Finance and M&A Consulting

Finance and M&A Consulting for Value Creation

Toptal’s finance and M&A consulting services enable business leaders to identify and execute new business capabilities and drive value creation. You’ll get tailored advice and guidance from a dedicated Toptal finance and M&A consultant to identify the right approach and strategies for your business.
4.7 / 5.0 on

Based on 1772 reviews as of May 29, 2024

Jeffrey Fidelman

Team Leader

Featured Team of Finance and M&A Consultants

Jeffrey Fidelman

Fundraising Expert

Jeffrey is a Harvard University graduate who currently manages a 40-person management consulting firm and works as a freelance CFO. As a consultant, he has acted as an interim CFO for 300+ companies and funds.

Previously at

HSBC

Finance Experience

10+ Years

Thorsten Jabas

Finance Expert

Thorsten is a corporate finance advisor and CFO with an international background in investment banking at Lehman Brothers and Banco Santander, as well as experience in technology ventures.

Previously at

Banco Santander

Finance Experience

18+ Years

Dominique Foster

M&A and Finance Transformation Consultant

Dominique, a finance leader, has handled multibillion-dollar M&A and finance transformations for global Fortune 500 firms at Deloitte & Touche, Accenture, and as an independent consultant.

Previously at

Accenture

Finance Experience

10+ Years

TRUSTED BY LEADING BRANDS AND STARTUPS

OUR SERVICES

Finance and M&A Consulting Services

Toptal’s finance and M&A consultants support business leaders in identifying and executing strategic transactions that drive value creation through the whole life cycle, from M&A strategy and due diligence to operational readiness and post-merger integration.

Corporate Finance

Strategic financial and fundraising consulting to fuel corporate growth, manage risks, and optimize capital structures.

Finance Transformation

Transform your finance function for enhanced business performance, shareholder value, and operational efficiency with Toptal’s finance consulting.

M&A Strategy

Create sustainable value with tailored M&A consulting from vetted Toptal experts to drive your growth strategy and enable you to identify new opportunities.

Due Diligence

Vetted Toptal consultants will help you conduct comprehensive assessments to identify opportunity risks, research targets thoroughly, and facilitate informed decision-making.

Operational Readiness

Transition smoothly by anticipating potential obstacles, optimizing operational processes, and laying the groundwork for a successful post-transaction environment with our expert team.

Post-merger Integration and Value Creation

Combine integration expertise with strategic initiatives to unlock synergy, align operations, and sustain competitive value post-merger.

CUSTOMIZED SOLUTIONS

Finance and M&A Consulting That Delivers Value

From services to team augmentation—Toptal has the right model for your business and project needs.

How Toptal’s Advisory and Consulting Works

Partner with our team to receive full advisory and consulting services to outline clear solutions to solve your business and technology challenges.

1

Define Problem

A leader from our team will work with you to understand your goals and assess your business challenges.
2

Develop Analysis

We’ll develop the best approach to achieve your goals and solve your business challenges.
3

Design Solution

We’ll deliver a clear solution and provide comprehensive advice on how to best execute and implement.

Collaboration that works

How to Work With Toptal for Your Finance and M&A Consulting Needs

Toptal matches you directly with global consulting leaders from our network in hours—not weeks or months.

1

Talk to a Finance and M&A Lead

A leader from our team will work with you to understand your goals, business needs, and team dynamics.
2

Get the Perfect Solution

From full end-to-end delivery to team augmentation—choose the best model for your business and project needs.
3

The Right Fit, Every Time

Work with Toptal’s Finance and M&A Consulting team on a trial basis (pay only if satisfied), ensuring that your needs are ultimately met.

Maximize your business performance with Toptal’s Finance and M&A Consulting capabilities

Get a Consultation Today

OUR THOUGHT LEADERSHIP

Explore Insights From Our Finance Consultants

Read the latest articles and resources to keep you current on emerging trends in corporate strategy, organizational design, change management, and more.

Strategic Financial Leadership: 6 Skills CFOs Need Now

Succeeding as a modern CFO is more demanding than ever before. Here are the skills you need to become a strategic partner who leverages technology and insights to drive growth and plan for the future.

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Puneet Sapra

Puneet Sapra

Verified Expert in Finance
22 Years of Experience
Puneet is a finance expert who has worked for J.P. Morgan Chase & Co. and Pfizer, and holds an MBA from Harvard Business School. He has held CFO positions at public companies, middle-market private-equity-backed companies, and startups.

Previously at

JP Morgan

NEED WORLD-CLASS FINANCE AND M&A CONSULTING FAST?

Schedule a Call with Toptal’s Finance and M&A Consulting Team Today

The Management Consulting division at Toptal provides world-class management consulting and implementation services to clients. Utilizing its experience working with some of the world’s largest consulting firms, the division has served a range of clients across industries, helping to shape strategic initiatives and maximize business performance.

Get a Consultation Today

Maximize your business performance with Toptal’s Finance and M&A Consulting capabilities

Get a Consultation Today