Hire Freelance Investment Thesis Consultants
Venkatraman Jaishankar
Venky is a seasoned corporate finance and strategy professional with over 13 years of experience with global banks such as Morgan Stanley and Standard Chartered. He has led the execution of some of India's largest M&A transactions, such as Diageo-United Spirits, Sembcorp-Green Infra, Lafarge Holcim-Siam City, and Ultratech-Jaypee. His choice to freelance is motivated by the variety of opportunities and situations it provides while offering the flexibility to pursue other passions and hobbies.
Show MorePreviously at
Sand Dunes Capital
Evgeny Vostretsov, CFA, FRM, CAIA
A hedge fund analyst and a former CFO of a startup, Evgeny performed deep-dive research on 15+ public equities and evaluated 30+ private equity and mezzanine debt transactions. Before getting an MBA from Chicago Booth, Evgeny founded an online retailer that sold across 11 time zones. He has advised on $5B+ valuations while at E&Y. He enjoys freelancing to help clients with evaluating investments, financial modeling, capital raising, and M&A.
Show MorePreviously at
Alpha Wave Global
Francisco Barrio Olivas
Francisco began his investment banking career at Merrill Lynch, where he completed over $1 billion in M&A and financing deals. He then joined Advent International, one of the largest global private equity firms, where he evaluated over $3 billion in investment opportunities across different sectors. As a freelancer, Francisco has consulted for private equity funds and a number of startups providing support in business planning, financial modeling, capital raising, valuation, and structuring.
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Self-employed
Andrew Birrell
Andrew started at Morgan Stanley in 2016—following university—where he closed $30+ billion in bespoke and complex transactions in the securitized product space. Andrew went on to co-found an investment management firm, developing a proprietary investment analysis utilizing machine learning. He freelances as he enjoys working with outstanding people and taking on exciting projects.
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Allermuir Capital
Duncan Beatty
Duncan has a passion for startups. He has experience in business and revenue models, asset allocation, budgeting, forecasting, valuations, and pitch decks and fundraising on many projects during his time in Silicon Valley. His MBA from The Wharton School and mechanical engineering degree perfectly complement finance, technology and operational execution. For him, consulting is a rewarding challenge; he helps clients make good financial decisions and grow their companies successfully.
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Finca Tierra Verde SAC
Gab Nardo
Gab is an investment manager with more than 12 years of experience in private equity and investment banking. He has invested, managed, raised, or intermediated funds over €1 billion in various industries and contingencies across multiple asset classes and jurisdictions. He particularly enjoys consulting smaller to mid-cap companies to discover and learn about new sectors and business models, which he dissects with a rigorous value-oriented approach and second-level thinking.
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Creative UK
James Carroll Allen
Jim is an experienced finance professional specializing in corporate finance, investment analysis, global markets, financial regulation, and written and oral communications. As a CFA charter holder, Jim has earned the respect of his colleagues for his technical understanding and adherence to that organization's ethical code to put the best interests of clients first. His approach to working with others assumes intelligence, candor, and goodwill.
Show MorePreviously at
Delahaye Advisers LLC
Jeff Anapolsky
Jeff is a seasoned professional who enjoys overcoming financial challenges during rapid change. He contributes over 20 years of elite training, clever insights, relevant experiences, and meaningful connections to help companies reach their highest potential. With a private equity background and Harvard MBA, Jeff partners with talented operators to attract institutional capital by delivering financial excellence in forecasting, reporting, transactions, FP&A, audits, taxes, and business planning.
Show MorePreviously at
Anapolsky Advisors, Inc.
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