I am a senior M&A consultant and capital raising strategist with 15+ years of experience in mergers and acquisitions, investment analysis, deal financing, and arranging tailored capital solutions. With a 100% Job Success rating on Upwork, I focus on expert transaction advisory and hands-on deal support, delivering high-impact outcomes that meet institutional-quality standards.
My consulting expertise includes:
-Top-tier financial modeling and valuation
-Investor-grade pitch deck creation and fundraising materials
-Comprehensive commercial and financial due diligence
-Debt & equity financing for growth, buyouts, and special situations
I have a proven track record of leading end-to-end deal execution, excelling in investment underwriting, deal structuring, and transaction negotiations. I specialize in managing the entire M&A and capital-raising process, ensuring seamless execution and maximum value creation.
I work with a diverse range of clients, including:
-High-growth startups and SME's
-Large corporations and investment banks
-Private equity firms and family offices
-Independent sponsors and strategic investors
Before transitioning to project-based work, I spent 10+ years in lower middle market private equity and investment banking, where I led and executed growth equity and leveraged buyout investments for top middle-market private investment firms and advised clients on complex M&A transactions and debt/equity financings, with a track record exceeding $1.2 billion in aggregate deal value.
Some of my recent notable projects include:
-Directed 3 comprehensive Quality of Earnings engagements for a prestigious Top 100 accounting firm
-Served as M&A sole advisor in the strategic sale of ESG software company to global private equity fund
-Created engaging and robust virtual work experience programs and job simulation modules for top Wall Street investment banking firms including Bank of America Securities, Citigroup, and TD Securities
-Developed a deeply detailed, scenario-based financial model for specialty wellness brand's seed round
-Led a complex $4.5 million leveraged buyout of home services provider, coordinating all aspects of the transaction for an independent sponsor, achieving a successful acquisition under tight market conditions
-Crafted an intricate valuation model, investment memorandum, and targeted buyers list for a boutique IB
-Orchestrated a $51 million private debt refinancing for a leading environmental waste recycling facility
-Authored critical slides for a VC-backed subscription company's investor and board deck, contributing to a successful $25 million Series C financing round with compelling narrative and data-driven insights
-Secured and structured $11 million in senior and mezzanine financing for the acquisition of an industrial heat treat equipment manufacturer, skillfully navigating challenging lender objectives to close the deal
-Drove a $5 million acquisition of a regional construction rental company, managing the transaction from start to finish for a family office direct investor, ensuring a strategic expansion of their portfolio
Investment Banking
Competitive Analysis
Due Diligence
Financial Modeling
Valuation
Investment Research
Mergers & Acquisitions
Private Equity
Corporate Finance
Market Analysis
Financial Analysis
Company Valuation
Pitchbook
Content Writing
Chandler H.
Los Angeles, California
$75/hr
4.9
1 jobs
I'm a full spectrum real estate professional specializing in investment analysis, investor management, marketing, business plan creation/execution, and financing. I can provide strategic insight and analysis at any point in the deal cycle to help you unlock value, identify risks, and execute your vision. If you're new to real estate or have decades of experience, let's talk!
Underwriting
Pitchbook
Market Analysis
Financial Modeling
Investor List
Finance
Real Estate Investment Assistance
Investment Strategy
Investment Research
Presentations
Joshua S.
Los Angeles, California
$150/hr
5.0
9 jobs
I have deep experience with both commercial and residential real estate, finance, investment and development. Beyond real estate, I've been fortunate to aid a variety of startups to plan, organize and launch, whether as a seedling company or as going concern trying to grow. More recently, I've begun learning about the variety of small business programs available in order to expand my knowledge and skillset. In this way, my services and experience as a consultant have breadth beyond commercial real estate to a multitude of Industries. Working with an entrepreneurial mindset while employing institutional rigor has allowed me to aid my clients in maximizing their intentions and value. I look forward to working with you to help manifest your best intentions!.
Business Analysis
Financial Analysis
Business Valuation
Financial Modeling
Solar Energy
Real Estate Financial Modeling
Project Management Professional
Business Consulting
Startup Consulting
Management Skills
Pro Forma Statement
Forecasting
Financial Projection
Brandon D.
Los Angeles, California
$90/hr
5.0
4 jobs
I am a Real Estate Finance professional with 9 years of applicable work experience in the field. My primary responsibilities are based in financial modeling for real estate acquisitions and debt on all property types (multifamily, single family, office, industrial, retail).
I have significant experience in Multifamily, whether it be acquisitions, bridge lending, construction lending, and permanent lending with Fannie, Freddie & HUD.
I formerly worked for the sixth largest bank in the country and have helped develop all internal real estate models that have since been adopted bank wide.
My day-to-day responsibilities consist of extensive market research, building cash flow models, debt models, waterfall models, evaluating rent comps, evaluating sales comps, determining appropriate sales price, building unit mix tables, and writing and presenting memos to all applicable deal team members.
In my current role, I focus on originating real estate loans for all property types with a focus on multifamily and manufactured housing through Fannie/Freddie/HUD loans.
I have become an expert in my field and am willing to take on all tasks related to the closing of real estate acquisitions or financing.
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
KD
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
DM
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
KK
Katja Krohn
Summa Linguae
How do I hire a Commercial Lending Specialist near Los Angeles, CA on Upwork?
You can hire a Commercial Lending Specialist near Los Angeles, CA on Upwork in four simple steps:
Create a job post tailored to your Commercial Lending Specialist project scope. We’ll walk you through the process step by step.
Browse top Commercial Lending Specialist talent on Upwork and invite them to your project.
Once the proposals start flowing in, create a shortlist of top Commercial Lending Specialist profiles and interview.
Hire the right Commercial Lending Specialist for your project from Upwork, the world’s largest work marketplace.
At Upwork, we believe talent staffing should be easy.
How much does it cost to hire a Commercial Lending Specialist?
Rates charged by Commercial Lending Specialists on Upwork can vary with a number of factors including experience, location, and market conditions. See hourly rates for in-demand skills on Upwork.
Why hire a Commercial Lending Specialist near Los Angeles, CA on Upwork?
As the world’s work marketplace, we connect highly-skilled freelance Commercial Lending Specialists and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Commercial Lending Specialist team you need to succeed.
Can I hire a Commercial Lending Specialist near Los Angeles, CA within 24 hours on Upwork?
Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Commercial Lending Specialist proposals within 24 hours of posting a job description.