Deal Structuring – Advice from Experts

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Deal Structuring

Vancouver

$200.0/min 4.9 11 $3.33/min

Finance and deal structuring expert, term sheet enthusiast, start-up advisor, co-founder of start-ups, angel investor, board member, interim-CFO, director angel fund, debt restructuring and M&A from time to time.

Jamie Nicoll

Halifax, Canada Area

$150.0/min 4.9 2 $2.5/min

Extensive experience in launching and financing early and growth stage companies, on both public and private markets. Specialist in private equity and debt, with an extensive network of HNW and institutional investors. Significant experience selling companies across many different sectors. Have taken companies to public listing through IPO and RTO. Former member of Institute of Corporate Directors and committed to corporate governance best practices and education. Former member of Securities Commission, former licensed stock broker. Ten years with a big four accounting firm.

Chris J. Snook

United States

$450.0/min 5.0 26 $7.5/min

AI Implementation, Agent Workflow Design, and AI Governance Advisor for Founders, CEOs, and Operating Teams I help companies turn AI interest into deployed workflows, clear priorities, and practical governance. Rate: $420/hour I help founders, CEOs, and operating teams move from AI curiosity to real execution. My work focuses on AI implementation, agent workflow design, executive decision support, and practical governance. I help businesses identify the highest-value use cases, design workflows that fit how teams actually operate, and avoid wasting time on scattered tools, vague experiments, and low-leverage initiatives. Over the last two decades, I have built products, led growth, advised leadership teams, and worked across customer experience, go-to-market systems, process design, and operational execution. That experience now informs a focused AI advisory practice centered on making AI useful inside real businesses, not just interesting in presentations. Clients typically call me when they need help answering questions like: - Where should we apply AI first? - Which workflows are worth automating? - How should humans and AI work together? - What risks, controls, and governance should we put in place before rollout? - How do we turn multiple tools and disconnected ideas into one execution plan? I am especially useful for leaders who want strategic clarity without months of consulting overhead. My calls are direct, practical, and outcome-focused. You will leave with sharper priorities, a clearer decision framework, and concrete next steps. Areas I help with: - AI strategy and prioritization - AI implementation - Agent workflow design - Operational AI - Executive decision support - AI governance and readiness - Customer journey redesign using AI - Go-to-market workflow improvement - Team process redesign for AI leverage - Automation strategy Typical calls: - 30-Minute AI Opportunity Triage - 60-Minute Agent Workflow Design Session - 45-Minute AI Governance and Readiness Review - 60-Minute AI-Enabled Customer Journey Audit - Executive AI Sounding Board Call Book a call with me if you need clarity on where AI fits in your business, how to structure implementation without creating chaos, or how to turn scattered experiments into a focused operating plan. I bring a builder-operator lens to AI advisory, grounded in years of product, growth, customer experience, and operational leadership. Most people book me when a single strong decision is worth far more than the cost of the call.

Natalie Roberts

Honolulu, HI

$500.0/min N/A 0 $8.33/min

M&A advisor with 20+ years of experience, including HP’s $13.9B EDS acquisition and M&A leadership at Pearson. Over the past years, I’ve advised many founder-led companies through successful exits, helping with valuation, deal strategy, and transition decisions.

Khaled Khalil

Toronto, Ontario

$400.0/min N/A 0 $6.67/min

I’m a real estate broker, investor, and sales strategist with 19+ years of experience helping investors and business owners make high-stakes decisions with confidence. Over my career, I’ve personally closed $70M+ in transaction volume and earned $1M+ in commissions, advising on residential, commercial, and mixed-use real estate across multiple markets. Clients typically come to me before they act — when they’re deciding whether to buy, sell, refinance, restructure a deal, or navigate a negotiation where the margin for error is high. I’m often brought in as a second opinion when something doesn’t fully add up or the risk feels understated. My expertise sits at the intersection of real estate strategy, deal evaluation, negotiation, and sales systems. Calls are focused, practical, and grounded in real-world experience — not theory. If you’re facing a decision that could materially impact your capital, portfolio, or business trajectory, I help you see the full picture and make the right call.

Brooks Rhinehart

Austin, TX

$400.0/min N/A 0 $6.67/min

I work with founders and execs who need fast clarity, not another framework. I’ve helped companies grow from $1M to $50M by pressure-testing strategy, sales motion, and decision logic in real time. Book if you want sharp questions, honest answers, and forward motion.

Eduardo Diaz Uriarte

Madrid, España

$400.0/min N/A 0 $6.67/min

I support private equities and corporates in extracting and capturing the full value of inorganic transactions — both pre-deal, through strategic positioning and synergy and optimization valuation; and post-deal, through hands-on execution and synergy and optimization capturing. My specialties are corporate strategy, due diligence, carve-out planning and acquisition, and post-merger integration. Extensive experience in Healthcare, Consumer Goods, Business Services and Manufacturing

Michal JUDOVITS

$350.0/min N/A 0 $5.83/min

15+ years in strategy and commercial leadership across maritime, infrastructure, energy, and sustainability. I help founders, investors, and corporates navigate complex markets, structure partnerships, and negotiate with confidence. If you’re scaling, raising capital, or entering new markets, I’ll help you find clarity and a practical path forward.

Ashley Flott

Columbia, SC

$150.0/min N/A 0 $2.5/min

Commercial real estate advisor and broker with over a decade of experience evaluating investment opportunities, development sites, and portfolio strategies. Managing Broker of The CREEA Group where I advise investors and developers on acquisitions, leasing strategy, underwriting, and deal structuring across retail, multifamily, and mixed-use assets. My background includes brokerage, development consulting, and investment advisory roles with experience analyzing over $100M in commercial real estate opportunities. I work with investors and property owners evaluating acquisitions, site feasibility, market demand, and transaction strategy across the Southeastern United States. I frequently help clients review deals, evaluate risks, and identify value-add opportunities before committing capital.

Virgile Descamps

Paris, France

$300.0/min N/A 0 $5/min

Corporate finance and M&A professional with 10+ years of experience in the pharmaceutical and biotech industry

Hector Ucha

San Antonio , Texas

$200.0/min N/A 0 $3.33/min

I help real estate investors structure deals in Texas—particularly seller financing (owner finance) and cross-border investments between Mexico and the United States. Most deals don’t fail because of numbers. They fail because of structure. I work with investors to: – review deals before closing – identify legal and operational risks – structure owner-finance transactions correctly – navigate cross-border investments If you’re working on a deal or exploring Texas, I can help you evaluate it clearly and avoid costly mistakes.

Rami Khawla

Dubai - UAE

$60.0/min N/A 0 $1/min

Architect turned Real Estate Advisor with 9+ years of experience in Turkey and Dubai, specializing in luxury developments. Combining design expertise with market insight to help investors make the right decisions at the right time.

Filip Postek

Mexico City

$500.0/min N/A 0 $8.33/min

Filip Postek is CEO and founder of Nexalead.ai, an AI automation and consulting firm serving mid-market companies across the US and Latin America. He works as a Fractional Chief AI Officer for companies with 50-5,000 employees, deploying AI automation systems that replace manual operations and deliver measurable ROI within 30 days. His clients include Grupo Salinas/Elektra, Chedraui, HEB Mexico, and Casa Ley, with $2.4B+ in revenue influenced. He specialises in AI automation implementation, enterprise retail pricing optimisation, AI talent market dynamics, the fractional CAIO model, and EU AI Act compliance strategy. Based in Mexico City, operating globally. Bilingual EN/ES.

Alexander Mani

New York

$250.0/min N/A 0 $4.17/min

Wall Street-Trained Capital Strategist | $1B+ in Transactions | $200M+ Impact for Founders I help early and growth-stage founders raise capital, grow revenue, and scale with focus. With experience at Morgan Stanley, BNP Paribas, and Axiom & Partners, I’ve supported $1B+ in deals and helped generate $200M+ in tangible growth impact across industries. From investor-ready strategy and monetization to capital raises and pitch refinement — I give you sharp, direct support that moves the needle. If you’re raising, launching, or scaling and want to move faster with clarity and confidence, book a 15- or 30-minute call. You’ll leave with a clear action plan and no fluff. 📂 Case studies: https://drive.google.com/file/d/1SHZL5RAJugkEeYZewz-HDzjW4ZH_X3D4/view?usp=sharing

Cosmin Milas

Paris, France

$400.0/min N/A 0 $6.67/min

Former Investment Banker (20+ year), currently a Real Estate Investor. Structured Finance, Business Financing, Advisory, Project management, Financial Modelling, Deal Making, Business planning, Problem Solving, M&A.

George Kellerman

Washington, DC

$600.0/min N/A 8 $10/min

I'm currently a Managing Partner at Crystal Tech Fund, an early stage seed fund based in Washington DC, and before that I was a Managing Partner at 500 Startups, where I advised and invested in hundreds of early stage startups around the world.

David Twu, CPA, CGMA, MBA, MS

dallas, TX

$100.0/min N/A 9 $1.67/min

2006 BS Economics; 2007 JPM Private Client Advisor l; 2009 MS Finance; 2010 Comerica Commercial Banker; 2012 MBA Information Systems; 2012 MS Accounting; 2014 Certified Public Accountant; 2014 Chartered Global Management Accountant

Patrick Wakeham

New York, NY

$100.0/min N/A 0 $1.67/min

Founder of Apurata, former Escala.VC partner (4 investment exits), 1 founder exit. Before, 7 years of investment banking experience

Andrew Kluver

Minneapolis, MN

$200.0/min N/A 0 $3.33/min

Accomplished Leader with a demonstrated record of driving profitable changes within sales organizations. A proven record of leading from the front with specialties that include creating and executing business strategies to trigger profitable results, complex deal management to secure sustainable long-term customer partnerships and challenger selling to earn the trust required to sponsor change.

Andrew Larsen

Fort Myers, FL

$200.0/min N/A 0 $3.33/min

Spent the first 7 years of my career in NYC (Private Placements & Alternative Investments), then CFO of a fashion start-up, then BD for a Nashville-based $1B company, and now interested in helping entrepreneurs

Charles Barthelemy

Atlanta GA

$200.0/min N/A 0 $3.33/min

A former Wachovia Bank executive and now the head of my own company, BCC (Barthelemy Commercial Capital), For over 20 years, I've assisted thousands of businesses and individuals nationwide structure and close their deals to obtain millions in capital through conventional and creative methods. Barthelemy Commercial Capital is an accredited business with an A+ Rating with the Better Business Bureau and is also a Dun and Bradstreet | Access To Capital Preferred Lender.

Conor Patton

London

$200.0/min N/A 0 $3.33/min

Partner in Global Investment Firm. M&A, Capital Raising, Deal Management and Execution. Networking HNWI and Institutional Clients.

Gidibo Tindwa

Tanzania, United Republic of

$60.0/min N/A 0 $1/min

Serial Entrepreneur, Founder and Mentor. Passionate about Organizational Growth Development and Growth hacks!!

Aaron Rasmussen

Sioux Falls, SD

$350.0/min N/A 0 $5.83/min

Partner at McGowan Capital Group - Private Equity Firm ~ deal structuring, operating budgets, fund raising, strategy consultant, investment analyst President at Sage Commodities - Natural Gas Brokerage Advisory to The Bakery - Entrepreneurial Incubator ~ assist early stage entrepreneurs with strategy and finance MBA, Brandies University, International Business School CAIA, Chartered Alternative Asset Investment Analyst