Independent M&A, Transformation, And Strategic Finance Professionals - On Demand

A private European banking software provider is seeking a senior freelance strategy consultant to support the General Manager of a digital engagement business unit on refining its business plan. The engagement centers on strategic positioning, growth assumptions, value creation opportunities, and development of board-ready materials. The ideal profile combines top-tier strategy training, strong financial services technology or SaaS exposure, and the ability to work autonomously in a light-touch senior advisory capacity. Responsibilities: - Structure and challenge the business unit’s overall business plan and strategic logic - Refine the strategic narrative covering market positioning, differentiation, and growth levers - Support market sizing, assumption setting, and assessment of key business drivers - Analyze current performance and identify value creation opportunities - Contribute to financial model structuring through assumptions and driver logic rather than detailed model building - Prepare clear, concise, board-ready materials and executive storyline - Act as a thought partner to the General Manager and coordinate selectively with internal stakeholders for data collection Requirements: - Former consultant from a top-tier strategy firm or a highly comparable strategy advisory background - Strong experience in digital banking, financial services technology, SaaS, or enterprise software - Track record of structuring business plans, growth strategies, or executive decision materials - Able to operate at both strategic and analytical levels with minimal supervision - Excellent communication, synthesis, and presentation skills in English - Available to work remotely within European time zones Nice to have: - Direct experience supporting a business unit leader or GM on strategic planning - Prior exposure to AI-driven product positioning or digital engagement platforms - Comfort with translating commercial and financial assumptions into executive narratives - Experience in both consulting and software operating environments Scope of Work: - Business plan review and strategic structuring - Market and competitive positioning analysis - Growth driver and value creation assessment - Assumption framework for financial trajectory - Executive summary and storyline development - Consulting-grade slide production

We are supporting a high-intensity energy investment project managed by a London-based sponsor backed/private equity, in exclusive negotiations to acquire a minority stake in a thermal power station. The role involves working directly with senior executives on financial modelling, comprehensive due diligence across financial, tax, and commercial areas, SPA support, and post-closing activities. Responsibilities: - Develop and maintain detailed financial models to accurately value the thermal power station acquisition opportunity. - Conduct rigorous financial, tax, and commercial due diligence to identify risks and validate transaction fundamentals. - Coordinate the drafting and negotiation of sales and purchase agreements in close collaboration with senior executives. - Support post-closing integration efforts to ensure operational continuity and realization of strategic objectives. - Communicate effectively with internal and external stakeholders to ensure alignment throughout the transaction process. Requirements: - Demonstrated expertise in financial modelling and valuation within the energy sector, specifically for thermal power projects. - Proven experience in conducting comprehensive due diligence and supporting SPA negotiations at an associate or junior VP level. - Strong analytical skills with a track record of working directly with senior team members on high-stake transactions. Nice to have: - Previous involvement in similar energy sector transactions, particularly in thermal power station acquisitions. - Additional experience in project management and post-closing integration to support operational execution. - London-based

The client is seeking a FDD professional with strong PMO skills, combining coordination and delivery. The role is approximately 60–70% project management and process coordination, with the remainder focused on supporting financial due diligence analysis and preparing client-ready materials. The ideal candidate is accounting-trained, capable of leading coordination across Q&A and dataroom processes, while also contributing to financial analysis and light commercial DD content such as customer and business mix. Responsibilities • Coordinate the overall due diligence process, including Q&A, dataroom management, and stakeholder communication • Manage multiple stakeholders across workstreams within a compressed timeline • Track deliverables, risks, open items, and information requests • Prepare clear, client-ready DD slides and executive summaries • Support financial due diligence analysis, including earnings and accounting review • Contribute to customer concentration, revenue streams, and business mix analysis • Translate detailed findings into concise transaction materials Requirements • 4-5 years experience in FDD, transaction services, or deal-related PMO roles • Accounting background (trained or qualified) • Strong project management and coordination skills • Proven experience managing Q&A processes and dataroom workflows • Ability to prepare high-quality, client-facing slide decks • Experience supporting both financial and light commercial DD content • Ability to start immediately and contribute with minimal ramp-up Nice to Have • Exposure to both financial and commercial due diligence environments • Freelance or independent consulting experience in urgent, short-term projects Scope of Work • Financial due diligence analysis and project coordination • Preparation of DD slides and executive-ready summary materials • Customer and business mix analysis • Short-cycle stakeholder support during active diligence

We are supporting a global FMCG production and distribution business in its search for freelance PMO support to assist execution of a group-wide transformation programme.. The client operates across Latin America, Europe, Africa, and Asia, and is actively pursuing a buy-and-build strategy that has nearly doubled the business over the past two years, primarily through Latin American acquisitions. The transformation programme currently spans approximately fifty active initiatives across process improvement, digital, procurement, supply chain, FP&A, and operating model design. The engagement is a hands-on project management support role — not a leadership mandate — focused on instituting discipline, rhythm, and reporting structure around the existing initiative portfolio. Responsibilities: / Coordinate and run weekly check-ins with globally distributed initiative owners to track progress, surface blockers, and maintain accountability / Design and maintain project charters, workplans, and milestone maps for the portfolio of active transformation initiatives / Build and operate a benefits tracking framework that connects initiative-level deliverables to business impact / Institutionalise a TMO/PMO operating rhythm across Excel and PowerPoint-based tooling, with a view to structured cadence and documentation / Escalate risks, blockers, and resourcing needs to the group transformation lead in a clear and structured manner / Produce steering-level reporting materials that give group leadership visibility into initiative health, dependencies, and trajectory / Coordinate cross-regional workstreams spanning Latin America, Europe, Africa, and Asia, accounting for time-zone and language differences / Support the transformation lead in preparing materials for senior stakeholder and sponsor reviews Requirements: / Possess five to seven years of professional experience in transformation, PMO, or program management contexts, with a consulting or advisory pedigree as the foundation / Demonstrate hands-on experience running structured program management cadences — weekly stand-ups, milestone tracking, benefits realization — across multi-initiative portfolios / Show proven ability to work autonomously with senior initiative owners while maintaining clear escalation discipline / Exhibit proficiency with Excel and PowerPoint as primary working tools, including the ability to build and maintain tracking and reporting artifacts from scratch / Demonstrate experience coordinating work across multiple geographies and time zones / Possess fluency in English for international business communication / Show comfort operating in a support capacity rather than a thought-leadership or strategy-setting role Nice to Have (but not a must) / Working proficiency in Spanish, given the concentration of operational activity and acquisitions across Latin America / Prior exposure to PMI / post-merger integration programmes, as the client anticipates a growing integration pipeline tied to its buy-and-build agenda / Sector familiarity with agribusiness, fresh produce, food supply chain, or broader consumer goods operations / Experience working in PE-backed portfolio company environments / Previous exposure to transformation programs in emerging market operating contexts Scope of Work: / This engagement is explicitly scoped as PMO support — not PMO lead. The resource will operate under the direction of the group transformation lead, executing cadence and tracking discipline rather than setting programme strategy or owning initiative outcomes / Direct reporting line to the group transformation and integration lead / No line management or team leadership responsibilities within scope

We're refining an excel model for a AI-native healthcare platform that's reimagining how care gets delivered, and we need a sharp financial analyst to help us tell that story to investors. You'll be the right hand to our founding team during an active invetment—building the financial models that prove our unit economics, crafting the pitch decks that close meetings, and managing the day-to-day execution of our deal process. This isn't just spreadsheet work: you'll shape how top-tier VCs understand our market opportunity, run the analyses that inform our strategy, and own the entire investor materials workstream from data room to final pitch. If you've ever wanted to be in the room where it happens at a breakthrough healthcare company, this is it. We're looking for someone with 3+ years in investment banking, VC, PE, or consulting who can build sophisticated models from scratch, design beautiful decks, and move fast without breaking things. You should know venture mechanics cold, thrive under deadline pressure, and ideally have some exposure to healthcare or AI businesses. Bonus points if you've supported live fundraises before and understand what investors actually care about. If you're the person who gets energized by high-stakes work, loves turning complex businesses into compelling narratives, and wants to help build the future of healthcare—let's talk. Engagement: Contract Hours: ~[10-40] hours/week (we are on PT time) Compensation: $[50-300]/hour (depending on experience) Position Overview We are seeking a highly capable financial analyst freelancer to support active venture fundraising and investment processes. This role will focus on financial modeling, investment analysis, and investor-facing analytical work in close collaboration with senior team members. Responsibilities Build, update, and maintain financial models (company operating models, investment return scenarios, etc.) Prepare tables, charts, and analysis for investor decks and marketing materials Assist with diligence-related analysis (financial, market, unit economics) Run sensitivity and scenario analyses on key assumptions to understand range of outcomes Maintain a high technical bar while moving quickly in deadline-driven environments Be highly AI proficient and leverage best-in-class tools in a bleeding-edge way to increase speed, rigor, and output quality Qualifications 3+ years experience in financial analysis, investment banking, private equity, venture capital, or consulting Advanced Excel and PowerPoint skills (ability to build financial models from scratch) Strong understanding of venture fund mechanics and return modeling Clear written and verbal communication Detail-oriented, reliable, and responsive Nice to Have Prior VC or growth equity fund experience Experience supporting live fundraising processes

We are supporting a corporate M&A team in its evaluation and execution of a potential acquisition of a European healthtech asset currently running through a competitive sell-side process. The engagement provides senior buy-side execution support at Manager/VP level to complement the in-house corporate M&A function during a live deal. The target operates in the software/SaaS healthtech space, and the role demands an operator who can independently drive diligence workstreams, valuation, and bid preparation against an external process timeline. Responsibilities: / Lead buy-side due diligence workstreams, including commercial, financial, and operational review of the target / Build and refine valuation models, including DCF, trading and transaction comparables, LBO sensitivity, and accretion/dilution analysis / Coordinate external advisors (financial, legal, tax, commercial DD) and manage deliverable timelines against the sell-side process calendar / Prepare investment committee and board materials, including IOI, LOI, and final bid submissions / Review and synthesize VDR content, flagging risks, upside drivers, and diligence gaps for corporate M&A leadership / Support negotiation strategy and SPA/TSA workstream inputs, including key commercial terms and closing mechanics / Interface directly with the sell-side advisor on process logistics, Q&A, and management presentations / Produce sector and competitive landscape intelligence to support the strategic rationale Requirements: / Possess 7-12+ years of M&A execution experience at a bulge bracket, elite boutique, mid-cap advisory, Big Four corporate finance practice, or a combination thereof, with demonstrated progression to Manager/VP level / Demonstrate prior exposure to software, SaaS, or healthtech transactions, ideally with buy-side execution experience / Show the ability to run workstreams independently in live, time-pressured, competitive deal environments / Exhibit strong financial modeling capability across LBO, merger models, DCF, and scenario/sensitivity analysis / Possess experience managing external advisors and coordinating multi-workstream due diligence / Demonstrate full professional fluency in English for deal documentation and advisor interaction Nice to Have: / German fluency for seamless interaction with the internal corporate M&A team / Prior in-house corporate development experience alongside a banking/advisory background / Direct experience as a buy-side bidder in competitive sell-side processes / Familiarity with healthcare/medtech transaction specifics (data protection, reimbursement, regulatory considerations) / Exposure to cross-border European transactions Scope of Work: / Provide senior buy-side execution support throughout the active sell-side process window / Deliver due diligence synthesis, valuation output, and bid-ready materials to the corporate M&A team / Participate in advisor calls and management meetings as required / Estimated engagement duration aligned with the sell-side process timeline (typically 2-4 months) / Remote working model with availability across European business hours

We are supporting an Iberian private equity firm in the preliminary due diligence phase of a relevant minority investment in a specialized third-party logistics operator serving fashion, beauty, and lifestyle retail, with operations across Spain, Latin America, and Asia. The target exceeds €100M in revenue with a compound annual growth rate above 20% over the last four years, but carries meaningful anchor-client concentration with a global fashion retailer where recent contractual losses have surfaced across certain brands within the group. The engagement is a two-week Red Flag commercial and market due diligence designed to independently pressure-test the investment thesis — anchor-client resilience, new-business pipeline credibility, expansion into beauty and lifestyle verticals, sustainability of competitive positioning, and Latin American geographic expansion — against the plan to reach approximately €200M in revenue by 2030. Responsibilities: / Size and validate the addressable market for specialized retail logistics in fashion, beauty, and lifestyle across Iberia and Latin America, including e-commerce penetration trends and specialized-logistics demand vectors / Assess anchor-client relationship resilience, quantifying revenue genuinely at risk and the probability of further contract losses, recovery, or substitution over the plan horizon / Evaluate the credibility of the new-customer pipeline by reviewing pipeline composition, historical conversion rates, typical sales-cycle length, and the commercial organisation's relationship network and win track record / Assess realistic market accessibility in beauty and lifestyle verticals relative to incumbent specialists, covering client requirements, barriers to entry, and vertical margin profile / Evaluate the sustainability of competitive advantage against large generalist logistics operators, testing contractual, technological, and reputational moats at the segment level / Assess the viability of Latin American geographic expansion, covering local margin profiles, competitive intensity, regulatory and FX risk, and model replicability / Design and execute a primary-research programme covering target commercial and business-development leadership, current and prospective customers (subject to NDA), and sector experts in retail logistics, beauty logistics, and LatAm logistics markets / Review business plan, commercial pipeline, won/lost contract history, and existing market studies / Build quantified growth scenarios and produce a prioritised commercial risk register / Deliver a final Spanish-language report (≤25 pages) addressing the six key thesis questions and host a closing session with the investment team Requirements: / Possess a demonstrable track record of leading commercial and market due diligence engagements for PE sponsors on mid-market European targets / Demonstrate accredited sector experience in third-party logistics, contract logistics, or specialised retail logistics — ideally serving fashion, beauty, or e-commerce operators / Show proven capability in primary research with enterprise customers, competitors, and sector experts, including interview design, execution, and synthesis / Exhibit market-sizing and scenario-modelling fluency, with the ability to independently pressure-test management business plans / Spanish fluency at native or full professional level — the final deliverable and stakeholder communication are in Spanish / Professional working English for cross-border interviews, given the target's LatAm and Asian operations and global anchor client / Deliver a ≤25-page Spanish-language report and closing presentation within a two-week window from kick-off / Provide references covering at least two comparable engagements over the last three years Nice to Have: / Prior commercial DD engagements on logistics, supply chain, or B2B services businesses with meaningful Latin American exposure / Direct experience assessing anchor-client concentration risk in B2B services contexts / Established expert network across fashion, beauty, and lifestyle retail logistics / Prior engagements with Iberian or Latin American PE sponsors / Familiarity with minority-stake investment theses and the associated diligence nuances / Availability to travel across Europe and Latin America for in-person interviews where required Scope of Work: / Two-week engagement from kick-off, commencing in the first week of May following award in the week of 28 April / Primary interview programme covering target management, a targeted set of current and prospective customers, and sector experts across retail logistics, beauty, and LatAm / Documentary review of business plan, commercial pipeline, contract history, and prior market studies / Market sizing, competitive benchmarking, and relative positioning analysis versus European and local peers / Final deliverable: Spanish-language report (≤25 pages) responding to the six key thesis questions, with quantified growth scenarios and a prioritised commercial risk matrix / Closing presentation to the PE investment team, either on-site or by videoconference / Primarily remote execution, with travel across Europe and LatAm as required for customer and expert interviews / Firm-level engagement: sourcing focus is the engagement lead (Director/Principal/Partner) who will bring a 3–5 person team (1 lead + 1–2 mid-level consultants + 1–2 analysts)

We are supporting a recognized European private equity sponsor in the confirmatory diligence of a relevant minority stake in a specialist logistics operator serving fashion, beauty, and lifestyle clients across Spain, LatAm, and Asia. The target operates more than 20 logistics centers spanning over 500,000 m² with several thousand employees, generating over €100M in revenue at roughly 8% EBITDA margin versus European specialist peers at 8–12%. The engagement is a two-week technical and operational due diligence anchored on validating the margin-improvement thesis (automation, labor efficiency), the scalability of the network for double-digit growth, and readiness for higher-value verticals. Responsibilities: / Conduct site visits to 2–3 principal Spanish logistics centers and, potentially, one LatAm facility, complemented by remote interviews for international sites / Lead interviews with the Director of Operations, facility managers, and the technology team / Review the business plan (including capex), operational KPIs, lease agreements, WMS/TMS inventory, and client onboarding procedures / Benchmark operational efficiency against European specialist peers: layout, flows, automation, productivity per m² and per operator, and peak-demand management / Assess the viability and cost of the automation plan (sorter, shuttle, robotics), including payback and deviation risk against budgeted capex / Validate the network's capacity to absorb double-digit growth without unplanned incremental surface investment / Evaluate whether the WMS/TMS technology constitutes a defensible barrier to entry versus generalist operators / Assess operational and process readiness for beauty and lifestyle verticals (unit picking, premium packaging, sanitary regulation) / Surface operational and continuity risks (operational talent retention, last-mile dependency, geographic concentration of critical sites) / Deliver a written report in Spanish (maximum 25 pages) with quantified improvement potential and a prioritized risk matrix, and present findings in a closing session with the sponsor Requirements: / Possess a demonstrable track record of operational due diligence on European retail logistics operators / Show hands-on assessment experience of warehouse automation technology (sorter, shuttle, robotics, AS/RS) / Exhibit functional literacy in WMS and TMS platforms and their integration with retail clients (RFID, traceability, reporting) / Demonstrate the seniority to engage directly with executive-level operational leadership and produce an IC-ready independent opinion / Operate with full professional fluency in Spanish, including written deliverable in Spanish / Be available for a two-week engagement starting in the first week of May 2026 / Commit to travel within Spain and, if required, one trip to LatAm Nice to Have: / Prior diligence or operational exposure to fashion, beauty, or lifestyle logistics specifically / Previous engagements on the buy-side for private equity sponsors / Familiarity with European specialist logistics benchmarks (KPIs, cost structures, automation maturity) / LatAm operational exposure, particularly for multi-country retail logistics networks / Experience framing quantified improvement potential in margin-bridge format Scope of Work: / Two-week engagement from kick-off, deliverable-led / Site work in Spain (2–3 centers) plus potentially one LatAm visit / Remote interviews for international facilities / Document review covering business plan, capex, KPIs, lease portfolio, and systems inventory / Written report in Spanish, maximum 25 pages, addressing six defined diligence questions / Closing session (in person or videoconference) with the sponsor team

A top 50 accounting firm pursuing a roll-up strategy needs hands-on modeling support for active acquisition targets. The acquirer has a defined playbook: ingest trial balance data from each target, normalize it, and build it into a standardized M&A model that reflects a "scrape" structure, where target partners receive an upfront payment in exchange for the acquirer taking a defined percentage of what would have been their go-forward partner profits. You will own the model build for each target, stress-test assumptions, and translate output into board-ready materials. What you will do - Take target financial data (trial balance, WIP, AR aging, partner comp schedules) and build it into the firm's standardized acquisition model - Structure scrape mechanics: upfront consideration, profit participation percentages, waterfall, and partner earnout over the hold - Normalize target P&Ls for owner comp, related-party items, and accounting policy differences - Build and maintain sources and uses, purchase price allocation, pro forma P&L/BS/CF, and returns analysis (IRR, MOIC, cash-on-cash) - Produce board decks and IC memos summarizing deal economics, key risks, and sensitivities - Interface with target CFOs and controllers for diligence Q&A as needed What you need for the job - Fluency reading and normalizing a trial balance. You spot owner comp in opex, catch related-party items, and handle cash to accrual conversions without supervision - Strong Excel modeling, specifically three-statement models, returns analysis, and earnout structures with non-linear triggers - Understanding of services firm economics, including partner comp, realization, utilization, WIP - Ability to produce a board-ready IC deck from your own model output Background that typically produces this skill set - 5+ years combined across public accounting, transaction advisory, or operating finance at a services business - Big 4 FDD, middle-market TAS, or controller at a PE-backed services platform - CPA credential is a plus but not required if the underlying skills are there Nice to have - Direct experience at an accounting firm roll-up platform (Ascend, Aprio, Citrin Cooperman, EisnerAmper, Baker Tilly, Crete Professionals) - Prior independent or fractional consulting experience

We are supporting an energy infrastructure investor in identifying a contract analyst with specialist expertise in battery energy storage system (BESS) project economics. The engagement centres on two core analytical workstreams: assessing the commercial profitability of individual BESS projects and evaluating their financing feasibility across a range of capital structure scenarios. This is a technically demanding role that sits at the intersection of project finance mechanics, energy market revenue modeling, and investment decision support — requiring a candidate who can operate with limited briefing and produce investor-grade outputs independently. Responsibilities: / Build and maintain detailed project-level profitability models for BESS assets, capturing the full revenue stack including energy arbitrage, capacity market payments, ancillary services (e.g., FFR, DCR, BM participation), and any contracted offtake revenue. / Conduct financing feasibility analyses, including debt capacity assessment, DSCR profiling, sculpting logic, and indicative term recommendations across project finance and corporate finance structures. / Evaluate key investment metrics — including project IRR, equity IRR, NPV, LCOS, and payback period — under a range of base case and downside assumptions. / Design and execute scenario and sensitivity analyses stress-testing project economics against key variables including electricity price curves, degradation profiles, cycling assumptions, O&M cost escalation, and financing cost movements. / Review and synthesize project-level documentation including technical reports, offtake and PPA agreements, grid connection terms, EPC contracts, and planning/permitting status to extract relevant financial inputs. / Translate technical parameters — including battery chemistry assumptions, round-trip efficiency, augmentation costs, and end-of-life considerations — into quantified financial impacts within the model. / Prepare investment committee memoranda, lender presentations, or financing summaries communicating project economics, risk factors, and recommended capital structure in a clear, concise format. / Monitor relevant market developments including energy price forecasts, regulatory changes to subsidy mechanisms, and evolving debt market appetite for storage assets. Requirements: / Demonstrate hands-on experience building project finance models for renewable energy or energy storage assets from scratch, with advanced Excel proficiency and a clean, auditable modeling style. / Possess a thorough understanding of BESS project economics, including revenue stack mechanics, degradation curve assumptions, and the cost structure of utility-scale storage assets. / Show fluency in project-level debt structures applicable to energy infrastructure, including project finance, corporate debt, and hybrid instruments, with the ability to size and sculpt debt independently. / Exhibit the ability to synthesise complex technical and commercial inputs — sourced from third-party reports, developer data rooms, and market databases — into coherent financial outputs suitable for investment-level decision-making. / Demonstrate prior experience preparing investment committee materials or equivalent structured outputs, with clear communication of key assumptions, risks, and sensitivities. / Possess a strong academic foundation in finance, economics, engineering, or a related quantitative discipline. / Show the level of seniority and self-sufficiency required to operate independently within a lean team, managing multiple workstreams without day-to-day supervision. Nice to Have: / Prior direct exposure to BESS-specific technical parameters, including round-trip efficiency assumptions, degradation modeling methodologies, battery chemistry trade-offs (e.g., LFP vs. NMC), and augmentation cost structures. / Familiarity with capacity market rules, ancillary service procurement frameworks, or equivalent continental European storage revenue mechanisms (e.g., aFRR, mFRR, FCR). / Experience working within or alongside a PE, infrastructure fund, or project finance lending team on renewable energy or storage transactions. / Exposure to PPA structuring, offtake contract review, or grid connection cost assessment as part of a broader project finance workstream. / Proficiency with energy market data tools or databases (e.g., Bloomberg NEF, Aurora, Modo Energy, Afry/Pöyry forecasts) to support revenue assumption development. Scope of Work: / Financial modeling and profitability assessment of a defined pipeline or portfolio of BESS projects, covering the full project lifecycle from construction through operations. / Financing feasibility analysis per project, including debt capacity sizing, term structure recommendations, and covenant sensitivity outputs. / Scenario and sensitivity analysis deliverables structured to support investment committee or credit committee review. / Investment or financing memoranda summarising project economics, risk profile, and capital structure recommendations for each project reviewed. / Model documentation and assumption register maintained to a standard suitable for third-party lender or investor review.