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Hire the best Investment Bankers in Colorado

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  • $100 hourly
    • 4.8/5
    • (39 jobs)
    I am currently the Co-Founder and Managing Partner of Maia Growth Capital a private investment and consulting firm. I have worked as CFO of a small home health care agency (which Maia was invested in), as an investment banking analyst, and a business valuation analyst. I am also currently consulting for several home health care agencies, financial services firms, and start-ups. I am looking to find additional freelance financial consulting to help build my firm. I graduated from the University of Denver in 2016 with a BSBA in Finance and a minor in Computer Science.
    Featured Skill Investment Banking
    Web Development
    Microsoft PowerPoint
    Mergers & Acquisitions
    Management Consulting
    Financial Statement
    Financial Modeling
    Microsoft Word
    Microsoft Excel
  • $100 hourly
    • 4.9/5
    • (5 jobs)
    I enjoy helping people with excel-based work that makes life easier, facilitates well-informed decision making, or simply makes things look cleaner and more presentable. I recently worked as an Investment Banking Analyst at J.P. Morgan which consisted of 80-100hrs of work per week revolving around collecting/analyzing/modeling financial data in excel and building presentations to advise large public companies on M&A transactions and capital raising. I chose to leave for an exciting new opportunity, and since I'm no longer working 80+ hours per week, I have time and energy to work on the side. I have a diverse occupational background so I'm happy to help with any excel-based work you may need even if it isn't finance-related. I've used excel extensively across logistics, operations, recruiting, and HR as well. My "softer" experience includes having led teams ranging in size from 9 - 75 employees across HR, Recruiting, Operations, and Logistics in both the conventional Army and Army Special Operations. I have encountered and solved an extensively wide range of problems across multiple business functions in a wide variety of environments, so I'm happy to help you with any management consulting / problem-solving work as well.
    Featured Skill Investment Banking
    Data Entry
    Data Analysis
    Data Visualization
    Financial Modeling
    Spreadsheet Software
    Microsoft Excel
    Finance & Accounting
    Financial Analysis
  • $100 hourly
    • 5.0/5
    • (22 jobs)
    I have a BS in Corporate Finance from Salisbury University along with minors in IT and Accounting. I have worked for a small mortgage company where I co-managed trading and hedging operations of MBS', worked for one of the largest fortune 500 companies within their asset based lending portfolio performing client credit analysis, worked in business valuations for one of the largest accounting firms, and currently work in investment banking performing traditional buy and sell side due diligence. I have been working with excel extensively for the past 8 years and have learned complex functions, and built in-depth and nuanced financial models for a myriad of clients. I have also developed VBA coding features to help automate redundant entry, and much more. Other Experience: Paycheck Protection Program (PPP), Shuttered Venue Operator Grant (SVOG), Restaurant Revitalization Fund (RRF), Real Estate Investment Funds
    Featured Skill Investment Banking
    Corporate Finance
    Business Modeling
    Business Consulting
    Financial Modeling
    Real Estate Investment Assistance
    Real Estate
    Financial Analysis
    Investment Research
    Mergers & Acquisitions
    Business Valuation
    Real Estate Financial Modeling
    Private Equity
    Microsoft Excel
  • $150 hourly
    • 5.0/5
    • (1 job)
    I'm a seasoned financial executive with extensive C-suite experience informed by a decade of Wall Street investment banking and equity research work. Whether you're needing a CFO/COO for hire, strategic and financial plan preparation, in-house M&A / special projects execution, or board and investor relations materials - I can help! * I am deeply committed to excellence - I deliver an A+ product - on time, every time * I can work in any industry - I have worked in over 13 different industries and have built a career on quickly moving up sector learning curves * I am passionate about serving as a trusted strategic advisor to CEOs * I efficiently craft strategic plans and budgets that are well-received by regulatory bodies and boards of directors * I am a special projects specialist - portfolio includes selling an insurance business, leading a core software systems conversion, developing a performance management system, and establishing a 401K employee stock ownership plan * I excel at financial storytelling through PowerPoint, analyzing data and distilling into key takeaways custom-tailored to the designated audience * I operate with the utmost level of integrity and ethics
    Featured Skill Investment Banking
    Investment Research
    Corporate Strategy
    Financial Reporting
    Financial Modeling
    Budget Proposal
    Financial Analysis & Valuation
    Financial Presentation
    Financial Plan
    Financial Audit
    Budget
    Strategic Planning
    Strategy
    Strategic Plan
  • $70 hourly
    • 0.0/5
    • (0 jobs)
    I am a financial professional that focuses on helping new and small businesses succeed in their financial planning. I offer services such as bookkeeping, budgeting, forecasting, and KPI analytics. I have a family of five and we enjoy spending time outdoors and getting involved with our community.
    Featured Skill Investment Banking
    Investment Strategy
    Dashboard
    Tableau
    Microsoft Excel
    Excel Formula
    Excel Macros
    Database
    Accounting
    Financial Planning
    Bookkeeping
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    I'm a private equity executive with over a decade of experience evaluating businesses, industries and competitive dynamics; performing in-depth financial analysis and modeling; M&A and capital raising. I've worked in mega cap private equity (>$450bn of AUM) and now run my own holding company focused on acquiring bootstrapped founder-owned businesses. How can I help? Fractional CFO work like financial tracking and reporting or financial analysis (modeling, cash flow analysis, customer performance), valuation work, competitive benchmarking, or industry analysis A business seller interested in valuation work or support creating marketing and financial diligence materials to provide prospective buyers A business buyer needing assistance with due diligence and evaluating merits and risks of an acquisition target, or investment memo creation Company or entrepreneur needing to raise capital from investors Management team needing support with Board or investor materials Something else? If it has to do with financial tracking, analysis, or modeling; business, industry or competitive analysis; capital raising or M&A - I'm sure I can help!
    Featured Skill Investment Banking
    Accounting
    Competitive Analysis
    Management Consulting
    Analytical Presentation
    Mergers & Acquisitions
    Financial Modeling
    Financial Accounting
    Corporate Finance
    Industry Research
    Company Research
    Private Equity
    Due Diligence
    Financial Analysis & Valuation
    Fundraising
  • $300 hourly
    • 0.0/5
    • (0 jobs)
    I have spent spent over 20 years investing in and supporting emerging and innovative companies. I began his career in private equity at Peloton Equity (f.k.a. Ferrer Freeman & Company), a leading healthcare private equity firm focused on growth investing with over $1 billion in capital under management. After a long stint in New York, I decided to return to my hometown, Denver, to launch and co-manage the Colorado Impact Fund, an early-stage fund that invested in Colorado based companies in healthcare, education, and clean energy. My passion for meaningfully impacting my surroundings and servant leadership has led to a career of relentlessly supporting my portfolio company partners, building investment organizations that optimize outcomes for a diverse set of stakeholders, and leaning into various community organizations where I can leverage my diverse set of skills and experiences. My craving for elevating the private industry and improving the outcomes for founders led me more recently to Rallyday, where as a Managing Director, I quarterback all aspects of the investment process including sourcing, deal execution, value creation, and exit.
    Featured Skill Investment Banking
    Healthcare
    Investment Strategy
    Financial Consulting
    Business Consulting
    Startup Consulting
    Mergers & Acquisitions
    Fundraising
    Coaching
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