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Kyiv, Ukraine Strategy, M&A
Manager
10 years experience
  • High Net Worth Individuals
  • Business Development
  • Due Diligence
  • Fundraising
  • +13
Hire Andrew
New York, NY, USA Strategy, M&A
Manager
6 years experience
  • High Net Worth Individuals
  • Financial Modeling
  • Business Strategy
  • M&A
  • +4
Hire Deji
Hangzhou, Zhejiang, China FinTech
Senior
6 years experience
  • High Net Worth Individuals
  • Financial Modeling
Hire Minghua
Los Angeles, CA, USA Strategy, Venture Capital
Senior
10 years experience
  • High Net Worth Individuals
  • Business Strategy
  • M&A
  • Business Development
  • +1
Hire Jake
London Strategy, M&A
Associate
5 years experience
  • High Net Worth Individuals
  • Financial Modeling
  • Business Strategy
  • M&A
  • +7
Hire Angelo
Roma, Metropolitan City of Rome, Italy Strategy, M&A
Manager
4 years experience
  • High Net Worth Individuals
  • Financial Modeling
  • Business Strategy
  • M&A
  • +11
Hire Gianluca
Zürich, Switzerland FinTech
Senior
8 years experience
  • High Net Worth Individuals
  • Business Development
  • Project Management
  • Competitive Analaysis
  • +8
Hire Mubeen
Washington D.C., DC, USA Strategy, M&A
Manager
4 years experience
  • High Net Worth Individuals
  • Financial Modeling
  • Business Strategy
  • M&A
  • +5
Hire Chris
Our High Net Worth Individual consultants help HNWI define and execute successful investment strategies.

Fintalent is the fastest way to get hyper-specialized M&A talent

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Frequently asked questions

What clients usually engage your High Net Worth Individuals Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of High Net Worth Individuals talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class High Net Worth Individuals professionals, highly specialized within their domains. We have streamlined the process of engaging the best High Net Worth Individuals talent and are able to provide clients with High Net Worth Individuals professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted High Net Worth Individuals professionals, speak over 55 languages, and have professional experience in all geographical markets. Our High Net Worth Individuals consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our High Net Worth Individuals consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our High Net Worth Individuals talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your High Net Worth Individuals talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my High Net Worth Individuals consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

We are a community-based M&A staffing platform.

With our platform, you can fill full-time M&A roles, or staff your team with a High Net Worth Individuals expert when you need an extra hand.

Full Flexibility

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Get full flexibility and add M&A team members from analyst to VP level on demand and on a per-deal basis.

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Hire the best talent for your Corporate M&A team. Our platform approach gets you in front of the right candidates, incredibly fast.

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Everything you need to know about High Net Worth Individuals

An individual with a high net worth is considered to be having conditions that generate significant amounts of wealth. In other words, they enjoy considerable access to both financial resources and the ability to extract value from these resources. The concept originated in business literature but is often used by economists, financial planners, and stockbrokers in reference to investors or wealthy people who may also be retired or semi-retired. Fintalent’s High Net Worth Individuals Consultants describe them as investors with a personal portfolio in excess of $1 million, not just those who have listed their investments on the public markets for trading purposes.

HNWIs are valuable resources, but they are also capital strapped organizations. Therefore, it is important to use the value you provide them to gain competitive advantage over other companies. In the world of negotiations, HNWIs lack price discovery and this can lead to them being overcharged for services and products (and thus reluctant to give you business).

How to manage High Net Worth Individuals

Provide Value – There are a variety of different ways in which companies can offer value to high net worth individuals. These can include, but are not limited to exclusive access to events, or having personal contacts that can be used as a resource for particular services. Consider any additional value you can add to the relationship and whether this will place you ahead of your competition

There are a variety of different ways in which companies can offer value to high net worth individuals. These can include, but are not limited to exclusive access to events, or having personal contacts that can be used as a resource for particular services. Consider any additional value you can add to the relationship and whether this will place you ahead of your competition Implement a valuation strategy – This is a simple solution that can be easily done quickly. Take the HNWI’s net worth, and estimate how much it would cost to acquire them if they were willing to sell their current behavior/situation. Then, estimate what that would mean in terms of value for the company – it could result in an improvement in priceless assets (like customer relationships), or reduced risk for future liabilities (like employee turnover)

Educate HNWIs who might be investing – The more educated people are about their own financial position, the better they can act as a steward of their money. Therefore, it is important to educate HNWIs so that they can make smart investments and that others know where all the money is going. This is especially important when it comes to giving advice around issues like succession planning

The more educated people are about their own financial position, the better they can act as a steward of their money. Therefore, it is important to educate HNWIs so that they can make smart investments and that others know where all the money is going. This is especially important when it comes to giving advice around issues like succession planning Keep an eye on who’s looking to invest in your business – This might sound obvious, but if you are always asking HNWIs if they are thinking about investing in your company, then you will know when they need some more information.

Negotiations

HNWIs are often reluctant to provide discounts or give money back. This can be overcome by considering the following:

Be clear about why you have asked for the discount – It is not always clear why business owners ask for discounts, which means that HNWIs might not realize why they are offering a discount. You should make it clear that you are offering some sort of benefit to the HNWI, such as providing them with better services or encouraging referrals.

If you give something of value to the HNWI through a discount, then this will likely make them more likely to deal with you again. For example – if an HNWI has a hard time getting access to foreign clients, then it might be worth offering assistance as part of a discount or other benefit. Ask for a favor – Many HNWIs are interested in making money by investing, or providing services in other ways. If you can show that you have the same interest and need help with something (like finding new employees), then this can be the start of an ongoing relationship

Many HNWIs are interested in making money by investing, or providing services in other ways. If you can show that you have the same interest and need help with something (like finding new employees), then this can be the start of an ongoing relationship There is always a price – Even if the HNWI does discount, it may still cost them a lot to invest. Accept that there is always a price tag that needs to be paid

How do find HNWIs?

It wouldn’t be difficult to find HNWIs in your current geographical area – If you have customers then it is easy to ask them who they know and how much they are willing to pay. It can also help if you are based locally in Asia, Europe or the Middle East (e.g. Singapore, Hong Kong, Dubai) because you will have the greatest access to the largest pool of potential investors.

If you have customers then it is easy to ask them who they know and how much they are willing to pay. It can also help if you are based locally in Asia, Europe or the Middle East (e.g. Singapore, Hong Kong, Dubai) because you will have the greatest access to the largest pool of potential investors Research on HNWIs.

There are plenty of companies that sell HNWI lists for a wide variety of locations. For example, one can usually pay between $5,000 and $10,000 to obtain a list of HNWIs in a certain area. Attend networking events – Many places or organizations offer events specifically made for potential investors.

Looking for a different skillset?

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Case studies

Want to become a Fintalent?

»Inorganic growth is a big part of our strategy. We were looking for a global partner to help us with our buy-side M&A projects, and found Fintalent. From first contact to project start took less than 2 weeks. The quality of talent is exceptional. Now, we’re already talking to potential targets.«

Bart van Acker
Bart van Acker
CEO, QbD Group

As a founder CEO, I’ve been evaluating our exit readiness and other options. Fintalent.io provided me with an expert who helped me to understand the value of our business. He took a closer look at our internal KPI and structures, to make sure we’re set up in the most professional way possible.

Bernd Bube
Bernd Bube
Founder & CEO, Advendio

»I worked in Corporate M&A for more than a decade and wish a platform like Fintalent would have existed years ago! Fintalent provides a very flexible, cost- and time-efficient way to deal with our buy-side transaction staffing requirements with top tier M&A experts.«

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Alexander Mora, CFA
Partner at Ingeniam, former COO/ Head of M&A of DWS Group