing transactions in the tech, media, telecom, infrastructure and sports facility finance markets. Marc enjoys freelancing to contribute his knowledge and skills to others while working on his own early-stage ventures.
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Keyturn Pbc
Stefano Sironi
Freelance Investment Banker
An investment banker turned entrepreneur, Stefano has executed over £15 billion of M&A and capital raising transactions while working as an associate at Merrill Lynch and as M&A manager at a leading technology company. Today, Stefano enjoys advising clients on fund-raising and executing M&A transactions by leveraging his experience in investment banking, technology, and entrepreneurship.
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Axioma Europe Ltd.
Jeffrey Fidelman
Freelance Investment Banker
Jeffrey is a Harvard University graduate and currently manages a 40-person management consulting firm parallel to being a freelance CFO, focusing on providing strategic services to early and mid-stage companies. As a consultant, he has acted as an interim CFO for 100+ companies and funds. A few highlights of Jeffrey's career outside of consulting include being a partner at a VC fund, banking with Morgan Stanley and HSBC, and co-founding a real estate brokerage.
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Fidelman & Company
Tobias Buck
Freelance Investment Banker
Tobias is a private equity investor and board advisor who has invested, raised, and refinanced more than $4 billion throughout his career across the entire company life cycle from seed round start-ups to late-stage buyouts across Europe/US, and various industries. He combines highly analytical thinking with a very structured work approach and a passion for the creative fields. He connects easily with people valuing high IQ/EQ environments.
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Deutsche Entertainment AG
Trevor Davis
Freelance Investment Banker
Trevor is an experienced entrepreneur and banker with a background in business plan development, financial modeling, M&A, capital raising, and business valuation. He has worked and advised clients across many industries. Trevor has worked on over $5 billion of M&A and financing transactions and has advised clients ranging from early-stage startups to multi-billion dollar businesses.
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Healis Business Consulting
Ryan Kuhn
Freelance Investment Banker
Ryan is an investment banker, private equity investor, and entrepreneur with experience across industries, including the industrials, energy, transportation and logistics, healthcare, and technology sectors. He has completed over US $5 billion in aggregate M&A and financing transaction value. Ryan enjoys working with entrepreneurs, corporations, and private equity clients to help create value.
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WaveCrest Securities
Neil Portus | CFA, CMA
Freelance Investment Banker
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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Unity Development Group
Jay Schiff
Freelance Investment Banker
Jay is a 25-year private investment professional experienced in capital raising, deal sourcing, underwriting, capital markets, 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 $864 million 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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Addinex Technologies
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