Andres Arboleda, Finance Expert in Boca Raton, FL, United States
Andres Arboleda

Finance Expert in Boca Raton, FL, United States

Member since May 1, 2020
A Wharton MBA and former Wall Street banker, Andres has worked directly with C-suite executives and entrepreneurs to build new businesses, leading over $15 million of investment in early-stage companies, executing the turn-around of company operations, and advising Fortune 500 companies on debt and equity transactions over $3.5 billion. Andres enjoys freelancing because it offers him the opportunity to work with entrepreneurs and investors on fundraising and venture capital projects.
Andres is now available for hire


Case studies


  • CEO

    2017 - PRESENT
    • Worked with sales and operations teams to shift the company’s product mix to higher margin sales, resulting in 20% growth in gross margin.
    • Created, implemented, and trained staff in new inventory management software, leading to a reduction in inventory turns by 25 days, freeing up 30% of invested capital at no incremental cost to the company.
    • Restructured the company’s balance sheet by raising debt capital from new lenders, refinancing higher cost capital and reducing weighted average cost of capital by 33%.
    Focus areas: Management, Finance Strategy, Operations Analytics, Sales
  • Vice President

    2012 - 2016
    Matrix Advisors
    • Advised financial technology executive team on the successful acquisition of the National Stock Exchange (150-year-old equities exchange): conducted financial due diligence, negotiated acquisition price, and secured regulatory approval.
    • Structured and negotiated over $15 million of investments into two startups, acting as investor and advisor on behalf of domestic and international investors.
    • Built operating budgets and fundraising plans for a fintech client, creating a framework for executives to hire ten staff members and begin key operating initiatives.
    • Implemented a compensation plan for the client’s board of directors and helped recruit its members, resulting in the successful formation of a seven-person board and its related committees.
    Focus areas: Business Development, Client Relations, Equity Investment, Financial Technology, Fundraising, Mergers & Acquisitions (M&A)
  • Analyst

    2002 - 2010
    SunTrust Robinson Humphrey
    • Led the financial analysis of an $11.6 billion merger between CenturyTel and Embarq Communications and coordinated due diligence efforts among various capital market and risk management groups to secure a loan for the newly merged entity.
    • Prepared sales memorandum and conducted valuation analysis for a $244 million equity offering of Walter Energy, facilitating the company’s separation from a diversified conglomerate to become pure-play energy company.
    • Built financial forecasts and conducted a sensitivity analysis to provide bridge financing for Willis Group’s $2.1 billion acquisition of Hilb, Rogal, and Hobbs.
    • Developed a new template financial model for the entire corporate and investment bank, incorporating detailed IPO, merger, and leveraged buy-out analysis capabilities, and conducted a related training program for over 100 investment bankers.
    Focus areas: Mergers & Acquisitions (M&A)


  • Master of Business Administration (MBA) degree in Entrepreneurial Management
    2010 - 2012
    The Wharton School at The University of Pennsylvania - Philadelphia, PA, United States
  • Bachelor of Science degree in Finance
    2002 - 2006
    University of Florida - Gainesville, FL, United States

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