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Groveland, FL, USA Investment Management
Senior
20 years experience
  • Financial Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +71
Hire Wilson
Bucharest, Romania Strategy, M&A
Manager
1 years experience
  • Financial Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +38
Hire Kuber
M&A, Private Equity
Manager
8 years experience
  • Financial Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +20
Hire Christian
Switzerland Strategy, M&A
Associate
5 years experience
  • Financial Advisory
  • Business Strategy
  • M&A
  • Corporate Finance
  • +4
Hire Alexandre
Zürich, Switzerland Strategy, M&A
Senior
31 years experience
  • Financial Advisory
  • Financial Modeling
  • Business Strategy
  • M&A
  • +8
Hire Thorsten
Barcelona, España M&A, Private Equity
Analyst
1 years experience
  • Financial Advisory
  • Financial Modeling
  • M&A
  • Corporate Finance
  • +4
Hire Ignasi
Zürich, Switzerland Strategy, M&A
Manager
9 years experience
  • Financial Advisory
  • Business Development
  • Project Management
  • Competitive Analaysis
  • +3
Hire Erik
Amsterdam, Netherlands Investment Management, FinTech
Associate
3 years experience
  • Financial Advisory
  • Financial Modeling
  • Financial Analysis
  • Due Diligence
  • +2
Hire Vishruth
A financial advisory consultant, also known as a financial advisor, is a professional who helps individuals and organizations manage their financial affairs. This can include providing advice on investments, retirement planning, estate planning, and other financial decisions. Financial advisors often work with clients to develop a financial plan that is tailored to their unique needs and goals, and they may also provide ongoing support to help clients stay on track and make informed financial decisions. Financial advisory consultants may work for a financial services firm, as part of a team of advisors, or they may operate their own independent consulting practice.

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Frequently asked questions

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

Full Flexibility

On-demand M&A deal staffing

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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The right hire

Permanent M&A Hiring

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 Financial Advisory

What tasks can a Financial Advisory Consultant help my business with?

A financial advisory consultant can help your business with a range of tasks, depending on your specific needs and goals. Some of the ways that a financial advisory consultant can support your business include:

  • Developing a financial plan: A financial advisory consultant can work with you to create a customized financial plan for your business. This plan can include strategies for achieving your financial goals, such as growing your business, reducing expenses, or improving cash flow.
  • Providing investment advice: If your business has excess cash or is looking for ways to grow your assets, a financial advisory consultant can provide advice on investments that align with your risk tolerance and financial goals. This can include stocks, bonds, mutual funds, real estate, and other investment vehicles.
  • Supporting retirement planning: If you or your employees are planning for retirement, a financial advisory consultant can provide advice on retirement savings options, such as 401(k) plans or individual retirement accounts (IRAs). They can also help you develop a retirement income plan that will provide the funds you need to live comfortably in retirement.
  • Offering estate planning services: A financial advisory consultant can help your business with estate planning, which involves making plans for the transfer of your business assets and wealth after your death. This can include creating a will, setting up trusts, and other legal documents.
  • Providing ongoing support: Financial advisory consultants often provide ongoing support to their clients to help them stay on track with their financial goals. This can include regular meetings to review your financial plan and make any necessary adjustments, as well as providing advice and support as needed.

What profile should I be looking for when hiring a Financial Advisory Consultant?

When hiring a financial advisory consultant, there are a few key characteristics and qualifications that you should look for. Some of the most important things to consider include:

  • Education and certification: Financial advisory consultants should have a solid foundation in finance, economics, and other related subjects. Many financial advisory consultants hold a bachelor’s or master’s degree in a field such as finance, accounting, or business administration. In addition, many financial advisory consultants are certified by professional organizations such as the Certified Financial Planner (CFP) Board or the Chartered Financial Analyst (CFA) Institute.
  • Experience: It is important to look for a financial advisory consultant who has significant experience in the field. This could include experience working for a financial services firm, as well as experience working with clients on a range of financial matters.
  • Knowledge and expertise: A financial advisory consultant should have a deep understanding of various financial topics, such as investments, retirement planning, estate planning, and tax law. They should also be knowledgeable about current market trends and changes in financial regulations.
  • Communication skills: Financial advisory consultants need to be able to clearly and effectively communicate complex financial concepts to clients. They should be able to explain financial concepts in simple, easy-to-understand language, and they should be able to listen to clients’ needs and goals in order to provide tailored advice.
  • Integrity and professionalism: Finally, it is important to look for a financial advisory consultant who is professional, ethical, and trustworthy. Financial advisors have access to sensitive financial information, so it is essential to work with someone who is reliable and has a strong reputation in the industry.

What’s the cost of hiring a Financial Advisory Consultant?

The cost of hiring a financial advisory consultant can vary depending on a range of factors, such as the consultant’s experience, qualifications, and the specific services they provide. In general, financial advisory consultants may charge an hourly rate or a flat fee for their services. They may also charge a percentage of the assets that they manage on your behalf.

In addition to the fees charged by the financial advisory consultant, you may also be responsible for any costs associated with implementing their recommendations, such as investment fees or legal fees. It is important to carefully review the fees and costs associated with working with a financial advisory consultant, and to compare them with other options, in order to determine the best value for your business.

How can a Financial Advisory Consultant support my strategy?

A financial advisory consultant can support your business strategy in a number of ways. Some of the key ways that a financial advisory consultant can help include:

  • Providing financial analysis and advice: A financial advisory consultant can use their expertise to analyze your business’s financial data and provide advice on how to improve your financial performance. This could include identifying areas where you can reduce costs, increase revenue, or improve cash flow.
  • Developing a financial plan: A financial advisory consultant can work with you to create a financial plan that is tailored to your business’s specific goals and needs. This plan can include strategies for achieving your financial objectives, such as growing your business, reducing expenses, or improving cash flow.
  • Supporting decision-making: Financial advisory consultants can provide valuable insights and guidance to help you make informed financial decisions. This can include providing advice on investments, retirement planning, estate planning, and other financial matters.
  • Offering ongoing support: Financial advisory consultants often provide ongoing support to their clients to help them stay on track with their financial goals. This can include regular meetings to review your financial plan and make any necessary adjustments, as well as providing advice and support as needed.

Overall, a financial advisory consultant can provide valuable support and guidance to help your business achieve its financial goals and objectives.

Do I need a Financial Advisory Consultant for successful M&A activities?

Mergers and acquisitions (M&A) can be complex and risky ventures, and having the right support and guidance can be critical to their success. A financial advisory consultant can provide valuable assistance with M&A activities, helping to ensure that these transactions are completed smoothly and successfully.

Some of the ways that a financial advisory consultant can support your M&A activities include:

  • Providing advice on potential acquisition targets: A financial advisory consultant can help you identify companies that are potential acquisition targets, and they can provide guidance on how to evaluate these companies from a financial perspective.
  • Conducting financial analysis and due diligence: Before completing an acquisition, it is important to conduct thorough financial analysis and due diligence to ensure that the target company is a good fit for your business. A financial advisory consultant can help with this process, providing expert analysis and advice to help you make informed decisions.
  • Negotiating terms and conditions: Financial advisory consultants can help you negotiate the terms and conditions of an acquisition, including the purchase price and other financial details. They can provide guidance on how to structure the deal in a way that is financially advantageous for your business.
  • Supporting post-acquisition integration: After completing an acquisition, it is important to integrate the new company into your business in a way that maximizes the benefits of the deal. A financial advisory consultant can provide support with this process, helping to ensure that the integration is successful and that the acquisition meets your business’s financial objectives.

Overall, working with a financial advisory consultant can provide valuable support and guidance for successful M&A activities.

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Case studies

Want to become a Fintalent?

»Fintalent is a unique M&A platform that matches corporates, VCs, family offices, and advisors with top M&A talents. They are right at the heart of M&A innovation and solve daily challenges in the M&A project business.«

Dr. Steffen Blase
Dr. Steffen Blase
Head of Mergers & Acquisitions of Volkswagen AG

»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

»We needed a VP of Finance / CFO profile to help put our fast-growing FinTech on the right track. Fintalent delivered more targeted profiles than I could have ever imagined, and they did it super fast. We’ve now hired our Fintalent full-time!«

Giacomo Ficari, Lifepal
Giacomo Ficari
CEO & Co-Founder, Lifepal