Hire the best Investment Bankers in New Jersey

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$100 hourly
Richard C.
- 5.0/5
- (6 jobs)
With over 30 years of experience in commercial banking, consulting, and investment banking, I bring expertise in creating financial models and pitch decks that effectively convey business models and growth potential. My background includes maintaining books and records for various businesses, including a FINRA-member broker-dealer, utilizing my Series 27 FINOP qualification. I frequently partner with clients on FP&A projects, offering services such as financial modeling, detailed financial analysis, and QuickBooks reviews. Recently, I developed KPIs and a board presentation for a SaaS technology company to enhance communication with investors. Additionally, I have extensive experience in mergers and acquisitions, helping companies prepare for a sale or a capital raise. Let’s discuss how I can assist with your needs.

Investment Banking
Presentations
Business Analysis
Business Presentation
Venture Capital Consulting
Private Equity
Bankruptcy
Management Accounting
Microsoft PowerPoint
Accounting Advisory
Mergers & Acquisitions
Funding Needs Assessment
Accounting
Finance & Accounting
Microsoft Excel
$140 hourly
Jose R.
- 4.0/5
- (128 jobs)
-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

Investment Banking
Startup Consulting
Venture Capital Consulting
Investor Overview
Fundraising
Corporate Finance
Financial Writing
Corporate Strategy
Business Valuation
Financial Modeling
Pitchbook
Company Valuation
Business Plan
Financial Analysis
$69 hourly
I Z.
- 0.0/5
- (1 job)
A seasoned consultant with over a decade of experience in strategic consulting and corporate finance at top-tier institutions, including McKinsey and Moody's. Proficient in financial modeling, valuation, M&A, and due diligence, with a strong track record of developing investment theses and providing strategic insights to C-suite executives. At McKinsey, successfully managed the McKinsey ventures portfolio, collaborated with venture capital firms on startup competitions, and played an integral role in three internal SaaS startups, including co-leading one of them.

Investment Banking
Coaching
Personal Finance & Wealth Management
Due Diligence
Mergers & Acquisitions
Valuation
Startup Consulting
Venture Capital Consulting
Private Equity
Corporate Finance
Management Consulting
Analytical Presentation
Business Coaching
Career Coaching
Financial Planning
$40 hourly
Niket K.
- 0.0/5
- (0 jobs)
Finance/business operations expert and former investment banker working with a wide range of industries particularly SaaS. Has a wide range of experience in building/automating financial models/analyses, developing strategies to track key business metrics, and delivering deep insights regarding business performance. I have advised on well over $1B in aggregate transaction value across his 10+ year career. Key Areas of Expertise: - Financial Modeling - Balance Sheet and Cash Flow Modeling - Budgeting/Forecasting - KPI Building and Tracking - Fundamental Research - Corporate Finance - Investment Banking - Due Diligence - Pitch Deck Creating Sample Projects: - $450M Series C Restaurant/Food Delivery SaaS Company: Developed dynamic 3-statement forecast/budget model using Excel and Adaptive to manage revenue, costs, and headcount projections reducing budget implementation time by six weeks - $800M Series D Marketing SaaS Company: Revamped organizational KPI dashboards using SQL and Tableau to accurately track key metrics such as ARR/MRR, bookings, LTV/CAC, churn, gross/net retention and magic number - AMX in $365M Sale to Harman International Industries: Built and maintained full accretion/dilution model which detailed EPS implications for various deal scenarios - Ruby Receptionists in $46M Majority Recapitalization by Updata Partners: Formulated and implemented internal processes to accurately track customer KPI’s such as net client gains and churn

Investment Banking
SaaS
Investment Research
Microsoft Excel
Sensitivity Analysis
Due Diligence
Business Operations
Equity Valuation
Cash Flow Modeling
Income Statement
Balance Sheet
Financial Modeling
Budget Management
Strategy
Finance
$100 hourly
Mary L.
- 0.0/5
- (0 jobs)
I'm an experienced ecommerce operations and strategy business leader who has overseen multiple DTC sites in the cosmetics industry including influencer and legacy brands. I can help you and your team overcome complex operational and strategic problems as you grow and scale. With a background in finance, I have deep experience with financial and business analysis to ensure you make the correct decisions for your business.

Investment Banking
Paid Media
Private Equity
Ecommerce
Operations Analytics
Analytical Presentation
Management Consulting
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