Hire remote equity research analysts near Toronto or in a similar time zone
Suhail Hafiz
Freelance Equity Research Analyst
Suhail, a veteran renowned with Canadian private and public equity firms like Onex and Gluskin Sheff, has invested $3+ billion of capital. Now a corporate finance professor at York University, he started his career in the capital markets group at CIBC, helping underwrite $5+ billion of debt facilities. As a freelancer, Suhail has collaborated with global family offices and many pre-series B technology companies. He has helped with all activities tied to raising capital.
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Jim Laird
Freelance Equity Research Analyst
Jim has managed investments for one of Canada's largest venture firms, founded and successfully exited a large entertainment software company, and has sat on more than 20 private, public, and non-profit boards. He is a 20-year corporate finance veteran and fractional CFO who is passionate about helping companies get to the next level by improving their operations, assisting with debt and equity capital raises, and executing M&A transactions.
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Sean Heberling, CFA
Freelance Equity Research Analyst
With Morgan Stanley, BNY Mellon, Sailfish Capital, and Marion Street Capital, Sean has analyzed 10,000+ companies, built complex models, and helped facilitate $1+ billion in investment transactions. He freelances to leverage his expertise in financial modeling, investor presentations, investment analysis, and M&A. He is on the boards of several early-stage companies, advising on operations, growth strategy, and fundraising.
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Erik Warren
Freelance Equity Research Analyst
Erik's built and managed finance functions for global companies, with responsibilities ranging from reporting to managing capital raises for $200+ million infrastructure projects. As a freelancer, he can apply his broad set of financial skills to the challenges growing companies face. He has significant experience with mid-tier companies seeking to apply finance best practices, M&A due diligence and ready themselves for financing.
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Bill Light
Freelance Equity Research Analyst
Bill has evaluated and sourced long and short investments at Lakewood Capital (hedge fund with $5 billion under management) and Harvard Management Company (endowment with $35 billion under management). Prior to his investing career, he advised on M&A transactions at Evercore Partners. As a freelancer, he enjoys working with both investors and entrepreneurs across a wide spectrum of industries in public and private markets.
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Matthew Lo
Freelance Equity Research Analyst
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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Evgeny Vostretsov, CFA, FRM, CAIA
Freelance Equity Research Analyst
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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Ahmar Ahmad
Freelance Equity Research Analyst
Ahmar, a Wharton and Columbia Business School graduate, is a hedge fund investor with experience across financial services, healthcare, and business services. Trained as a management consultant, he informs his investing with a detailed operational understanding of the business. Freelancing enables him to leverage his quantitative aptitude and modeling skills to help clients improve growth, enhance margins, and better allocate capital.
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Neil Portus | CFA, CMA
Freelance Equity Research Analyst
Neil is a CFO for growth companies and a former equity analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.1 billion IPO. He was also an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt financings). He's built his operational skills both as a startup founder and as the CFO of an East Africa-focused impact investment firm.
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Charles Strout
Freelance Equity Research Analyst
A chartered financial analyst and Columbia/London Business School MBA, Charlie founded a consulting firm specializing in providing strategic and financial analysis. He also currently leads strategic initiatives at FreeWheel Media. Recently, Charlie’s work has included conducting equity research and valuing non-traditional data sets. He joined Toptal to help clients to leverage financial and strategic analysis to improve business results.
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Bertrand Laroche
Freelance Equity Research Analyst
Bertrand directly deployed $250 million in private equity and venture capital transactions in energy, infrastructure, and sustainable companies. He has worked on $10 billion worth of M&A, private placements, and structured finance deals at global investment banks (BNP Paribas, Société Générale). While becoming a thought leader on ESG, he enjoys freelancing to help investors and startups with their financial and strategic planning, investment due diligence, capital raising, and ESG strategy.
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