Hire Freelance Private Equity Consultants
Keith Fernandez
Freelance Private Equity Consultant
A Harvard economics graduate, Keith is a seasoned financial consultant who has helped clients grow their businesses and successfully raise over $4.5 billion. He has executed numerous complex financial transactions for startups and Fortune 500 corporations while working at leading Wall Street investment banks like Merrill Lynch and private equity firms like KKR. Keith has also served as a chief financial officer (CFO) for a healthcare services company.
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Monarch Financial Consulting
Anuar Heberlein
Freelance Private Equity Consultant
Anuar has 15 years of expertise in go-to-market engagements conducting over 100 projects for Fortune 500 companies and championing startups. He founded STRATYGIKA, an international strategy consulting boutique specialized in go-to-market offerings led by former Bain & McKinsey consultants. Prior to that, Anuar worked with Second City Capital, a private equity company. He was also a strategy consultant for Bain & Company. Anuar holds an MBA from INSEAD and a B.Sc. in Economics from ITAM.
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STRATYGIKA
Marc Howland
Freelance Private Equity Consultant
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
Bertrand Deleuse
Freelance Private Equity Consultant
Bertrand is a 25-year finance veteran with a true 360 experience, honed as an investment banker, venture advisor, project developer, CFO, and expert witness consultant in international arbitrations. He has advised and partnered on over 100 transactions and investment initiatives totaling over $16 billion. Bertrand is a seasoned problem solver and decision-maker with expert facilitation skills. Bertrand advises on M&A, corporate development, venture growth, project development, and financing.
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Quadrant Economics
Sean Heberling
Freelance Private Equity Consultant
With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. He is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.
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Addvia Capital
Jimmy Stone
Freelance Private Equity Consultant
Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at the investment bank JP Morgan, the private equity firm Warwick Group, and as a consultant. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.
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Alderbrook Companies LLC
Andy Vietor
Freelance Private Equity 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.
Chaz Bauer
Freelance Private Equity Consultant
Chaz is the lead of business development for Beaumont Health, the largest health system in Michigan, with responsibility for system-wide M&A, joint ventures, and other strategic initiatives. His previous experience includes a regional CFO role with Surgical Care Affiliates, a leading ambulatory surgery center platform, as an investment professional at H.I.G. Capital, a global private equity investment firm, and an investment banker at Houlihan Lokey.
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Beaumont Health
Gavin Glick
Freelance Private Equity Consultant
Gavin has spent 15 years building and growing companies from scratch to profitability. At Peregrine, he successfully established new hedge funds and raised R1 billion in new assets. As a freelance financial expert, Gavin specializes in advising B2C and B2B mobile commerce and mobile app businesses to maximize cost per acquisition, ROI and sales via data-driven analysis, business modeling, and building customized KPI dashboards.
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Storyboards
Cory Azzalino
Freelance Private Equity Consultant
Cory is a CPA with over a decade of experience in accounting and private equity, where he invested over $1 billion across 20+ transactions as well as raising $20 million on behalf of startups. He left private equity to start a venture-backed IoT company while freelancing for family offices, private equity funds, and public companies. He's worked in various fields such as business and tech development, capital raising, and transaction execution.
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Eaze
Sergio de Fuccio Oliveira
Freelance Private Equity Consultant
Sergio works primarily for portfolio companies of private equity firms. He is a former Bain & Company consultant and enjoys freelancing since the exit of his last startup. He holds a MBA from Kellogg at Northwestern University with majors in strategy, finance, analytical consulting, decision sciences, and marketing. Sergio is fluent in English, Spanish, and Portuguese and has worked on projects in various industries and geographies.
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Strategy & Management Consultant
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