Hire remote equity research analysts near Vancouver or in a similar time zone
Anuar Heberlein
Freelance Equity Research Analyst
Annuar has 15 years of expertise in Go-To-Market engagements conducting over 100 projects for F500 companies and championing startups. He is the founder of STRATYGIKA, an international strategy consulting boutique specialized in Go-To-Market offerings led by former Bain & McKinsey consultants. Prior to that, Anuar worked with Second City Capital, a private equity company. He was also a strategy consultant for Bain & Company. Anuar holds an MBA from INSEAD and a B.Sc. in Economics from ITAM.
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Jerod Ayres
Freelance Equity Research Analyst
As an M&A transaction services associate, Jerod saved a buy-side institutional client £3 million by correctly modeling normalized working capital of their £400 million target. Over his 13 year career as a CPA and CFA charter holder, Jerod has excelled at helping executive decision-makers harness the value underlying their businesses. He enjoys working with a diverse client base from the backdrop of the west coast.
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Craig Irvine
Freelance Equity Research Analyst
Craig has won many prestigious awards for his timely and insightful investment advice for institutional investors in public equities. He also drove a very successful expansion of the Asian research for Daiwa, doubling revenues and market share during the 2008 financial crisis. More recently, he has led investment analysis for Sentry Financial, exploring investments in many growth companies. Craig now freelances to help companies reach fundability and to help investors to make smart investments.
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Lorre F. Jay
Freelance Equity Research Analyst
Lorre has advised companies, private equity, and hedge funds on valuations and financial analyses for acquisitions, divestitures, investments, and restructurings. She develops detailed financial models to analyze companies and develop deal structures, price leverage, and value enhancement. She is successful in producing bulletproof results in highly scrutinized, high profile matters.
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Andrew Fales
Freelance Equity Research Analyst
A dynamic CFO, Andrew built and sold a CPA firm offering contract CFO services and led a management buyout that generated a 5.0x net cash-on-cash return for investors on a $4 million investment. Andrew possesses extensive expertise in accounting, finance, investments, and tax. He enjoys quickly learning about new industries and opportunities while providing concise insights for investment funds and private equity-backed companies as a freelance.
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Kevin Shuller
Freelance Equity Research Analyst
Kevin has finance experience at companies with as many as 10,000 employees and as few as nine. His FP&A work contributed $55 million of net income at Omnicare. He covered the industrials, materials, consumer, and agriculture industries over seven years of equity analysis at T. Rowe Price and RMB Capital (a Barrons’ Top 50 RIA). Kevin loves freelancing because it allows him to learn new things and solve interesting problems.
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Ryan Downie
Freelance Equity Research Analyst
Ryan left the hedge fund equity research world to found Montane Consulting, a practice specializing in startups, growth, and exiting planning. Since then, Ryan has helped clients raise more than $150 million in early-stage capital. Ryan's duties are generally fractional strategic financial director/CFO and fundraising advisor.
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Kyle Wade
Freelance Equity Research Analyst
Kyle's been involved in more than 65 M&A and capital-raising projects with more than $7B of combined value, and he's led both the FP&A group of a $1B tech company and a $700M investment fund. As a consultant, he enjoys taking clients to the next level with strategic insight, accurate modeling, and capital advisory. He's helped energy, tech, industrial, transport, and retail companies evaluate strategic decisions and succeed.
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Tim Barbis
Freelance Equity Research Analyst
Tim is an investment advisor who has worked with multiple private equity, venture capital, and investment management firms to analyze and execute investments. He has extensive experience applying his CFA, MBA, and operating experience to investment analysis for venture capital investments, middle-market acquisitions, and small to mid-cap publicly traded businesses. Tim enjoys freelancing because it offers him the opportunity to work on a variety of projects and industries.
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Jimmy Stone
Freelance Equity Research Analyst
Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at an investment bank (JP Morgan), private equity firm (Warwick Group) and as a consultant. He's advised businesses ranging from pre-revenue startups to $1+ billion public companies in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value while learning about new business models.
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Benjamin Ostrow
Freelance Equity Research Analyst
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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