Hire the best Mergers & Acquisitions Specialists in California

Check out Mergers & Acquisitions Specialists in California with the skills you need for your next job.

Get started

$300 hourly
Joel S.
- 5.0/5
- (15 jobs)
Hello! I am a highly experienced lawyer and business operator with deep startup and public company experience. I graduated Stanford Law School in 1998, and 25 years later, I am a tech industry veteran with a broad base of experience including across hardware and software, and B2B and B2C, and with big public companies and nascent startups, alike. In addition to my day-to-day work, I enjoy taking on side projects where I can use my specialized skills and experience to help others. Below is a summary of my work experience. If you think that I can be helpful, just let me know! PROFESSIONAL EXPERIENCE HIGHLIGHTS SV Academy - Co-founder, COO, General Counsel (2015-Present) Hewlett-Packard - VP Operations & Strategy (2012-15) -Served as Chief of Staff to EVP of HP’s Software division. Autonomy, Inc. (acquired by Hewlett-Packard) - COO & General Counsel-US (2008-12); SVP, Business Affairs & General Counsel (2006-08); Associate General Counsel (2005-06) - Grew Legal org from 1 to 25 employees for public enterprise software company. - Responsibilities included management of business transactions; litigation/ADR; strategic alliances; employment; IP management; corporate governance; government contracts; regulatory compliance; license compliance enforcement; and international work. - Successfully managed multiple M&A integrations, including Interwoven ($775MM, 700 employees, 2009), Zantaz ($375MM, 300 employees, 2007) and Verity ($500MM, 500 employees, 2005). - Additional responsibilities included management of US Operations, including Inside Sales, Sales Operations, HR, Procurement, Facilities and Federal Business division. Brocade Communications Systems - Director, Legal Affairs (2004-05); Senior Corporate Counsel (2003-04), Corporate Counsel (2001-02) - Managed legal team and outside counsel for $2B storage technology hardware & software company. - Managed all business transactions, commercial litigation, merger and acquisition, regulatory compliance, and IP portfolio management. Provided legal support to all operating departments of 1,500 person multinational organization. - Drove and closed strategic business transactions, including key OEM sales deals with values in excess of $500MM+ each; a real property transaction valued over $100MM+; international manufacturing deals of over $2B, and M&A transactions valued up to $2B. - Managed open-source software integration and patent harvesting programs. Gibson, Dunn & Crutcher, LLP - Associate (1998-2000) - Successfully managed IP and general commercial litigation disputes for top-tier international law firm - Interviewed clients, drafted court briefs and strategy memoranda, and deposed witnesses. - Transactional work included IP licensing, M&A and employment contracts. EDUCATION McGill University - BA, Joint Honors, English & Philosophy (1994) Stanford Law School - JD (1998)

Mergers & Acquisitions
Contract Law
Corporate Law
Intellectual Property Law
Employment Law
Business Management
Startup Company
Business Operations
SaaS
Legal
Enterprise Software
Executive Coaching
Legal Consulting
Entrepreneurship
$50 hourly
Tatiana S.
- 4.8/5
- (7 jobs)
I help startups, middle-market companies, and their advisors (investors, attorneys, and accountants) with financial modeling, strategy, budgeting and planning, cap tables. My background: 10+ years of M&A tech deals in investment bank and consulting companies. Following are some core services. Reach out if there’s something you don’t see here: • Investor and Banking Communications: I’ll help you prepare clear, compelling financials/pitch decks for investors, VC funds and bankers, ensuring they are pitch-ready and aligned with your growth strategy. • Comprehensive Financial Models: I build, review, and refine financial models to include dynamic budgets, multi-year forecasts, and scenario analysis tailored to your business needs. • Budgeting and Cash Flow Optimization: I specialize in optimizing cash flow and creating flexible budgets that maximize your runway while aligning with your strategic goals. • Fundraising Support: During fundraising, I provide critical Excel support for financial projections, helping you align metrics with investor expectations and streamlining the process to save time and reduce costs. • KPI and Metrics Tracking: I develop KPI frameworks and reporting dashboards, providing clarity on progress and ensuring key metrics drive decision-making. • M&A and Strategic Transactions: With over a decade in M&A consulting, I can help you navigate acquisitions, due diligence, and financial restructuring with confidence. Additional Support: • Runway and profitability calculations to guide hiring and investment decisions. • Cap table management, dilution modeling, and SAFE/convertible note analysis. • Financial visuals, including investor-ready dashboards and pitch deck insights. Background: I have over a decade of experience as a financial consultant and advisor, working with startups, middle-market businesses, and investors across tech, SaaS, robotics, and wellness industries. My expertise includes financial forecasting, M&A strategy, operational planning, and investor communications. Whether you’re raising your first round, scaling operations, or planning for a strategic exit, I bring clarity, structure, and actionable insights to every stage of your journey. Let’s collaborate to turn your vision into a financially sound success!

Mergers & Acquisitions
Microsoft Power BI
Video Color Correction
Video Editing
Adobe After Effects
Adobe Lightroom
Business Plan
Venture Capital
Revenue Management
Company Valuation
Microsoft Excel PowerPivot
Adobe Premiere Pro
Presentation Design
Microsoft Excel
$200 hourly
Jennifer L.
- 5.0/5
- (16 jobs)
I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution.

Mergers & Acquisitions
Financial Reporting
Financial Presentation
Chartered Financial Analyst
Financial Management
Due Diligence
Corporate Finance
Financial Modeling
Financial Analysis
$725 hourly
Michael P. M.
- 5.0/5
- (15 jobs)
I am a California and New York attorney with decades of experience in all facets of corporate and commercial legal work. I specialize in startups and founders; mergers and acquisitions; partnerships, joint ventures, and strategic alliances; private investment funds; co-branded payment products; asset protection planning; entity selection, formation, organization, governance, and financing; equity incentive plan creation, implementation, and administration; securities laws compliance; real estate acquisition and leasing; intellectual property protection and licensing; and commercial contracting of all types, including manufacturing, supply, distribution, and sales representative agreements. I have worked over the years for some of the world’s biggest and most recognizable companies, including Apple, Ford, Citibank, Morgan Stanley, W Hotels, and NBCUniversal; for individuals with nothing more than a dream, including a school teacher next door neighbor with a promising app idea; and for other entities and individuals covering the entire spectrum in terms of size, wealth, and sophistication between. I have negotiated deals on five continents in industries ranging from music to gold mining, hospitality to water desalination, esports to banking, and many more. I have acted as outside general counsel to numerous startups. If you are creating, building, buying, or selling a business, wish to protect or license your company's intellectual property, or need a general counsel to provide ongoing business law advice, I can provide the sophisticated, experienced legal services you require to achieve those ends. Please contact me any time to discuss how best to structure a relationship (including fees) that satisfies your ongoing legal counsel requirements and otherwise works to our mutual benefit.

Mergers & Acquisitions
Corporate Style
Corporate Governance
Trust, Estate & Will Agreement
Joint Venture
State Bar of California
New York State Bar Association
General Partnership
Contract Law
C-Corporation
Legal Entity Structuring
Limited Liability Company
Stock Option Agreement
Contract Drafting
$300 hourly
Josh P.
- 5.0/5
- (6 jobs)
I am a senior M&A consultant and capital raising strategist with 15+ years of experience in mergers and acquisitions, investment analysis, deal financing, and arranging tailored capital solutions. With a 100% Job Success rating on Upwork, I focus on expert transaction advisory and hands-on deal support, delivering high-impact outcomes that meet institutional-quality standards. My consulting expertise includes: -Top-tier financial modeling and valuation -Investor-grade pitch deck creation and fundraising materials -Comprehensive commercial and financial due diligence -Debt & equity financing for growth, buyouts, and special situations I have a proven track record of leading end-to-end deal execution, excelling in investment underwriting, deal structuring, and transaction negotiations. I specialize in managing the entire M&A and capital-raising process, ensuring seamless execution and maximum value creation. I work with a diverse range of clients, including: -High-growth startups and SME's -Large corporations and investment banks -Private equity firms and family offices -Independent sponsors and strategic investors Before transitioning to project-based work, I spent 10+ years in lower middle market private equity and investment banking, where I led and executed growth equity and leveraged buyout investments for top middle-market private investment firms and advised clients on complex M&A transactions and debt/equity financings, with a track record exceeding $1.2 billion in aggregate deal value. Some of my recent notable projects include: -Directed 3 comprehensive Quality of Earnings engagements for a prestigious Top 100 accounting firm -Served as M&A sole advisor in the strategic sale of ESG software company to global private equity fund -Created engaging and robust virtual work experience programs and job simulation modules for top Wall Street investment banking firms including Bank of America Securities, Citigroup, and TD Securities -Developed a deeply detailed, scenario-based financial model for specialty wellness brand's seed round -Led a complex $4.5 million leveraged buyout of home services provider, coordinating all aspects of the transaction for an independent sponsor, achieving a successful acquisition under tight market conditions -Crafted an intricate valuation model, investment memorandum, and targeted buyers list for a boutique IB -Orchestrated a $51 million private debt refinancing for a leading environmental waste recycling facility -Authored critical slides for a VC-backed subscription company's investor and board deck, contributing to a successful $25 million Series C financing round with compelling narrative and data-driven insights -Secured and structured $11 million in senior and mezzanine financing for the acquisition of an industrial heat treat equipment manufacturer, skillfully navigating challenging lender objectives to close the deal -Drove a $5 million acquisition of a regional construction rental company, managing the transaction from start to finish for a family office direct investor, ensuring a strategic expansion of their portfolio

Mergers & Acquisitions
Content Writing
Pitchbook
Company Valuation
Financial Analysis
Market Analysis
Corporate Finance
Private Equity
Investment Research
Valuation
Financial Modeling
Due Diligence
Competitive Analysis
Investment Banking
$50 hourly
Isaac C.
- 5.0/5
- (4 jobs)
I am currently an investment banking analyst with over three years of M&A (sell-side, buy-side, capital raise) transaction experience in the middle market across construction, industrials, commercial and business services, food, and energy industries. I am proficient in Excel and PowerPoint with extensive experience with financial modeling (comps, DCF, LBO, operating models), including valuation, forecasting, and financial statement analysis. I have created many pitch decks, investor/buyer lists, and CIMs, and I conduct industry/market and company research often. I also have experience analyzing businesses operationally. Looking forward to working with you and helping you achieve your goals.

Mergers & Acquisitions
Investment Banking
Economics
Pitch Deck
Corporate Finance
Valuation
Forecasting
PPTX
Financial Modeling
Presentations
Financial Accounting
Due Diligence
Business Presentation
Microsoft Excel
Pitchbook
$110 hourly
Billy D.
- 5.0/5
- (13 jobs)
Accomplished California Lawyer – Corporate Transactions & Complex Civil Litigation - with nearly two decades of experience in steering sophisticated legal strategies across multiple domains, including mergers and acquisitions, securities regulatory compliance, and U.S. corporate and partnership taxation. Proficient in managing complex commercial litigation, with a demonstrated history of optimizing legal frameworks to support corporate governance and technological innovation. Noteworthy experience gained from positions, including, at White & Case LLP, eBay Inc., and a judicial clerkship at the Ninth Circuit Court of Appeals.

Mergers & Acquisitions
Immigration Law
Employment Law
Securities Law
Litigation
Commercial Litigation
Trademark Law
AI Consulting
Intellectual Property Law
Corporate Law
Real Estate
Venture Capital
Limited Liability Company
Tax Law
Corporate Tax
$300 hourly
Dana H.
- 5.0/5
- (1 job)
As a fractional CFO / COO, I can provide your company the benefit of an in-house C-level executive when you need the strategic direction without the full-time commitment or cost. I am a seasoned executive that is passionate about advising startup and growth-stage companies led by visionaries that have been traditionally underrepresented. My superpowers include rapidly understanding a business from sourcing to customer, building strong relationships across all areas of the business and identifying opportunities to enable efficiencies in processes that impact multiple functional areas of the business. I have advised companies that are public and private, from startup to mature in their life cycles, and across different industries. I have advised on topics including operating structures within and outside the United States, structuring physical supply chains outside the United States, integrating operational software with accounting software, business strategy and due diligence.

Mergers & Acquisitions
GAAP
International Taxation
Cross Functional Team Leadership
Continuous Improvement
QuickBooks Online
Supply Chain & Logistics
Accounting
International Financial Reporting Standards
Tax Planning & Advisory
Oracle NetSuite
Business Strategy
EOS
Post-Merger Integration
Microsoft Excel
$175 hourly
Natalie R.
- 5.0/5
- (1 job)
Enthusiastic and accomplished, with over 20 years of leading business initiatives, including mergers, acquisitions, and corporate and individual projects to success. An accountable leader, strategic partner, and trusted advisor to senior management and key team members. A noted educator due to patience, ability to meet clients where they are, and tuned-in emotional intelligence needed to steadily move toward the fruition of goals. A true relationship-builder that embraces follow-through, attentiveness, and authenticity.

Mergers & Acquisitions
Gap Analysis
Organizational Development
Distance Education
Business
Strategy
Human Resource Management
HR & Business Services
Human Resources Compliance
Customer Satisfaction
Company Policy
Academic Editing
Information Gathering
$35 hourly
Jainy S.
- 5.0/5
- (5 jobs)
Experienced Talent Acquisition professional in designing & managing innovative processes for effective recruiting & people-friendly HR practices, recognized for impactful process improvements. CORE COMPETENCIES Full Cycle Recruiting | Recruitment Coordination | Negotiations | Onboarding | Client Communication | Sourcing | Employment Verification | CMS - Notion | HR Analytics | I-9 Compliance | Social Media Recruiting |DEI Recruiting |

Mergers & Acquisitions
Business Management
Resource Allocation
CMS Development
Contract Negotiation
Acquisitions
Human Resources Analytics
Content Management System
Administrative Support
HR & Business Services
Recruiting
Staff Recruitment & Management
Human Resource Management
$90 hourly
Paul S.
- 5.0/5
- (4 jobs)
I am a strategic staffing and HR consultant in the tech sector, known for my expertise in advanced technical talent acquisition. My engagements at SAP Labs, NetSuite, and Dishcraft Robotics AR highlighted by increasing quality hires by 75%, reducing hiring cycles by 20%, and scaling teams from15 to over 150 FTE. My approach combines practical solutions with innovative strategies, consistently driving transformative HR processes that boost business growth and operational efficiency. I work in both startup environments and enterprise-level operations as a versatile leader capable of steering organizations through complex technological landscapes and market challenges. I have hands-on experience across diverse international markets including Brazil, Ireland, Germany, the Czech Republic, Colombia, and Argentina

Mergers & Acquisitions
Management Consulting
Machine Learning
Artificial Intelligence
Robotics
Strategy
Human Resources
Technical Project Management
Staff Recruitment & Management
Tech & IT
Human Resource Management
HR & Business Services
Recruiting
$65 hourly
Tony L.
- 5.0/5
- (1 job)
Hello! I'm Tony Liu, a seasoned Construction Project Manager and Real Estate Development Professional with over a decade of experience in managing large-scale development projects. I hold a Ph.D. in Construction Management and an M.S. in Operations Research from Columbia University, as well as a B.Eng. in Computer Science and Technology from Nankai University. Throughout my career, I've overseen complex projects including high-rise residential buildings, luxury condominiums, office and five-star hotel, with budgets exceeding $200 million. My expertise includes construction management, construction procurement management, real estate development process, entitlement & permitting, contract management, financial analysis, and stakeholder collaboration. I'm excited to offer my skills and experience to help you achieve your project goals. Let's build something great together!

Mergers & Acquisitions
Real Estate Financial Model
Real Estate Business Plan
Project Schedule & Milestones
Budget Management
Contract Management
Financial Analysis
Pro Forma Statement
Construction Management
$240 hourly
Sergei T.
- 4.8/5
- (1,781 jobs)
As a Top Rated Plus attorney on Upwork with a 100% Job Success Score, I bring over 13 years of experience as a California-licensed corporate attorney to serve as a trusted advisor for businesses worldwide. My expertise and professionalism enable companies to navigate complex legal issues with confidence, providing strategic legal consulting that drives success. Client Testimonials: ⭐️⭐️⭐️⭐️⭐️: "Sergei was absolutely fantastic throughout the process. We were impressed with his service, knowledge, and expertise at every step. His responses were timely, thorough, and informative. He is definitely the best person I've worked with on Upwork so far. I would recommend him to anybody looking for his services and expertise." ⭐️⭐️⭐️⭐️⭐️: "Very diligent, organized and savvy legal mind. Punctual, thorough and quick to review and edit. A gem." Comprehensive Legal Services : 1. Contract Development and Negotiation - Software Licensing Agreements - SaaS Agreements - Service Contracts - Independent Contractor Agreements - Non-Disclosure Agreements (NDAs) - Non-Compete Agreements 2. Business Formation and Structuring - LLC Formation - Partnership & Joint Venture Structuring - Shareholder Agreements - Operating Agreements - Corporate Governance and Compliance 3. Intellectual Property Protection - IP Protection Strategies - Patent Portfolio Management - Trademark & Copyright Registration 4. Tech-Specific Legal Solutions - AI and Machine Learning Contracts - Data Processing Agreements 5. Privacy & Compliance - GDPR & CCPA Compliance Strategies - Terms of Service & Privacy Policies - Cookie Policies - End User License Agreements (EULAs) 6. Corporate Law - Mergers and Acquisitions - Corporate Restructuring - Stock Offerings 7. Dispute Resolution - Pre-litigation Strategy and Consultation - Demand Letter Drafting - Settlement Agreement Preparation - Negotiation Support and Strategic Planning I understand the value of my clients' time and money. I am available for consultations at competitive rates to address initial inquiries. I am committed to forming long-term relationships built on trust and results. Please reach out if you need strategic legal guidance to help your business grow and thrive. 🔗 Keywords: US-California attorney, tech law specialist, contract consulting, demand letter drafting, settlement agreements, dispute resolution documents, breach of contract, contract enforcement, software agreements, Terms of Service, Privacy Policy, LLC Formation, IP protection, Purchase agreement, SaaS legal solutions, AI and ML contracts, blockchain legal expertise, independent contractor agreements, joint venture structuring, partnership agreements, shareholder agreements, operating agreements, NDAs, debt collection documentation, contract disputes, commercial disputes, business dispute resolution, contract negotiation, legal notice drafting, GDPR compliance, CCPA compliance, legal consulting for startups

Mergers & Acquisitions
Tech & IT
Legal Writing
Terms & Conditions
Contract Drafting
Privacy Law
Contract Law
State Bar of California
Legal Consulting
Non-Disclosure Agreement
Intellectual Property Law
Corporate Law
Trademark Law
$100 hourly
Whitney P.
- 4.9/5
- (41 jobs)
Senior Legal Consultant with over 23 years of hands-on contract experience. I Played a vital role in the sale of Maxwell's Technologies, Inc.'s high voltage product line for $55 million USD in December 2018 and the merger of Maxwell to Tesla at $277 million USD in May 2019. I am bonded and insured in the state of California as a Legal Document Assistant. I currently work with Teez Agency as a Legal Analyst and for STORE Research, Inc. as a Global Legal and Operations Consultant.

Mergers & Acquisitions
Contract Management
Immigration Document Translation
Legal Assistance
B-1 Visa
Draft Documentation
Legal Consulting
Post-Merger Integration
Legal Research
Document Analysis
Contract Law
Data Analysis
Contract Negotiation
Contract Drafting
$150 hourly
Zahra y.
- 5.0/5
- (130 jobs)
🥇 𝙀𝙓𝙋𝙀𝙍𝙏 𝙑𝙀𝙏𝙏𝙀𝘿, among the 𝐓𝐨𝐩 𝟏% of Finance consultants. 💯 🎤Featured on 𝙁𝙤𝙧𝙗𝙚𝙨, 𝙉𝙖𝙨𝙙𝙖𝙦, CEO weekly, etc. I have advised 𝟏𝟐𝟎+ 𝘁𝗲𝗰𝗵 companies and helped raise 💰$𝟰𝟬𝟬 𝗺𝗶𝗹𝗹𝗶𝗼𝗻 💰 in funds for my clients within the past four years. 📞Invite me to your job and book a 𝙘𝙤𝙢𝙥𝙡𝙞𝙢𝙚𝙣𝙩𝙖𝙧𝙮 20-minute 𝘾𝙖𝙡𝙡📞 ✨I help CEOs/Founders understand the financial impact of their decisions on the business. My specialties are subscriptions (SAAS), AI, e-commerce, Tech, Healthcare, Government, and Real estate .✨ 𝗖𝗮𝘀𝗲 𝘀𝘁𝘂𝗱𝗶𝗲𝘀 on my clients prove between 𝟭𝟬𝗫 𝘁𝗼 𝟯𝟱𝗫 return on their investment on pricing & revenue services.📈 𝗪𝗵𝗮𝘁 𝗱𝗼 𝗺𝘆 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝗲? 𝙁𝙤𝙪𝙣𝙙𝙚𝙧 𝘾𝙀𝙊( 𝙎𝙚𝙚𝙙 𝙍𝙤𝙪𝙣𝙙 𝙎𝙩𝙖𝙧𝙩𝙪𝙥) 𝟱 𝗼𝘂𝘁 𝗼𝗳 𝟱 ⭐⭐⭐⭐⭐ “The financial expert for non-financial people! Zahra was splendid to work with and provided exactly what I needed to help me attract new investors into my business. She created a full financial business model for me and helped me understand my business and its potential so much more. Well worth the investment! I can’t recommend her enough, especially if you’re a startup or looking to take your business to the next level.” 𝗔𝗕𝗢𝗨𝗧 𝗠𝗘: I have an MBA in finance, a Master's in economics, and a Bachelor's in business, with 15+ years of experience. I have experience starting businesses from scratch, setting up finance departments, managing cross-functional teams, running business units, turning a bankrupt company into a profitable one, creating roadmaps and strategies for growth, and launching new product offerings. 🛠𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀: Advanced Financial Excel Models for SAAS / Subscription, Fintech, Technology, and Real estate. Budgeting, Forecast , and Cash Flow Management Revenue, Cost and Profit Optimization Pricing and Promotion strategies Financial Projections and Proforma for Business plans and offering memorandum Financial Statements: FP&A and Ad-Hoc Analysis Executive C suite Presentations Investment returns and cash flow analysis for rental real estate More: KPI tracking and reporting Models (MRR, CAC, LTV, ARPC, Churn,…) OPEX,COGS and Marketing Expense (SEM,SEO,AFF,….) Analysis Data Reconciliation Models Compensation Plans & Payroll structure Setting targets for Sale and marketing team based on the company revenue goals. Developing hiring plans for Sale teams Date visualization and reporting for presentation Automation and streamlining processes Advanced Excel Modeling

Mergers & Acquisitions
Forecasting
Business Valuation
AI Consulting
Investment Banking
Financial Analysis
Venture Capital
Business Planning & Strategy
Financial Projection
Pricing
Business Modeling
Pricing Strategy Consulting
Financial Modeling
SaaS
Fundraising
$30 hourly
James J.
- 4.9/5
- (3 jobs)
As a motivated self-starter with an entrepreneurial mindset, I am seeking opportunities to apply my strong organizational and analytical skills. I am proficient in data analysis, financial analysis, and experienced in automating processes to improve workflows. Effective in both team and independent settings, I deliver under pressure and communicate ideas clearly and professionally. With a keen eye for detail and a critical thinking approach, I produce concise and insightful results. Eager to learn and driven to succeed, I am a valuable addition to any team.

Mergers & Acquisitions
Automation
Financial Analysis & Valuation
Information Analysis
Microsoft Excel
Data Analysis
$75 hourly
Keith M.
- 0.0/5
- (0 jobs)
IT Professional with 25+ Years experience Experience running large scale IT Projects for Fortune 500 Companies. AI Expert who can guide you through the nuances of Generative AI and advise you on best practices Based in the US I can help with: AI - ChatGPT, CustomGPTs, Claude, LLM Training Project Management Product Design IT Mergers and Acquisitions Team Management and IT Leadership

Mergers & Acquisitions
Testing
API
Scripting
Data Scraping
Data Mining
Project Management Office
IT Procurement
HTML
Python
Data Entry
$199 hourly
Chris C.
- 0.0/5
- (0 jobs)
If you had the budget to build out a full team of experts, you wouldn't be on Upwork, would you. That's where I come in. You will be getting the benefit of 30+ years of bootstrap marketing for entreprenuers like you how end up in places like this. We will work together to stretch your budget to grow your business in creative ways. Focusing only on what may work, testing fast and learning what works far before and cheaper than any team you can hire or agency you can find that doesn't want $20k just to learn your business. If you want action fast and to get help from a professional that understands you and your business very quickly, let's connect. I only have time for a couple clients at a time, so please excuse me if I am too picky.

Mergers & Acquisitions
Startup Consulting
Marketing
Digital Marketing
Business
Brand Consulting
Google Ads
Pitch Deck
Business Development
Google
Digital Marketing Strategy
Business Presentation
Acquisitions
Internet Marketing
$150 hourly
Eric H.
- 0.0/5
- (0 jobs)
I'm a former Strategy & Business Transformation executive and current CEO and Founder of two beverage companies. I'm an accomplished leader in startup and corporate roles, with a track record of successful strategic and tactical leadership within the consumer goods, retail, consulting, and financial services industries. I have extensive experience leading international expansion initiatives, setting up businesses, fundraising, and have built high performing cross-regional/cultural teams. I love building things with people, listening to electronic music, and fitness.

Mergers & Acquisitions
Ecommerce Website
Due Diligence
Economics
Business
Presentations
Business Transformation
Business Presentation
Consumer Goods
Financial Modeling
Nutrition
Strategic Planning
Strategy
Business Change
Strategic Plan
$75 hourly
Daniel A.
- 4.2/5
- (3 jobs)
New to Upwork as a platform, but as a seasoned consultant with expertise in real estate, M&A, business, and legal matters, I bring a wide range of skills to the table. With a proven track record of success in contract negotiation, legal drafting, and real financial modeling, I am adept at understanding a client's problem and quickly devising a plan to solve it. - Over $50MM in Real Estate Sales - Consulting on $20MM+ in M&A Transactions - Development and Land Use Consulting - Project Management - Lease Negotiation & Drafting - Investment Portfolio Restructuring With a degree in Business Law, I am an experienced writer and can assist with any type of content writing or proofing. Whether you're looking for help with business development, sales consulting, or strategic analysis, I have the experience and expertise to deliver results. Let's work together to get your next project done quickly and correctly, the first time around.

Mergers & Acquisitions
Legal Drafting
Business Strategy
Sales Consulting
Contract Negotiation
Real Estate Closing
Real Estate Investment Assistance
Legal Negotiation
Business
Real Estate Financial Model
Strategy
Real Estate
Business Analysis
Business Development
$25 hourly
Sidhanth K.
- 5.0/5
- (1 job)
I am a student who has experience in software development, investment banking, consulting, quantitative research, and tutoring.

Mergers & Acquisitions
GitHub
Financial Accounting
Communication Skills
Mathematics
SQL
French
Java
CSS
HTML
C++
Python
Quantitative Research
$75 hourly
Delina Y.
- 0.0/5
- (1 job)
Crafting Engaging Content for Diverse Audiences Are you in search of a seasoned writer who can turn ideas into captivating content? Your search ends here. With over a decade of experience in writing, I offer a unique blend of creativity and legal insight to bring your content to life. My area of expertise is Motivational Speech Writing for a Business Audience....unlock the power of motivation in your business with expertly crafted speeches. Drawing from a wealth of experience as an attorney in the corporate arena and a certified healer skilled in workshops and motivational speaking, I bring a unique blend of skills to tailor motivational content for your business audience. Elevate your message and inspire your team with purposeful, impactful speeches crafted just for you. Why Choose Me? A Decade of Writing Excellence: I've honed the art of creating compelling content that resonates with readers across various niches. Strategic Communicator: I excel at distilling complex ideas into clear, concise prose, making even the most intricate topics accessible and engaging. Tutoring Expertise: I've assisted university students at USC, UCLA, and other prominent institutions in essay writing across various disciplines, including history, English, sociology, and anthropology. Application Writing: I have a proven track record in assisting students with college and postgraduate applications, ensuring their unique strengths and experiences shine through. Legal Authority: My background as a licensed attorney adds a unique perspective to content creation, ensuring accuracy, credibility, and a polished finish. Services Offered: Article Writing: From informative pieces to thought-provoking essays, I specialize in crafting content that educates and entertains. Blog Posts: Engaging and shareable blog content that connects with your audience on a personal level. Research & Analysis: Thorough research to support your content with credible sources and solid arguments. Skills: Writing Prowess: Adept at creating content that informs, persuades, and resonates with diverse audiences. Content Optimization: Skilled in SEO techniques and strategies for increased visibility and engagement. Let's Collaborate! Elevate your content strategy with a writer who understands the power of words. Contact me today to discuss how I can bring your vision to life!

Mergers & Acquisitions
Management Skills
Post-Merger Integration
Communication Skills
Tax Law
Tax Accounting
Research & Development
Writing
$98 hourly
Ronak B.
- 0.0/5
- (2 jobs)
With over 10+ years of experience working with individuals, entrepreneurs, and investors, on accounting and tax projects across various industries ranging from agriculture, real estate, private equity, IT service providers, franchisees, and e-commerce. I have helped my clients with: 1) Tax Planning- Worked with many business owners and families to create detailed tax strategies so they could make tactical decisions that helped them save thousands of dollars in taxes for years. 2) Tax Preparation- I have filed over 2,500 tax returns for my clients including individual returns (Form 1040), S Corporation returns (Form 1120S), C Corporation returns (Form 1120), and Partnerships (Form 1065). My tax clients are located all over the United States and have prepared taxes in at least 25 different states. 3) Accounting Services- I've assisted several clients with year-end bookkeeping cleanup, building their books from scratch, helping them transition to cloud accounting, and virtual CFO services. I aim to ensure that my clients receive accurate, complete, and timely information to help them make quality decisions and meet their deadlines. You can count on me to provide continuous support every step of the way. I look forward to helping you achieve your goals personally and professionally. Feel free to reach out and message me. Happy to set up a meeting!

Mergers & Acquisitions
Sole Proprietorship
QuickBooks Online
Limited Partnership
S-Corporation
Due Diligence
Tax Strategy
Bookkeeping
General Ledger
Financial Statement
Bank Reconciliation
Business Consulting
CPA
Tax Planning & Advisory
Tax Preparation
$100 hourly
Brandi R.
- 1.2/5
- (8 jobs)
For over two decades, I've thrived in the dynamic world of business, navigating the intricacies of project management and financial operations across a diverse spectrum of industries. From the precision of Aerospace and BioPharma to the fast-paced environments of SaaS and Wholesale Apparel, I've cultivated a deep and broad understanding of what makes businesses succeed. My experience spans more than a decade in the demanding arena of mergers and acquisitions, where I've honed my skills in managing complex integrations, overseeing seamless software conversions, and developing the essential processes and procedures that fuel growth and efficiency. I'm a firm believer in the power of technology, and I pride myself on rapidly mastering new software and applications, enabling me to facilitate swift and effective implementations and integrations. My approach to leadership is rooted in collaboration and communication. I excel at guiding stakeholders and users through periods of transition, building consensus and fostering a shared vision for success. Whether it's streamlining financial operations, optimizing complex projects, or navigating the delicate balance of a merger or acquisition, I bring a unique blend of strategic thinking, meticulous planning, and sharp analytical skills to every endeavor. From the granular details of manufacturing cost accounting to the big-picture perspective of acquisition-based business planning, I offer a comprehensive understanding of how businesses operate at their best. My consulting experience reflects this breadth and depth of expertise. I've led payroll and tax system implementations, resolving complex technical challenges and ensuring seamless integration with existing platforms. I've partnered with CEOs and CPAs to restructure financial systems, laying the groundwork for scalable growth and developing the processes and procedures to support it. I've helped startups streamline their financial operations, implementing new tools and strategies to optimize their financial performance. I've collaborated with controllers and finance directors to enhance the utilization of enterprise software, project managing new implementations and optimizing existing systems for cost efficiency. And I've even played a key role in restructuring entire NetSuite environments due to flawed initial implementations, demonstrating my ability to tackle complex challenges and deliver impactful solutions. Beyond software implementations, I've streamlined accounting operations, trained teams on new systems and procedures, and supported audits, ensuring compliance and accuracy. I've managed transitions from third-party operations to in-house management, reconciled aged receivables, and implemented new payment systems. I've overseen post-acquisition integrations, managed fixed assets, and handled month-end close and reporting. I've even managed on-site audits, ensuring smooth and efficient processes. From developing comprehensive business plans to managing complex software conversions and leading M&A integrations, my experience has provided me with a holistic view of the challenges and opportunities that businesses face. I'm passionate about helping organizations navigate these complexities and achieve their strategic objectives, leveraging my skills and experience to drive positive change and deliver lasting results.

Mergers & Acquisitions
Shopify
QuickBooks Enterprise
Agile Project Management
Project Management
Sage
Oracle NetSuite
Inventory Management
Financial Management
Financial Consulting
Finance & Accounting
QuickBooks Online
SAP
ERP Software
Software Integration
$125 hourly
Melissa C.
- 0.0/5
- (0 jobs)
Talent & HR leader with expertise in scaling startup and emerging growth tech and media platforms, headhunting top talent, building high-performing teams, and driving revenue growth • 3 successful exits in Head of HR role with transactions ranging from 500MM - 3.5B • Extensive M&A, PE, and rollup experience on the buy and sell side • Experience leading global HR and Talent Acquisition teams across the US, Europe, LatAm • Executive Search practice lead for GTM, CFO, COO, and CHRO functions

Mergers & Acquisitions
Employee Engagement
Due Diligence
Post-Merger Integration
Organizational Development
Leadership Development
HR Policy
Executive Coaching
Human Resources Compliance
Human Resource Management
Organizational Design & Effectiveness
Recruiting
HR & Business Services
Human Resources
Executive Search
$100 hourly
Rich H.
- 0.0/5
- (0 jobs)
Former investment banker and management consultant helping startups and founders craft investor-ready pitch decks, financial models, and capital strategies. I translate complex ideas into clear, compelling narratives that resonate with investors and drive results. Whether you're raising capital, refining your business model, or preparing for growth, I deliver strategic clarity and financial precision to set you apart.

Mergers & Acquisitions
Fundraising
Startup Consulting
Analytical Presentation
Entrepreneurship
Management Consulting
Due Diligence
Investment Research
Corporate Finance
Investment Banking
Financial Modeling
Pitch Deck
Financial Analysis
Business Plan
$55 hourly
Jennifer D.
- 5.0/5
- (1 job)
I’m a recruiter with specialty in diverse experience in different specialties. Start ups, medium-sized and large businesses. I am passionate about helping businesses get fully staffed with the right talent and retain staff. Whether you’re looking for someone to help you find talent or need a consultant to help your current recruiters with sourcing or training I am your girl. Experience: Workday Oracle Taleo Brass ring Compensation Sourcing Niche roles

Mergers & Acquisitions
Oracle Taleo
Applicant Tracking Systems
Workday
Resume Writing
Acquisitions
Recruiting
Want to browse more freelancers?
Sign up