Hire remote Credit Analysts near San Antonio or in a similar time zone
Kevin 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.
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Kevin Busick, CFA, CPA
Kevin is an experienced financial analyst and accountant who has experience working on buy and sell-side transactions. He is a licensed CPA and is also a CFA charter holder. He has performed hundreds of forecasts and variance analyses for customers across the full spectrum of industries, focusing on energy, real estate, and construction markets.
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Jay Schiff
Jay is a 25-year investment professional experienced in private debt, private equity, seed capital raising, originations, underwriting, 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 approximately $1 billion 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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Matthew Lo
An MIT and UPenn alumnus, Matthew has 15 years of experience at top finance firms and startups (Credit Suisse, Morgan Stanley Capital Partners, etc.), working on over $10 billion of capital-raising, M&A, and investment projects. He has worked with clients such as PE firms KKR and The Carlyle Group and worked at three startups, including a unicorn funded by Softbank. He is currently working on a new startup and is always eager to help fellow entrepreneurs and small business owners.
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Andrew Aziz
Andrew has invested hundreds of millions of dollars in publicly traded companies while working at investment funds. Throughout his career, he's built a network that includes investment bankers, industry executives, investors, and technical talent. As a consultant, Andrew leverages his expertise in strategy, financial modeling, valuation, and capital raising to help companies of all sizes accomplish their goals.
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Evan Turner, CFA, CAMS
Evan is a Boston College finance and corporate reporting and analysis graduate who maintains a CFA designation. He is a seasoned investment professional and startup executor who has founded, scaled, and exited businesses himself and grown those of his clients. Evan enjoys consulting for clients seeking executive-level expertise from an operator who knows how to identify opportunities, scale them from the ground up, and generate outsized returns for investors.
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Karim Doss
Karim has helped companies achieve their financial goals, both as a financial advisor at PwC and as a CFO or financial director for startups or Fortune 500 companies, such as Merck and Omnicom. His services include business valuation, financial models, business plans, pitch decks, fundraising, and setting KPIs and policies. Karim has worked with over 50 nationalities in various countries and managed projects ranging from $50,000 to $5 billion in different industries.
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Jake LaJoie
Jake has a unique combination of private equity, investment banking, corporate finance, and operations experience. Over the course of his career, he has completed 16 principal investments totaling $480 million of equity and more than $15 billion of M&A and corporate finance transactions. He enjoys the excitement of freelance consulting because each engagement is different and intellectually stimulating.
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Carlos Barrozzi
Carlos, a CFA Charterholder, has extensive investment banking and principal investing experience at BofA Merrill Lynch and Resiliens Capital. He has advised and invested in $4+ billion of equity and credit investments across both North America as well as emerging markets. He consults to meet fascinating investors, managers, and entrepreneurs while leveraging his financial expertise to drive value across a variety of unique business problems.
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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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Benjamin Bryer, CFA
A CFA charterholder with an MBA from NYU, Ben has more than 10 years of buy-side experience. Having worked in both institutional asset management (fixed income) and middle-market private equity, Ben has been involved with a wide variety of transactions. As a freelancer, Ben offers M&A advisory services to buy-side and sell-side clients, specializing in due diligence, financial modeling, valuation, and deal structuring.
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