Hire Freelance Real Estate Financial Modelers
Stephen Kelly
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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Grand Coast Capital Group, LLC
Nika Songhulashvili
Nika has worked as a Deputy CEO of a $100 million healthcare service provider, with more than 5,000 employees and 18 independent hospitals. He was also a voting member of the Investment Committee and has decided on investment opportunities of more than $20 million. Nika is passionate about providing advice on complex investment cases, business valuations, financial modeling, and profitability optimizations.
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Freelance
Robert Finch
Robert has worked in real estate finance since 2006, sourcing finance for commercial real estate acquisitions and construction projects. He has worked on more than 110 transactions, sourcing more than £1.5 billion in financing. Robert's strengths lie in financial modeling and understanding the key factors in each real estate transaction. He has experience with residential projects, rented commercial properties, and operating assets, such as hotels.
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Sativa Finance Ltd
Jose Antonio Arean
Jose has directly executed valuations worth over $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
Ricardo Teixeira
Ricardo has 10+ years of experience in corporate finance, strategy advisory, M&A, and restructuring, as well as risk, analytics, and digital. He is a former Oliver Wyman consultant with prior investment banking at Rothschild and equity research experience as a hedge fund analyst. Ricardo holds a Master in Finance from the Nova School of Business and Economics and is a Level 3 CFA candidate.
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LBV Asset Management
Santiago Correa Cardona, CFA
Santiago has been a finance professional since 2017. He is a CFA and excels in financial modeling and real estate finance. His areas of expertise include investments, financial modeling, and capital markets. As an added benefit for international companies, Santiago speaks fluently in English, Spanish, and French.
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Lifeafar
Julio C. Ortiz
Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. Julio's expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.
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Prime Wealth Development
Daniel Serdio
A London Business School MBA graduate, Daniel directly executed $5 billion worth of M&A and capital-raising deals across the US, UK, and Latin America. He's worked in investment banking at Citi as an M&A and strategy manager for a $25 billion family-owned conglomerate and founded a fund investing in UK SMEs. He joined Toptal to connect with other entrepreneurs and share his knowledge around investing, financing, strategy, and M&A.
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Independant Financial Expert
Ishwinder Singh, CFA
Ishwinder is an accomplished IB, PE, and tech professional with 14 years of experience working on international projects. He managed a prominent investment banking firm's $1 billion principal investment portfolio. Before that, he provided M&A and valuation advisory services to global clients at Ernst & Young. Ishwinder has co-founded a fintech startup and is currently head of finance for a well-funded online shipping containers marketplace, managing the startup's operations in US and Canada.
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The National Investor
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