Hire Freelance Investment Thesis Consultants
Jeff Anapolsky
Freelance Investment Thesis Consultant
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.
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Gab Nardo
Freelance Investment Thesis Consultant
Gab is an investment manager with more than 10 years of experience across private equity and investment banking. He has invested, managed, raised, or intermediated funds in excess of €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.
Show MorePreviously at
Creative UK
Sowmy VJ
Freelance Investment Thesis Consultant
Sowmy is a deep generalist management consultant with 25+ years of experience in finance, holding leadership roles and focusing on growing businesses through transformative change. Sowmy excels in mentoring technology-oriented startups to solve social issues and has used his expertise as a serial entrepreneur to achieve four successful exits.
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Tata Consultancy Services
Patrick Hoogendijk
Freelance Investment Thesis Consultant
Patrick is a CFA and certified chief compliance officer with 20 years of experience as a CFO or COO. He specializes in working with founders to hone their business models, build out their companies' financial and operational backbones, acquire their senior team to attract VC funding, and scale their companies through a metrics-focused approach. Patrick is comfortable in the inherent creative chaos of fast-moving teams, and his experience is backed by an MBA and MSc in chemical engineering.
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Blue Phi Capital
Francisco Barrio Olivas
Freelance Investment Thesis Consultant
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
Evgeny Vostretsov, CFA, FRM, CAIA
Freelance Investment Thesis Consultant
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.
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Alpha Wave Global
Venkatraman Jaishankar
Freelance Investment Thesis Consultant
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.
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Sand Dunes Capital
Andrew Birrell
Freelance Investment Thesis Consultant
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
Chaz Bauer
Freelance Investment Thesis Consultant
Chaz is the lead of business development for Beaumont Health, the largest health system in Michigan, with responsibility for system-wide M&A, joint ventures, and other strategic initiatives. His previous experience includes a regional CFO role with Surgical Care Affiliates, a leading ambulatory surgery center platform, as an investment professional at H.I.G. Capital, a global private equity investment firm, and an investment banker at Houlihan Lokey.
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Beaumont Health
Duncan Beatty
Freelance Investment Thesis Consultant
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
James Carroll Allen
Freelance Investment Thesis Consultant
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
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