Hire Freelance Investment Strategists
Zachary Elfman
Freelance Investment Strategist
An American, now resident in Spain, Zachary continued his journey in London after completing his master's at the LSE, first as an analyst for a PE fund before switching to a global value hedge fund. Zachary is an expert in modeling, fundamental analysis, and valuation. As a freelancer, Zachary has completed the sale of a small business, advised on early-stage funding rounds, and acted as interim CFO for upstart companies. When he is not freelancing, he enjoys making wine.
Show MorePreviously at
Flooring Solutions, Inc.
Peter Mullen
Freelance Investment Strategist
Peter is an investment executive with global experience across HFs, PE, and family offices, including Apollo Global, JGM Capital, EOS Global, Longacre, and CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid strategy and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.
Show MorePreviously at
JGM Capital Management
Bechara Kara
Freelance Investment Strategist
Bechara is a private equity professional with ESW Capital, a $5 billion software buyout fund, and a former investment banker at UBS, where he worked on $1+ billion in transactions. He has worked with executives on corporate finance initiatives and advised on due diligence for M&A and fundraising transactions. Experienced with firms of all sizes, Bechara freelances to utilize his financial insight and experience to enhance value for his clients.
Show MorePreviously at
ESW Capital
Evgeny Vostretsov, CFA, FRM, CAIA
Freelance Investment Strategist
A hedge fund analyst and a former CFO of a startup, Evgeny performed deep-dive research on 15+ public equities and evaluated 30+ private equity and mezzanine debt transactions. Before getting an MBA from Chicago Booth, Evgeny founded an online retailer that sold across 11 time zones. He has advised on $5B+ valuations while at E&Y. He enjoys freelancing to help clients with evaluating investments, financial modeling, capital raising, and M&A.
Show MorePreviously at
Caro-Kann Capital
Juba Tsuladze
Freelance Investment Strategist
Juba is the founder of angioClast, a Cambridge-based biotech startup focused on cancer research. Before entrepreneurship, Juba was a seasoned CFO with multi-industry experience and worked on projects, ranging from an equity sale of a $150 million telecom company to a $50 million hotel business turnaround. He joined the Toptal network to resolve diverse FP&A, M&A, buyouts, and strategic analysis challenges.
Show MorePreviously at
Benefica
Dave Harpur
Freelance Investment Strategist
A chartered accountant with more than 15 years of experience, Dave has directly led double-digit EBITDA growth and over £1 billion in debt, equity, and M&A transactions while at leading private equity and consultancy firms (Global Infrastructure Partners, Octopus, IFM, and Deloitte). As a freelancer, he enjoys advising clients on strategy execution, debt and equity capital fundraising, corporate finance, and complex financial transactions.
Show MorePreviously at
ESW Capital
Thorsten Jabas
Freelance Investment Strategist
Thorsten is a corporate finance advisor and CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and technology ventures. He partners with SMEs as well as PE/VC investors in the TMT, health care, consumer, and financial services sectors to solve strategic and financial challenges. He is also an expert financial modeler and speaks English, German, and French.
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Self-employed
Neil Portus | CFA, CMA
Freelance Investment Strategist
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.
Show MorePreviously at
Unity Development Group
Calvin Clark
Freelance Investment Strategist
Calvin has helped raise a total of over $300 million in capital for dozens of VC-backed startups, PE-backed middle market companies, public companies and investment funds. He has run several buy and sell-side M&A processes. As a freelancer, he enjoys exploring strategic opportunities with companies undergoing significant change and growth. He has extensive experience in mobile technology, financial services, edtech, and transaction processing.
Show MorePreviously at
Gray Matters Capital
Steve Sprindis
Freelance Investment Strategist
Steve is an experienced financial executive and consultant with a broad range of experience ranging from deep dive financial analysis to M&A and valuation work. He has experience as a CFO, private equity investor, and investment banker. Steve has worked with over fifty companies on preparing business plans and offering memorandums and financial models, and has helped finance early and late stage companies, real estate, and other assets.
Show MorePreviously at
Waypoint Private Capital
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