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$75 hourly
Michael W.
- 5.0/5
- (33 jobs)
Hi! Navigating the ever-evolving landscape of finance is my forte. With a track record of success at Wagmi Ventures, Morgan Stanley, and Alliant Insurance, I bring a unique blend of experience and ingenuity to the table. Recent Career highlights: - Successfully assisted in rasing multi-billion dollar funds - Currently advising multiple startup companies - Led Investments in many startup ventures - Critical component of a world-leading team that placed $40 billion of M&A insurance in 2023 - Advised over 150 M&A transactions ranging from $50 million to over $6 billion in deal value across all industries I specialize in the following: - Fundraising - Venture Captial - Equity analysis/investing - Investor pitch decks - Working with startup companies - Business plans and strategy - Financial modeling - Mergers & Acquisitions - Investing I'm passionate about leveraging my skills and experience to drive success in the financial realm. Let's connect and explore how we can work together! Warm regards, Michael Wilke 412-667-0954 Michaelwilke8@gmail.com

Mergers & Acquisitions
Private Equity
Market Research
Equity Research & Analysis
Startup Consulting
Venture Capital
Google Workspace
Investment Research
Analytical Presentation
Financial Modeling
Investment Strategy
Financial Projection
Microsoft Office
Business Plan
Finance & Accounting
$159 hourly
Michael X.
- 5.0/5
- (4 jobs)
I'm a NYC-based corporate attorney with experience practicing at top-tier law firms, including at Paul, Weiss, where I advised on cutting-edge, high-stakes corporate transactions. I provide clear, concise, and practical advice tailored to your needs and business objectives. I have extensive experience drafting, reviewing, and negotiating a wide range of legal documents: from straightforward NDAs to tailored service agreements and complex transaction agreements. I also bring strong legal research and writing skills, along with an unparalleled work ethic. Looking forward to working together! Bar Admissions: New York, Ontario (Canada) ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻ In compliance with Upwork’s Terms of Service, please kindly do not share confidential or sensitive information before a formal engagement. All consultations and communications must occur through Upwork until a project is officially initiated. ⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻⸻

Mergers & Acquisitions
New York State Bar Association
Contract
Contract Negotiation
Investment Research
Contract Drafting
Contract Law
Legal Agreement
Legal Drafting
Due Diligence
Legal Research
Corporate Law
Law
$150 hourly
Mitchell C.
- 5.0/5
- (6 jobs)
Mitch has more than 30 years of financial, operations and general business experience as a senior financial and operations executive at several public and private companies. Mitch has significant expertise in corporate governance, risk, capital raising, mergers and acquisitions, capital formation, capital structure, capital management and all SEC and public company matters. He has raised money in intricate PIPE transactions, a reverse merger, and a public offering. Mitch continues to speak to investors in groups and one and one and group settings. Mitch spent almost 5 years as the Chief Financial Officer and Secretary of Asta Funding, Inc, a publicly traded company that acquires and liquidates consumer receivables. During his tenure, Mitch assisted in acquiring approximately $15 billion of consumer receivables for liquidation and completed several mergers. In addition, he managed a portfolio of over 300 pools of distressed consumer assets and played a key role in growing revenue by close to 300%. Prior, Mitch served as the Chief Operating Officer or Chief Financial Officer of various private and public companies, including, Siebert Financial Corp, a financial services company, Everything’s Jake, a startup entertainment and artist management company and Ehrlich Bober Financial Corp, a public company which completed a successful reverse merger with an entity controlled by Martin Franklin. Mitch also spent over 7 years in public accounting with a heavy emphasis on financial audits of hedge funds and mergers and acquisitions engagements. Mitch served as a c-level executive of S2BN Entertainment, a company that invests in entertainment properties led by Michael Cohl. Mitch has raised money in intricate PIPE transactions, a reverse merger, a public offering, and several private company financings. In 2007 he raised $300 million to finance an asset purchase. Mitch has taught continuing professional education classes for accountants with a focus on Securities and Exchange Commission matters and has taught continuing education classes at Hofstra University. He has also been a featured speaker at investment and industry conferences. He also had the privilege of being a part of the closing bell ceremonies at both the NYSE and NASDAQ. More-- -Board member of two companies -Public company expertise -Been the engineer of 2 reverse mergers -Knowledgeable about SPACs - Business coach/mentor

Mergers & Acquisitions
Valuation
Executive Support
Venture Capital Consulting
SEC Reporting
Management Consulting
Executive Coaching
Business Consulting
Contract Negotiation
Financial Reporting
$75 hourly
Chikodi E.
- 4.7/5
- (75 jobs)
I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!

Mergers & Acquisitions
Investment Research
Finance & Accounting
Factset
Valuation
Financial Reporting
Financial Modeling
Company Valuation
Financial Statement
Investment Banking
Financial Analysis
Financial Accounting
Financial Report
Financial Projection
$250 hourly
Teresa S.
- 5.0/5
- (7 jobs)
My ten years in business combine extensive experience in financial due diligence and forensic auditing for M&A activity, on both buy and sell side transactions, with deal execution, expert loan packaging & underwriting, and advisory on best financial tactics for maximizing cashflow which all together improves business profitability. I act as a full service fractional CFO for small to medium businesses and startups Everyone has a different goal, a different growth pace, and different approach. As such, active listening skills help me collect initial data, which complemented by my professional experience help me create the next level of understanding on any given project and further drive value for key stakeholders. My team rounds out this skill set by performing a range of services from tax andvisory and planning to bookkeeping, financial modeling / forecasting for startups, business valuation, SBA loan prep, etc. We often assist with capital raises, term sheet review, deal supervision, and acquisition execution. Check out my Agency Vantage Financial

Mergers & Acquisitions
Company Valuation
Investment Banking
Loan Approval
Finance & Accounting
Due Diligence
Private Equity
Capital Markets
Investment Research
Business Valuation
Startup Consulting
Business Development
$50 hourly
David N.
- 5.0/5
- (1 job)
I am a dynamic finance professional with over six years of experience across venture capital, private equity, and investment banking. My expertise lies in leveraging advanced financial modeling, using Python and SQL to automate processes, and driving strategic initiatives that have improved financial and operational performance for companies. Throughout my career, I have led teams on $5B+ in deal execution, delivered substantial returns, and played key roles in high-impact investments, including closing over $1.5B in buyout transactions. I excel in financial analysis, due diligence, and portfolio management, with a passion for simplifying complex topics and building automated solutions that enhance decision-making and efficiency. I thrive in fast-paced environments and enjoy driving operational improvements that lead to tangible financial growth.

Mergers & Acquisitions
Financial Analysis
Market Analysis
Risk Analysis
Financial Writing
Business Strategy
Strategic Plan
Valuation
Forecasting
Financial Modeling
$85 hourly
Henry L.
- 4.9/5
- (5 jobs)
Experienced in Paralegal positions with top law firms in the industry regarding venture capital, corporate law, start-ups/tech, incorporation and equity, currently at Senior level: - Cooley LLP - Gunderson Dettmer - Ropes & Gray LLP Aspiring attorney, avid and knowledgeable investor, crypto market researcher, routine doc review skillset, proof reading and editing. Creative director, visionary and founder of a University Asian Americans and Pacific Islanders (AAPI) Creative Art Association. Won typing contests and always open to learning new skills while preparing for law school.

Mergers & Acquisitions
Keyboarding
Editing & Proofreading
General Transcription
Corporate Law
Creative Direction
Typing
Document Review
Cryptocurrency
Investment Research
Intellectual Property Law
Investment Strategy
Legal
Politics
$80 hourly
Mitchell D.
- 5.0/5
- (5 jobs)
Hi - I am a former investment banker with a passion for working with startups and small businesses. My expertise is primarily within creating financial models, analyses, projections and budgets with Excel, Pitch Decks for investors, Boards and business development activities with PowerPoint, data aggregation and visualization, and market research. I enjoy solving problems, and I am happy to work with you to solve whatever challenge your business is currently working through.

Mergers & Acquisitions
Fundraising
Startup Consulting
Finance
Corporate Finance
Business Strategy
Business Consulting
Financial Modeling
Corporate Strategy
Business Development
Microsoft PowerPoint
Microsoft Excel
Financial Planning
Financial Analysis
Market Research
$100 hourly
Taylor C.
- 5.0/5
- (9 jobs)
Experienced strategy consultant and business analyst with an MBA from Columbia Business School. Prior to business school, I worked as an economic consultant at The Brattle Group, where I answered complex quantitative, economic, and financial questions for top law firms in the US. I also have M&A and strategy consulting experience, most recently at PwC Strategy&, as well as venture capital experience in the Web3 space. Business analysis services offered: -- Competitive analysis, market sizing, industry/market research -- Financial modeling (e.g., revenue build ups, forecasts, market shares, benchmarking) -- Business valuation (e.g., discounted cash flows and comparable companies/transactions) Data analysis services offered (R, Python, Excel): -- Extraction and analysis of data from public and private sources -- Static and dynamic data visualizations -- Dashboards in Excel and R Shiny -- Data manipulation, processing, and cleaning -- Web scraping to create custom datasets Consumer survey services offered: -- Survey design and analysis -- Study protocol and sampling methodology -- Panel and sample population identification and selection -- Survey fielding and response collection via research tools like Qualtrics, SurveyMonkey, and Dynata -- Sample size calculations and weighting -- Dashboards and models to explore and analyze survey results

Mergers & Acquisitions
Business Valuation
Financial Analysis
Text Analytics
Web Scraping Framework
R Shiny
Survey Data Analysis
Data Visualization
Market Research
Competitive Analysis
Survey Design
Data Analysis
Microsoft Excel
Python
R
SQL
$150 hourly
Italo M.
- 5.0/5
- (43 jobs)
I'm passionate about building easy-to-use, detailed financial models for startups, small & medium-sized businesses, and real estate ventures. As a seasoned Finance executive with 10 years of Wall Street experience, I've managed ~4 billion USD in trading execution in Derivatives markets, as well as generated $10mm USD in profit as a Currency Options trader at Merrill Lynch. I've gained depth in my practical expertise through the Chartered Financial Analyst program - adding Corporate Finance, Real Estate and Venture Capital to my skillset. If you're starting out - I'll build a roadmap to success so you'll know where you stand when it comes to your business' finances. If you've been around for some time - we'll optimize the use of your resources and capital structure (de-complicating complex concepts at every step) to get your business to the next level. If you're ready to exit - we'll assess your business as a whole, give you a concrete valuation and be on your corner as you transition through the M&A process. My goal is to boil down financial concepts that may be challenging at first (I promise you, they're actually not), and communicate in a way where I'm not just sending you a spreadsheet, but a dynamic document that you'll understand and incorporate into the day-to-day of your business. Feel free to send me a message, always happy to help in whatever way I can!

Mergers & Acquisitions
Real Estate Financial Model
Venture Capital
Financial Trading
Investment Banking
Dashboard
Derivatives Trading
Financial Model
Content Writing
Financial Analysis
Financial Modeling
Valuation
$150 hourly
Luke S.
- 5.0/5
- (4 jobs)
Program management leader with over 20 years of experience successfully delivering complex projects and programs on-time and within budget. Master's degree from Columbia University. Certified Project Management Professional (PMP), Scaled Agilist (SAFe), and MIT credentialed AI Strategist.

Mergers & Acquisitions
Program Evaluation
Project Budget
Project Delivery
Cross Functional Team Leadership
ML Automation
AI Consulting
Project Management Office
Post-Merger Integration
Project Risk Management
Project Schedule & Milestones
Project Planning
Project Management Professional
Business Transformation
Project Management
Project Prioritization
Program Management
$200 hourly
Eric P.
- 5.0/5
- (4 jobs)
My strengths are performing assets vs stock sale analysis, analyzing inside and outside tax basis, researching tax law, performing structuring analysis for reorganizations or acquisitions, and tax return preparation .

Mergers & Acquisitions
CPA
Legal Entity Structuring
US Taxation
Tax Accounting
Acquisitions
Tax Planning & Advisory
Tax Law
Tax Preparation
$55 hourly
Leia E.
- 5.0/5
- (1 job)
Dynamic and results-driven Corporate Paralegal with over 6 years of comprehensive experience in cryptocurrency law and financing. I excel at the intersection of technology, regulation, and finance, adeptly guiding clients through the complexities of digital asset compliance, corporate governance, and financial transactions. My passion for blockchain technology and financial structuring fuels my commitment to delivering precise legal support that empowers organizations to confidently navigate the evolving landscape of crypto law. Key Skills Legal Research & Analysis: Masterful in dissecting cryptocurrency regulations, case law, and compliance frameworks across multiple jurisdictions to provide actionable insights. Document Preparation: Exceptional ability to draft, review, and refine legal documents, including contracts, agreements, and regulatory filings tailored to the unique needs of digital asset ventures. Transaction Management: Proven expertise in orchestrating corporate transactions, mergers, acquisitions, and financing deals within the blockchain sector, ensuring seamless execution and compliance. Regulatory Compliance: In-depth knowledge of SEC regulations, AML/KYC requirements, and other critical compliance measures essential for cryptocurrency operations. Financing Expertise: Skilled in structuring financing arrangements for blockchain projects, including equity financing, debt offerings, and venture capital transactions. Client Liaison: Strong communicator with a knack for building relationships and effectively managing client interactions regarding legal inquiries related to digital assets.

Mergers & Acquisitions
Family Law
Venture Capital
Commercial Litigation
Customer Service
Microsoft Word
Employment Law
Microsoft Excel
Corporate Law
Legal
Administrate
Litigation
DocuSign
Adobe Inc.
Law
$175 hourly
Daaneyal S.
- 4.7/5
- (3 jobs)
Skilled tax, corporate, and commercial lawyer with experience helping startups grow, negotiating and representing clients in front of the IRS, tax planning and strategy, contracts and corporate agreements including those needed for corporations, LLCs, partnerships, and JVs. Highly effective, detail-oriented, and responsive.

Mergers & Acquisitions
Acquisitions
Copywriting
Financial Statement
Finance
International Law
Legal Consulting
Tax Theory
International Taxation
Conduct Research
Microsoft Excel
Due Diligence
Law
Writing
Legal
$75 hourly
Alexandra C.
- 5.0/5
- (1 job)
I'm a strategy consultant with extensive experience performing data analysis, competitive and industry research, customer feedback interviews and analysis, market sizing, forecast analysis, go-to-market strategy etc. My skillset is wide, and I am equipped to help with a wide variety of projects! Some highlights from my current job as a strategy consultant: -Worked in teams of three to ten consultants primarily on buy-side growth strategy, M&A strategy, and commercial due diligence projects for leading private equity and corporate clients across several sectors including technology, software, retail, food and beverage, media, marketing, energy, agribusiness, industrials, and education -Led key work streams such as market segmentation and sizing, financial forecast modeling, internal KPI analysis, market and competitive landscaping, and customer research and interview programs -Developed key skills such as ability to strategically assess a complex business, modeling and market sizing, hypothesis generation, report and slide creation, competitor landscaping, and stakeholder communication -Reported findings directly to senior deal team members and clients -Responsible for managing junior analysts including designing work plans, outlining slide output, and conducting quality control Selected Project Experience: Performed commercial due diligence for Elsevier’s acquisition of Interfolio, a leading academic faculty management software provider -Led the internal data analysis work stream - including analyzing customer spend data and cohort behavior over time, building volume and value retention models, and modeling financial forecasts -Conducted market headroom and opportunity sizing analyses; performed desk research and spoke with industry experts in order to identify key market segments for growth; focused specifically on gauging international demand and growth opportunities -Identified opportunities to expand companies’ international penetration. Forecasted international expansion to yield ~15% revenue growth. Conducted vendor due diligence for Winsight Media, an HPS portfolio company, which was successfully acquired by Informa for $400M -Led the customer referencing and growth opportunities work streams and managed two junior analysts; work included conducting interviews with key customers, writing and coding customer and audience surveys, building extensive survey data analysis models, and performing data analysis on customer and audience feedback -Investigated level of customer satisfaction, and appetite for new product offerings in order to identify key growth opportunities -Developed storyline around customer satisfaction, needs, and growth opportunities and built slides to support these findings. Presented these findings to partners, and directly to the client Developed a go-to-market strategy for a leading cybersecurity company -Sized the current market, SAM, and TAM for the client’s key product offerings, focusing especially on mobile endpoint security solutions -Looked at market cuts by industry and geography in order to identify key segments to target for growth; formulated a 3-5 year growth strategy plan -Analyzed findings from the market sizing work to develop a go-to-market strategy. Identified key industries and regions poised for growth, and coached sales team on how to effectively target these segments

Mergers & Acquisitions
Due Diligence
Business Strategy
Prospect List
Lead Generation
Proofreading
Growth Strategy
Competitor Research
Data Segmentation
Customer Analysis
Mystery Shopping
Survey Design
Research Interviews
Market Research
Data Analysis
$125 hourly
Daniel O.
- 5.0/5
- (11 jobs)
Global consumer investor/operator with a strong focus in Food & Beverage and over 17 years of experience across public markets, principal investment, and growth equity platforms. I have experience building a growth equity business from the ground up, having developed a food and beverage private equity business within a Cargill-spin out food private equity platform. My strengths include strategy development and execution, deal origination, platform building (buy-and-build and greenfield strategies), human capital recruitment and development, and fund raising. I also have significant senior advisory and Board of Directors experience in large private, and publicly listed emerging market consumer and branded food companies.

Mergers & Acquisitions
Business Plan
Market Research
Fundraising
Consumer Goods
Strategy
Finance
Private Equity
Food & Beverage
$55 hourly
Sarah C.
- 5.0/5
- (3 jobs)
Blogger for Forbes and Bain & Co. Published in the New York Times DealBook, U.S. News & World Report, the FT.com and many other websites. Experienced investigative journalist and content writer. Expertise in technology, telecom, media, finance, mergers & acquisitions, dealmaking, IPOs, private equity, venture capital, insurance, investing and education. Content: I wrote blogs highlighting the private equity data of SPS by Bain, a business owned by Bain & Co., insurance-related consumer advice for U.S. News & World Report, and tech business strategy blogs for Forbes. Journalism: I'm a longtime investigative technology, media and telecom mergers and acquisitions reporter with an extensive track record of breaking news. I have strong connections to Wall Street, C-level executives, regulators and the banking community. My work has appeared in The New York Times DealBook, FT.com, Dealreporter, Mergermarket and many other publications. I'm flexible. I have published work in biopharmaceutical, biotech, real estate, security, fishing, satellite, investing and local news sites and newspapers. I have professional experience in education and insurance. I can be entertaining if given the opportunity. And I relish those opportunities. I'm experienced with SEO and WordPress content management. Though news and other publications shy away from artificial intelligence because it's an unreliable way to verify up-to-date information, I think it has value as a method of providing context around facts. Editors, however, have instructed me not to use it, and I respect their wishes. My greatest strength as a reporter is I find original information -- scoops. I can also analyze data and create a narrative around it. Writing and technology require constant change and learning, and as a professional of decades, I'm up to the task and eager to try new things. If you're seeking a professional you can trust to research information; be thorough, accurate and timely; discover something new or provide context around something old; it's my pleasure to help.

Mergers & Acquisitions
Venture Capital
Finance
Grant Proposal
Journalism Writing
Journalism
Investment Banking
Writing
Business
Tech & IT
Telecommunications
Content Writing
Blog Content
$60 hourly
Seth M.
- 5.0/5
- (2 jobs)
I am a seasoned M&A professional with over 10-years of experience, both as an advisor at a premier advisory firm (PwC) and executing transactions as part of a multi-billion-dollar healthcare company. As a trusted advisor, I've advised corporate and private equity clients through over 40 acquisition and divestiture transactions ranging from $5 million to over $5 billion in deal size. Our financial due diligence services have enabled clients to make informed decisions and equipped them to negotiate when needed, saving them tens of millions over the years. Within a multi-billion dollar corporation, I have been responsible for building the M&A strategy, identifying markets and companies to pursue, performing valuations, executing due diligence, and negotiating key terms and final contracts. If your company is preparing itself to be sold or looking to acquire another, let me help you execute an efficient and smooth transaction with a menu of services below: • Buy-side financial due diligence, to understand the asset you want to acquire • Sell-side financial due diligence, to prepare your company for a smooth and value-maximizing sale • Business plans / financial modeling • Valuations • Building an M&A strategy

Mergers & Acquisitions
Financial Modeling
Due Diligence
Business Valuation
$40 hourly
Daniel G.
- 5.0/5
- (4 jobs)
* Sports, Betting, Mergers & Acquisitions and Corporate lawyer. * High energy, can-do attitude, self-motivated, outgoing and adaptable person. * Passionate about sports, law, betting, gaming, entrepreneurship and management. * Agile learner with an exceptionally strong work ethic who is able to identify, analyze and react to challenges and opportunities. * Fluent in Spanish and English with excellent written and oral communication skills. * Proven ability to lead and manage grand-scale projects, coordinate and work with big teams, work under pressure and consolidate large amounts of information to identify key issues and come up with efficient solutions.

Mergers & Acquisitions
Entrepreneurship
Project Management
Management Skills
Problem Solving
Sports & Fitness
Legal Transcription
Legal Drafting
Legal Research
Legal Translation
Legal Writing
Legal Consulting
Gambling
Sports
$595 hourly
Charles W.
- 4.9/5
- (50 jobs)
As an attorney, founder and investor of technology companies, I bring a unique set of skills and knowledge to my law practice. I have held leadership positions in technology companies, where I have founded companies, engaged in capital raising, developed hardware and software products and licensed these technologies. In the process, I have been involved in every facet of these activities, from corporate formation, developing ESOPs, negotiating and drafting investment instruments (including SAFE Agreements, Convertible Notes and Stock Purchase Agreements), negotiating and drafting software license agreements, consulting agreements, master services agreements, employment agreements, and filed and received four approved patents. As a founder, investor and advisor of technology companies, I keenly understand the business concerns that underpin the legal issues, and I couple practical business advice with my legal counsel. I am a member of the Bar of the State of New York.

Mergers & Acquisitions
Business Consulting
Tech & IT
Software Licensing
SaaS
Legal Agreement
Legal Consulting
Legal Entity Structuring
Stock Issuance
Corporate Governance
Venture Capital
Startup Consulting
Contract Negotiation
Contract Drafting
Contract Law
$159 hourly
Matthew P.
- 5.0/5
- (2 jobs)
I would be excited to provide your business with high-quality financial modeling & consulting services and sound advice drawn from 10+ years experience in technology and investment banking. I am a finance and accounting professional experienced in leading finance departments at companies ranging from Series B startups through post-IPO public companies. Services include: - Creation of financial and operational models, dashboards, presentations, and data analysis & visualizations. I can help you gain insight into your business' key levers, how your business is performing, how much capital you may require, and how your company will look in the future. - Advisory services including corporate strategy, pricing, mergers & acquisitions (M&A), and fundraising. Drawing on years of prior experience leading strategic reviews and transactions within technology organizations and as an investment banker, I can help you make data-driven decisions at key points in your company's life. - Full service finance function leadership including financial planning & analysis (FP&A) and accounting/bookkeeping team management (internal or external). I can manage the day-to-day needs of any finance organization, while being a thought partner to you. Free up your time to focus on sales, marketing, product development, and all the other functions of the business.

Mergers & Acquisitions
Microsoft Excel
Data Analysis
Operational Planning
Strategic Planning
Business Analysis
Fundraising
Business Presentation
Financial Analysis
Financial Consulting
Financial Planning
Financial Modeling
$120 hourly
Susan S.
- 5.0/5
- (3 jobs)
I'm a former investment banker and investment professional with over 5 years of experience in the industry. Highly experienced in financial analysis / valuation and savvy on the latest trends and processes of finance recruiting. Key services offered: - Finance resume review & interview prep - Early career coaching - Financial valuation / modeling training & assistance

Mergers & Acquisitions
Analytical Presentation
Acquisitions
Investment Research
Investment Banking
Financial Analysis
$475 hourly
Faridat A.
- 5.0/5
- (1 job)
I am an experienced corpoate, mergers and acquisitions, venture capital, private credit, banking and leveraged finance transactional attorney with a demonstrated history of working as external counsel and internal counsel in the venture capital, asset management and private credit industries with almost a decade of delivering commercially-focused partnership, guidance and counsel to business teams and clients. 10 years of experience in big law and top asset managers focused on corporate agreements, partnership agreements, equity agreements, SAFEs, fund formation, credit agreements, limited liability companies, operating agreements and entity formation.

Mergers & Acquisitions
Legal
Partnership Agreement
Limited Liability Company
Capital Markets
Corporate Law
Corporate Finance
Investment Banking
Private Equity
Venture Capital
Finance & Law
Legal Agreement
Contract Law
Contract Drafting
Contract
$250 hourly
Joseph R.
- 5.0/5
- (52 jobs)
Since starting as a Wall Street lawyer in 2004, I have led and closed 100's of transactions ranging from small business acquisitions to multi-billion-dollar domestic and international deals as well as private capital raises large and small. With over 20 years of experience in corporate, M&A, and securities law, I provide strategic legal counsel tailored to high-stakes business initiatives as well as critical advice to startups and companies raising capital. 🔴CORE PRACTICE AREAS: Capital Raising: Structuring and preparing Private Placement Memorandums (PPMs), SAFE Notes, Convertible Notes, Promissory Notes, Bridge Notes, Warrants, Reg A, Reg CF, Reg D, and Reg S offerings. Business Transactions: Representing buyers and sellers in domestic and cross-border M&A. Startups and Growth-Stage Businesses: Formation, structuring, scaling, and preparing businesses for investment or acquisition. Exit Planning: Legal strategy and execution for business sales and investor exits. Strategic Advisory: Advising boards of directors, C-suite executives and founders on overall business strategy and business acquisition/disposition matters. 🔴LEGAL EXPERTISE: Structuring and negotiating complex M&A and capital markets transactions. Drafting core transactional documents: purchase agreements, subscription agreements, operating/shareholder agreements, and corporate governance materials. Advising on securities compliance, including Reg A, Reg D, and Reg S offerings, Blue Sky compliance, and SEC filings. Fund formation and structured finance: extensive experience with CDOs, CMBS/RMBS, and Investment Company Act issues. Partnering with senior management and boards to align legal strategies with business objectives. Collaborating with international counsel and multidisciplinary teams on multijurisdictional deals. 🔴TRACK RECORD: Former Senior Associate Attorney at international Corporate M&A powerhouse Clifford Chance and top Corporate & Structured Finance law firm Thacher Proffitt & Wood both in Manhattan (New York City), where I represented investment banks, public and private companies, private equity sponsors, startups and hedge funds on strategic transactions. Closed and supported multi-billion-dollar deals across industries and jurisdictions. Delivered practical legal solutions to drive successful outcomes for clients ranging from startups to global financial institutions. I am licensed to practice law in New York and Texas. Corporate & Securities Attorney | Strategic Deal Advisor | M&A and Capital Raising Specialist

Mergers & Acquisitions
Legal Consulting
Document Review
Due Diligence
Contract Negotiation
Legal
Contract Drafting
Legal Agreement
Contract
Acquisitions
Venture Capital
Corporate Law
Capital Markets
Contract Law
Securities Law
$90 hourly
Kurt G.
- 4.8/5
- (10 jobs)
I provide Virtual CHRO services. I can serve as an extension of your current team or your go-to resource for the following: Adept at developing HR strategies that align with business objectives, fostering a positive workplace culture, and driving employee engagement. Provide oversight with implementing talent acquisition and retention initiatives, leadership development programs, and employee relations strategies. I evaluate HR operations, prescribe improvements, assist your existing team in driving change, and ensure compliance with employment laws and regulations. Areas of Expertise: -Scaling the HR function to allow for growth -Implementing systems to automate tasks and critical workflows -Improve your team's capabilities to expand globally -Experienced in M&A due diligence

Mergers & Acquisitions
Human Resources Consulting
Training Materials
Human Resources Compliance
Performance Management
Human Resource Information System
Research Papers
Strategic Plan
Human Resource Management
HR & Business Services
$55 hourly
Cara D.
- 0.0/5
- (0 jobs)
As a seasoned HR professional with over a decade of experience, I specialize in building strong employee relationships and creating workplace cultures that enhance customer satisfaction and operational efficiency. My philosophy centers around the idea that happy employees lead. With over a decade of HR leadership experience, I specialize in creating scalable HR solutions that drive engagement, retention, and compliance. I’ve successfully: ✅ Implemented HR and payroll systems for 300+ employees, reducing payroll errors by 40% ✅ Developed HR policies and training programs that increased employee engagement and reduced turnover by 25% ✅ Improved unemployment claims success rates by 30% through documentation and compliance best practices ✅ Designed and launched a microlearning training platform, increasing completion rates and retention ✅ Partnered with companies to revamp DEI, compensation, and benefits strategies I offer HR consulting, workforce planning, talent acquisition, and compliance support for startups, growing businesses, and established companies needing expert guidance. Let’s build an HR strategy that works for you!

Mergers & Acquisitions
Business Management
Payroll Accounting
Team Building
Hospitality
Leadership Development
Training Materials
Training
Human Resources Consulting
Human Resource Information System Implementation
Human Resources Analytics
Management Skills
Human Resources Compliance
Human Resource Management
Company Policy
Employment Law
Organizational Behavior
Benefits
Leadership Skills
HR & Business Services
$200 hourly
James T.
- 0.0/5
- (0 jobs)
Profile Highlights: ✅ M&A and Capital Raising Expert: Over $5B transacted. ✅ Experience: 10 years in Investment Banking and Private Equity, including Lower Middle Market (LMM), Middle Market (MM), and Wall Street. ✅ Leadership in Investment Strategies: Proven track record in leading and executing buy-and-build strategies. ✅ Active Investor: Independent sponsor, private equity investor, and real estate investor. ✅Recent Achievement: Successfully raised $800 million in debt and equity. ✅ Relationship Focused: Committed to building long-term relationships and engagements. 🌟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. Professional Experience: Throughout my career, I have collaborated with global companies, private equity funds, and founder-owned businesses. My expertise spans sell-side and buy-side engagements, debt and equity capital raising, strategic roadmaps, and corporate strategy. These experiences have equipped me with the skills and knowledge to deliver exceptional results on every project. Services Offered: ✅ Investment Evaluation: Assistance in evaluating investment opportunities, business acquisitions, due diligence, financial modeling, and investment presentations. ✅ Transaction Support: Guidance through all stages of acquiring a business, from developing the thesis to deal sourcing and transaction structuring. ✅ Communication and Responsiveness: Clear communication and upfront discussions about capabilities and assistance. Specific Focus Areas: 📡Coaching and Leadership Development 📡M&A and Business Buying Support: Comprehensive strategy and services. ✅Capital Raising: Expertise in debt and equity for initial acquisitions or add-ons. 📡 M&A Support: Transaction structuring, negotiation, and research. 📡 Valuation Services: Business valuations, LBO, DCF, public comparables, and precedent private M&A transactions. 📡 Capital Raising Preparation: Including SBA loan applications and placement. 📡 Capital Raising Presentations: Wall Street-quality pitch books Education 📚MBA, Cornell University – SC Johnson College of Business 📖MS in Biotechnology 👨‍🏫BS in Biochemistry

Mergers & Acquisitions
Investment Research
Investment Preparation
Business Consulting
Financial Analysis
Business Operations
Corporate Strategy
Due Diligence
Financial Modeling
Executive Coaching
Investment Strategy
Business Coaching
Strategic Planning
Venture Capital
Private Equity
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