Hire the best Investment Researchers in Austin, TX
Check out Investment Researchers in Austin, TX with the skills you need for your next job.
- $200 hourly
- 5.0/5
- (3 jobs)
Focus on your business, leave finances to the experts. Your financial expertise on-demand - so you don’t waste time with spreadsheets. 🏆 17 years of experience in the financial sector holding investment banking and corporate lending positions at internationally recognized banking institutions including UniCredit and Societe Generale 🏆CFA Charterholder since 2013 I can help with the following: ✅ Financial Forecasting ✅ Financial Modeling ✅ Budgeting ✅ Cleaning up Historical Accounting ✅ Preparing for a Strategic Transaction ✅ Raising Capital (Debt/Equity) ✅ Resolving Cash Flow Challenges What my clients say about me: ★ Leveraging Stan's service has been much more cost-effective than hiring a full-time CFO would have been. We only pay for what we need, when we need it, without having to worry about the overhead costs of hiring a full-time employee ★ I can confidently say that partnering with Stan has been a game-changer for our business. His ability to provide us with a clear financial picture, along with his professional guidance, has led to better management decisions I possess extensive expertise across various sectors: • Consumer goods • E-commerce • SaaS • Fintech • Financial Institutions • Oil&Gas • Semiconductors • Car Dealers Next steps: 🟢 Click the green ‘Invite to Job’ button in the top right-hand corner
Investment Research
FinTechMergers & AcquisitionsInvestment BankingFundraisingManagement AccountingManagement ConsultingCorporate FinanceFinancial ConsultingFinancial Analysis & ValuationFinancial ReportingMicrosoft ExcelPresentationsFinancial ProjectionFinancial Modeling - $250 hourly
- 5.0/5
- (30 jobs)
⭐️ M&A and capital raising expert with more than $10 billion in closed transactions ⭐️ 8 years IB and PE experience (LMM, MM and Wall Street) ⭐️ Extensive experience leading and executing buy and build investment strategies ⭐️ Active independent sponsor, private equity investor, and real estate investor ⭐️ Recently closed a personal deal raising $45m in debt and equity (December 2023) ⭐️ Focused on building long-term relationships and engagements Throughout my career, I have worked with many fortune 500 companies, elite private equity funds, and founder owned businesses on sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the required skillsets and knowledge to deliver exceptional results on every project. If you are looking to evaluate an investment opportunity, buy a business, conduct due diligence, build a financial model, create an investment presentation, conduct complex data analysis, raise capital, conduct a valuation on your business, or determine what you should pay for another business, I can help. I can help through all stages of acquiring a business beginning with the thesis and how to go about sourcing deals all the way through transaction structuring and close. I am very responsive, have clear communication and will be very upfront on what I can do for you and how I can help. Specific Focus Areas: ✅ Comprehensive M&A and business buying support: strategy and services ✅ Capital Raising: debt and equity for initial acquisitions or addons ✅ M&A Support: transaction structuring and negotiating, target and buyer screening lists and research ✅ Valuation Support Services: Individual business valuations, LBO, DCF, public comps, precedent private M&A transactions ✅ Capital Raising Preparation: Debt and Equity, inclusive of SBA loan applications and placement ✅ Capital Raising Presentations: Wall Street quality pitch books, teasers, investor presentations ✅ Complex Financial Modeling & Analysis: three-statement models, operating models, budgeting, forecasting ✅ Operational Analysis: customer and project databases, cohort and trend analysis ✅ Due Diligence Support: financial analysis, industry research, process management ✅ Search Fund Advising; Excel and PowerPoint Clean up; Market Research ✅ Business Coaching, Strategy and Advising Please feel free to get in touch if I can be of assistance
Investment Research
FundraisingFundraising PresentationFinance & AccountingCorporate FinanceCapital MarketsBusiness StrategyPersonal Finance & Wealth ManagementMicrosoft PowerPointInvestment StrategyFinancial Analysis & ValuationFinancial ModelingPrivate EquityMergers & AcquisitionsInvestment Banking - $45 hourly
- 4.9/5
- (13 jobs)
I run Emerging Oaks Capital. Emerging Oaks specializes in private fund advisory and private fund management. I'm an investment professional with 5 years performing investment analysis covering private placement investments - examples include Private Equity, Venture Capital, Commercial Real Estate and Independent Sponsorships. I also have experience running publicly traded equity portfolios and producing expert quality research reports on target equity investments. I have clients that invest in these types of opportunities and clients that mange Funds themselves. If you need help learning how to raise capital, how to structure a fund, financial modeling, or performing diligence on an investment... I'm the perfect fit. Anything related to private investments (also known as "alternative" investments) falls within my realm of competence. A lot of these skills come from practice and cannot be taught in school. I have spent many years collecting big wins along with making mistakes and learning lessons so that you don't have to!
Investment Research
Investment StrategyFinancial ConsultingStartup ConsultingSales ConsultingContract NegotiationInvestment Portfolio ReviewReal Estate Investment AssistanceBusiness ManagementBusinessValuationContract DraftingBusiness AnalysisStrategyBusiness Plan - $60 hourly
- 5.0/5
- (1 job)
Expert Residential and Commercial Real Estate Underwriter, Consultant, Investor and Syndicator. In the past 3 years, I've completed over $3 million in real estate transactions and I've underwritten, strategized and made offers on hundreds of real estate deals, including RV and MH parks, single family homes, multifamily apartments, short-term rentals, house hacking projects, and more. In addition to assisting clients with complex financial underwriting and modeling, I provide real estate consulting services for new and experienced investors who are looking to take their real estate business to the next level. I have Bachelor's and Master's degrees in Mechanical Engineering and Business Administration from the University of California, Berkeley. Skills: Problem solving: As a Mechanical Engineer by nature, I’m a master of finding a solution to any problem, regardless of its complexity. Real estate underwriting: Proven ability to assess the financial viability and risk of residential and commercial properties. Financial analysis: Strong analytical skills to evaluate investment opportunities accurately, conduct comprehensive due diligence, and create detailed financial models, pro forma analyses, and cash flow projections. Communication: Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely to clients and stakeholders. Project management: Exceptional organizational skills managing multiple projects simultaneously, meeting deadlines, and collaborating effectively with cross-functional teams. Industry knowledge: In-depth understanding of local and national real estate markets, regulations, and industry best practices.
Investment Research
Business ConsultingFinancial ConsultingFinanceUnderwritingReal Estate Financial ModelProblem SolvingReal Estate Investment AssistanceDue DiligenceFinancial ModelingFinancial AnalysisMicrosoft Excel - $70 hourly
- 5.0/5
- (3 jobs)
Hi thank you for checking out my profile! There's nothing I can't do in Excel and I'd like to leverage the knowledge I've accumulated over the years to earn some extra income while continuing to master my craft through these gigs. In addition to spreadsheet and data analysis related skills, I bring a deep understanding of finance and business related topics from across multiple industries. Whether its interpreting the data or suggesting alternate ways to view it, I will provide a lot more value than simply creating a spreadsheet if wanted. Example of spreadsheet related services: Data entry and automation Creative and dynamic visual tools Advanced functions and formulas Pivot tables and dashboards VBA & Macros Based out of the US and located in TX, in general, I can always find times that are convenient for a meeting or virtual brainstorming session to cover needs and guidelines. The most beneficial thing for me coming out of this work is the networking opportunities and the additional knowledge I will get from working with individuals. If I do not deliver results to your expectation I will not bill you and/or refund your money. Thanks for considering me! Donovan B.
Investment Research
Financial AnalysisFinancial ModelingMicrosoft PowerPointMicrosoft Excel - $30 hourly
- 0.0/5
- (0 jobs)
Experience as a technical writer, scientist, and equity analyst. I will excellently and efficiently review and prepare material that is engaging and geared towards any audience for clear and concise communication. My goal is always to nail your vision the first time and will personally invest time and effort to make you/ your client thrilled with my work and ease of process.
Investment Research
Office DesignEquity ResearchPresentationsInvestment StrategyBiologyAcademic ResearchCustomer ServicePresentation DesignPharmaceutical IndustryAnatomyMolecular BiologyServerBiotechnologyMicrosoft Excel Want to browse more freelancers?
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