Hire the Best Investment Bankers Near Philadelphia

Toptal is a marketplace for top remote Investment bankers. Top companies and start-ups in Philadelphia choose Toptal Investment Banking freelancers for their mission-critical initiatives.

No-Risk Trial, Pay Only If Satisfied.

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Hire remote Investment bankers near Philadelphia or in a similar time zone

Davit Gvelesiani

Freelance Investment Banker
United States
Toptal Member Since October 12, 2022

As a venture capital associate at one of the largest Upstate New York funds, David specializes in seed and early-stage investments in the technology and healthcare industries. Previously, as an investment banking analyst at TBC Capital, he led M&A and LBO transactions worth $800M across the telecom, energy, real estate, and infrastructure sectors. At Toptal, David enjoys bringing a positive impact on client strategies in M&A, corporate finance, and strategic development.

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Haseeb A Chowdhry

Freelance Investment Banker
United States
Toptal Member Since December 1, 2020

Haseeb has 10+ years of experience in investment banking, strategy and corporate development, and operational experience at a founder-led startup. He has been involved in transactions with a cumulative value of $10 billion. His experience spans multiple industries including transportation, financial services, fintech, franchising, retail, hospitality/real estate, food-tech, edtech, health-tech, and digital payments.

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Joseph Valentic

Freelance Investment Banker
United States
Toptal Member Since November 9, 2018

Joe has 30+ years of middle-market financial services experience as an investment banker, CFO/COO, strategy consultant, public accountant, banker, and board leader. He excels with strategic planning, fractional CFO, pitch deck creation, fundraising, FP&A, M&A due diligence, and research. Joe helps businesses achieve their growth goals by integrating strategy, fractional executive services, financial planning, and capital placement services.

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William Yeatts

Freelance Investment Banker
United States
Toptal Member Since March 17, 2022

William has in-depth experience in strategic finance, including M&A, corporate finance advisory, FP&A, treasury, and public company investor relations. His expertise spans small teams working on targeted projects to large teams tackling tactical, enterprise-level processes. William has led teams, managed reviews, and completed multiple acquisitions in digital IT services and cybersecurity. He has a passion for numbers and leverages financial decision-making to guide business leaders.

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Kevin Roberts

Freelance Investment Banker
United States
Toptal Member Since June 27, 2022

Over the last 20+ years, Kevin has closed 46 M&A deals totaling several billion in value. He started his career at leading investment banks—Bank of America and Merrill Lynch—and respected private equity firms—Trinity Hunt—advising clients ranging from $1-billion companies to startups and investment firms to family offices. Kevin joined Toptal mainly to leverage his capabilities in M&A and strategic finance, aiming at helping talented entrepreneurs and investors achieve their growth objectives.

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Simon Touchette

Freelance Investment Banker
Canada
Toptal Member Since December 22, 2018

Simon has worked closely with executives and led $400+ million of M&A, debt, and equity transactions across the world. A veteran of public companies like CAE as well as investment banks such as Scotia Capital and Cafa, his expertise ranges from valuation and forecasting to negotiating and closing transactions. Simon's most recent role as a principal at a private equity fund has allowed him to lead buy-side investment transactions and provide strategic guidance to portfolio companies.

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Enrique Vargas

Freelance Investment Banker
Colombia
Toptal Member Since August 4, 2020

Enrique has been a senior investment banker for 10+ years, playing an active role in Latin American transactions totaling $3+ billion. His experience includes leading sell- and buy-side mandates, debt financings and restructuring processes involving national and international banks and multilateral organizations, and asset-backed financings for consumer loan portfolios. Enrique is thrilled to leverage and expand his financial expertise while freelancing for international clients.

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Evgeny Vostretsov, CFA, FRM, CAIA

Freelance Investment Banker
United States
Toptal Member Since February 28, 2017

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.

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Jay Schiff

Freelance Investment Banker
United States
Toptal Member Since February 14, 2019

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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Anindya Roychowdhury

Freelance Investment Banker
United States
Toptal Member Since August 17, 2022

Anindya is a former Big 4 partner and a transaction specialist who has advised governments, private equities, venture capitals, and conglomerates, including Fortune 500 companies. He leverages his 25+ years of experience in bringing businesses together to provide end-to-end advice on deal readiness, valuation, M&A, and joint venture negotiations. Anindya has an expansive global network of C-suite contacts and has mentored numerous startups, some of which have become large public companies.

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Stephen Kelly

Freelance Investment Banker
United States
Toptal Member Since December 16, 2020

With 20 years of experience working with family offices, institutional and entrepreneurial private equity funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, asset management, and fundraising strategies. As a senior executive, he has advised on multi-billion mergers, equity raises exceeding $2 billion, and transactions totaling over $5 billion.

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A Hiring Guide

Guide to Hiring a Great Investment Banker

Freelance investment bankers help companies raise capital in multiple ways, including issuing stock, mergers and acquisitions, bond offerings, and more. This guide to hiring will help hiring managers define the scope of their investment banking job, write a compelling job description, and identify the best candidate for their needs.

Read Hiring Guide
Toptal in the press

... allows corporations to quickly assemble teams that have the right skills for specific projects.

Despite accelerating demand for coders, Toptal prides itself on almost Ivy League-level vetting.

Our clients
Creating an app for the game
Creating an app for the game
Leading a digital transformation
Leading a digital transformation
Building a cross-platform app to be used worldwide
Building a cross-platform app to be used worldwide
Drilling into real-time data creates an industry game changer
Drilling into real-time data creates an industry game changer
Testimonials
Martin so far is a complete Rockstar. His first bit of work produced a tool for us to model and forecast our financials and is far and away worth every penny we paid and more. Just thought I’d share that with you.

Pete Pellizzari

CEO

Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase. What makes his contribution unique and highly effective is not only his excellent financial modeling skills and knowledge, but also the emotional intelligence with which he manages each relationship at Vault, understands our team dynamics, and helps us tackle start up challenges effectively. It is rare to find a part-time consultant who makes you feel like he/she is genuinely invested in the success of your company.

Romy Parzick

COO

Toptal has been an incredible key partner for Sidekick. As an early-stage start-up, we’ve leveraged both design and financial talent. The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence in the future.

Doug MacKay

Founder / CEO

Chris was great to work with and was always available on my schedule. His communication skills and personality were a 10/10. His outputs on the project were top notch and allowed us to develop more efficient forecasting and initiative prioritization frameworks. I would definitely use Chris again.

Chris Pozek

CEO

What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.

Chris Pozek

CEO

How to Hire Investment Bankers Near Philadelphia

1

Talk to One of Our Industry Experts

A Toptal director of finance will work with you to understand your goals, technical needs, and team dynamics.
2

Work With Hand-Selected Talent

Within days, we'll introduce you to the right Investment banker for your project. Average time to match is under 24 hours.
3

The Right Fit, Guaranteed

Work with your new Investment banker for a trial period (pay only if satisfied), ensuring they're the right fit before starting the engagement.

Tap Into World-Class Talent

  • Trusted Experts Only

    Trusted Experts Only

    All of our talent are seasoned experts who ramp up quickly, readily contribute as core team members, and work with you to minimize onboarding time.

  • The Right Fit

    The Right Fit

    We have a knack for matching you with the right fit. Start working with your new hire on a no-risk trial period, paying only if satisfied.

  • Scale as Needed

    Scale as Needed

    Hire talent within 48 hours and scale your team up or down as needed, no strings attached.

  • Seamless Hiring

    Seamless Hiring

    We handle all aspects of billing, payments, and NDA’s. Let us take care of the overhead while you focus on building great products.

  • Flexible Engagements

    Flexible Engagements

    Choose the engagement type that suits your needs — hourly, part-time, or full-time — with the ability to change anytime.

  • Expert Talent Matching

    Expert Talent Matching

    Focus on your project and enjoy support from your dedicated account executive and expert talent matcher.

Top Investment Bankers Are in High Demand.

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