Hire best-in-class SEC filings consultants & experts

Our invite-only community connects the world’s top
SEC filings specialists to projects that need execution, now.

Ready in 48 hours.

merger and acquisitions recruitment platform
Selected clients and partners

The world's largest network of SEC filings consultants

Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

Talent with experience at
World Map

Hire your SEC filings consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!


Freelance M&A consultant

Barcelona, Spain
7 years experience


Freelance M&A consultant

New York, United States
10 years experience


Freelance M&A consultant

5 years experience


Freelance M&A consultant

United States
12 years experience


Freelance M&A consultant

4 years experience

Why should you hire SEC filings experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your SEC filings 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 SEC filings 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 SEC filings professionals, highly specialized within their domains. We have streamlined the process of engaging the best SEC filings talent and are able to provide clients with SEC filings 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 SEC filings professionals, speak over 55 languages, and have professional experience in all geographical markets. Our SEC filings 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 SEC filings consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our SEC filings 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 SEC filings 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 SEC filings 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.

Everything you need to know about SEC filings

What are SEC Filings?

The SEC (Securities and Exchange Commission) is the governing agency of the U.S. securities markets, responsible for enforcing the federal securities laws and regulating public companies, broker-dealers, investment advisers, mutual funds and transfer agents. SEC filings are documents filed with the SEC by U.S.-based companies that have to do with their business or operations in order to comply with certain regulations or meet reporting requirements. The US Securities and Exchange Commission provides a lot of useful information for investors. One of the most valuable resources is the SEC filing archives, which give a snapshot into what each company within the market is doing with their shares. If you want to get a “reading” on how somebody’s business is doing at any given point in time, it’s best to pull up their filing documents. These filings are publicly available upon request through The EDGAR Database .

The information contained in the filings may be quite wide-ranging, but they are typically categorized into three types:

  1. Annual Reports are made with the SEC by all public companies, with an annual deadline of 45 days after the end of each company’s fiscal year. This report focuses on a company’s performance over the previous year, as well as its plans for future operations and financial statements.
  2. Periodic Reports are periodic reports that public companies must submit to the SEC between annual reports, with deadlines typically 90 days after the end of each quarter. These documents contain information about a company’s results of operations, cash flows and changes in stockholders equity for that period. Most periodic reports also contain financial statements and management discussions and analysis (MD&A).
  3. Current Reports are submitted with the SEC between periodic reports and annual reports, and typically contain information about a company’s operations, its financial statements and management’s statements (MD&A).

SEC filings can be made using electronic filing through The EDGAR Database , where the documents are electronically stored. The U.S. Securities and Exchange Commission’s website provides information on how to access this database, including instructions on how to make requests for certain types of transactions.

Use of SEC filings

SEC filings are used by investors, business entities and the general public to enable monitoring of companies’ performance over time. These documents are also used by market analysts, industry professionals and researchers to gather information about particular businesses. They can provide information about a company’s products or services, revenues, earnings statements and financial conditions. However, since these documents do not reflect all aspects of a company’s operations (e.g., some information may be omitted), investors should always compare these statements with other sources to get a clearer picture of the company’s performance.

What Helpful Information Can You get from SEC Filings?

If you’re looking for disclosures about who owns what stock, we recommend the following:

  1. Significant holdings in company A relative to company B. If company A holds 1% of two competitors and only 0.2% of another competitor, but company B holds 100% of a competitor and 0% of another competitor, you might think maybe they’ve got something against these companies. On the other hand, they might have a position you don’t know about. Of course, if company A has 70% of stock in company B and nothing in any of the others, that’s probably a better sign.
  2. Insider sales (of shares owned by executives). If company A insiders are selling shares and company B insiders buying shares at the same time, that can be an indication of some sort of conflict between the parties involved: management and management: shareholders: or shareholders: management:
  3. Other holdings. You don’t need to know who owns everything; you only need to look at the changes. If a company that you’re in is in a position of strength, and a company that they’re in is in a position of weakness, the chances they’re going to be friendly are lower.
  4. Direct holdings: You can look up who owns what stocks. And they’ll show you everything up to 100%. Anybody owning more than 100% isn’t revealed. In some cases this makes sense for them to keep it private, but in others it doesn’t. In any case, if there’s someone with 20 million shares under their name and they only have 2 million dollars worth of property listed on their tax return, you can say that they might not be holding all of it temporarily.
  5. Stock sales: If you’re at all familiar with share trading, this should tell you something. If company A is selling shares to company B, and vice versa, that’s also worth knowing.

While all of these information about other companies can be accessed through the filings, startups are also required to also disclose their own information also at some point through SEC filings of their own. These filings follow specific rules that are expected to be adhered to by all companies. Fintalent, the hiring and collaborative for tier-1 M&A and Strategy Professionals offers a variety of finance professionals that can help businesses with their SEC filings when required.

Looking for a different skillset?

Hire related Fintalents

Case studies

Want to become a Fintalent?

Hire the best SEC filings specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global SEC filings consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent SEC filings specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!