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  • $95 hourly
    • 5.0/5
    • (1 job)
    Entrepreneurial executive with tons of energy, an MBA, and 30+ years of experience that loves to build...whether it's a business, a bookshelf for one of my kids, or a new recipe for a great meal. Focus on growth opportunities while maintaining effective cost controls. Lead from the heart to bring out the best in the entire team and cultivate a positive environment. Each day is a new opportunity to make a difference in the world and have fun while we're doing it. Have spent significant time in businesses from $1-10m in revenues. Experienced with companies up to $45m in revenues. Know the growth challenges and operational hurdles to overcome. I've owned and/or helped run businesses for the better part of my 30+ year career. Have been involved with a wide variety of industries. Love to dig into new projects and help solve problems. Experience includes: Board & C-Level Experience | Strategic Partnership Development | Domestic & International Sales | Mergers & Acquisitions | Strategic Planning & Execution | Venture Capital | Due Diligence Preparation Startup Experience | Digital Marketing | Financial Reporting
    Featured Skill Investment Banking
    Business Analysis
    Microsoft Office
    Microsoft Excel
    Startup Company
    QuickBooks Online
    Financial Model
    Partnership Development
    Business Planning & Strategy
    Ecommerce
    Small Business Administration
    Entrepreneurship
    Sales & Marketing
    Finance & Accounting
    Business
  • $50 hourly
    • 5.0/5
    • (1 job)
    With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.
    Featured Skill Investment Banking
    Financial Reporting
    Corporate Strategy
    Forecasting
    Microsoft Excel
    Due Diligence
    Corporate Finance
    Finance & Accounting
    Financial Analysis
    Mergers & Acquisitions
    Valuation
    Private Equity
    Financial Modeling
  • $125 hourly
    • 0.0/5
    • (2 jobs)
    Contract CFO/Controller, Private Equity Back Office, Private Equity Tax, Fractional CFO, . 7+ years experience in CPA firm environment in Chicago, USA. 5 years experience in EU & USA based Asset Management firms. Experience: Financial Statements, Financial Audits, USA Taxation, Tax Law, Financial Modeling, Private Equity, Hedge Funds, Partnerships, High Net Worth Individuals, Family Offices, Pitch Decks
    Featured Skill Investment Banking
    Financial Audit
    Financial Analysis
    Accounting
    Accounting Advisory
    Private Equity
    Financial Modeling
    Financial Accounting
    Financial Reporting
    Financial Analysis & Valuation
    Finance & Accounting
    Excel Macros
    Intuit QuickBooks
    Tax Preparation
    Management Consulting
  • $100 hourly
    • 0.0/5
    • (0 jobs)
    Ex-Wall Street. I’ve worked for a few investment banks across a few industries. I currently work for training company that educates professionals for Wall Street and Main Street roles. Looking to use my skillset to help clients enhance their business.
    Featured Skill Investment Banking
    Research & Development
    Data Entry
    Pitch Deck
    Microsoft PowerPoint
    Microsoft Excel
    Data Analysis
    Finance
    Accounting
  • $75 hourly
    • 0.0/5
    • (0 jobs)
    Dynamic and goal-oriented sales professional with over eight years of experience in investment banking and B2B business development. Adept at orchestrating complex sales cycles, building high-impact executive relationships, and closing high-value deals. Combines a proven “hunter” mentality for deal origination with the operational rigor needed to build, optimize, and scale robust growth programs. Known
    Featured Skill Investment Banking
    Finance & Law
    Market Research
    Prospect Research
    Lead Generation
    Sales Analytics
    Sales Coaching
    B2B Lead Generation
    Sales
    Contract Negotiation
    Private Equity
  • $49 hourly
    • 0.0/5
    • (0 jobs)
    I'm a seasoned finance and accounting professional with 10+ years in accounting, financial consulting, and investment banking experience
    Featured Skill Investment Banking
    Acquisitions
    Post-Merger Integration
    Mergers & Acquisitions
    Financial Modeling
    Financial Analysis
    Financial Analysis & Valuation
    Finance & Accounting
    Light Bookkeeping
    Bookkeeping
    Accounting Basics
    Analytical Presentation
    Accounting
    Management Consulting
    Financial Planning
  • $25 hourly
    • 0.0/5
    • (0 jobs)
    Matt McClellan is Vice Presidents of JP Real Estate Partners in Chicago. JP Real Estate Partners is a Merchant Banking firm that raises performs CRE Equity & Debt Advisory in the Upper Middle Market and Bulge Bracket Investor spaces. Equally, Matt raises Capital for Energy-specific projects such as Energy Grids, Fiber Infrastructure, Date Center power, and Nuclear Power. He possesses over twelve years & $21B of execution experience in the Commercial Mortgage, Investment Banking, and Private Equity realms. He is equally active within the Debt & Equity Capital Markets on a Domestic & International Level. Across his career, Matt has been directly involved in north of 500 transactions of which have been in the Wall Street Journal, Crain's, and National Publications. Matt's relationships encompass High Net-Worth Domestic & Foreign Family Offices, Institutional Private Equity, Life Companies, Fannie/Freddie-backed Lenders, CMBS Desks, Bank Balance Sheets, Participating Debt & JV Capital, Regional Banks, the SBA, & Credit Union Networks. He selectively transacts with Debt Funds & Hard Money Capital. These Relationships span across North America, extend to Western & Central Europe, as well as to the Middle East & Singapore. Matt’s dynamic background includes being contracted to jump-start a Privately Held Participating Development Lender led by the former CEO of a Public REIT, with the goal of a NYSE IPO within one year of inception of the company. He served as the entity’s main underwriter, on an independently contracted basis, and one year later, played a crucial role in the shadow-banking of the IPO on the NYSE. Matt has been involved in Joint-Venture Executions with a handful of the largest Private Equity Firms in the United States and has been contracted by some of the Highest Net Worth Family Offices in North America. Matt has been more involved in his client’s transactions compared to competitors in his industries. To execute market-leading terms & structures for his clients, he has at times, worked with Lending Institutions to procure liquidity windows by selling notes off a Capital Provider’s Balance Sheet. As a result, he has been able to achieve market-leading terms, structures, and Cost of Capital for his clients. Matt understands how to be a Market-Maker. Matt’s career accomplishments include being a Decision Maker in a four-man office which was the second largest producer of annual CMBS Issuance for a top 4 US Investment Bank. More accomplishments include holding decision-making roles on executions featured in the Wall Street Journal and writing for major national publications.
    Featured Skill Investment Banking
    Capital Markets
    Finance
    Investment Research
    Balance Sheet
    Equity Valuation
    Financial Analysis & Valuation
    Commercial Lending
    Pitch Deck
    Financial Analysis
    Private Equity
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