Hire business plan consultants near San Antonio 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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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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Sean Middleton
Sean has driven $3 billion+ in new revenue by helping B2B technology leaders grow their businesses. He blends 20 years of experience as a PwC consultant, an operating executive (president) for Cognizant, and the chief revenue officer at Toptal to create and execute market-winning strategies. Working with startups and Fortune 500 companies, Sean has deep expertise in sales, operations, finance, M&A, and the PE/VC ecosystem. He has an MBA from Wharton and a BS in computer science from Cornell.
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Lori Moser
Lori is an experienced finance expert who led and managed entire M&A processes for acquisitions, divestitures, and carve-outs. Specializing in strategy development, targets identification, market research, financial plan preparation and valuation, due diligence, LOI negotiation and agreement, and plan execution, Lori has worked at a Fortune 500 business, a startup, and an investment bank, dealing with SaaS, manufacturing, consumer products, and industrial automation.
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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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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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Niloufer Afzal, MBA, CM
A growth strategy expert with tier 1 companies, Niloufer led the transformation of a $300 million pet business that was acquired for two times EBITDA. Her areas of expertise are strategic planning, innovation, customer strategy, and eCommerce transformation. She is an award-winning architect of iconic brands across North America, Europe, and Asia; J.M. Smucker, Reckitt, Philips, Kraft-Heinz, McCain, GSK, Tetra Pak, and Mars. Nilo joined Toptal to help organizations unlock and accelerate growth.
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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 ($15 billion) public and mid-market companies in dozens of industries, including aerospace, wireless networking, SaaS, and retail. Most recently, Ben led a distressed acquisition and joined as CFO to position the company for future success. He is available for business strategy, financing/fundraising, forecasting, and fractional CFO opportunities.
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Prasun K Howli
Prasun is a seasoned management consultant with over 18 years of experience in strategy and digital transformation. Prasun brings broad domain expertise across enterprise technology, generative AI, fintech, payments, and cybersecurity, aligning innovative strategies with evolving industry demands. His technical acumen, grounded in deep industry insight and advanced technology frameworks, enables the design and integration of innovative solutions to complex business challenges.
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Pravin Raj
Pravin excels at empowering strategic ambitions with the minimum of surprises. With 30+ years of experience, including AWS and Cisco, he has been a COO, professional services leader, management consultant, portfolio manager, software engineer, evangelist, marketer, and author. Pravin has led distributed teams on every continent, built teams of 15-1,500+, managed multi-hundred-million-dollar P&Ls, and delivered customer outcomes with a CSAT of 9.4/10 across 1,000+ clients.
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