Hire remote investment bankers near Phoenix or in a similar time zone
Joseph Valentic
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.
Show MoreHaseeb A Chowdhry
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.
Show MoreDavit Gvelesiani
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.
Show MoreKevin Roberts
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.
Show MoreWilliam Yeatts
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.
Show MoreEnrique Vargas
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.
Show MoreNicolas Trojanowski
Nicolas is a financial engineer who coordinated over 40 debt finance transactions totaling $17 billion+ in the tax structured finance business in the US and Europe at Societe Generale Corporate & Investment Banking. Nicolas offers a unique skill set in finance and project management. He advises on financial modeling, FP&A, financial operations, regulatory projects, and CFO services. In consulting, Nicolas' goal is to transform his clients' visions into financial performance.
Show MoreEvgeny Vostretsov, CFA, FRM, CAIA
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 MoreJay Schiff
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.
Show MorePrashant Sharma
Prashant is a Georgetown graduate and a seasoned financial consultant who has helped clients grow their businesses and successfully executed over 10 M&A transactions. He has advised startups and Fortune 500 corporations while working in investment banking and private equity. He has also led strategic finance for a startup that successfully exited to a large Fortune 10 company. Prashant joined Toptal to help clients grow their businesses.
Show MoreAnindya Roychowdhury
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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