Hire private equity consultants near Charlotte or in a similar time zone
Joe Coombs
Joe Coombs is a hands-on finance operator who partners with leadership teams and sponsors to drive performance. With 12+ years of experience and 100+ transactions, he delivers clean reporting, actionable insights, and value creation plans across pricing, profitability, and operational execution, helping teams move faster with confidence.
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Joseph 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.
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Aleksey N. Krylov, CFA
Aleksey served in CFO roles of public and VC-backed private companies. As an investor, he contributed to 25+ private equity deals that have deployed $500 million. He has advised 50+ clients on raising $1.6 billion in equity in the healthcare, consumer, media, software, energy, and industrial sectors. Aleksey enjoys working with officers of early-stage and mature small-cap firms, and he freelances because it exposes him to a wide range of companies.
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Davit Gvelesiani
Davit is an investment banking professional with 5+ years of experience in M&A and capital markets advisory. He has advised on transactions worth $10+ billion across energy and infrastructure, and TMT sectors. Davit holds an MBA from the University of Rochester and brings deep expertise in financial modeling, valuation, transaction execution, and strategic advisory for corporate and institutional clients.
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Tuo Ma
Tuo is a senior investment and research professional with 10+ years of experience supporting public and private equity investments. Primarily focusing on the global technology sector, he is highly skilled in understanding the interplay among macroeconomic data, market momentum, and corporate fundamentals. Tuo's rich expertise will help companies maximize portfolio performance within the dynamic global technology landscape.
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Tao Qiu
Tao is a senior equity research analyst with 20 years of experience across sell- and buy-side, specializing in healthcare services and REITs. With a proven track record of alpha-generating stock calls, top-ranked earnings estimates, and strong client relationships, he is experienced in thematic and contrarian investing, cross-border M&A, and multi-asset and equity portfolio management. Tao has been recognized for differentiated research and the ability to drive institutional investor engagement.
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Simon Touchette
Simon has worked closely with executives and led $400+ million of M&A, debt, and equity transactions across the world. A veteran of public companies like CAE as well as investment banks such as Scotia Capital and Cafa, his expertise ranges from valuation and forecasting to negotiating and closing transactions. Simon's most recent role as a principal at a private equity fund has allowed him to lead buy-side investment transactions and provide strategic guidance to portfolio companies.
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Marc Agosin
Marc is a professional strategy and management consultant experienced in analyzing businesses across commercial, product strategy, and software factory operations. He aligns the product roadmap and strategy with commercial and market findings to unlock product market fit and drive competitive moats in the marketplace. Private equity clients trust Marc to drive value-creation opportunities and prepare SaaS businesses for sale.
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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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Matt Murphy
Matt is a PE partner and management consultant. As an experienced advisor, he has partnered with executives, boards, teams, and investors to build and grow businesses for 15+ years. Matt has deep expertise in creating value through strategy, organic growth, acquisitions, market expansion, organization building, and cost management. His broad industry experience includes financial services, technology and business services, food manufacturing, commercial real estate, and consumer services.
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Mohamed Zarrugh
Mohamed has held executive internal consulting roles for JPMorgan Chase and Wells Fargo, transforming operations with annualized expense reductions of up to $180 million. He is a finance expert who perfectly blends the academic knowledge of an Industrial Engineering degree and MBA with deep business acumen and technical know-how. Specializing in strategic planning, performance management, and process improvement initiatives, Mohamed is willing to leverage his experience with other clients.
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