Hire the Best Shareholder relationships Freelancers in Los Angeles, CA

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

With over 30 years practice experience as a California Law Office, I provide high-leverage Business Litigation, Corporate transactions, and sophisticated wealth preservation serves for individuals and corporate entities, investors, family offices and high-net-worth individuals globally. We provide our clients with high quality legal product and services, we strive to provide a detailed understanding of the legal issues and process our clients are facing and need to know facts. From courtroom and trial procedure to particulars in their transactional business or securities and financial concerns. We help Businesses, Investors, Professionals and Individuals resolve legal concerns, minimize risk, resolve disputes, and close deals with clarity and confidence. Whether you're forming a new company, setting up an irrevocable trust structure, negotiating a high-value deal, facing a complex legal dispute or auditing a complex Trust structure, my objective is to provide my clients risk mitigation and strategic advantage. 🔹 Services We Offer: ⚖️ Civil & Commercial Litigation: Contract Disputes, Real Estate Litigation, Business Litigation, Torts, Breach of Contract, Fiduciary Duty, Misrepresentation, Trust litigation, Trial and Appellate Practice (State and Federal Courts), Discovery, Motion Practice, Settlement Negotiation, Mediation & Arbitration and Strategic Case Evaluation 📝 Contract Drafting & Negotiation: Business contracts (MSAs, NDAs, IP Agreements, Consulting Agreements), Purchase and Sale Agreements, Asset and Stock Sales, Joint Ventures, Licensing Agreements, Franchise Documents, Investor and Equity Agreements (SAFE, Convertible Notes, Term Sheets), Private Placement Memoranda (PPMs) & Subscription Agreements 👥 Wills Trusts and Estate Planning: Living Trusts, Irrevocable Trusts, Charitable Trusts, Asset Protection Trusts, Pour-Over Wills, Durable Power of Attorney, Health Care Directives, High-Net-Worth Estate Structures and Succession Planning. 🏢 Business and Entity Formation: C Corps, S Corps, LLCs, Living Trust, Irrevocable Trust, Business Trust, Partnerships, International Structures, Holding Companies, Offshore Entities, EIN, Operating Agreements, Shareholder Agreements, Bylaws Compliance Setup: Registered Agent, Annual Filings, Board Resolutions 🏘️ Real Estate Law & Transactions: Residential & Commercial Real Estate Transactions, Title Documents and Title Disputes, Quiet Title Actions, Easements, Foreclosure Defense, Draft and review Commercial and Residential Lease Agreements, Real Estate Investment Structuring (REITs, Syndications). 📈 Private Equity & Investment Advisory: Fund Formation, Investor Agreements, Capital Raise Documents, PPM, Investment Disclosures, Securities Compliance (Reg D, 504/506), Cross-Border Transactions, Asset Holding Structures. 📚 Legal Consulting & Risk Management General Counsel Services for Startups, SMBs & Family Offices, Risk Mitigation, Legal Strategy Sessions, Contract Audits, Regulatory Compliance (FTC, SEC, IRS, State-Specific Rules), Due Diligence Support for M&A or Investment Readiness 🌐 International & Cross-Border Advisory Offshore Entities, Foreign Trusts, Global Contracting, International Title, IP and Commercial Agreements, Trade and Transaction Structuring Across Jurisdictions ✅ Why Clients Hire Our Services: 30+ years as a practicing lawyer and former Superior Court Judge Pro Tem, Experience across industries: tech, real estate, manufacturing, and finance. We are highly efficient, accurate, and committed to protecting your long-term interests. We provide Clear communication, fast turnaround, and personalized legal insights. 📩 Let us protect your business, portfolio, personal interests and help simplify your life by handling your legal concern and give your legal peace of mind you deserve. Send us a message or invite me to your job — We are here to help: ________________ Litigation, trial, motion practice, trial brief, Contracts, Real Estate Purchase Agreements, Commercial Lease Agreements, Trust review, Irrevocable Trust, Spendthrift Trust, Complex Trusts, Promissory Notes Real Estate Private Investment Funds Property Development Agreement Property Management Agreements Manufacturing Agreements Operating Agreements & By-Laws Contract Review Legal Opinions Business Due Diligence Master Service Agreements Independent Contractor Agreements Employment Contracts Service Agreements Non-Disclosure Agreements (NDA) Joint Venture Agreements Partnership Agreements Franchise Agreements Construction & Engineering Contracts Corporate Term Sheets Letter of Intent (LOI) Conversions from LLC to Corp Asset and Stocks Purchase Agreements Corporate Governance Corporate Restructuring Mergers & Acquisitions (M&A) Private Equity Fund formation Equity Compensation Plans Capitalization Tables Stock Certificates IP & Intellectual Property Cloud Service Agreements Software License Agreements Website Terms & Conditions, IP Licensing

I can do and have done nearly everything related to Corporate Finance and Strategy. This includes forecasting, budgeting, variance analysis, internal and external reporting, covenant compliance, Board and potential investor presentations, responding to due diligence requests, determining appropriate asset funding solutions, evaluating and approving benefits package options, and any other ad hoc needs. I am well experienced in, and able to lead or assist with, all aspects of M&A transactions, from basic modeling and due diligence to final negotiations and contract execution. *Please do not contact me for surveys.*

10+ years of experience in investment banking and M&A. I have worked on over $30 billion in transactions in Technology and other industries. I have advised and helped with analysis / decks for corporates, private equity, venture capital, Founders, Boards, and individual owners of businesses on all matters of complex financial analysis, financial forecasting, presentations / marketing materials, market research, M&A, due diligence, and more.