Hire the best Private Equity Consultants in Los Angeles, CA
Check out Private Equity Consultants in Los Angeles, CA with the skills you need for your next job.
- $85 hourly
- 4.9/5
- (34 jobs)
I am an experienced financial writer and investment industry research professional with in-depth knowledge of financial markets and investment concepts. I write about fundamental and quantitative equity strategies, fixed income (16 years of experience), alternatives, and other asset classes and strategies. I also have deep expertise in Sustainability/ESG. I write for asset management, wealth management, private equity and financial advisory firms, and vendors in the investment arena. The target market for the content I create ranges from institutional investors to retail/mass-market investors, and I enjoy writing articles tailored to each client's needs. I write on a wide variety of topics related to financial markets and investing, including economic and market trends. I have expertise in both real-world applications of investment concepts and academic theories of financial markets, and I specialize in making complicated topics understandable to all readers. I write a wide variety of content, including regular blog posts, white papers (original research), methodology guides, market commentaries, newsletter articles, quarterly performance reviews, eBooks, website landing pages, marketing materials and other content. I work with asset managers of all sizes (fundamental and quantitative), as well as consultants, analytics and data vendors and specialty firms (buy-side and sell-side) to generate content that highlights a firm's thought leadership, educates the firm's clientele, and supports its business strategy. Given my background in corporate finance, I also write for firms that provide CFO-type consulting services. Lastly, I enjoy writing that supports financial literacy and work to demystify concepts related to investing (I maintain a personal blog devoted to this). As a writer, I am also an "educator". I can develop a customized series of articles or a training webinar on topics related to securities analysis and portfolio management, including performance measurement, performance attribution, fixed income portfolio analysis, mortgage-backed securities and other topics that would be covered in a CFA prep course. I was an adjunct professor and Executive in Residence at the UCLA Anderson Master of Financial Engineering Program for five years and an adjunct professor of Finance in the Mt. St. Mary's University MBA program for five years. I also have substantial experience working with investment management software vendors and have a deep knowledge of the investment analytics business. I helped define business strategy and product design for leading fixed income and multi-asset class investment analytics software vendors and have hands-on knowledge of the "software development lifecycle". I am experienced in acting as a liaison among client-facing teams (sales, account reps), quants, application and UI developers and data teams. I look forward to talking with you about how I can help your business.
Private Equity
Microsoft ExcelEquity ResearchBlog WritingProject Risk ManagementFinancial WritingEbookInvestment ResearchNewsletter WritingInvestment Strategy - $125 hourly
- 5.0/5
- (6 jobs)
You’ve landed on an Equity Admin guru. What can an equity administrator do for you? Here are some of the projects I see most often: 1. We are going through a Tender Offer and need help reflecting the transactions properly in our cap table 2. We want to start using cap table management software & need help getting setup 3. We are growing quickly, hiring a lot and need help issuing new awards 4. We completed a round of funding and need new convertibles/certificates sent to investors 5. Our cap table is out of date and documentation is scattered; we need help cleaning up our cap table, fixing errors, & ensuring we’re using best practices that are more compliant 6. We need a go to representative to answer employee questions about their awards and provide some equity 101 training I’ve worked with hundreds of companies to setup their capitalization structures on software, reflect complex transactions, correct errors, and data gaps, and educate CFOs, paralegals and employees on reflecting data via software. If you use or want to use software like Carta, Shareworks, Pulley, or other programs to lift the burden of equity administration and save yourself from expensive paralegal fees doing data entry, I’m here for you! While I think software is the way to go, I can help organize cap table spreadsheets and capture important fields for all security types and transaction ledgers. Believe me, not all excel cap tables are created equal! I’ve dealt with every size of company from start-up to pre-IPO, private equity and venture backed, LLC to C-corps. Judd is a designated Equity Compensation Associate (ECA), certified by Santa Clara University. Please note, I am not a financial or legal advisor and will not provide legal advice. I am simply very well acquainted with private equity structures, I know where to look & what questions to ask. Some admin actions require legal counsel or financial advice which I will always make clear and can point you in the right direction to get answers. I save companies money by taking those inputs from law firms & finance services then update the software so you don't pay expensive fees to someone inefficiently using cap table software. Please reach out, I'm always happy to jump on a call to answer questions and see if I can help your business.
Private Equity
Company ValuationTransaction Data EntryEmployee CommunicationsStock Option AgreementAdministrate - $300 hourly
- 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
Private Equity
Content WritingPitchbookCompany ValuationFinancial AnalysisMarket AnalysisCorporate FinanceMergers & AcquisitionsInvestment ResearchValuationFinancial ModelingDue DiligenceCompetitive AnalysisInvestment Banking Want to browse more freelancers?
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