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Neil Portus | CFA, CMA
Neil is a 首席财务官 for growth companies and a former 股本 analyst at Goldman Sachs in NY where he helped lead numerous transactions including Zipcar's $1.10亿美元IPO. He was also an 股本 analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank (M&A, restructuring, debt 融资s). He's built his operational skills both as a startup founder and as the 首席财务官 of an East Africa-focused impact investment firm.
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团结发展小组
彼得·马伦
Peter is an investment executive with global experience across HFs, PE, 还有家族办公室, 包括阿波罗环球, JGM资本, EOS全球, Longacre, 和CDV. He launched and managed two HFs, which invested across the capital structure, including an innovative US fund with a hybrid 策略 and one of Brazil’s first international funds. Peter headed the financial team that grew a portfolio company into one of LATAM’s largest renewable energy entities through a multi-billion-dollar investment.
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JGM资本管理公司
斯蒂芬•凯利
With 20 years of experience working with family offices, institutional and entrepreneurial 私人股本 funds, and consulting Big Four accounting firms, Stephen brings unique insights into the variety of investor mindsets. He freelances to help startups and established investors determine ideal investment, 资产管理, 筹资策略. 作为一名高管, he has advised on multi-billion mergers, 股本 raises exceeding $2 billion, and transactions totaling over $5 billion.
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Grand Coast Capital Group, LLC
丹尼尔Serdio
A London Business School MBA graduate, Daniel directly executed $5 billion worth of M&A and capital-raising deals across the US, UK, and Latin America. He's worked in investment banking at Citi as an M&A and 策略 manager for a $25 billion family-owned conglomerate and founded a fund investing in UK SMEs. He joined Toptal to connect with other entrepreneurs and share his knowledge around investing, 融资, 策略, 和M&A.
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Independant Financial Expert
马丁Arentoft
Martin is an international M&A, 企业融资, and 策略 executive with 13+ years of experience across technology, 医疗保健, 消费者, 工业部门. As an investment banker with KPMG 企业融资 和Mizuho Securities, he advised public and privately held companies on M&A transactions in the 美国, Europe, and Asia. 在那之前, Martin developed strategic partnerships and market entry strategies in the fintech and edtech industries.
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A chartered accountant with more than 15 years of experience, Dave has directly led double-digit EBITDA growth and over £1 billion in debt, 股本, 和M&A transactions while at leading 私人股本 and consultancy firms (Global Infrastructure Partners, 章鱼, IFM, 和德勤). 作为一个自由职业者, he enjoys advising clients on 策略 execution, debt and 股本 capital fundraising, 企业融资, and complex financial transactions.
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ESW资本
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