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Greetings: I don’t sell models or pitch decks. I help companies get funded, bought or sold, get valued correctly, and get deals done. z FINRA-licensed investment banker (Series 7, 79, 63), CPA, and Kellogg MBA with over 25 years of experience in investment banking, M&A, and business development. He has successfully executed more than 250 M&A and capital- raising transactions totaling over $3 billion across technology, oil & gas, healthcare, e- commerce, and other industries. He has held senior leadership positions at Bear Stearns, Thomas Weisel Partners, and PaineWebber, and has directed investment-banking efforts at three boutique firms. I’ve been in thousands of investor meetings and have led hundreds of transactions. I know what works—and what gets rejected. What I do Most companies don’t fail because they lack a model or a deck. They fail because: The story doesn’t support the valuation The numbers don’t survive scrutiny The positioning doesn’t resonate with investors I fix that. Core Services Valuation to Narrative Alignment What is your business actually worth—and can you defend it? Investor-grade valuation range Alignment of valuation with your story Identification of pushback points Clear guidance on how to position and defend it Typical engagement: $750 – $1,250 Investor Readiness / Deal Review Before you go to market, I evaluate your business the way an investment committee would. Pressure-test assumptions Identify weaknesses Refine positioning Typical engagement: $1,000 – $2,000 Capital Raising Strategy How to structure, position, and execute your raise. Equity and debt strategy Investor targeting Narrative refinement Typical engagement: $1,500 – $3,000+ M&A Advisory (Buy-side / Sell-side) Support on valuation, structure, and negotiation. Deal positioning Valuation framing Process strategy Engagements: custom Presentation & Pitch Coaching Where deals are actually won or lost. Live pitch review and coaching Messaging, structure, and delivery Handling investor questions Sessions: $300 – $500 How I work Direct, honest, and outcome-focused No templates, no generic advice Built on real transaction experience If something doesn’t work, I’ll tell you—and fix it. Who I work best with Founders preparing to raise capital Companies evaluating a sale or acquisition Investors and operators who want an institutional perspective

Seasoned finance professional, Duke MBA with over ten years of proven experience in Investment Banking, Private Equity, Big 4, and other financial services. I bring deep expertise in financial modeling, business valuation, and financial planning & analysis.

18 years of experience in financial modeling, investing, and valuation 12 years of experience in Investment Banking and Corporate M&A (in NYC) 4 years of Private Equity (in NYC) Served as the CFO and fractional CFO for five start-ups Upwork stats: 5/5 rating, >$50k earned, 100% success rate on 80 jobs

Here to help you make better real estate decisions via dynamic model creation. I have created hundreds of financial models for hotels, STR projects, senior living, multi-family and more. Former Hotel executive for AMResorts, CEO of a boutique hotel company, Owner Rep for a $80M hotel development, and consultant to many more hotel projects. As such, I can help with anything for your hotel project. Financial modeling, Capital Raising, Operator Search, Document Negotiation, Marketing, Revenue Management, etc. I also help Short-Term Rental clients with financial analyses for purchase decisions. Senior Living and Multi-Family analysis as well. Formerly an investment banker and consultant so can help with data analytics, financial modeling, and Excel work. Advanced Excel skills. I will set up your model to deliver strong insights in an easy-to-understand way with lots of flexibility to make business decisions easier. I have an MBA from a top-tier university and Ivy League undergrad as well as helped launch 3 start-up companies. My overall business acumen will add great value to your project. -Matt

I help founders and small business owners tell their story compellingly and get it funded. Most consultants do one or the other. I do both — and the combination is what makes the difference between work that goes nowhere and a funded deal that moves your business forward. What I bring that most freelancers can't: I've been the banker. I was a C-suite banker and led one of the top SBA lending operations in my state, which means I know exactly how underwriters think, what kills a deal before it starts, and how to position your business for approval. I've also been the founder — three times — and led due diligence for one of the largest angel syndicates in the US. I currently led the GTM strategies for a $12B company. I know what investors and lenders want to see because I've been on both sides of the table. Today I run Parabolic, a capital and go-to-market advisory practice helping businesses access debt and equity capital and launch market dominating products through top-notch GTM strategies. What I deliver: Documentation - Lender-ready business plans built around how banks actually underwrite - Investor pitch decks that lead with what capital allocators care about - SBA loan packaging and deal structuring for 7(a) and 504 programs - Financial projections that hold up under scrutiny - Executive summaries and investor memorandums for equity raises - Go-to-Market audits and actionable playbooks Capital Advisory - SBA 7(a) and 504 deal origination and placement - Commercial loan brokering and lender matching - Equity raise strategy and investor positioning for growth-stage founders - Debt structuring and lender negotiation - I have a network of over 200+ investors and lenders GTM Advisory - Market sizing and segmentation (TAM/SAM/SOM analysis) - Ideal customer profile (ICP) definition and buyer persona development - Competitive landscape mapping and differentiation strategy - Product-market fit validation and messaging frameworks - Pricing and packaging strategy Who I work with: Small business owners who need SBA financing. Founders preparing for a debt or equity capital raise. Growth-stage businesses that need someone who has done this before, not someone figuring it out alongside them. Why clients come back: I work fast, I think at the executive level, and I don't pad engagements. You get the thinking you need, documentation that performs, and where relevant, the capital relationship that closes the deal. If you are looking to grow, need a funded business, and not just a finished document — let's talk.

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word