Hire the best Investment Bankers in the United States

Check out Investment Bankers in the United States with the skills you need for your next job.

Ian M.
$85/hr
  • Trophy Icon Investment Banking
  • Salesforce CRM
  • Microsoft Excel PowerPivot
  • Cold Calling
  • Email Marketing
  • Microsoft Excel
  • Marketing Strategy
  • Business Writing
  • Business Coaching
  • Private Equity

"Ian was great to work with. I needed help forming a contract on a short deadline and Ian provided tremendous support. I look forward to working with him again in the future. -Ben" "Ian did a fantastic job. I really appreciated his great communication, adherence to tight deadlines, and quality of work! - Melissa" "Very pleasant to work with even when the project turned out to be a little more than either of expected. Recommended for his communication skills, reliability, personability, and quality of work. -Cheril" "Ian is absolutely phenomenal. Will be using him more often. -Dominic" I have an extensive background in business...

Eric S.
$100/hr
  • Trophy Icon Investment Banking
  • Financial Plans
  • Cash Flow Analysis
  • Investment Strategy
  • Investment Research
  • Commercial Lending
  • Business Strategy
  • Succession Plan
  • Certified Financial Planner
  • Insurance & Risk Management

"Virtual-Based" Certified Financial Planner that offers more than 25 years of industry experience, a reputation as a thought leader in the wealth management space, and the proven skills to add value. I have the belief that advice that ties itself to a product sale is not unbiased. I am an hourly / project fee-based coach. My clients use my services when they would like, without paying 1% of the portfolios annually. As a wealth coach and planner to high-net-worth clients and entrepreneurs, I possess a rare depth and breadth of experience. In my day job, I oversee complex wealth situations, working diligently in partnership with business...

Jake M.
$100/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Financial Report
  • Mergers & Acquisitions
  • Cash Flow Analysis
  • Forecasting
  • Real Estate
  • Private Equity
  • Financial Planning
  • Microsoft Excel
  • Financial Analysis
  • Financial Projection
  • Valuation
  • Pro Forma Statement
  • Underwriting

✅ EXPERIENCED, PROFESSIONAL, and RESPONSIVE Finance Professional, specializing in All things Corporate Finance, Forecasting, Excel modeling, Real Estate Analysis and Underwriting. With over 4 years experience under my belt, at both large institutions and boutique firms, I am a qualified contractor for your project - understanding the position of both Large and Smaller clients. I have a passion for numbers and can help you with financial modelling, forecasting and analytics. I can offer you: -Financial Modelling -Budgeting/Forecasting -Real Estate Underwriting -Financial Analysis, KPIs and Dashboards -and much more! -All work is...

Courtney D.
$110/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Executive Summary
  • Investor Overview
  • Pitchbook
  • Financial Analysis
  • Microsoft Excel
  • Microsoft PowerPoint
  • Mergers & Acquisitions
  • Corporate Finance
  • Business Writing
  • Finance & Accounting
  • Valuation
  • Business Planning & Strategy

+M&A / corporate development / investment banking / financial advisory +Customized pitch deck, CIM, investor presentations, executive summaries +Financial modeling and projections +Financial analyses and dashboards Let me help you analyze your business and tell your story! I have 14+ years of investment banking and M&A experience and have created dozens of financial models for financial analyses/performance tracking, valuation, M&A and investor/executive snapshots. I also have created numerous marketing materials for capital raising and acquisition evaluation.

Alexia K.
$175/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Financial Analysis
  • Financial Forecasting
  • Strategic Plan
  • Management Consulting
  • Microsoft PowerPoint
  • Microsoft Excel
  • Analytics
  • Data Analysis
  • Presentation Design
  • Presentations
  • Business Analysis
  • Business Writing

Experienced Chief Financial Officer with demonstrated history working in Private Equity and Venture Capital. Proven ability to successfully build out the infrastructure in the Venture Capital and Private Equity industry and exceptional in areas of analytics, strategic planning, and project management. Deep knowledge of budgets, forecasting, valuation models, financial statements, as well as expense management and revenue/income reporting. Accustomed to delivering comprehensive reports while exceeding expectations. Highly motivated and detail-oriented, thriving in fast-paced and deadline-driven environments.

Matthew A.
$150/hr
  • Trophy Icon Investment Banking
  • CPA
  • Business Valuation
  • Fund Accounting
  • Financial Accounting
  • Financial Modeling
  • Intuit QuickBooks
  • Fundraising
  • Accounting
  • Mergers & Acquisitions
  • Venture Capital Consulting
  • S-Corporation
  • Investment Strategy
  • Corporate Tax

I have over 18 years of experience and I have been a Certified Public Accountant (CPA) since 2005. I have worked as a Chief Financial Officer (CFO) for years, and consult for many businesses, to help with strategic planning and advice, tax preparation, accounting, bookkeeping and financial accounting. I have worked with businesses from small startups to large established companies. I have a team of CPAs and experienced accountants who work with businesses in a variety of industries including e-commerce. You can visit us at AverkampCPA.com and view our Google Reviews for additional references. Some of my work experience and qualifications...

Sean P.
$100/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Financial Analysis
  • Business Presentation
  • MS Excel
  • Microsoft PowerPoint
  • Real Estate Acquisition
  • Underwriting
  • Startup Consulting
  • Private Equity
  • Venture Capital Consulting
  • Valuation

Hey there! I'm a financial professional with experience at a bulge bracket investment, late-stage and early-stage startups. My career on Wall Street has consisted of assisting clients in the real estate, gaming and tech space with their financial and strategic ambitions. You should hire me if you're looking for someone with experience completing over $2bn in mergers and acquisitions, raising over $3bn in debt and equity, and revamping a companies financial reporting and investment framework from the ground up. I have a Bachelor of Business Administration in Finance and a Minor in Economics. I'm a business partner who can quickly evaluate,...

Nicolas C.
$120/hr
  • Trophy Icon Investment Banking
  • Portfolio Management
  • Financial Risk
  • Financial Modelling
  • Financial Accounting
  • Data Modeling
  • Investment Research
  • Investment Strategy
  • Data Analysis
  • Consultant

I am a former investment banker and financial risk manager holding the CFA and FRM certifications. I've conducted a number of investment banking deals and consulting projects, managed cross-border teams and written all types of financial reports. I am looking forward to bringing this experience to help you. You can call me for any of the following: - conducting top tier financial analysis; - having to run an M&A process on a tight deadline; - having to run a capital raise on a tight deadline; - preparing applications for SBA 7(a), term loans and working capital facilities; - presenting reports and analysis both appealing and easy to...

Jose R.
$140/hr
  • Trophy Icon Investment Banking
  • Pitchbook
  • Startup Consulting
  • Venture Capital Consulting
  • Corporate Finance
  • Fundraising
  • Financial Analysis
  • Financial Writing
  • Financial Forecasting
  • Corporate Strategy
  • Business Valuation
  • Investor Overview
  • Financial Modeling
  • Business Plan
  • Company Valuation

-Newchip Accelerator Mentor -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

Christopher H.
$100/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Mergers & Acquisitions
  • Budget Planning
  • Financial Planning
  • Commercial Lending
  • Microsoft Excel
  • Microsoft PowerPoint

Strong background in Investment Banking and FP&A. Specialize in Excel & Powerpoint based projects. Experience in M&A as well as Budgeting. Open to a wide range of projects. Work Experience includes: - FP&A at a leading Adtech company - Investment Banking Analyst at JP Morgan

Sydney J.
$75/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Microsoft Excel
  • Microsoft PowerPoint
  • Presentations
  • Business Plan
  • Writing
  • PitchBooks

I am a current Senior Associate leading the financial team and running the model for a Financial Technology startup. My current duties include developing KPI's, investor relations reporting, and modeling. I most recently worked for another startup specialized in financial restructuring. Not only was I the associate consultant on multiple restructuring engagements, I also led the branding for the startup firm. I developed the pitch materials and external facing email template. During my time as a consultant, I built 3 complex financial models and developed an excel based logistics optimizer. I started my career as an investment banking...

Hayden B.
$100/hr
  • Trophy Icon Investment Banking
  • Financial Modeling
  • Microsoft Excel
  • Microsoft Word
  • Microsoft PowerPoint
  • Financial Statement
  • Accounting
  • Management Consulting
  • Website Development
  • Mergers & Acquisitions

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.

Yuriy C.
$50/hr
  • Trophy Icon Investment Banking
  • Financial Analysis
  • Private Equity
  • Real Estate Financial Modeling
  • Real Estate Appraisal
  • Real Estate Acquisition
  • Real Estate Investment Assistance
  • Financial Model
  • Management Consulting
  • Quantitative Analysis

Professional Experience: Finance professional with over eight years of experience in the alternative investment space. Expert in all financial aspects of Private Equity, Commercial Real Estate with Involvement in over $5B of transactions across the entire capital stack, including acquisitions, SPAC's and PIPE's. Other experience includes, but is not limited to, capital raising/capital formation at the entity and fund level, leveraged buyout (LBO), and proprietary deal flow sourcing. Extensive experience in financial modeling, underwriting, and structuring real estate and private equity transactions. Personal Interests: Fitness, fine arts,...

William M.
$75/hr
  • Trophy Icon Investment Banking
  • Financial Analysis
  • Price/Quote Negotiation
  • Presentations
  • Private Equity
  • Hospitality
  • Real Estate
  • Financial Modelling
  • Asset Management
  • Valuation
  • Microsoft Excel
  • Project Management Professional

Professional with over 20 years of financial services experience with excellent communication skills proficiencies specifically within investment management, commercial banking, advisory, development, restructuring, asset management, and distressed opportunities with an emphasis on the alternative real estate asset class sector. Expertise in real estate equity fundraising, valuation, underwriting, market analysis, fundraising, building complex financial models, negotiating terms of lease and management contracts, loan agreements, purchase & sale agreements, debt restructuring and portfolio management.

Anthony V.
$175/hr
  • Trophy Icon Investment Banking
  • Mergers & Acquisitions
  • Capital Markets
  • Small Business Administration
  • Business Plan
  • Pitchbook
  • Financial Forecast
  • Due Diligence
  • Executive Coaching
  • Strategy
  • Management Consulting
  • Succession Plan
  • Corporate Finance
  • Company Valuation
  • Business Valuation

I am a senior level investment banker. I am the Founder and Managing Director of RedShift Advisors, a lower middle market investment bank in Pittsburgh, PA. We provide strategic planning, investment banking, merger and acquisition, and corporate finance services to privately held and entrepreneur-owned companies in the lower middle market. STRATEGIC PLANNING: We are focused on delivering strategies and solutions to increase the value of your business. We work with our clients to identify, articulate, and prioritize the objectives of a business and its owners. We are thorough in our research and analysis. Our strategic planning services...

Alexander C.
$40/hr
  • Trophy Icon Investment Banking
  • Spreadsheet Software
  • Microsoft Excel
  • Financial Analysis
  • Financial Modeling
  • MS Excel
  • Data Visualization
  • Data Entry
  • Data Analysis
  • Marketing Data Analytics
  • Finance

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...

Max P.
$85/hr
  • Trophy Icon Investment Banking
  • Business Analysis
  • Business Valuation
  • Due Diligence
  • Computer Science
  • Financial Analysis
  • Financial Modeling
  • Business Consulting
  • Business Plan or Pitch
  • Forecasting
  • Financial Report
  • Financial Projection

6+ years of finance and business consulting experience, previously working in investment banking at JPMorgan. I'm passionate, hard-working, and the project isn't complete until you're 100% happy. Areas of expertise: - Everything Excel & financial modeling (DCF, LBO), valuation, and cash flow projections - Consulting on business decisions, potential opportunities, or P&L analysis - Creating investor or client-ready presentations, as well as business plans - Creating business or personal budgets and automating/fixing excel workbooks A little about me: I quit investment banking to pursue my dream of becoming a professional tennis player....

Luis E.
$70/hr
  • Trophy Icon Investment Banking
  • Mergers & Acquisitions
  • Project Finance
  • Financial Modeling
  • Financial Forecasting
  • Acquisitions
  • Microsoft PowerPoint
  • Excel
  • Factset
  • Capital Markets
  • Business Analysis

Finance professional with close to 7 years of experience working on Wall St. Most of my experience has revolved around M&A of businesses with complex financial structures. I have represented both sellers and buyers (investors). My financial modeling specialties are financial projections, debt sculpting, refinancings, valuation (including comparable companies, precedent transactions, Discounted Cash Flows, Leveraged Buyouts, Dividend Discount Model). I can also produce presentations that succinctly display crucial financial information. Much of my previous work has been shown to C-level executives of Fortune 500 Companies.

Patrick F.
$100/hr
  • Trophy Icon Investment Banking
  • Investment Research
  • Investment Strategy
  • Financial Plans
  • Financial Writing
  • Financial Management
  • Finance
  • Copywriting
  • Forex Trading
  • Financial Services

Patrick has 7 years of experience working in asset management and investment banking. He has previously worked as an investment advisor, advising high net worth clients on their international investments, and also as a Mergers and Acquisitions analyst, advising middle market companies across a wide range of industries. Patrick is active in the startup ecosystem, having previously worked as the head of international business development for one of the leading crypto currency exchanges in Latin America. Patrick is a CFA charterholder and holds a degree in Finance from The Moore School of Business at The University of South Carolina. He speaks...

Culbertson L.
$200/hr
  • Trophy Icon Investment Banking
  • Legal Research
  • Legal Entity Structuring
  • Contract Negotiation
  • Stock Issuances
  • Finance
  • Contract Law
  • Corporate Law
  • IT Consultation
  • Commercial Litigation
  • Limited Partnership
  • Compliance

I am an AZ and TX barred attorney with extensive experience in forming entities, raising capital, prepare SEC-related documents for start-up and growing companies, enforcement of creditor's rights, and litigating business-related matters. Immigration law is close to my heart and personal to me. I have extensive experience with US and Canada immigration law (family and employment based). Previously, I assisted Canadian employers and employees with filing immigration-related documents.

Stephen M.
$185/hr
  • Trophy Icon Investment Banking
  • Investment Preparation
  • Fundraising
  • Corporate Finance
  • Private Equity
  • Venture Capital Consulting
  • Financial Analysis
  • Financial Management
  • International Business
  • Startup Consulting
  • Finance
  • Crowdfunding
  • Startup Consulting
  • Mergers & Acquisitions

Stephen currently represents a pipeline of $2.1B USD+ in sell-side investment opportunities and $2.3B+ USD allocated for investment. Open to fixed price or hourly rates for consulting, including financial modeling, structuring, presentations and marketing for fundraising opportunities in the corporate, middle market, venture capital, startup and family office sectors. Will assist in the distribution of investment opportunities to a pre-existing network of investors and financial institutions for your company or project. The client must compensate for discovery and strategy services. A trilingual networker that has developed 250+...

Stephen C.
$125/hr
  • Trophy Icon Investment Banking
  • Mergers & Acquisitions
  • Corporate Finance
  • Management Consulting
  • Sales
  • Contract Negotiation
  • Price/Quote Negotiation
  • Investment Strategy
  • Strategic Plan
  • Business Development

Hi there! I'm Stephen and I'm a FULL-SERVICE financial consultant that specializes in helping business owners navigate growth options via acquisition, succession plans through sale, and integration of mergers. What I CONSULT ON: -Valuation -Deal Structure / Negotiation / Offer -Teaser -Confidential Information Memorandum (CIM) -M&A Content Writing

Clint L.
$200/hr
  • Trophy Icon Investment Banking
  • Business Valuation
  • Mergers & Acquisitions
  • Business Plan
  • Corporate Strategy
  • Private Equity
  • Capital Markets
  • Corporate Finance
  • Consultant
  • Venture Capital Consulting
  • Contract Negotiation
  • Commercial Lending
  • SEC Regulation
  • Financial Prospectus Writing
  • Crowdfunding Consultation

With over 30 years of capital markets transactions experience on some $15 billion+ in transactions, it is likely I have direct experience in dealing with what you are facing. Perhaps the need is to raise serious capital because you have a serious business (or CRE project) that needs serious investor prospects. Maybe you have a serious negotiation to complete and you are unsure of the alternatives or issues that may require resolution on the spot to help ensure the outcome. Perhaps you have a buy-out of a partner, joint-venture, or other sticky business management issue that has to be dealt with and dealt with now. You need someone who...

Austin H.
$150/hr
  • Trophy Icon Investment Banking
  • Private Equity
  • Venture Capital Consulting
  • Mergers & Acquisitions
  • Business Development
  • Fundraising
  • Due Diligence
  • Market Research
  • Pitch Deck
  • Investment Preparation

Seasoned finance professional with over a decade of experience in private equity, venture capital and investment banking. Experience leading due diligence process and fundraising efforts for leading institutional private equity firm and large family office in addition to financial and strategic development of portfolio companies, including budgeting, lender relationships and evaluation and implementation of acquisitions and growth capital projects.

Charlotte P.
$90/hr
  • Trophy Icon Investment Banking
  • LinkedIn Profile Creation
  • Resume Writing
  • Capital Markets
  • Mergers & Acquisitions
  • Chartered Financial Analyst
  • Financial Modeling
  • Financial Modelling
  • Financial Accounting
  • Financial Analysis

Charlotte G Pomp Charlotte is a second-year investment banking analyst on the mergers & acquisitions (M&A) team at RBC, and is a graduate of the Johns Hopkins University ’16 with a BA in East Asian Studies and a triple minor in Financial Economics, Entrepreneurship & Management, and Russian. She is proficient in Chinese, Russian, and French; and is a CFA Level II Candidate. During college, Charlotte interned in Wealth Management at Morgan Stanley and RBC. Upon graduation she joined S&P as a Full Time Credit Ratings Program Analyst when she decided she wanted to pursue a career that was more client-facing, transaction-oriented, fast-paced...

Chase J.
$50/hr
  • Trophy Icon Investment Banking
  • Financial Analysis
  • Investment Research
  • Investment Strategy
  • Risk Analysis
  • Financial Forecast
  • Financial Modeling
  • Financial Reporting
  • Cash Flow Modeling
  • Income Statement
  • Balance Sheet
  • Microsoft Excel
  • Pitch Deck
  • Accounting

Are you and your business stuck staring at an old, frustrating, and confusing financial model that does not deliver any relevant information and, at worst, gives you inaccurate information? Are you wasting countless hours shuffling through manual reports, spending weeks to create pitch decks and business plans, and other laborious back-end financial reporting projects that cost you valuable time? You should be free to work on your talents, NOT mind-numbing financial modeling, visual presentations, investor pitch decks, and business plans. There are better ways to utilize technology to create seamless models, dashboards, decks, and processes...

Terrence R.
$35/hr
  • Trophy Icon Investment Banking
  • Stock Option Agreement
  • Stock Management
  • Investor Overview
  • Forex Trading
  • YouTube
  • Portfolio Management
  • Technical Analysis
  • Financial Services
  • Investment Strategy

I specialize in complex options strategies with knowledge of how to hedge portfolios. I work full time as a Ground Maintenance Mechanic, and I manage a trading account as well. If you're looking for someone to help you get oriented with a trading platform and explain basic concepts of active trading, stock buying, and day trading. I can help you get started. I've been actively trading for four years.

$NaN/hr

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