Hire remote investment bankers 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.
Show MoreJoseph 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 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 MorePeter Desrosier
Peter is a seasoned finance professional with over eight years of top-tier private equity and investment banking experience. He has directly invested in numerous companies and evaluated hundreds of additional acquisition targets. He can perform due diligence on potential new acquisition targets, prepare marketing materials to represent a company in its sale, and create dynamic models. Peter is a freelance finance professional because he wants to help bring creative solutions to complex problems.
Show MoreRichard Cleary
Richard is a Columbia MBA and CFA charterholder with 13 years of experience helping C-level executives at Fortune 500 companies. His work includes competitive benchmarking, KPI identification, budgeting, strategic planning, and linking plans to compensation targets to drive employee behavior tailored to a client's unique culture. Richard enjoys freelancing because he is passionate about aligning pay for performance and helping companies and those who work for them maximize value.
Show MoreDev Penn
Dev is an Eagle Scout and CFA charterholder who seeks to make a significant impact. His goal is to help firms find, grow, and scale over $1 billion in opportunities. Dev's past experiences include working for two billionaires and more than ten years of acting as a strategic executive at blue-chip firms in VC, PE, and investments. He's also experienced as a fractional CFO and acts as a strategist, banker, marketer, and investor rolled into one person.
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.
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