Hire remote equity research analysts near Toronto or in a similar time zone
Suhail Hafiz
Freelance Equity Research Analyst
Suhail, a veteran of renowned Canadian private and public equity firms Onex and Gluskin Sheff, has invested $3+ billion of capital. Now a corporate finance professor at York University, Suhail started his career in the capital markets group at CIBC—helping underwrite $5+ billion of debt facilities. As a freelancer, Suhail is a consultant at Captial Technology Solutions, a New York-based fintech. His primary responsibilities at Capital include strategy, fundraising, and finance.
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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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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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Greg Barasia, CFA
Freelance Equity Research Analyst
Greg has executed over $20 billion of transactions from seed-stage venture investments to large corporate buyouts. His experience spans the capital structure and includes time at Lazard Frères and some of the top private investment firms on Wall Street. He has worked as as a fractional CFO, M&A and financing advisor, and board member. Greg enjoys freelancing as it allows him to work with a wider variety of clients and company maturities.
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Graham Smith
Freelance Equity Research Analyst
Graham has executed numerous venture capital deals and published equity research for global Fortune 100 corporations while working at leading Wall Street investment banks (Credit Suisse) and startup studios (Bionic). He’s a principal at What If Ventures, a mental health venture fund and co-founder and CFO of an NYC-based restaurant.
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Thomas Robb
Freelance Equity Research Analyst
Thomas delivered actionable solutions and insights to multi-billion dollar clients across the tech and software industries as a senior equity research associate at Morgan Stanley. As an entrepreneur, he understands the importance of taking extreme ownership of projects and enjoys working with executives to grow their businesses through financial modeling, competitive market analysis, and creative problem-solving.
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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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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 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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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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