Hire the best Mergers & Acquisitions Specialists in Illinois

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$150 hourly
William R.
- 4.8/5
- (30 jobs)
With over 25-years of accounting experience, I can help you manage your finances in a way that provides you with the information you need, when you need it, to get the best possible outcome. I have owned, and sold, my own company so I know the pressures and demands you are under and can help you to focus on growing your business instead of worrying about the numbers. I specialize in cleaning up problems and messes and can successfully take these types of distractions off your desk. I can help you with everything accounting and finance related: whether it's sorting out that box of accounting records that need to be organized and recorded or creating a financial projection for your next bank loan. I can help with M&A whether it's getting your company ready for sale/investment or helping to evaluate, purchase, and integrate an acquisition. My goal is to provide the RIGHT information at the RIGHT time. I believe that the lifeblood of any company is cash. I specialize in cash management and forecasting and can work with you to find ways to free up cash so that you know what you can spend. I believe that cash is the life blood of a company and can fix many issues. Your job is to grow your company my job is to help you realize its full value.

Mergers & Acquisitions
Financial Modeling
Financial Planning
Financial Analysis
Xero
Budget Management
Microsoft Excel
Accounting
Financial Projection
Intuit QuickBooks
$175 hourly
David E.
- 5.0/5
- (12 jobs)
Business Advisory & Investment Strategy Consultant A financial consultant offering specialized expertise in business valuation, investment analysis, and strategic transactions. My 30-year career spans leadership in private equity, derivatives trading, and fund creation, providing a multidimensional perspective on complex financial challenges. With a University of Chicago MBA, I combine analytical rigor with practical acumen to deliver strategically sound, operationally feasible solutions. Strategic Advisory Services: • Business Valuation & Transaction Support: Advanced financial modeling and valuation methodologies tailored to industry contexts. Experience includes LBO modeling, DCF analysis, comparables, and precedent transactions. I specialize in middle-market valuations. • Capital Formation & Business Planning: Strategic guidance for capital raising, including structure optimization and investor targeting. I create compelling business plans and projections that communicate value propositions effectively, with comprehensive market validation, financial modeling, and investor-specific narratives. • Hedge Fund Development: Expertise in innovative investment strategies, fund structuring, compliance, and operational infrastructure. I develop differentiated investment theses, proprietary trading strategies, risk protocols, and aligned fee structures. • Risk Management Design: Comprehensive risk mitigation across market, credit, and operational dimensions. My trading background enables sophisticated hedging approaches and scenario planning with structured methodologies for risk identification and mitigation. • Investment Analysis: Evaluation of opportunities and portfolios, identifying performance drivers and optimization strategies using quantitative techniques and qualitative market assessment. Deal Execution & Transaction Management: My transaction advisory work spans the full M&A lifecycle from initial opportunity identification through due diligence, negotiation, closing, and post-acquisition integration. Key aspects include: • Comprehensive transaction process design tailored to specific deal objectives and constraints • Strategic positioning of assets to maximize value perception among potential acquirers • Customized valuation approaches that highlight unique value drivers for targeted buyer segments • Negotiation strategy development and direct negotiation representation • Due diligence coordination across functional areas (financial, operational, legal, regulatory) • Deal term structuring to optimize economic outcomes while addressing specific risk elements • Closing coordination with legal counsel, financing sources, and other stakeholders My transaction experience encompasses leveraged buyouts, strategic acquisitions, growth equity investments, family business transitions, and distressed situations. Leadership & Fund Creation Experience: • Co- founded Globell Ellett Capital (2018-present): Innovative cross-asset hedging strategies. • Co-founded ZenHedge (2020-present): Parametric insurance products. • Chicago City Capital Group (1984-1992): Private equity. • CBOT (21 years): Founded a trading group. • Family ranch operation (1992-2012): Advised business management across planning, finance, and operations. Cross-Functional Expertise: My multidisciplinary background creates distinct advantages when addressing complex financial challenges: • Quantitative/Qualitative Integration: Ability to combine sophisticated quantitative modeling with qualitative judgment based on extensive market experience, ensuring that analytical frameworks incorporate real-world constraints. • Implementation Focus: Emphasis on practical execution rather than theoretical constructs, ensuring solutions work in real-world environments with appropriate consideration for implementation challenges and organizational dynamics. • Market Microstructure Knowledge: Deep understanding of how markets actually function at the transactional level, enabling more effective execution strategies and liquidity assessment. • Entrepreneurial Perspective: Firsthand experience with business creation and management informs all advisory work, providing insight into operational realities and implementation challenges from a founder's perspective. • Cross-Asset Analytical Framework: Ability to evaluate correlations and relationships between different asset classes and risk factors. Client Partnership Approach: My client relationships are characterized by genuine commitment to outcomes and personalized engagement. Testimonials consistently highlight my: • Responsiveness and accessibility throughout engagements • Ability to translate complex financial concepts into actionable business strategies • Dedication to client success that transcends typical consulting relationships I approach each engagement with the same level of dedication as if it were my own, ensuring clients receive both strategic insight and executable solutions.

Mergers & Acquisitions
Business Plan
Business Valuation
Business Consulting
Stock Option Agreement
Venture Capital Consulting
Investment Research
Business Analysis
Investment Strategy
Strategic Plan
$200 hourly
Mark O.
- 5.0/5
- (1 job)
PROFESSIONAL PROFILE Extensive experience in supply chain and manufacturing operations in industry, consulting and private equity with a proven ability to identify, prioritize, and successfully implement operations transformation and profitability improvement initiatives. Knowledge base includes manufacturing operations, capital project management, strategic sourcing & procurement, supply chain network optimization, sales & operations planning, inventory optimization, P&L management, organizational restructuring, acquisition due diligence, acquisition integration and key customer account management. Experience in a broad range of industries including HVAC equipment manufacturing, filtration, consumer products, healthcare equipment, polymers manufacturing and several other industrial product categories.

Mergers & Acquisitions
Supply Chain Management
Process Improvement
Inventory Management
Management Consulting
$50 hourly
Christopher S.
- 5.0/5
- (1 job)
With over 13 years of experience in Private Equity and Investment Banking leading M&A deals, I bring deep expertise in due diligence and execution. My financial modeling and valuation skills provide data-driven insights to inform high-stakes investment decisions. M&A / Private Equity / Investment Banking Skills - I have a track record of executing at every stage of the M&A lifecycle, including: * Sourcing * Executive Summaries * Investor Presentations * Financial Modeling * Scenario Analysis * Valuation * Deal Structuring * Due Diligence * LOI / M&A Negotiation * Documentation * Employment Agreements * Incentive Plans CFO Skills - Additionally, I have provided CFO services for numerous portfolio companies and small businesses: * Financial Budgets * Financial Analysis * Accounting and Reporting * Board Presentations * Cost Savings Analysis * Cash Flow Management * Client / Product Profitability Analysis * Go-To-Market Strategy * Fundraising Support * Refinancing * Covenant Analysis * Lender Reporting I am eager to begin building a strong reputation on this platform by consistently delivering results and I look forward to hearing from you so that we can discuss working together in the future.

Mergers & Acquisitions
Financial Reporting
Corporate Strategy
Forecasting
Microsoft Excel
Due Diligence
Corporate Finance
Finance & Accounting
Investment Banking
Financial Analysis
Valuation
Private Equity
Financial Modeling
$160 hourly
Bob G.
- 5.0/5
- (341 jobs)
I am a business financial and strategic growth advisor. My clients are owners of startup and small businesses, nationwide. My services include: • Business growth and execution coaching. • Start-up guidance, coaching, and advisory. • Business plans. • Financial modeling, forecasting, budgets, and projections. • M & A assistance, including due diligence and business valuation. • Capital raising/financing assistance. • Strategic planning. • Exit planning and sale readiness. • Special financial and business projects. * Fractional CFO. I have done extensive work with the following industries: • Technology and SaaS. • E-commerce and retail. • Service businesses, both B-to B, and B-to C. • Health care. • Real estate and construction. • Manufacturing, and wholesale/distribution. I understand business models, strategy, execution, and scale. And how to improve marketing, business development, sales, culture, accounting, finance, and operational processes. ABOUT ME: I have years of experience, first as a partner at two major CPA firms, then in my own management consulting firm. I have had the experience of running business units, turning around an unprofitable office, and growing new practice areas. For more information on my clients, testimonials, experience and background please look at my website, which has a link in the portfolio section of the profile. Also, in the short video posted here I talk about my approach to small business growth coaching.

Mergers & Acquisitions
Budget Management
Capital Markets
Business Coaching
Process Improvement
Startup Consulting
Business Valuation
Business Plan
Strategic Plan
$60 hourly
Johnson C.
- 0.0/5
- (0 jobs)
M&A Advisor | Strategic Deal-Making | Due Diligence | Value Creation As a seasoned M&A Advisor, I bring a wealth of experience in facilitating successful mergers, acquisitions, and strategic partnerships. With a proven track record of managing complex transactions, my expertise spans the entire M&A lifecycle—from initial valuation and due diligence to negotiations and post-deal integration. I pride myself on my ability to identify and unlock hidden value in businesses, ensuring both parties achieve their strategic objectives. Key Strengths & Skills: + M&A Strategy & Advisory: Expertise in advising clients on the optimal structure, timing, and approach to M&A transactions. + Financial Modeling & Valuation: Skilled in building robust financial models to assess business value, forecast synergies, and guide investment decisions. + Due Diligence & Risk Mitigation: Proven ability to conduct thorough due diligence, identify potential risks, and ensure compliance throughout the deal process. + Negotiation & Deal Structuring: Strong negotiation skills, focusing on creating win-win solutions while maintaining alignment with client goals. + Post-Merger Integration: Experience in helping businesses navigate integration challenges and realize synergies post-transaction. Recent Projects & Accomplishments: Mid-Size Acquisition: Led the successful acquisition of a middle market manufacturer, focusing on operational integration and financial synergies. Cross-Border Acquisition: Advised a Fortune 500 Industrial firm on the cross-border acquisition for a European based industrial business, managing the cultural, legal, and financial complexities. Divestiture Strategy: Assisted a large multinational in divesting a non-core business unit, resulting in a increase in overall profitability. With a keen analytical mind, a strategic approach to deal-making, and a strong commitment to delivering measurable results, I can help you navigate the complexities of M&A transactions and achieve your business goals. Let’s connect to discuss how I can assist in your next deal!

Mergers & Acquisitions
Valuation
Due Diligence
Price & Quote Negotiation
$30 hourly
Alyson M.
- 5.0/5
- (1 job)
I'm a recent MBA graduate from Yale School of Management with experience in strategy and management consulting.

Mergers & Acquisitions
Data Cleaning
Data Management
Innovation Strategy
Growth Strategy
Corporate Strategy
Business Strategy
Statistics
Stata
Project Management
$320 hourly
Khalil Q.
- 0.0/5
- (1 job)
Khalil Qasimi is a renewable energy finance and operations independent consultant specializing in helping organizations establish or enhance their renewable energy investment or financing practices. Khalil comes with 20 years of experience in the energy and renewable energy sector, with deep knowledge and expertise across a range of energy technologies and business models. He has had a successful career in all aspects of renewable energy finance, including: Corporate Finance: Khalil has five years of experience as the CFO or head of finance, overseeing FP&A, treasuries, tax, accounting, investor relations, and board presentations. Earlier in his career, he managed consolidation FP&A for Constellation Energy, a publicly traded company. Project Finance, Transaction Structuring & M&A: At The Efficiency Network (TEN), Constellation Energy, Exelon, and Empower Energies, Khalil initially led or oversaw over $2 billion of transactions. His involvement ranged from day-to-day activities of modeling, investor approvals, structuring, due diligence, and negotiations to oversight and transaction approvals for various types of renewable energy projects, including solar, battery storage, fuel cells, energy efficiency, demand/load response, EV charging, etc. Fundraising: Khalil led multiple tax equity, cash equity, corporate finance, and debt fundraises, successfully closing over $200 million of financing. He has an in-depth understanding of the fundraising processes, terms, negotiation tactics, players, and market dynamics. Leadership & Change Management: As the CFO at TEN and SVP, Head of Finance at Empower, Khalil established, transformed, or upgraded significant volumes of processes, practices, and systems across various aspects of project finance and corporate finance. He holds an AB in Economics from the University of Chicago and an MBA and MS in Finance from the University of Maryland Smith School of Business. He recently decided to become an independent consultant to pursue a more flexible lifestyle and focus on spending time with his family.

Mergers & Acquisitions
Strategy
Sustainability
Solar Energy
Budgeting & Forecasting Software
Financial Modeling
$139 hourly
Nava J.
- 0.0/5
- (0 jobs)
Researcher (Doctorate in Business Administration, Golden Gate University) Expert Level Data Architect and Data Consultant Cloud Data Warehouse | Unified Data Lake | M&A and Legacy Data Migration Technical Executive Summary: 25+ Years of Technical Expertise in Insurance Carrier and Broker Data Management * Merger and Acquisition, and Legacy (AS400, Mainframe/DB2, on-prem, and cloud ODS) data migration to a modern ODS. * Insurance Carrier System Expertise: Guidewire on-prem, Guidewire Cloud Insurance Suites (Policy Center, Billing Center, and Claim Center), DuckCreek (Policy System and Billing System) * Agency Management System Expertise: Extensive experience in managing and optimizing data within industry-leading systems such as Applied EPIC, Vertafore Benefitpoint, Vertafore AMS 360, etc., ensuring seamless data handling and data integration. • CRM and Marketing Data Integration: Deep technical knowledge in integrating data from Microsoft CRM, ActOn, and InContact marketing systems, facilitating synchronized operations across customer relationships and marketing platforms. • Advanced Data Architecture and Modeling: Proven ability to architect complex data models that unify data from different agency management systems, creating a cohesive and comprehensive data platform tailored for enterprise needs. • Azure Data Lake & Azure SQL Data Warehouse Proficiency: Expertise in leveraging Azure Data Lake for scalable data storage and Azure SQL Data Warehouse for optimized querying and data processing, supporting large-scale data initiatives. • Azure Data Factory Expertise: Skilled in using Azure Data Factory for orchestrating and automating data workflows, ensuring efficient data movement and transformation across the enterprise. • Enterprise-Grade Reporting Solutions: Strong capability in creating robust, enterprise-grade reports that provide comprehensive views of business operations, driving data-informed decision-making at all organizational levels. • Strategic Technical Leadership: In guiding cross-functional technical teams to implement data-driven solutions, aligning IT capabilities with strategic business goals to optimize operations and drive growth.

Mergers & Acquisitions
Data Warehousing
Azure Cognitive Services
Azure OpenAI Service
Azure App Service
Azure Cosmos DB
Microsoft Azure SQL Database
Data Analytics & Visualization Software
Data Migration
Data Modeling
Data Warehousing & ETL Software
Cloud Architecture
Cloud Testing
Data Extraction
Data Analysis
$100 hourly
Livia W.
- 0.0/5
- (0 jobs)
I'm a former investment banker with extensive experience in the full sell-side M&A process, business growth strategy, financial modeling and analytics. I've worked with a variety of consumer businesses ranging from early stage start-ups to large public companies. - Developing robust, operating financial models - Analyze / identify compelling company-specific positioning themes, growth prospects and macro trends relative to addressable market and competitive landscape - Transaction database development, management and analysis - M&A preparation and guidance, including due diligence and financial preparation - Ad-hoc modeling, data quantification and organization exercises, including customer cohort and marketing analysis (customer retention, repeat purchase, lifetime value, acquisition cost, among other metrics) and store unit analysis - Comprehensive business marketing materials and presentation preparation (e.g., sell-side confidential information presentation, management presentations, board presentations, etc.) - Valuation analyses including Discounted Cash Flow and Leveraged Buyout models in addition to comparable company and precedent transaction analysis - Strong background in accounting; CPA (inactive)

Mergers & Acquisitions
Finance & Accounting
Financial Analysis & Valuation
Accounting Basics
Business Consulting
Business Presentation
Due Diligence
Financial Projection
Data Analysis
Investment Banking
Microsoft PowerPoint
Microsoft Excel
Financial Modeling
Analytical Presentation
$110 hourly
Daniel L.
- 0.0/5
- (1 job)
TECHNICAL ACCOUNTING DIRECTOR WITH FINANCIAL REPORTING, ACCOUNTING & M&A EXPERTISE Results-driven Director of Technical Accounting with a proven track record of analyzing accounting and disclosure guidance to support business development and to maintain compliance with regulations. Experienced in executing and supporting financial reporting processes, cross-functional collaboration, drafting and reviewing technical accounting memos and policies, and acquisitions and divestitures from due diligence through integration and separation. Significant background in auditing, consulting, and internal controls allows for complete consideration of financial reporting risks and results. Committed to developing and maintaining partnerships with a cross-functional group of stakeholders, including operational accounting, sales, finance, and tax teams. AREAS OF EXPERTISE Financial Reporting | US GAAP | Technical Accounting | SEC Reporting | Accounting Policies | Acquisitions | Divestitures | Revenue Recognition | Team Leadership | Process Improvement | Internal Controls | SOX | Audit

Mergers & Acquisitions
Accounting Advisory
Financial Analysis
Internal Control
Financial Audit
SEC Reporting
Financial Reporting
Financial Accounting
Technical Accounting
Accounting
$150 hourly
Ross M.
- 0.0/5
- (0 jobs)
Are you a Midwest business owner looking to understand the true value of your company — and plan for a successful future? I help product-based businesses like yours make smart financial decisions and build a clear, confident path to a profitable exit. With 20+ years of hands-on experience — advising over 3,000 businesses and supporting dozens of successful exits — I’m here to bring real-world advice, practical tools, and strategic insights to your business journey. 🔹 Services I Offer: • Financial Analysis to highlight your strengths and opportunities • Exit Strategy Planning customized to your goals • Valuation Readiness Assessments • Business Model & Profitability Reviews • Pre-Sale Preparation & Strategic Advice ✅ Who I Work With: • Midwest product manufacturers, wholesalers, and innovators • Business owners ready to plan their next big move • Companies preparing for growth, transition, or sale 💬 Free 30-Minute Discovery Call: Let's talk about where you are today and where you want to be. No pressure — just a conversation to see if I can help. 💲 Starting Rate: $150/hour Whether you need a one-time review or ongoing guidance, I’ll work with you to make the next step clear and achievable. Your business deserves a strong future. Let's build it together.

Mergers & Acquisitions
Financial Reporting
Management Consulting
Commercialization
Acquisitions
Business Modeling
Business Valuation
Financial Analysis & Valuation
$150 hourly
Bonnie T.
- 0.0/5
- (0 jobs)
Strategic leader with 30+ years of experience in operations, marketing, product and loyalty. Proven track record in driving business growth, improving operational efficiency, and leading cross-functional teams to deliver strategic plans, bottom-line revenue, impactful marketing campaigns and digital products. Expertise in managing multi-million-dollar budgets and delivering innovative solutions across big-box, financial services, nonprofit, e-commerce, and media industries.

Mergers & Acquisitions
Due Diligence
Change Communication
Product Audit
Marketing Strategy
Marketing Management
Marketing Consulting
Media Planning
Product Roadmap
Strategy
Project Management Office
Change Management
Brand Identity
Brand Consulting
Digital Marketing Strategy
$100 hourly
Anthony G.
- 0.0/5
- (0 jobs)
SUMMARY Industry-recognized attorney with extensive experience providing strategic counsel to companies on corporate transactions. Successfully developed corporate governance documents, managed complex legal due diligence processes, and drafted numerous agreements. Proven ability to act as effective outside counsel, providing practical solutions to complex legal challenges. Demonstrated entrepreneurial spirit and business acumen, generating significant business growth and fostering strong client relationships. AREAS OF EXPERTISE Strategic Legal Counsel, Legal Due Diligence, Mergers & Acquisitions, Corporate Governances, Strategic Decision Making, Drafting & Negotiating Agreements, Commercial & Cross-Border Transactions, Capitalization Tables Management, Employment Law & Intellectual Property, Business Growth & Development, Stakeholder Coordination, Regulatory Compliance, Client Representation, Financial & Legal Analysis, Risk Assessment & Mitigation

Mergers & Acquisitions
Entertainment Law
Contract Law
Legal
Legal Agreement
Contract Drafting
Contract
$175 hourly
Mauricio R.
- 0.0/5
- (0 jobs)
StratFinx helps startups and growing businesses bring financial clarity and structure. I partner with teams on financial modeling, fundraising, business planning, and strategic finance projects — turning numbers into decisions and building systems that scale. With experience across strategic finance, corporate development, corporate strategy, and business operations, I focus on actionable finance that drives results and supports smarter growth.

Mergers & Acquisitions
Management Consulting
Strategic Planning
Strategy
Financial Planning
$125 hourly
Eric P.
- 0.0/5
- (0 jobs)
Experienced U.S. Business Attorney | Contracts • Startups/Tech • M&A • Employment • Regulatory Compliance I'm a U.S.-licensed business attorney with over 6 years of experience helping executives, startups, and growing businesses navigate legal challenges with confidence and clarity. Whether you need airtight contracts, smart corporate structuring, regulatory guidance, or support in M&A or fundraising, I deliver practical legal solutions tailored to your business goals. ✅ What I Can Help You With: Drafting & Negotiating Contracts (MSAs, NDAs, SaaS Agreements, Terms of Service, Privacy Policies, strategic partnerships, etc.) Startup Formation & Founder Agreements Mergers & Acquisitions (buy-side & sell-side) Venture Capital & Private Equity Transactions Regulatory Compliance (SEC, CFTC, FinCEN, FCC, data privacy laws, etc.) Employment & Independent Contractor Agreements General Counsel Support for Startups & SMBs ✅ Why Clients Hire Me: Clear, practical advice (tailored to your risk tolerance) Fast turnaround and responsive communication Deep experience across tech, finance, e-commerce, SaaS, Web3 and startups Fixed-fee or hourly pricing options to match your needs I’ve advised everyone from first-time founders to seasoned executives, investment funds, and mature businesses. If you're looking for reliable legal support that’s as agile and forward-thinking as your business, let’s connect. 📩 Send me a message to discuss your project. I’m happy to offer a free 15-minute consultation.

Mergers & Acquisitions
Fundraising
Cryptocurrency
Artificial Intelligence
Corporate Governance
Trademark
Intellectual Property Law
Commercial Litigation
Employment Law
Terms & Conditions
Privacy Policy
Data Privacy
Startup Company
Legal Negotiation
Contract Drafting
$130 hourly
Drew S.
- 0.0/5
- (0 jobs)
I am a fractional finance executive with significant experience working for owner-operated and private-equity owned companies. My engagements have included serving as full-time CFO of a private-equity owned business to light bookkeeping. The services I currently offer are typical of mid and upper level accounting and finance personnel: - Technical accounting services: month end close, year-end accounting, financial reporting, audit preparation, ERP implementation and conversion, revenue and cost accounting. - Financial planning and analysis services: budgeting, forecasting, financial modeling (sensitivity and returns analyses), price analytics, segmentation of financials, margin and cost buildups. - Leadership services: leadership of operational accounting and finance functions (AR/AP/Revenue Cycle/Revenue or Cost Accountants/FP&A/controller/procurement), management of 3rd-party financial service providers (audit/tax/QofE). - Strategic and capital management services: Debt and equity raises, treasury management, mergers and acquisitions evaluation, due diligence, and integration, carve-outs. My edge is being comfortable rolling up my sleeves and earning the trust of my clients. The focus of my offering is forward-looking financial services and management of accounting personnel and functions.

Mergers & Acquisitions
Financial Analysis & Valuation
Cost Accounting
Process Improvement
Due Diligence
Light Bookkeeping
Accounting
Revenue Cycle Management
Treasury Management
Month-End Close Assistance
Forecasting
ERP Software
Financial Reporting
Financial Modeling
Cash Flow Analysis
$60 hourly
John L.
- 0.0/5
- (0 jobs)
M&A professional with experience in financial analysis, valuation, and transaction execution. I support buy-side and sell-side deals through market research, due diligence, and financial modeling. Experienced in creating 3-statement models, teasers, CIMs, and investor presentations to facilitate deal execution. I hold a B.S. in Economics with a minor in Accountancy & Business from the University of Missouri.

Mergers & Acquisitions
Market Research
Cash Flow Statement
Balance Sheet
Income Statement
Pro Forma Statement
Accounting Basics
Accounting
Due Diligence
Microsoft PowerPoint
Microsoft Excel
Discounted Cash Flow
Financial Modeling
$200 hourly
Patrick W.
- 0.0/5
- (0 jobs)
Accomplished CPA who passed all exam sections on the first attempt with a 90% average score. Proven top performer at EY, with subsequent advancement at Blue Ops including an early promotion. While at Blue Ops, served in a key client-facing role, managing the accounting department for a $30M revenue turnaround project and directly advising CFO/President/Corporate Controller of $600M+ revenue PE rollup. Expertise centers on financial reporting (GAAP), restructuring, turnaround accounting, M&A advisory, and assurance. Leverages expert-level Excel - can do anything you need in excel, built out erp equivalents off of complex datasets with high volume of errors in excel in previous experience - extensive automation knowledge through self teaching (n8n, AI applications), and advanced analytics (Alteryx) to streamline complex data, deliver critical insights, and support critical decision-making.

Mergers & Acquisitions
n8n
Business Process Automation
Process Improvement
Financial Accounting
Financial Modeling
Financial Audit
AI Consulting
Accounting
$100 hourly
Patrise J.
- 0.0/5
- (0 jobs)
Accomplished senior legal executive with several years of in-house counsel experience advising public and private companies across financial services, fintech, manufacturing, and real estate. Proven track record of leading legal strategy for securities law compliance ('33 and '34 Acts), corporate governance, M&A, and board matters. Deep expertise in SEC and exchange reporting, equity compensation, ESG, and investor communications. Trusted advisor to C-suite and Boards of Directors with experience managing high-performing legal teams and outside counsel. Adept at navigating complex regulatory environments and executing strategic transactions to support business growth.

Mergers & Acquisitions
SEC Regulation
SEC Reporting
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