Gabriel Ricardo d.
M&A Advisor | Valuation | Financial Modeling | Investment Analysis
I deliver advanced, investor-grade financial models and valuations with investment banking rigor and audit-ready standards. My background includes 5+ years in Investment Banking at BR Partners (NASDAQ: BRBI) and 3+ years running advisory operations focused on modeling, valuation, and investor materials. I have delivered 100+ fully linked models to 50+ clients across SaaS, education, energy, consumer, logistics, and infrastructure in Brazil, the US, Europe, and the Cayman Islands. 1. Professional Background a. 5+ years in Investment Banking at BRBI11 leading multi-phase M&A processes, valuations, capital structure analyses, and restructuring mandates. b. 4+ years operating advisory ventures delivering models, valuations, and investor materials for founders, investors, and companies. c. 100+ financial models delivered and upgraded across SaaS, education, energy, consumer, logistics, infrastructure, and project-based industries. d. 50+ clients supported across Brazil, the US, the UK, Canada, Switzerland, Cyprus, Mexico, and the Cayman Islands. 2. Core Expertise a. Financial modeling: three-statement models, DCF, FCFF and FCFE valuation, LBO structures, KPI architectures, sensitivities, dashboards, consolidation logic, and long-term projections. b. Valuation: trading comps, precedent transactions, LBO cross-checks, hybrid valuation frameworks, and multi-layered DCFs aligned with investor expectations. c. Investor deliverables: audit-ready valuation outputs, fundraising models, financial projections, scenario analyses, and investment memos. d. Model QA and enhancements: structural audits, logic cleaning, refactoring, consolidation adjustments, stress testing, and performance improvements. 3. Approach and Methodology a. Structured and transparent workflows ensuring alignment from kickoff to delivery. b. Versioned outputs with clear assumptions, sensitivities, logic mapping, and executive summaries. c. Timelines calibrated to project complexity, from rapid-turnaround builds to multi-phase engagements. d. Rigor consistent with investment banking and due-diligence expectations. 4. Representative Work a. Education financial model fully validated by a Big Four firm with a clean bill of health. b. Valuation and Series A readiness modeling for a US-based consumer brand. c. Cross-border modeling mandates across Brazil, the US, and Europe for high-growth startups and established operators. 5. What You Can Expect a. Clarity, precision, and decision-ready deliverables. b. Work able to withstand investor, board, and audit scrutiny. c. Direct communication, disciplined execution, and full accountability. Client Review “Gabriel produced a very high quality project on what was a very complex body of work involving the full, detailed business case for a major International Independent School. We had the model that Gabriel created verified by one of the Big Four, as required in our own due diligence process, and it received a clean bill of health.” Andrew V.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $196
Billed in all: $30,509$31k
$49 in the last 6 months
Across 34 contracts
Earnings, last 30 days
Skill rankings: Top 32% in Investment Banking
Ranked by MRR among everyone on Upwork with the skill.
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- #201Mergers & Acquisitions485 freelancers · 🇧🇷 #2Top 41%🇧🇷#2 of 4