Hire the best Investment Bankers

I have 10 years of experience in Investment Banking and Finance. I currently work for a middle market M&A advisory firm based in St. Louis, MO where I hold the position of Senior Associate. In this capacity, I am responsible for supporting all facets of the firm’s deal activity, including working closely with senior bankers and clients to evaluate and execute a variety of acquisitions, divestitures and private placement financing transactions. My areas of expertise include building detailed financial models, completing thorough financial analyses and company valuations, performing extensive market research, and creating descriptive business...

Worked as an Investment Banking Analyst with Bank of America and JP Morgan and as a Financial Analyst/Modeller with American Express. Proficient in Financial Analysis, Financial Modelling, Start up and Business Valuations, Comparable Analysis and Investment Research. Expert in Microsoft Excel and have handled and worked on huge datasets. I am proficient in extracting data, powerpoint presentations and data analysis. Masters of Business Administration degree from Indian Institute of Management, one of the top rated B-Schools in India. Thank you. Reviews - "Karan was wonderful to work with. He is highly intelligent in his area of...

﴿ Recognized by Startup City Magazine among '10 Best Consultant Startups 2016'. ﴿ Recognized by Silicon India Magazine among '10 Most Promising Financial Consultants 2018'. ﴿ 700+ Jobs completed, $600K+ earnings, 30,000+ hrs worked by our company on Upwork. ﴿ CMA / MBA / BTech. - Offering highly sought after combination of financial skills, business management skills and technical knowledge. ﴿ Top 1% in Excel Modelling, 1st Placed in Financial Forecasting and 'Top Rated' contractor on Upwork. We were consistently Ranked among Top 10 contractors on Elance under Finance Category. SERVICES OFFERED: 1. CORPORATE FINANCE ADVISORY We...

Open to fixed price or hourly rates for consulting, including fractional CFO, financial modeling, structuring, presentations and marketing materials for acquisitions and fundraising opportunities in the corporate, middle market, private equity, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+ business, investment, and capital market opportunities, including regional...

I am a senior level investment banker. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services...

I'm bringing to you over 5 years in market & financial areas with a big emphasis on business consulting and development work. I bring financial & market regulations and requirements knowledge to your financial products, I bridge the client's gap between technology and finance, operational excellence, and financial and market management, providing excellent delivery in financial reporting and analysis, data analytics, metrics & KPIs, accounting, strategic business planning, modeling and much more. I work with growing companies to remove risk bottlenecks in the business area, I can design solutions, consult you on the business in the market...

After working for almost 10 years in international financial institutions including Moscow office of Creditanstalt Investment Bank (Austrian investment banking boutique which was subsequently purchased by HVB group) and later corporate finance department of Moscow division of UniCredit Bank, I have substantial experience in executing various types of investment banking deliverables including developing of financial models, preparation of investment presentations, memorandums, pitch letters etc. I have a Master degree in Economic Theory from NES (a leading Russian economic school) and have a CFA designation since 2007. Hope that my skills and...

Ex-IFC, Goldman Sachs investment banker currently working in private equity/venture capital. I can provide a wide range of services to both entrepreneurs and investors. For entrepreneurs, I can provide business model advisory, financial modeling, pitch deck development, and fundraising support. I am comfortable working with tech-enabled startups, including fintech, in which I have specialized industry experience. To the extent required, I can also advise on investment negotiations such as term sheet, SHA, or SPA drafting in conjunction with the company's lawyer. On the other hand, for investors, I can also provide investment due diligence...

Jerrod has a decade of capital markets experience, working at multiple Wall Street banks and assisting 50+ companies throughout various stages of the capital-raising process. Leveraging his broad experience, Jerrod founded Caenen Capital, a management consulting firm focused on providing financial modeling services to growth-stage companies. Caenen Capital has a proven track record on Upwork with a 100% Job Satisfaction Score and 5-star ratings across 50+ total contracts. At our core, we have a passion for helping growth-stage companies achieve their financial goals and prepare their businesses for the next stage of growth. We are...

I am founder and principal consultant at Caston Corporate Advisory Services. We are a team of Seasoned professionals with proficiency in financial research, accounting, data entry, business valuation and investment banking. We are committed to top quality service delivery within agreed timelines. With more than 50 satisfied clients across the globe, Caston takes pride to be one of the most trusted service partners by its clients. Confidentiality remains a protocol. Our key service area include: - Financial Forecasting - Business Plan - Investor Presentation - Management and financial reports - Accounts payable reconciliation - Inventory...

An experienced Investment banker professional, with proven history of offering strategic and corporate finance services to top clients in the CEE region. Held multiple Corporate Finance / Investment Banking roles in Big 4's (EY, Deloitte), a top CEE Regional Investment Bank (WOOD&Co.), and a French M&A Boutique (Pegase Capital), having worked on both public and private transactions. I have worked with various investment banks, consultancy firms, hedge funds, PE's, venture capital firms, and startups across the globe on various situations. The following core services are provided: ✅ Pitch Books / Investor Presentations ✅ Information...

Paying too much for an investment, no matter how attractive it is, could destroy the rate of return. Likewise, purchasing a poor investment, at any price, can risk total loss in the investment. The process of evaluating an investment typically involves approximating future cash flows or price of the venture and then discounting it with the desired rate of return to determine the ideal maximum amount that you should pay in today's dollars. This process involves making several assumptions and the ability to determine the present and future growth rates that the investment will experience. These assumptions if made incorrectly can destroy...

-Newchip Accelerator Mentor -Degree in Business Economics from Brown University -Former investment banker and entrepreneur -Advised and executed on over USD4.0 billion of transactions across capital markets and mergers and acquisitions -Extensive experience building financial models, industry/market overviews, and buy/sell-side investment opportunity presentations -Currently managing an angel fund with $10 mm aum with investments in bombas.com, cleancult.com, hatchcollection.com, trygatsby.com, donegood.com, littlechonk.com, spacex.com, lightshiprv.com -Have helped startups raise over $12 mm across pre-seed through Series B

A legal professional Freelancer specialize in Legal troubleshooting for my clients of any nature. Also, specializes in Contract Drafting and Negotiation. Banking and Finance lawyer /Venture Capital (VC) related help / Cryptocurrency (Bitcoin/Ethereum) / SAFT Agreement and DeFi Exchange / General Corporate Law / Patents, Trademark, Copyright guidance / GDPR / Privacy Law and Data Protection / Employment Law / Family Law / Legal Notices A legal professional with 10 years of experience in handling legal & procurement affairs relating to Legal advisory work, Legal Liaisoning, Sourcing, Procurement, Contract Drafting, Contract Abstraction,...

I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce...

I am an investment banking professional with over 12 years of professional experience advising large, mid-size and early-stage companies worldwide on their Mergers & Acquisitions, Joint Ventures, Private Equity Fundraising, Restructured Debt, and Sale of Distressed Assets. Over the years, I have been part of multiple multi-million dollar strategic and financial deals across sectors. My Core Competencies include Market Assessments, Financial models, Company Valuations, Due diligences, Innovative Financing, Private sector Engagements, Private Sector Policies, Deal Structuring, Capacity Building, Growth Strategies, Business Assessments,...

Chartered Financial Analyst | Certified Financial Planner 14 Years experience in investment management 5 Year Portfolio Management - Almeida Investment Management (Go CIO) 3 Years Associate Portfolio Manager - City National Bank 3 Years Fixed Income Consulting - Advisors Asset Management 2 Years Relationship Management - JP Morgan Chase 1 Year - Investment Sales - Gunn Allen Financial Skills Include: Financial Modeling, Cap Table Management, Fundraising, Investment Security Selection

Top 1% Upwork EXPERT-VETTED Finance & Accounting Consultant who specializes in B2B, CRE, D2C and B2C clients underwriting their projects or businesses for raising capital. If you want to raise capital or sell your business, you may need a valuation, mergers & acquisitions consulting, financial modeling, negotiations assistance with private equity, crowdfundings, SEC regulation, venture capital, or other corporate finance support. With 30+ years of experience on more than $15 billion+ in capital markets transactions worldwide, I bring Upwork clients end-to-end support opportunities. With $100K+ in revenues on Upwork, I have become the...

--MBA with Wall Street experience (American University, Deutsche Bank) --15 years at IBM Consulting --Write white papers, business cases, pitch decks, web content and press releases --Journalism clients include The Economist Group, Investor's Business Daily, Newsday, Palm Beach Post, Institutional Investor's Alpha, The Industry Spread and DealFlow's Alternative Lending Report --Presently writing and editing feature articles for AlphaSense, Global Finance magazine, HFM, the Sharestates blog and others --Ghostwriting newsletters and market forecasts for two pension funds --Served on staff at Rodale Press, (Fort Lauderdale, Fla.)...

I am a Chartered Accountant and Investment Banker with over 20 years of global experience. • Expertise in Financial Modeling, Corporate finance strategies, Enterprise valuation, Capital Budgeting, • Mergers & Acquisitions advisory • High Expertise with Advanced Excel • MIS, Budgeting & Forecasting, periodic business analysis • In-depth understanding of IFRS, US GAAP, IAS • Experience of working as CFO for strategic growth and compliance management • Structuring debt and equity deals across USA, UK, Middle East, Singapore & India

Anthony (Tony) Palladino is a trusted advisor to entrepreneurs and private equity investors and is dedicated to building enterprise value. Forty years of entrepreneurial business and consulting experience as an executive in early stage, technology based, high growth companies operating in the global marketplace. An award winning CPA with a Masters (with honors) from Columbia University Graduate School of Business with very strong skills in analysis and synthesis. Successfully driven and managed both fund raising (6 senior debt, 4 sub debt and 5 equity financings) and liquidity events (8 exits plus an IPO) as well as 6 acquisitions.

Irina is an experienced lawyer fully qualified as a solicitor in England and Wales specialising in contract, commercial and corporate matters. With over 15 years of in-house experience Irina has a business-first pragmatic approach to legal matters, concise drafting style and exceptional negotiation skills. Irina's main specialisation industries are entertainment, technology, media, production and creative; extensive experience in: joint ventures and shareholder agreements. Legal expertise in: IP, Technology, Compliance, M&A, Media, Telecoms, Licensing, Corporate (in several jurisdictions). Key skills and achievements: - Closed circa 1000...

I am a serial AI / tech startup founder and have managed investment funds in Silicon Valley, NY and London. As a consultant I have worked with everyone from Apple C-Suite executives to seed-stage founders in most sectors. I have a great deal of experience with major brands including Apple, Sony, Virgin, Gartner, Schwab and Bandai in Tokyo. Recently, I am working with Circuit City to expand their Brand Relaunch in many exciting ECommerce directions including AI, Augmented Reality and Store in Store Omnichannel. Recent startup clients have used our decks to pitch top-tier VCs including A16Z and Sequoia. In the current Bear VC market, we have...

I build clear, easy-to-use FINANCIAL MODELS that showcase your BUSINESS's potential and help you get a FUNDING. 🟢 Financial Modeling Development: The investor-ready best practices Financial Models reflect your strategy and action plan, with critical metrics, valuation, and funding roadmap. For startup founders and small business owners, the Financial Model is a fundamental tool for managing the business and making educated business decisions about the company's future. 🟢Business Budgeting: Put, maintaining an excellent short- and long-range financial plan enables you to control your cash flow instead of having it manage you....

I have 16 years of experience in the tech sector, working with 200+ clients on different aspects of private market investing, such as financial modeling, valuation, and due diligence. I work with VC-backed startups between pre-seed and Series B, bootstrapped startups, and investors in the tech sector. My clients are located in the US, UK, and EU. Overall, I've supported transactions with an aggregated value of more than $1.4 billion. Recent clients said: "An invaluable asset to all startups! Lior supported us with all the necessary models, forecasts, and assumptions - making us look like financial pros in front of our investors :)"...