Top Corporate Finance Consulting Experts

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I am an Accounting graduate & started career as an Accountant. I also worked in academia as a teacher & researcher. Most of the tasks involved financial analysis & strategic decisions making. Now I share my long-term professional experience by writing article. My article mainly solve financial problems & advice how to recover it.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

If you’re here, you’re probably curious about who I am and what we do at spectup. Let me fill you in. I started my career with a banking apprenticeship, thinking I’d spend my life crunching numbers. But then I discovered startups—and everything changed. At N26, the fintech unicorn, I got my first taste of the fast-paced world of innovation. I fell in love with the chaos, creativity, and energy. After that, I joined Civey, where I dove into digital market research, business models, and marketing strategies. Then came Deutsche Bahn, where I worked on international expansion, competitor analysis, and market strategies. I learned how to make sense of complex industries (global transport markets, anyone?) and drive growth. At diffferent (yes, that’s how it’s spelled), I helped brands like Audi and Zalando identify growth opportunities and design innovative business strategies. And at Deloitte’s Innovation & Ventures team, I worked on building future-proof businesses with cutting-edge tech. One highlight? Leading 30+ projects at the BMW Startup Garage, helping startups find their place in the world of mobility. That’s where I saw the real power of connecting startups with the right partners. Now, I’m building spectup. We work with growth-stage companies and select early-stage startups, helping them raise capital, connect with the right investors, and position themselves for long-term success. We also work with investors—PEs, VCs, angels, and family offices—helping them find promising, vetted companies to invest in without spending countless hours on due diligence. Why? Because startups fail too often, and investors waste too much time looking for the right opportunities. We’re here to bridge that gap. Whether you’re a founder looking for investors or an investor seeking quality opportunities, spectup is about making those connections—and making them work.

Patrick Schultz brings a sharp analytical edge to real estate investing, shaped by his experience as a research analyst for Jim Cramer on CNBC’s Mad Money. His deep understanding of financial markets, asset valuation, and investment strategies allows him to identify undervalued properties and optimize yield across his real estate portfolio. Alongside his wife, Hilary Schultz—a licensed real estate agent in Texas and Florida— their small family owned portfolio of businesses operate across every stage of residential real estate. They acquire homes, execute strategic renovations in SFR properties, and selectively retain assets that align with their long-term investment strategy. For Patrick and Hilary, real estate isn’t just about buying and selling—it’s about crafting solutions for homeowners. Whether purchasing homes for cash, revitalizing physically distressed properties, or helping sellers move forward with confidence, they approach every transaction with a problem-solving mindset. Their goal? Delivering outsized returns for investors while creating a delightful real estate experience for Texas home sellers.​

I am the founder of BeastBI GmbH, a digital consultancy specializing in digital marketing. Whether it's marketing analysis, restructuring, or migration. We focus on optimize marketing budgets and improve ROIs. HubSpot and Google Ads certified and partner. With over a decade of experience across CRM, Paid Ads, SEO, (B2B) leadgen and marketing analysis, I combine technical know-how with a deep understanding of marketing & business strategy. I work and lead a remote team, scaled international campaigns. I also support companies as interim head of marketing and similar positions.

Alan Andrews is a Web Marketing Consultant at KIS Finance with a strong background in finance and a sharp focus on SEO. After 30 years in the finance sector – specialising in large bridging loans and development finance – he turned his attention to digital strategy, using his technical skills to drive online visibility and lead generation. Alan manages KIS Finance’s SEO and content performance, continuously refining the site’s structure and organic rankings. When he’s not testing site architecture or decoding Google updates, he’s sharpening his Krav Maga skills or enjoying coastal walks.

Susan Andrews is a senior HR consultant with over 30 years of experience, specializing in HR functions, employee relations, and workforce strategy. At KIS Finance, she also helps clients navigate complex financial needs. With a deep understanding of risk management, compliance, and employment law, she has worked at board level, ensuring HR strategies align with business objectives. As a Fellow of the Chartered Institute of Personnel and Development (FCIPD), Susan’s expertise includes designing reward and development strategies, implementing GDPR compliance, and managing complex employee relations issues. Outside of work, Susan enjoys horse riding, pilates, and reading.

Damon Paull, AWMA® - Financial Advisor, Best-Selling Author, Military Veteran As a wealth management advisor and Amazon best-selling author in Money and Business, Damon Paull brings a military precision to financial journalism. His recent collaboration with former FBI hostage negotiator Chris Voss on "Empathetic Leadership" shows he can take complex financial concepts and turn them into stories that resonate with everyone. With over 8 years of industry experience and a background as a Marine Corps veteran and State Department contractor, Damon writes about: • Intergenerational wealth transfer • Corporate benefit plan optimization • Investment portfolio construction • Business succession planning • Veteran financial empowerment • Global market analysis through a geopolitical lens As a Wealth Management Advisor at Cetera Investors, Damon’s expertise goes beyond traditional financial planning. He uses cutting-edge financial technology and analysis tools to bring you fresh perspectives on emerging trends and investment opportunities. His writing style is data-driven with a storyline, making complex financial concepts accessible to sophisticated investors and general audiences. Regular contributor to discussions on wealth preservation, market dynamics and financial technology. Damon welcomes opportunities to provide professional commentary and in-depth analysis for financial publications looking for expert opinions on wealth management and investment strategies. For editorial inquiries or commentary: Damon Paull, AWMA Damon.Paull@ceterainvestors.com 832.535.2286 Glen Allen, VA Available for national and international commentary Cetera Investors. Damon Paull, Wealth Management Advisor. Securities and Insurance Products offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. 140 EASTSHORE DR. SUITE 105, GLEN ALLEN, VA 23059. 804-346-4670. The opinions expressed are those of the writer, not recommendations of Cetera Investment Services LLC or its representatives.

Kristan de Graaf is the founder of Elite Rentals Dubai, known for its luxury cars and yachts, including Dubai’s only Lamborghini Yacht. He was named in Forbes’ 30 Under 30. Since 2019, Kristan and his brother Julian have built a fleet of 90+ luxury cars and yachts. Kristan also flips Dubai mansions, turning them into top-selling homes. Kristan’s work sets new standards in luxury.

I’m Cristy Verdeja Zaldívar—a strategic communications and marketing leader with over 15 years of experience transforming how brands connect, grow, and lead. As CEO of Pointe Connect, I consult for companies across industries—from nimble startups to global Fortune 500s—offering high-level strategy rooted in clarity, creativity, and results. I specialize in diagnosing challenges, crafting messaging that resonates, and building marketing and communications frameworks that drive real business impact. Known for my sharp instincts and innovative thinking, I’m the person teams call when they need to elevate their brand, reset their approach, or navigate complexity with confidence. My expertise spans corporate communications, PR, digital strategy, crisis and issues management, and multicultural marketing. I’ve advised industry giants, led global campaigns, and built cross-functional teams that deliver. I’m a bilingual storyteller (English/Spanish + conversational French) with a global mindset and a deep belief in the power of connection. Whether I’m guiding an executive team or rolling up my sleeves with a small business owner, I bring vision, structure, and momentum to every engagement.

Holly Andrews is the Managing Director and Mortgage Advisor at KIS Finance, with over 20 years of experience in finance and insurance. She began her career in 2007 as a Secured Loans Underwriter, later transitioning into roles focusing on customer service and compliance. In 2015, Holly took over as Managing Director of KIS Finance, specializing in Bridging Finance and Equity Release. Holly’s expertise spans all types of mortgages, property investing, money management, and business start-ups. Holly is known for her hands-on leadership, continually improving business procedures and delivering tailored financial solutions. Her professional qualifications include CeMAP, CeRGI, CeRCH, and CeRER. Outside of work, she enjoys gaming, cooking, and raising awareness for autism.

Investor, entrepreneur, and founder of Invested Mom, empowering individuals to achieve financial independence and live unrestricted lives. With expertise spanning corporate leadership, wealth building, and content creation, I help others master investing strategies that transform financial futures. Former Tesla executive where I managed billion-dollar revenue recognition and led teams of over 100 people, I successfully transitioned from corporate leadership to entrepreneurship, retiring at 38 through strategic investing in stocks, real estate, and business ventures. Born in Cape Town, South Africa, my entrepreneurial journey began at age 9 selling fudge to schoolmates. Today, I leverage my diverse experience to guide others, particularly women, in breaking free from traditional employment constraints to control their time, resources, and financial destinies. As the author of the upcoming book "Living Unrestricted," I share practical frameworks for wealth creation that anyone can implement regardless of their starting point. My approach combines personal transformation with actionable financial strategies that have helped countless individuals replace their income through investing and build lasting wealth. Co-founder of Penfriend, an AI-powered content creation tool developed to solve the challenges of content operations and management that I experienced firsthand as a business owner. Passionate about democratizing wealth and financial education, I believe everyone deserves access to the knowledge and tools needed to secure their financial future.

Adam Czeczuk is the Head of Consulting Services at Think Beyond, specializing in Salesforce platform implementations across industries such as education, automotive, finance, and IT services. With over a decade of experience in business development, team leadership, and project management, Adam has a strong track record of driving business growth and delivering scalable solutions. Adam holds 15 Salesforce certifications, along with Scrum Master and ITIL Foundation. His expertise lies in aligning Salesforce solutions with business objectives, leveraging AI to enhance customer experiences, and managing complex software projects. Adam’s leadership is centered on building teams and optimizing processes to achieve long-term success.

I’m Paul Owen, FCA, an Economics graduate from Exeter, and a FinTech alumnus from Oxford. With 20+ years in senior finance roles at PwC, T-Mobile, and FTSE 100 iGaming firms, I’ve seen first-hand the cost of hiring mistakes. So, what led a numbers guy into the world of people? The realisation that success is about more than just numbers, it’s about the right talent. In 2017, I launched RecruitBlock to help web3 and blockchain startups build world-class teams that drive innovation. With a unique mix of financial insight and recruitment expertise, I’ve helped businesses grow by placing the right people in business-critical roles. I know that hiring isn’t just about filling seats, it’s about finding those who will make an impact, fast. I’ve built teams that thrive, and I bring this same focus to every search. I’m also an international speaker, regularly sharing my insights on the power of people in web3 at global events, including Zebu Live in London, and crypto meetups around the world. My mission is simple: connect groundbreaking companies with the right talent quickly, effectively, and affordably. Because getting recruitment right is the key to unlocking business potential. The right talent drives performance, fuels innovation, and sets the stage for lasting success.

I’m Daniel (He/Him), and I’m the Founder of The Courage Collective. My experience includes work in Entrepreneurship, Venture Capital, Tech, Consulting, Education, and the Nonprofit Sector. I care deeply about humanizing the Diversity, Equity & Inclusion conversation, bringing impactful ideas to life, and creating meaningful, memorable, and transformational experiences with & for others.