Hire the Best Mergers & Acquisitions Specialists in California

If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

Financial Analyst specializing in Real Estate acquisitions and fundraising. 10 years experience providing FP&A and analytical insight for complex deals. I am a specialized Financial Modeler who supports high-stakes transactions. I deliver reliable valuation, forecasting, and economic analysis. My 10 years of experience ensures every model is investor-ready and built to withstand intense due diligence. My Core Services 1. 🏡 Real Estate Acquisition & Valuation I provide the analytical backbone for successful commercial and residential real estate deals: 🏢 Acquisition Modeling: Detailed cash flow, ROI, and property valuation. 📈 Advanced Finance: Lease analysis, debt structuring, and equity waterfall analysis. 2. 💰 Financial Planning & Analysis (FP&A) & Startups For entrepreneurs and existing businesses, I build the core financial framework: 📊 Forecasting: Comprehensive 3-Statement models for budget planning and investor presentations. 🧠 Strategic FP&A: Providing the analytical insight required to manage expenses, scale operations, and track key performance indicators. My Commitment: To deliver precision and clarity so you can focus on closing the deal. If your project requires seasoned expertise, send me an invite to discuss your timeline.

I help private real estate investors buy the right multifamily assets at the right price — then operate them like an institution. 20 years in the business, 250+ units under management, $18M+ AUM across 7 states. I do two things, and I do them exceptionally well: ACQUISITIONS — sourcing, underwriting, and closing multifamily deals that actually pencil: • Deal sourcing (on-market and off-market) • Underwriting & financial modeling — rent rolls, T-12s, pro formas, sensitivity/return analysis • Comp analysis and submarket research • Debt structuring and lender coordination • LOI structuring and negotiation • Due diligence + broker, title, and inspector management ASSET MANAGEMENT — running the asset after the close so it hits the business plan: • Property manager oversight and accountability • Leasing, renewal, and rent strategy • Budgeting, variance analysis, and CapEx planning • Investor reporting and live dashboards • Refinance / hold / sell analysis and disposition Background: I started in commercial real estate in London in 2007 and transacted £100M+ across multifamily, retail, industrial, and office before relocating to the US. I'm a licensed California real estate broker (DRE# 02163100) and founder of Foxtail IM, a boutique investment management firm. Recent work includes a full-cycle 24-unit value-add in Phoenix and an active 82-unit auction acquisition in Wichita. Whether you need a single deal underwritten, a second set of eyes on a pro forma, or a fractional operating partner for a portfolio, I bring institutional-grade rigor without the institutional overhead. Send me the deal or the portfolio — I'll tell you straight whether it's worth your time, and exactly how I'd add value.

Hello There, I am a freelancer with over 15 years of finance and accounting experience. I have served as CFO for several clients and have worked in private equity. I am a CFA charterholder based in Los Angeles. I can pick up tasks quickly and would love to work with you and your team. I have worked on projects involving the following: - Fractional CFO - M&A - Financial Modeling - Budgeting/Forecasting - Valuation - Real Estate Modeling - Research - VBA Automation Please let me know if you have any questions. Thank you! Thanks!

My Background: - Equity research in technology and healthcare (Goldman Sachs, JPMorgan, WRHambrecht, Ascendiant) - Startup fundraising, both large and small raises - Business consulting for startups in software, health care, technology, real estate, financial services, and more - FINRA Series 7, 63, 86, 87 -25 years of personal investment experience - Lived and worked in Hong Kong, Beijing, New York, and Silicon Valley, currently based in Italy Hard Skills: investment research, business analysis, financial analysis, valuation, financial modeling, writing Soft skills: presenting, communicating, teaching, listening, empathy, mentoring I look forward to discussing how I may bring my background to bear on your business challenge/s to help you achieve your objectives.

Expert in building financial models, investor slidedecks, dashboards. Fractional CFO: -Budgeting and forecasting, - Financial performance review, - Pricing and compensation input, - Dashboards and metrics, - Customer sales data analysis, - Payroll, recruitment and supervision of bookkeeping personnel for a mix of funded early stage seed and Series A growth companies in: B2C App and B2B SaaS Artificial Intelligence, Sports Apparel, Fitness App, Web Design and UX Agencies and Tech Staffing Agency. Over 30 years experience in Finance including: Public Accounting, Mergers & Acquisitions, Pubic Equity Markets (Sellside Equity Research Analyst, Hedge Buyside Analyst). As an M&A Director at SG Cowen/Société Générale, supervised the execution of over $10bn in M&A transactions for clients including Vivendi, Warner Bros., Telecom Italia, Pathe and the French State. Received my CPA while employed with Price Waterhouse in New York and London. TECHNICAL SKILLS - Technical Writing - Forecasting, Budgeting and Cash Flow Management - Growth Strategy & Market Fit Development - Custom Dashboard Creation - Business Process Design - KPI (Key Performance Indicators) and Metrics Tracking - Capital Raising - Fluent French (Written, Spoken), 18 years in France.