Private Equity Services –
Gain an Investment Edge

Optimize market strategies and transform your portfolio companies with Toptal’s Private Equity Services. Our best-in-class professionals and industry specialists enable investments and drive operational excellence throughout the private equity life cycle.
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Clients Served
25,000+
Vetted Professionals
20,000+
Toptal Total Projects Delivered
64,000+
Industries Served
300+

TRUSTED BY LEADING BRANDS AND STARTUPS

Our Services

Toptal Private Equity Services

Improve your value-creation strategies with Toptal’s Private Equity Services. Leverage the expertise of our investment professionals or consult us for guidance on growth strategies, performance improvement, digital transformation, operational excellence, and more.

Deal Sourcing and Screening

Enhance your opportunity sourcing and screening process with proven industry expertise.

Market Research

Refine your investment research with data-driven market insights to uncover signals and opportunities.

Investment Life Cycle Management

Streamline your investment pipeline with agile deal flow management for a seamless investment life cycle.

Financial Modeling and Valuation

Evaluate your investment case rigorously with specialized guidance from our seasoned financial modeling and valuation professionals.

Due Diligence

Validate acquisition potential and mitigate risks through comprehensive due diligence covering financial, operational, and technical aspects.

Investment Committee Presentation

Prepare compelling presentations to showcase acquisition potential to the investment committee.

Strategic Growth Planning

Set targeted strategies to unlock new growth avenues for portfolio companies and drive value creation.

Performance Improvement

Implement cost optimization and performance improvement initiatives for portfolio companies to achieve operational excellence and profitability.

Digital Transformation

Transform portfolio companies with innovative and digital solutions, including AI/ML, analytics, and automation.

Operational Turnaround

Enhance your portfolio companies' competitiveness by leading process and operations improvement initiatives.

Platform Integration

Execute your buy-and-build strategy and seamlessly integrate acquired portfolio companies' operations and technology.

Exit/Sale Readiness

Prepare your portfolio companies for a successful transition through strategic planning and execution, ensuring maximum value at exit.

Looking for guidance about the private equity solution for your needs?

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PARTNERSHIP THAT WORKS

How We Deliver Private Equity Services

Our private equity experts, with experience at leading companies, develop and implement tailored strategies to meet your business needs and unique industry demands, ensuring sustainable results and long-term success.

1

Discover

2

Define

3

Develop

Once your scope is defined, the Toptal team will create your unique project timeline, set up processes, and prepare your engagement, whether it involves investment support or portfolio transformation.
4

Deploy

People collaborating in an office
CUSTOMIZED SOLUTIONS
End-to-End Private Equity Services That Deliver Value
Toptal delivers leading private equity services through its diverse talent network and flexible delivery models. We implement the right skills at each project phase, blending expertise from various roles for seamless execution.
Managed Delivery by Toptal
End-to-end project delivery per your specific requirements.
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Delivery Manager
Private Equity Expert's avatar
Private Equity Expert
Private Equity Strategist's avatar
Private Equity Strategist
Capital Markets Advisor's avatar
Capital Markets Advisor
Private Equity Expert's avatar
Private Equity Expert
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Private Equity Expert
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Finance Expert
Lauren Beam
Lauren Beam
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Delivery Manager

Lauren serves as the Senior Director of Managed Delivery at Toptal with a focus in driving high-impact innovation and implementing cutting-edge technologies across diverse client portfolios, from global startups to Fortune 500 companies. Her expertise within product strategy, program development and performance optimization contributes to her success in crafting forward-thinking solutions that redefine success in the ever-evolving tech landscape.

Previously Managed Client

Technology Experience

10+ Years

Francesco Castellano
Francesco Castellano
Verified Expert in Finance
Experience Icon

16+ Years

of Experience

Private Equity Expert

Francesco has 16+ years of experience in finance, consulting, business management, and sustainability. Throughout these years, he has worked on more than 20 projects as a consultant at Bain & Company and launched Uber operations in Turin, Italy. Lately, he has founded Tondo, an organization spreading circular economy concepts, and Tondo lab, a company driving the implementation of clean and circular innovations. Francesco is passionate about innovation and entrepreneurship.

Previously at

Jimmy Stone
Jimmy Stone
Verified Expert in Finance
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16+ Years

of Experience

Private Equity Strategist

Jimmy has executed and evaluated more than $1 billion in debt, equity, and M&A transactions at the investment bank J.P. Morgan, the private equity firm Warwick Group, and as a consultant. He’s advised businesses ranging from prerevenue startups to public companies valued at more than $1 billion in a broad range of industries. Jimmy holds an MBA with honors from Wharton, and he joined Toptal to help clients create tangible value and learn about new business models.

Previously at

Arvind Kumar
Arvind Kumar
Verified Expert in Finance
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10+ Years

of Experience

Capital Markets Advisor

Arvind is a consultant with more than 10 years of experience, including at KPMG Global Strategy Group, Goldman Sachs, and EY across the Middle East, America, India, and Europe. He has delivered 30+ projects, including growth strategies and business plans; M&A and financial analyses; pitch decks; and go-to-market, branding, and digital strategies. Arvind has a demonstrated track record in planning and delivering complex transformations ranging from $2 million to $1 billion. He holds an MBA from HEC Paris.

Previously at

Thorsten Jabas
Thorsten Jabas
Verified Expert in Finance
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18+ Years

of Experience

Private Equity Expert

Thorsten is a corporate finance advisor and CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and technology ventures. He partners with SMEs as well as PE/VC investors in the TMT, healthcare, consumer, and financial services sectors to solve strategic and financial challenges. He is also an expert financial modeler and speaks English, German, and French.

Previously at

Julio C. Ortiz
Julio C. Ortiz
Verified Expert in Finance
Experience Icon

33+ Years of

of Experience

Private Equity Expert

Julio has diversified experience as a finance VP for multinationals based in the US and Latin America in the financing, pharmaceutical, luxury goods, and personal care sectors and distribution channels, such as retail, wholesale, and travel retail. Julio's expertise includes financial planning and modeling, investment banking, commercial real estate, fundraising, business plan development, logistics, company valuation, and strategic and visionary leadership based on innovation and creativity.

Previously at

David Fulep
David Fulep
Verified Expert in Finance
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20+ Years

of Experience

Finance Expert

David is an M&A expert who has worked with the owners of 100+ businesses to raise capital, exit their investments at premium valuations, or execute successful acquisitions and initial public offerings. With 20+ years of experience, including six years at PwC, he has worked in many industries and extensively in the technology, media, and telecommunications and renewable energy sectors. David joined Toptal to advise clients on complex M&A and capital-raising transactions across the world.

Previously at

UNRIVALED EXPERTISE

Our Talent Has Worked With Top Companies

With experience at the world’s leading companies, our talent brings valuable insights and expertise to ensure world-class outcomes.

McKinsey & Company
Goldman Sachs
https://www.toptal.com/finance/business-management-consultants
Blackstone
Bain & Company
McKinsey & CompanyGoldman Sachshttps://www.toptal.com/finance/business-management-consultantsBlackstoneBain & CompanyCredit SuisseKKRBCGAccentureHSBCOpenAIMicrosoftGoogleIBMintelAppleAmazon Web ServicesNvidiaTeslaMetaSantanderSAP

OUR THOUGHT LEADERSHIP

Explore Insights From the Private Equity Field

Read the latest articles and resources to keep you current on emerging trends in private equity, investment strategies, portfolio management best practices, and more.

What Makes for a Successful Management Buyout Process?

Buying out the business you work for and then running it yourself doesn’t have to be a pipe dream. Management buyouts (MBOs) have been popular since the 1980s and, when aligned correctly, are appealing propositions for owners and motivated management teams.

Read More
Tyler Cain

Tyler Cain

Verified Expert in Finance
Tyler has led private and public investment activity across industries, including consumer and healthcare, among others.

Previously at

Wells Fargo

Looking for guidance about the perfect private equity solution for your needs?

Get a Free Consultation Now