Hire remote Investment bankers near San Diego 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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William 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.
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Dar Fazulyanov
Dar is a financial business leader with over 20 years of experience in eCommerce, healthcare, aircraft, software, blockchain, automotive, and airline industries. His expertise lies in M&A, pre-IPO, IPO, venture capital, and private equity deals. Dar holds an MBA with scholar honors from Tuck School of Business.
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Peter 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.
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Richard 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.
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Kuk Yi
Kuk is a strategic financial leader with in-depth experience working across the spectrum of value creation ranging from innovation to partnership and business development, M&A, and strategic enterprise initiatives. Kuk's created new internal capabilities by founding M&A/corporate development and venture investment teams. Although not a technologist, Kuk has a deep understanding and appreciation of the technology ecosystem and has led analytics and technology teams during his career as a result.
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Benjamin Ostrow
Ben is a thoughtful and creative investor with a background in public equity, distressed credit, and PE. He has applied his experience to large ($15B) public and mid-market companies in dozens of industries, including aerospace, wireless networking, SaaS, and retail. Ben is currently building a private credit investment vehicle and is available for short-term projects to help clients improve business strategy, evaluate and execute financing/fundraising, and develop financial forecasts/models.
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Alex Rienzie
A Harvard Law School graduate, Alex advised financial institutions at J.P. Morgan as a vice president on the FIG team and worked on M&A, debt and equity raises, and strategic advisory assignments. He advised Freddie Mac on an estimated $112 billion recapitalization, SoftBank on its Fortress acquisition, and GreenSky on an initial public offering (IPO) and sale to Goldman Sachs. Alex also has a bachelor's degree in accounting from SUNY Geneseo and passed his CPA Exams.
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Pete Boukouzis
Pete advised on over $150 billion of proposed and completed buy-side, sell-side, and merger transactions for private and public companies during his 18-year Wall Street career as a senior M&A investment banker. His transaction experience involved clients worldwide from diverse industries. Pete enjoys the flexibility of consulting while continuing to provide top-tier advice on M&A, corporate finance, and valuation matters. He has also served as an expert witness.
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Láska Suchy
Láska has been a key contributor to over 20 completed acquisitions, fundraises, partnerships, and venture stage investments, totaling several billion dollars in value. She has led two acquisitions of founder-owned businesses from start to finish and collaborated on leading seven others as a director at IQVIA. As a freelancer, Láska wants to continue working with founders, sponsors, entrepreneurs, and other business leaders.
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Laura McCormally
An Ivey MBA, Laura has 10+ years of experience at RBC, a Top 10 Global investment bank, advising senior executives on transformational M&A transactions and capital markets risk management. She's closed ~$4 billion in M&A deals in the last three years in NYC, including for RSP Permian, Delek U.S., Zayo, and Windstream. Freelancing allows Laura to assist mid-market companies evaluate strategic alternatives, growth, and capital structures.
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