Hire the best Investment Bankers in Massachusetts
Check out Investment Bankers in Massachusetts with the skills you need for your next job.
- $125 hourly
- 5.0/5
- (7 jobs)
I am a finance professional with more than 20 years experience in both an investment banking and a real estate investment capacity and I have completed more than $40 billion in M&A, corporate finance, and real estate transactions. I have extensive experience building financial models of all types, my Excel skills are first rate, and my attention to detail is impeccable. I look forward to working with you on your finance, real estate, and Excel projects, including (but not limited to): Real estate acquisition and development pro formas Financial budgets and operating/cash flow forecasts 3-statement financial models Corporate M&A models LBO models NAV, DCF, and other valuation analyses Calculation of investment returns (e.g. IRR, MOIC, accretion/dilution) Calculation of leverage and credit metrics Calculation of KPIs and other operating metrics Scenario analyses Labor models Business plans Pitch books and information memoranda Ad-hoc financial analyses Ad-hoc Excel formulas, templates, databases, pivot tables, charts, graphs, etc.Investment Banking
Microsoft PowerPointReal Estate Investment AssistanceReal Estate Financial ModelingReal Estate AcquisitionReal EstateMergers & AcquisitionsMicrosoft Excel PowerPivotExcel MacrosExcel FormulaFinancial Analysis & ValuationCorporate FinanceMicrosoft ExcelFinancial ProjectionFinancial Modeling - $250 hourly
- 5.0/5
- (2 jobs)
I enjoy helping people and take pride in using my skills to support entrepreneurs in leveling up their game. Whether through mentorship, strategic advice, or providing access to capital, I am dedicated to empowering others to achieve their business goals and reach new heights. ______________ With experience founding three startups, I excel at developing and scaling businesses from the ground up. My expertise includes creating and implementing AI solutions, managing operations, and driving marketing and sales strategies. I have a proven track record of raising capital from family offices and high-net-worth individuals (HNWIs). My skills include securing venture capital, private equity funding, and sourcing over $250M in co-investments for alternative investments. I am adept at communicating investment opportunities, raising anywhere from $1M to $25M in equity commitments. I specialize in developing and executing investment strategies focused on real estate deals, private equity opportunities, startups, and alternative investments. My experience includes conducting thorough due diligence and continuous portfolio monitoring to ensure robust returns and risk management. Building strong relationships is at the core of my work. I network with family office executives to enhance deal flow, attend industry events to foster connections with GPs and LPs, and build relationships with families worth over $800M. I also host family office events to develop new relationships and partnerships. Leading and mentoring teams of financial professionals is one of my strengths. I foster a collaborative and high-performance culture, guiding teams to achieve strategic goals and excel in their roles.Investment Banking
Investor OverviewStartup CompanyInternational BusinessInvestor RoadshowPrivate EquityVenture CapitalStartup Consulting - $125 hourly
- 4.9/5
- (27 jobs)
I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.Investment Banking
Corporate FinanceBusiness ValuationBusiness ConsultingFinancial AnalysisMergers & AcquisitionsStartup ConsultingFinancial ModelingCorporate StrategyStrategic PlanOrganizational Design & EffectivenessPrivate EquityBusiness PlanFinance & Accounting - $15 hourly
- 5.0/5
- (1 job)
I work in finance as an auditor. I have previous financial experience including loans, banking and investment banking. Through my various roles I have gained many skills including but not limited to Microsoft Office, Adobe, communication skills both written and verbal, organization, time management and problem solving.Investment Banking
Online ResearchAdobe PhotoshopAdobe AcrobatInterpersonal SkillsSocial Media ContentProblem SolvingTime ManagementCommunication SkillsFinanceTypingPhone CommunicationMicrosoft OfficeCustomer Service - $50 hourly
- 0.0/5
- (1 job)
I'm a finance professional with expertise in financial modeling and analysis. I'm currently working in corporate FP&A. Prior to this I was an investment banker specializing in industry coverage and M&A. I'm fluent in both English and Chinese, speaking and writing. I'm proficient in Microsoft Excel and PowerPoint.Investment Banking
FinanceData AnalysisMicrosoft ExcelCorporate FinanceTranslation Want to browse more freelancers?
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