Hire the Best Private Equity Consultants
in the United States

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.

Former General Atlantic (GA) Senior Associate and private equity operator focusing on commercial due diligence and value creation within private equity portfolios. Spent 3 years leading pricing projects globally for GA's billion-dollar portfolio companies in technology, consumer goods, financial services, and healthcare. Additionally executed commercial due diligence for over $1B in transactions. Additional experience allocating 8-figures of capital to global PE and VC funds.

As a seasoned Mergers & Acquisitions and Finance Professional with ~20 years of i) investment banking (analyst to managing partner); ii) valuation consulting; iii) equity research; and iv) private equity experience, I am your go-to expert for comprehensive and accurate M&A work and Business Valuations. My services are tailored for M&A, shareholder buy-outs, carve-outs, fundraising, and any other business owner need. Why choose me? Proven Expertise: CFA Charterholder with a deep understanding of financial markets and valuation techniques. Comprehensive Services: From independent business valuations to financial modeling and investor pitch decks, I offer a full suite of services to meet your needs. Track Record of Success: With a strong academic background and professional certifications, I deliver high-quality, reliable results. Let's work together to unlock the true value of your business. Contact me today to discuss how I can assist with your valuation needs. Licenses/Certifications/Achievements Include: -CFA Charterholder -Series 7, 63, 79, 87 -3.98/4.00 GPA from University of Florida Primary Services Include: -Certified Business Valuations (for M&A, shareholder buy-outs, banks, fundraising, etc.) -Financial Modeling (Professional LBO, DCF, M&A models in excel) -Investor / Pitch Decks (Full PowerPoint-based memorandum for business plans and/or investments) -Equity Research Reports (Research reports on a specific equity or an entire industry) -Portfolio Advisory (investment selection, portfolio management) -Capital Markets Advisory -Fundamental Finance & Capital Markets Education Expertise Includes: -Mergers & Acquisitions -Valuation -Financial Modeling -CFA Examinations -Equity Investments -Fixed Income -Equity Analysis -Derivative Trading -Industry & Competitive Analysis -Bloomerberg, Cap IQ, Pitchbook, Apollo.ai, ZoomInfo, Placer.ai, Thompson One, Factset -Microsoft Excel/PowerPoint/Word

I’m the Top 1%, Expert-Vetted, Finance Freelancer who Upwork clients turn to who don't want to risk leaving money on the closing table. I have become a go-to consultant with the secret sauce recipe here on Upwork for supporting M&A client transactions, as well as business brokers who are seeking that "ultimate monetization outcome". A.I. offers many promises but in the financial services industry the "human in the loop" is that measure of additional security that helps prevent those embarrassing A.I.-generated outcomes that kill deals and opportunities. I have over 30 years of experience in due diligence, QoE reporting, negotiations, fraud elimination programs, transaction structuring, and selling businesses. I will help you keep it out of the ditch and sleep at night. You don’t have to settle when you can have the best for a fraction of what I used to charge on Wall Street - and that makes me the obvious choice for all your business management consulting needs. Key experiences you will want in your corner for this engagement: * Proven history of cost-efficient business reviews of investment, bank, and transaction documents, as well as document drafting and transaction structuring. * Millions raised for my own projects. * $2 Billion+ in valuations for Upwork clients. * $15 Billion+ in underwriting, feasibility, and capital raise projects over the years. * Over 100 client assignments complete with rock-solid 95%+ Client Success Rating. * Former FINRA Compliance Vendor - SEC compliance is in my bones for crowdfundings, Reg A. and Reg D securities offerings. * Buy-Side/Sell-Side - Always the Guy on Your Side. Note project listings below for those must have services for small business transactions. * Maximized Equity Monetization Program (for qualifying businesses) aimed at getting you that top quartile valuation/sale price outcome. You can get there from here, but it starts with reaching out to the professional who just doesn’t stop. I love this business, and you will too – I guarantee it. In most cases, your initial consultation fee will be applied to the engagement, so why go anywhere else when the go-to Freelancer is the obvious choice?

Greetings: I don’t sell models or pitch decks. I help companies get funded, bought or sold, get valued correctly, and get deals done. z FINRA-licensed investment banker (Series 7, 79, 63), CPA, and Kellogg MBA with over 25 years of experience in investment banking, M&A, and business development. He has successfully executed more than 250 M&A and capital- raising transactions totaling over $3 billion across technology, oil & gas, healthcare, e- commerce, and other industries. He has held senior leadership positions at Bear Stearns, Thomas Weisel Partners, and PaineWebber, and has directed investment-banking efforts at three boutique firms. I’ve been in thousands of investor meetings and have led hundreds of transactions. I know what works—and what gets rejected. What I do Most companies don’t fail because they lack a model or a deck. They fail because: The story doesn’t support the valuation The numbers don’t survive scrutiny The positioning doesn’t resonate with investors I fix that. Core Services Valuation to Narrative Alignment What is your business actually worth—and can you defend it? Investor-grade valuation range Alignment of valuation with your story Identification of pushback points Clear guidance on how to position and defend it Typical engagement: $750 – $1,250 Investor Readiness / Deal Review Before you go to market, I evaluate your business the way an investment committee would. Pressure-test assumptions Identify weaknesses Refine positioning Typical engagement: $1,000 – $2,000 Capital Raising Strategy How to structure, position, and execute your raise. Equity and debt strategy Investor targeting Narrative refinement Typical engagement: $1,500 – $3,000+ M&A Advisory (Buy-side / Sell-side) Support on valuation, structure, and negotiation. Deal positioning Valuation framing Process strategy Engagements: custom Presentation & Pitch Coaching Where deals are actually won or lost. Live pitch review and coaching Messaging, structure, and delivery Handling investor questions Sessions: $300 – $500 How I work Direct, honest, and outcome-focused No templates, no generic advice Built on real transaction experience If something doesn’t work, I’ll tell you—and fix it. Who I work best with Founders preparing to raise capital Companies evaluating a sale or acquisition Investors and operators who want an institutional perspective

A top-performing analyst specializing in market research, business intelligence, and data analytics with extensive expertise in corporate strategy and prospect list development. Completed comprehensive market feasibility studies for skincare products and conducted detailed supply chain mapping for various industries. Skilled in data scraping, excel tools, and research methodologies, leveraging Python and automation techniques to deliver actionable insights and drive informed business decisions.