Hire Freelance IPO Consultants
Carlos Barrozzi
Freelance IPO Consultant
Carlos, a CFA Charterholder, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. He consults to meet fascinating investors, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
Show MorePreviously at
Resiliens Capital
Andrew Glaze
Freelance IPO Consultant
At Standard General, Andrew sourced and negotiated a $100 million investment in the publicly-traded firm National CineMedia and sits on its board of directors. A former managing director of a $500 million family office, Merrill Lynch investment banker, Army officer, entrepreneur and Columbia MBA, Andrew is an expert in technology, strategy, and corporate finance. He focuses his freelancing on capital raising, M&A, and venture capital projects.
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Standard General
Jose Antonio Arean
Freelance IPO Consultant
Jose has directly executed valuations worth over US$ 10 billion and founded Firmus—a firm offering advice in finance and economics. As a freelance, he provides his clients with robust and thorough analyses to help them achieve optimal decisions. In addition to working extensively with public companies in financial modeling and management, Jose has acted as an international expert witness in commercial disputes and as an outsourced CFO for startups.
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Firmus Consulting
George Mathew
Freelance IPO 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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Financial Balance, LLC
Travis Borden
Freelance IPO Consultant
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
Andy Vietor
Freelance IPO Consultant
Andy was recognized twice as an All-Star Analyst by the Wall Street Journal. He has been a strategist, operating executive, financier, and top-ranked industry analyst. As a freelancer, Andy advises a range of companies—from early-stage and middle-market to large caps—delivering customized solutions including effective investor presentations, dynamic financial models, and project finance structuring.
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Hamilton Clark Sustainable Capital, Inc.
Jeff Anapolsky
Freelance IPO Consultant
Jeff is an expert in transactions and turnarounds. He is a graduate of Harvard Business School and Harvard Law School with experience in multiple industries. As a seasoned professional, Jeff creates credible financial projections, solves operational hurdles, manages debt and equity financings, negotiates mergers/acquisitions/divestitures, manages due diligence, and helps clients reach milestones and achieve targets.
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Anapolsky Advisors, Inc.
Neil Portus | CFA, CMA
Freelance IPO Consultant
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
Aleksey N. Krylov, CFA
Freelance IPO Consultant
Aleksey served in CFO roles of public and VC-backed private companies. As investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. He enjoys working with officers of early stage and mature small-cap firms. He freelances because it exposes him to a wide range of companies.
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Ftera Advisors
Ludwig Diaz
Freelance IPO Consultant
Ludwig has closed over $30 billion of transactions in the US and Europe at Deutsche Bank's investment banking division. He has worked closely with investment professionals at top firms like Blackstone and Starwood Capital on deals ranging from asset and business disposals to multi-billion dollar acquisitions. He joined Toptal to connect with other entrepreneurs and go-getters and share his knowledge around investing, financing, strategy, and M&A.
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Starlifter Capital, LLC
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