8 Best Capital Markets Specialists For Hire In Texas

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$75 hourly
Cary W.
- 5.0/5
- (22 jobs)
Financial Modeling | Real Estate | Due Diligence | Pitch Decks | Debt & Equity Advisory I am a Finance & Real Estate professional with extensive experience working with institutional quality lenders, developers and investors. I have worked on construction and acquisition projects ranging in size from $5mm - $100mm+. Financial modeling is my specialty and I work with all major asset classes. • Advanced excel user with experience using VBA, PowerPoint, Word and Publisher • Exceptional quality work delivered on time. • Precise and regular communication so that all involved parties stay informed.

Capital Markets
Real Estate Investment Assistance
Due Diligence
Real Estate Acquisition
Microsoft Excel
Visual Basic
Finance
Real Estate
Pitchbook
Real Estate Financial Modeling
Underwriting
Data Cleaning
Financial Modeling
Financial Analysis & Valuation
Market Research
$250 hourly
Josh H.
- 5.0/5
- (30 jobs)
⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance

Capital Markets
Fundraising
Fundraising Presentation
Finance & Accounting
Corporate Finance
Business Strategy
Personal Finance & Wealth Management
Microsoft PowerPoint
Investment Strategy
Investment Research
Financial Analysis & Valuation
Financial Modeling
Private Equity
Mergers & Acquisitions
Investment Banking
$250 hourly
Mark B.
- 0.0/5
- (0 jobs)
PROFESSIONAL HIGHLIGHTS -Increased sales, margins, EBITDA, profit, and enterprise value via capturing national accounts as President/CEO. -Installed turnkey Enterprise Resource Planning (ERP) systems for several enterprises. -CEO, COO, CIO, and CFO level experience including eleven C suite promotions. -Partner, President & Chairman level experience in private equity funds including work with renowned firms (e.g., KKR, Drexel, Goldman, Ladenburg Thalmann, Milken, Fred Joseph, Jack Kent Cooke, Wasserstein & Perella, John Malone, Hearst etc.). -Partner level experience in public accounting which only 1% of CPAs achieve. -Interim executive work for two of the top firms in the world including a trillion dollar international PE firm. -Successful SEC Public Offerings (Form S-1), road shows, SEC reporting (e.g., 10k, 10q, Sox, MDAs). -Successful Rating Agency presentations & appeal (Moody’s & Standard & Poor’s). -200+ closed/reviewed M&A acquisitions, divestitures, and swaps (IRS Section 1031 Tax Free Exchanges). -Capital raise originations and participations in the private/public markets both domestic & international. -Restructured and turnaround of well-known entities from the brink of bankruptcy. -International deal participation and operational management with stakeholders in Israel, Vietnam, Nigeria, India, China, Australia, UK, Cayman, Channel Islands, Japan, Luxemburg, Germany, Indonesia, Saudi Arabia & Mexico indirectly including royal families. -Featured speaker at the separate Annual AICPA/IMA National Conventions, appearances in many media formats (articles, podcasts, YouTube and online) and selection by a publisher as a top 5%er in field. -United Nations contributor in promoting the contributions of women in business around the world. CREDENTIALS -Master’s Degree in Business Administration (MBA); University of Missouri-Kansas City. -Certified Public Accountant License (CPA-TX, TN with reciprocity available upon filing in the remaining 48 states). -Certificate of International Financial Reporting Standards (IFRS); Institute of Chartered Accountants - UK. -XBRL Certificates from both XBRL International & AICPA. -Certified Management Accountant Certificate (CMA), studied at the CPA School of Washington, DC. -Certified Computer Professional Certificate (CCP). -Bachelor of Science (BS); Department of Computer Science, Statistics & Mathematics; Marquette University. -Certified Excel University Graduate and AICPA Excel Program Certificate. -Chartered Global Management Accountant (CGMA). -Taxation Law Certificate (TR). -Attestation Audits, Compilations, and Reviews for Public Accounting Certificate (TR). -International Financial Reporting Standards (IFRS) Certificate by the American Institute of CPAs and CIMA.

Capital Markets
Legal Consulting
Forecasting
Budget Planning
Finance & Accounting
SEC Reporting
Mergers & Acquisitions
Analytical Presentation
Financial Planning
Management Consulting
$85 hourly
Kevin T.
- 0.0/5
- (0 jobs)
I am a career multifamily investment professional with ten years of experience evaluating transactions as a delegated lender, debt and equity originator, and as a principal investor in my most recent position, Senior Vice President of Acquisitions and Capital Markets. Early in my career, I quickly mastered the fundamentals of multifamily analysis in my training as a delegated agency lender. As a result, I was by a national debt and equity production office in Dallas, Texas where my team rose to number one in the company-wide rankings for debt and equity origination in 2018. I am an expert in Microsoft Excel and VBA and have made a career customizing financial models to expedite the underwriting and valuation process.

Capital Markets
Communication Skills
Problem Solving
Underwriting
Valuation
Real Estate
Finance
Writing
Economic Analysis
Microsoft Excel
Excel Macros
Visual Basic for Applications
Modeling
Acquisitions
Financial Modeling
$150 hourly
Oscar C.
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Dynamic Finance Leader with a proven track record of driving strategic growth, scaling businesses, and delivering exceptional financial performance across both publicly traded companies and high-growth startups in the SaaS and technology sectors. Expertise in scaling business lines, optimizing operational efficiency, and partnering with C-suite executives to deliver data-driven insights that inform critical decision-making. Adept at leading cross-functional teams, executing M&A strategies, and aligning financial operations with long-term strategic objectives. * Value Creation & Strategic Growth: Spearheaded growth initiatives that scaled a new business line from $5M to $40M in ARR (700% YoY growth) within one year, and doubled ARR from $35M to $70M for a Series C SaaS company, leveraging high-ROI investments, strategic partnerships, and robust financial planning.

Capital Markets
Strategic Planning
Economics
Economic Analysis
Mergers & Acquisitions
Financial Reporting
Financial Presentation
Financial Policies & Procedures
Financial Modeling
Financial Consulting
Financial Analysis & Valuation
Strategy
Coaching
Accounting
Financial Planning
$60 hourly
Yang P.
- 0.0/5
- (0 jobs)
Financial Planning, capital markets, Fin Ops, capital raising, consulting, treasury, corporate development

Capital Markets
Venture Capital
$200 hourly
Elizabeth B.
- 0.0/5
- (0 jobs)
🚀 Capital Markets Whisperer | Bankability Architect | Growth Alchemist I help companies unlock capital, achieve commercial bankability, and navigate the complexities of financial markets. With 20+ years of experience advising C-suite executives, I specialize in structuring strategic financial solutions, optimizing capital positioning, and preparing businesses for major transactions like M&A, fundraising, and expansion. 🔹 Capital Readiness & Bankability – I bridge the gap between ambition and financing, ensuring companies meet lender and investor expectations. 🔹 Strategic Growth & Advisory – Guiding leadership through market cycles, financial transformation, and high-stakes decision-making. 🔹 Deal Structuring & Capital Markets – Expertise in commercial banking, private equity, and transaction execution to maximize enterprise value. Strong finance, banking, investment, capital markets and healthcare ecosystem knowledge gained from complementary vantage points in progressively larger and more complex roles with moderate segment overlap. BANKING: • Retail Banking Branch Management 3 years • Private Banking and Wealth Management 10+ Years • Commercial Banking and Capital Markets 10+ Years • Financial Sponsor Coverage – Lower Middle Market Private Equity Funds 5 Years PRIVATE EQUITY: • Business Development – Direct & Intermediated Deal Flow Origination 2 Years HEALTHCARE: • Healthcare Banking 15+ Years - Credit + Treasury Management + Capital Markets for Providers & Operators Intersecting with Third Party Payers within Small/Medium-Sized, Lower Middle Market, Middle Market, and Large Corporate Segments • Business Development 3 Years – Ancillary Healthcare Management LEADERSHIP: • Ownership of cost center and portfolio growth, risk, balance sheet & P&L 20+ Years • Consultative sales and relationship retention leadership 20+ Years • Mentorship of rising bankers and interns 10 years If you need a strategic partner to make your company bankable, investable, or exit-ready, let’s connect! 💡💰

Capital Markets
Healthcare
Pitch Deck
Audience Segmentation & Targeting
Investor List
Investment Preparation
Business Transformation
Business Intelligence
Treasury Management
Commercial Lending
Private Equity
Business Development
Strategic Planning
Business Analysis
Management Consulting
$45 hourly
Charlie C.
- 0.0/5
- (0 jobs)
- Incoming Investment Banking Summer Analyst at a Bulge Bracket Bank in NYC 2026 - Able to work on long-term and short-term projects by providing in-depth financial analysis on valuation, capital raising, or financial planning.

Capital Markets
Mergers & Acquisitions
Financial Planning
Valuation
Investment Banking
Microsoft Excel
Financial Modeling
Industry Research
Finance & Accounting
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