Hire the Best Mergers & Acquisitions Specialists

A poor valuation doesn’t just cost you thousands—it can cost you millions $$$, along with wasted time and stress. I help searchers, private equity groups, and business owners value private small to midsize businesses for investment, partner buyouts, tax, and litigation purposes. Unlike many finance freelancers on Upwork, I’ve personally invested in, operated, bought & sold, made and lost money on private acquisitions and investments. That real-world risk taught me the stakes of an inaccurate valuation. For the past 15 years, I’ve analyzed thousands of startups and small- and mid-sized businesses and have become certified across multiple SME appraisal and finance bodies. I am certified by the National Association of Certified Valuators and Analysts (NACVA) and the International Society of Business Appraisers (ISBA). I follow a structured process that documents every step, explains conclusions, and ensures credibility. Services Include: 🤝 Partner Buyouts - deliver certified, accurate and defensible valuations when an owner is considering selling to a business partner or related party. 📑 Business Acquisition Investment Review & LBO Analysis – get value of a private business you are considering acquiring or investing in. 🧾 Tax & Estate Valuation – independent certified business valuations for estate and gift tax reporting as required by the IRS. ⚖️ Litigation Valuation – lost profits and economic damage reports based on court-tested techniques that deliver accurate estimates of SME private business value. 🚀 Startup & Venture Capital Valuation – get an accurate and defensible pre-money value for your startup or investment. 📈 Strategic Planning – provides owners, leadership teams, and investors with a clear view of business value to guide growth strategies. 🚚 Equipment Valuation – Certified desktop appraisals for machinery, vehicles, and other equipment assets. 🧮 Quality of Earnings - assess the quality of reported EBITDA adjustments and discretionary earnings of the business 💵 Proof of Cash – our best defender against fraud and manipulation of financial statements 🔄 Working Capital – create accurate estimates for operating working capital needs and target PEG for negotiations. 💼 Acquisition CFO – support from post-acquisition accounting integration and cash flow forecasting. Why Work With Me: ✔️ Authoritative knowledge: thousands of businesses analyzed ✔️ Certified across multiple Institutes (CVA®, BCA®, CMEA®, FMVA®, and more) ✔️ Proven structured process that documents every step for credibility ✔️ Deliver fast turnaround (24–48 hours) when deadlines are tight ✔️ Top Rated on Upwork with 100% job satisfaction rating What Upwork Clients Say: 💬 “Josh is exceptional at what he does and provided the exact skills I needed for a potential business acquisition. Accountants might be able to review financials, but Josh knows exactly what to look for. 💬 "Josh is hands down one of the best consultants I’ve worked with on up work. He is perhaps the most professional person I’ve worked with, as well as the most talented business valuation expert I’ve ever worked with." 💬"Working with Josh has been one of the best decisions we've made. We're happy to recommend him to anyone looking to understand the value of their company." About Me: I’m Josh and 15 years ago when I got out of the military I wanted to buy a business. When I got the numbers from the business I wanted to buy, despite having a degree in finance, I could not come up with how they put the numbers together. I outsourced the analysis to different financial professionals but got conflicting information on the business’s value. The pressure mounted as I was about to put up a significant amount of my net worth, and I could not sleep. From that moment, I vowed to never be put in this position again and have been on a quest to know how these companies are valued. This past decade I’ve analyzed thousands of these businesses along with gaining multiple business appraisal institute certifications. To go along with my degrees and certifications, I have read over 400 books on private business valuation and transaction analysis. My credentials include: ✸ Certified Valuation Analyst (CVA)® ✸ Business Certified Appraiser (BCA)® ✸ Certified Machinery & Equipment Appraiser (CMEA)® ✸ Financial Modeling and Valuation Analyst (FMVA)® ✸ Professional Bookkeeper (PB)® ✸ QuickBooks Specialist (QS)® ✸ Profit and Growth Expert (PGE)® ✸ Certified Turnaround Analyst (CTA)® ✸ Accredited Small Business Consultant (ASBC)® ✸ M.S. in Applied Economics (MSAE) – Johns Hopkins University ✸ M.S. in Finance (MSF) – George Washington University ✸ B.B.A. in Finance—Radford University ✸ Certificate in Forecasting in Organizations—Johns Hopkins University ✸ Certificate in Real Estate Finance and Investment—New York University I’m new to Upwork and offering introductory pricing to build client relationships here. I offer a free consultation, so send me a message.

If you're a founder preparing for a raise, an operator running scenario planning, or a deal team underwriting an acquisition, you already know the model has to be right. Imprecise assumptions and poorly structured outputs don't just slow things down, they cost you credibility at the worst possible moment. I build financial models that founders can put in front of investors, operators can make real decisions from, and deal teams can defend in a room. Every model is assumption-driven, stress-tested, and built so you can update inputs and see the impact instantly without touching a formula. WHAT I BUILD: - Startup and growth models for seed through Series B raises - 3-statement integrated financial models and forecasts - Acquisition and buy-side underwriting models - Unit economics, cohort analysis, and LTV:CAC modeling - Rolling forecasts and cash runway models - KPI dashboards and executive reporting WHO I WORK WITH: Founders preparing for investor conversations, operators running growth and scenario planning, CFOs needing overflow modeling support, and deal teams underwriting acquisitions. I've supported numerous businesses across a wide range of industries but primarily specialize in AI, SaaS, D2C, services, and franchise verticals. HOW I WORK: I operate like an embedded finance partner: fast-moving, strategic, and data-driven. I return clean, client-ready deliverables on a tight timeline. Most engagements are up and running within 24 hours of scope confirmation and are ready for review within 72 hours. If your model needs to hold up in front of an investor, a board, or a buyer, let's talk.

Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Much of my work -- gift tax, estate, charitable contributions of a business, etc. -- has been reviewed by the IRS and my work has yet to be challenged even once by the agency. * Expert witness on matters pertaining to business valuation (divorce, partnership disputes, etc.), IP valuation, IP infringement, business damages/lost profits, etc. * Past clients include Westinghouse, Honeywell and Alpine Global Partners. * Aside from U.S. clients, I have served clients in many other countries, including Mexico, Canada, Japan, France, Belgium, and Nigeria. * Bestselling author of The Einstein of Money (biography of the life and methods of value investing pioneer Benjamin Graham, for which I interviewed Warren Buffett and other renowned value investors), A Brief History of Entrepreneurship (endorsed by business guru Brian Tracy), and co-author of From Lifeguard to Sun King, the biography of the founder of the Banana Boat sun care brand.

𝗧𝗼𝗽 𝟭%; 𝗧𝗼𝗽 𝗥𝗮𝘁𝗲𝗱 𝗣𝗹𝘂𝘀 ✅ | Ex-JPMorgan | CFA | $1BN+ raised by my models | 99% JSS | $600k total earnings I work with funded startups, growth-stage companies, and established businesses on the financial infrastructure that drives decisions: investor-ready models, board reporting, scenario analysis, valuation, and ongoing FP&A. My clients have raised over $1BN in debt and equity using models I built, from seed rounds through Series B, including a unicorn and multiple $100M+ ARR businesses. I keep a small client base by design. The best results I've delivered have come from relationships where I have real context on the business, not one-off projects. I'm the person you call before a board meeting, during a fundraise, when an acquisition lands on your desk, or when you just need someone who understands your numbers as well as you do. Financial Modeling: A model is only as good as the understanding behind it. I build FP&A models with a deep focus on usability, auditability, and, increasingly, AI integration. The goal is a financial source of truth that different teams across the business can actually work from. Transaction Advisory: Extensive private equity and M&A experience across hundreds of millions of dollars of transactions. LBO models, waterfall structures, complex valuations, diligence-ready outputs. When the model is the deal, the details matter, and that's where the investment banking training shows up. Send over a deck, a business plan, or just describe what you're working on. I'll scope it same day.

𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿 | 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸 𝗘𝘅𝗽𝗲𝗿𝘁 | 𝗣𝗼𝘄𝗲𝗿𝗣𝗼𝗶𝗻𝘁, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗹𝗶𝗱𝗲𝘀 & 𝗖𝗮𝗻𝘃𝗮 | 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀, 𝗦𝗮𝗹𝗲𝘀 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻𝘀 | 𝟮𝟰-𝗛𝗼𝘂𝗿 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘆. Are you looking for PowerPoint Presentation Designer, Investor Pitch Deck Expert And Canva Designer? I cover all your needs... I will design a professional PowerPoint presentation design within 24 hours that will impress your audience and elevate your brand. My name is Augustine Thomas, PowerPoint Presentation Designer - I will design a professional PowerPoint presentation in 24 hours that will impress your audience and elevate your brand. Whether it’s a Pitch Deck, Business Presentation, Sales Presentation, Marketing Presentation, Fundraising Presentation, Financial Presentation, Demo Presentation, Training Presentation, or Education Presentation - Let get started now!!! 𝗔𝘀 𝗮 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗣𝗶𝘁𝗰𝗵 𝗗𝗲𝗰𝗸 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗣𝗼𝘄𝗲𝗿𝗣𝗼𝗶𝗻𝘁 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗚𝗼𝗼𝗴𝗹𝗲 𝗦𝗹𝗶𝗱𝗲𝘀 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗮𝗻𝗱 𝗖𝗮𝗻𝘃𝗮 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗗𝗲𝘀𝗶𝗴𝗻𝗲𝗿, 𝗜 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗰𝗿𝗲𝗮𝘁𝗲 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗳𝗿𝗼𝗺: ✅ Investor Pitch Deck, Startup Pitch Deck, Pitch Deck for Investors, Fundraising Pitch Deck, Investor Ready Presentation ✅ Business Presentation Design, Corporate Presentation Design, B2B Presentation ✅ Design, Company Profile Presentation, Business Proposal Presentation ✅ Sales Presentation Design, Marketing Presentation Design, Product Presentation Slides, Sponsorship Deck Design ✅ Executive Presentation Design, Board Meeting Presentation, Webinar Presentation Slides ✅ SaaS Pitch Deck, Tech Startup Presentation, Fintech Pitch Deck, Real Estate Presentation Design, Healthcare Presentation Design, E-commerce Pitch Deck, Consulting Presentation, Agency Presentation Design, Crypto Pitch Deck, AI Startup Pitch Deck 𝗜 𝗮𝗹𝘀𝗼 𝘀𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘇𝗲 𝗶𝗻: 〽️ Presentation Redesign, PowerPoint Redesign, Presentation Makeover, Slide Deck Cleanup, Existing Pitch Deck Redesign 〽️ Slide Deck Design, Presentation Slide, PPTX Design, PowerPoint Template Design, Presentation Template Designer 〽️ Visual Presentation Design, Clean Presentation Design, Modern Slide Design, Minimalist Slides, Professional Branding Presentation 〽️ Slide Animation PowerPoint, Slide Transition, Animation Design, Layout Design, Slide Formatting Expert, Presentation Polishing, Rebranding Presentation Slides 𝗦𝗼 𝘆𝗼𝘂 𝗴𝗲𝘁: ✔ High Converting Pitch Deck ✔ Investor Winning Presentation ✔ Fundraising Ready Slides ✔ Persuasive Presentation Design ✔ Conversion Focused Slides ✔ Impactful Presentation 𝗧𝗼𝗼𝗹𝘀 𝗜 𝘂𝘀𝗲 (𝗯𝗮𝘀𝗲𝗱 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗽𝗿𝗲𝗳𝗲𝗿𝗲𝗻𝗰𝗲) 🛠️ Microsoft PowerPoint 🛠️ Google Slides 🛠️ Canva 🛠️ Keynote 🛠️ Presentation Software 🛠️ Microsoft Office ⭐𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝘀𝗮𝘆 ⭐ ⭐⭐⭐⭐⭐“𝑯𝒆 𝒕𝒓𝒂𝒏𝒔𝒇𝒐𝒓𝒎𝒆𝒅 𝒐𝒖𝒓 𝒎𝒆𝒔𝒔𝒚 𝒔𝒍𝒊𝒅𝒆𝒔 𝒊𝒏𝒕𝒐 𝒂 𝒄𝒍𝒆𝒂𝒏, 𝒑𝒓𝒐𝒇𝒆𝒔𝒔𝒊𝒐𝒏𝒂𝒍, 𝒂𝒏𝒅 𝒑𝒆𝒓𝒔𝒖𝒂𝒔𝒊𝒗𝒆 𝒑𝒓𝒆𝒔𝒆𝒏𝒕𝒂𝒕𝒊𝒐𝒏.” 𝗪𝗵𝗲𝘁𝗵𝗲𝗿 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼: - Design Investor Pitch Deck for Startup Funding - Create Professional PowerPoint Presentation for Business - Redesign Existing Pitch Deck for Investors - Build Modern Google Slides Presentation - Design Sales Presentation that Converts - Create Company Profile Presentation PowerPoint - Startup Storytelling Pitch Deck Design - Canva Presentation for Marketing Campaign - Business Presentation Design for B2B Clients 👉 𝗦𝗲𝗻𝗱 𝗺𝗲 𝗮 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗻𝗼𝘄 — 𝗹𝗲𝘁’𝘀 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗶𝗻𝘁𝗼 𝗮 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘁𝗼𝗼𝗹. Presentation Designer, Pitch Deck Designer, PowerPoint Designer, Google Slides Designer, Canva Presentation Designer, Business Presentation Design, Investor Pitch Deck, Startup Pitch Deck, Sales Presentation Design, B2B Presentation Design, Professional Presentation Design, Corporate Presentation Design, Slide Deck Design, Presentation Redesign, Pitch Deck for Investors, Fundraising Pitch Deck, Investor Ready Presentation, Business Proposal Presentation, Company Profile Presentation, Executive Presentation Design, Webinar Presentation Slides, Training Presentation Design, Marketing Presentation Design, Product Presentation Slides, Sponsorship Deck Design, SaaS Pitch Deck, Tech Startup Presentation, Fintech Pitch Deck, Real Estate Presentation Design, Healthcare Presentation Design, E-commerce Pitch Deck, Consulting Presentation, Agency Presentation Design, Financial Presentation Slides, Crypto Pitch Deck, AI Startup Pitch Deck, High Converting Pitch Deck, Investor Winning Presentation, Fundraising Ready Slides, Visually Engaging Presentation, Modern Slide Design, Clean Presentation Design, Minimalist Slides, Professional Branding Presentation, Data Storytelling Slides, Persuasive Presentation Design, PowerPoint Expert, Google Slides Expert, Canva Expert.

$80M+ in transactions closed. If you need institutional-grade investment banking or equity research - pitch decks that raise real capital, financial models built to Wall Street standards, M&A advisory, or institutional research - you're in the right place. I'm a CFA Charterholder and FRM with 12+ years running RedeFin Capital, a boutique investment banking and equity research firm. I previously served as Director of Capital Markets at one of South India's largest real estate developers. My work has been used by hedge funds, asset managers, and institutional investors across the US, Europe, and Asia - not produced for templates, but for live transactions. I also run Kedge Research, the proprietary institutional equity research arm of RedeFin Capital, delivering initiating coverage, M&A screening, sector notes, and blue books to global fund managers. WHAT I DELIVER: 📊 Pitch Decks & Investor Presentations - battle-tested decks used in actual fundraising rounds from seed to Series D 📐 Financial Models - 3-statement, DCF, LBO, SOTP, merger models built to institutional standards 🔍 Equity Research & Blue Books - initiating coverage, sector notes, and M&A target screening for hedge funds and asset managers 🤝 M&A Advisory - deal structuring, CIMs, teasers, valuation, and negotiation support 💼 Fundraising Strategy - investor targeting, outreach, and mandate management across equity, debt, and structured finance 📋 Business Plans & Feasibility Studies - for startups and growth-stage companies seeking bank or investor approval SECTOR COVERAGE: Technology, Real Estate, Energy & Utilities, Healthcare, Industrials, Consumer, Financial Services, SaaS, D2C, AgriTech PROOF: ✅ $80M+ closed across equity, debt, and structured transactions ✅ $500M+ active pipeline across current mandates ✅ 200+ pitch decks, financial models, and equity research reports delivered ✅ Client engagements with Piper Jaffray, Lake Street Capital Markets, and institutional investors globally ✅ CFA Charterholder | FRM | IIM Lucknow (MBA) | IIT Madras (B.Eng) | Bloomberg Champions Program ✅ International speaker at capital markets forums Scroll down to see portfolio case studies with real deliverables - actual transaction documents and research reports, not mock-ups. Message me with a brief description of your transaction, research, or project and I'll respond within a few hours. Let's move your deal forward.