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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Team Leader
Featured Team of Finance and M&A Consultants
M&A and Finance Transformation Consultant
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Finance Experience
12+ Years
Turnaraund Consultant
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Finance Experience
19+ Years
Finance Expert
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Finance Experience
18+ Years
TRUSTED BY LEADING BRANDS AND STARTUPS
OUR 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.
Delivery Manager
Lauren serves as Toptal’s Senior Director of Managed Delivery with a focus on driving high-impact innovation and implementing cutting-edge technologies across diverse client portfolios, from global startups to Fortune 500 companies. Her expertise in product strategy, program development, and performance optimization contributes to her success in crafting forward-thinking solutions that redefine success in the ever-evolving tech landscape.
Previously Managed Client
Experience
10+ Years
20+ Years
of Experience
Jerry is skilled in financial modeling, valuation, M&A, fintech, startups, and raising both debt and equity capital. He founded a venture-backed fintech company that secured over $12 million in equity and $250 million in debt financing. His background includes corporate treasury roles in Fortune 500 companies and advising on LBO transactions and high-yield debt fundraisings. At Toptal, Jerry aims to extend his expertise to a wider array of companies at various stages.
Previously at
20+ Years
of Experience
David is an M&A expert who has worked with the owners of 100+ businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and IPOs. With 20+ years of experience, including six years at PwC, he has worked in many industries and extensively in the TMT and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.
Previously at
18+ Years
of Experience
John is a highly commercial, entrepreneurial leader who speaks six languages. His proudest achievement was founding his own travel technology startup, CultureMee, which won global awards in business and leisure travel. He is also proud to have led a Europe-wide, cross-functional supply chain project, which drove a €40 million reduction in working capital in CRH Plc, one of the largest construction companies in the world.
Previously at
14+ Years
of Experience
Valentine is a proficient financial consultant known for leading transformation projects in both digital and traditional sectors. He specializes in evolving finance roles within organizations, turning complex challenges into opportunities for business value creation. Eager to assist Toptal clients, he is ready to challenge the status quo and achieve new milestones.
Previously at
17+ Years
of Experience
Germee is an established finance leader who has assisted startups and mid-sized clients in the UK, US, and Asia in securing over $128 million in funding. As an investment banker at ING Bank, she guided clients through the buying and selling of companies, including advising the world's second-largest geothermal firm, backed by her valuation models. Germee has added value for clients in construction, retail, and manufacturing with her data-driven financial strategies.
Previously at
27+ Years
of Experience
A Wharton MBA graduate, Carlo has led transactions on $10 billion worth of LBO and growth capital deals. He's worked in investment banking, M&A (Deutsche Bank), management consulting (Bain & Company, Oliver Wyman), and corporate development (Lehman Brothers). Carlo leverages his skills in corporate finance, business strategy, and international business development to help companies scale and deliver value for their investors.
Previously at
18+ Years
of Experience
Arun has been working as a freelance consultant since 2018 and gathers 18+ years of experience contributing as an analyst on both buy- and sell-side engagements across various industries. His key analytical strengths are a clear articulation of business fundamentals, financial modeling, enterprise and equity valuation of companies, and bespoke market research. Throughout his career, Arun has been part of fundraisings amounting to over $100 million of capital.
Previously at
16+ Years
of Experience
Jimmy has executed and evaluated $1+ billion in debt, equity, and M&A transactions at the investment bank JP Morgan, the 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.
Previously at
17+ Years
of Experience
Over his 17+ years as a professional service provider, Olov has conducted 34 M&A engagements for corporate investors and 36 for financial investors, including private equity, investment companies, venture capital, and hedge funds. He has vast experience across many sectors in Europe, the US, and Asia.
Previously at
33+ Years
of Experience
Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. Julio's expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.
Previously at
16+ Years
of Experience
Francesco has 16+ years of experience in finance, consulting, business management, and sustainability. Throughout these years, he has worked on more than 20 projects as a consultant at Bain & Company and launched Uber operations in Turin, Italy. Lately, he has founded Tondo, an organization spreading circular economy concepts, and Tondo lab, a company driving the implementation of clean and circular innovations. Francesco is passionate about innovation and entrepreneurship.
Previously at
16+ Years
of Experience
Michelle is a visionary and curious leader with 16+ years of experience in strategic marketing, business development, and finance. She contributes most effectively to projects that impact end customers directly and require exceptional collaboration and creativity. Michelle has a sharp eye for strategy and has worked with some of the world's top brands, including Ferrari, BMW, Coca-Cola, Red Bull, Mars, Air Miles, Visa, Mastercard, and Accenture.
Previously at
16+ Years
of Experience
Piero has over 16 years of experience in developing financial models of the most disparate nature, including capital raising, tax optimization, financial planning, and transaction structuring as a consultant and in the oil and gas (Saudi Aramco), technology (Amazon), and financial sectors (BNP Paribas). His focus is on modeling, FP&A, valuation, data analysis, and financial derivatives. Piero has co-founded and successfully launched an ICO for a cryptocurrency providing liquidity, Linker Coin.
Previously at
12+ Years
of Experience
Aishwarya is an SPJIMR and Cornell exchange MBA graduate in finance with 12+ years of experience in strategy, business planning, and financial services. She has collaboratively built an early-stage startup from scratch, worked with industry leaders like Deloitte, and is adept in financial modeling, asset optimization, and business transformations. Aishwarya appreciates the opportunity to work remotely with passionate entrepreneurs and management teams to unlock growth in their organizations.
Previously at
26+ Years
of Experience
Gavin is a CPA and chartered accountant with over 26 years of experience in finance. Over his career with HBO and PwC, Gavin has developed expertise in accounting, financial modeling, and implementing financial processes to maximize business operations. As a core management team member that launched HBO Max, he played an integral role in expanding its subscriber base and creating policies and processes that maximized HBO's profits. Gavin has joined Toptal to work on challenging projects.
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Experience the cutting-edge benefits our clients enjoy globally from the Toptal network.
Eyewear Client Raises More Than $60 Million in Capital.
Challenge: The eyewear industry is competitive, and the client was up against some well-established players. It needed to make a strong case for why investors should believe in its vision and back the company.
Outcome: The client was able to raise more than $60 million in capital from leading investors. This enabled it to continue to grow its business and achieve its mission of reimagining how people care for their eyes.
The client is a visionary eyewear company on a mission to reimagine how people care for their eyes. Toptal was asked to help create a fundraising strategy, including the development of a pitch deck, financial model, valuation analysis, and capital structure.
Jeffrey Fidelman
Fundraising Expert in Toptal Network
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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.
Read MoreExpertise
Previously at
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