Leland+ for Investment Banking
Popular on Leland+
Back-to-School IB Networking
Kick off the recruiting season with Max A. (Former Senior Associate @ Vector Capital Management) in this interactive networking-focused session for students interested in private equity and investment banking. Whether you're preparing for fall interviews or just getting started in the process, this workshop will help you build key relationships, ask the right questions, and make a strong impression. Max will share tactical tips on how to connect with professionals and stand out in coffee chats and info sessions—just in time for the start of the school year.
From Zero to First Round: Understanding the IB Recruiting Journey
Breaking into investment banking is one of the most competitive and misunderstood recruiting processes out there. In this session, expert Leland coach and former BMO banker Alex B. will give a clear, honest overview of what it really takes to land that first interview—from networking and resume prep to understanding timelines and firm expectations. You’ll learn how to approach IB recruiting strategically, avoid common mistakes that derail candidates early, and build a step-by-step plan to stand out in an intensely competitive process. Whether you’re just starting to explore finance or gearing up for recruiting season, this session will help you navigate the journey with clarity and confidence.
Introduction to Merger Model - Accretion Dilution Full
This model walks through the process of building a full merger model focused on accretion and dilution analysis utilized in M&A transactions.
Investment Banking Week (September 8-11) Kickoff
Join us for Leland's Investment Banking Week (September 8–11) Kickoff! Come hear from top IB experts Katharine J, Jonathan H, and Isha A. who have helped candidates break into leading Wall Street firms and excel in their roles.
Advanced IB Technicals
Are you ready to tackle the toughest technical questions in investment banking and private equity interviews? Join expert Leland coach, Max A., for an Advanced IB Technicals session. Whether you're a student, in the industry, or just trying to sharpen your technicals, come ready to discuss LBOs, NOLs, bond yields, and more. With over five years of experience mentoring 250+ aspiring finance professionals, Max has honed a deep understanding of what top banks and PE firms are looking for. His background includes roles at elite firms like Lazard, Qatalyst Partners, and Vector Capital Management, and he's currently pursuing an MBA at Stanford GSB and an MPA at Harvard Kennedy School. In this session, you'll dive into technical interview prep, mergers and acquisitions, and essential skill-building to ensure you're ready for anything. Whether you've stumbled on a technical question before or just want to sharpen your edge, this event is for you.
Investment Banking Recruiting: Ask Me Anything
Breaking into investment banking is competitive and often overwhelming—but you don’t have to go through it alone. In this AMA, Max S. (current COO and ex Citi) will answer your questions about every stage of the IB recruiting process. From networking strategies and resume tips to technical prep, behavioral interviews, and navigating accelerated timelines, this is your chance to get unfiltered advice directly from someone who's successfully helped candidates land roles at leading Wall Street firms. Bring your questions and leave with actionable insights to make your recruiting journey more focused, efficient, and successful.
Example IB/PE Resume — Evercore IB
See an example resume that's been used for a variety of finance roles. The resume background highlights finance degree at UT Austin and work experience at Evercore and I Squared Capital.
IB/PE Networking Tracker Tool
This networking tracker helps you organize and track outreach to investment banking and private equity professionals. It provides a structured way to log contacts, conversations, and follow-up actions throughout the recruiting process.
Where Should You Apply? Finding Your Fit in the IB Landscape
Not all investment banks—or banking roles—are created equal. From bulge brackets and elite boutiques to middle-market firms, each has its own recruiting process, culture, and career trajectory. In this session, you’ll learn how to evaluate your options and identify the firms and groups that best align with your goals, background, and interests. In this panel, Jonathan S., Yudhajit D., and Jared B. will break down the different types of investment banks, what each looks for in candidates, and how to strategically target your networking and applications for the best chance of success. Whether you’re just starting to explore investment banking or narrowing down your list for recruiting season, this event will help you confidently map your path into the right firm for you.
Introduction to LBO and DCF Combined Modeling
This is the only model you need to build out a combined DCF and LBO valuation analysis.
Superday Technicals for IB and PE
Get ready to crush your Superdays! This session dives deep into the technical interview prep needed to stand out in final-round IB and PE interviews. Hosted by Max A. (Former Senior Associate @ Vector Capital Management) you'll review must-know concepts—from valuation and accounting to LBOs and market questions—and learn how to approach complex technicals under pressure. Max will also share real examples and insights from his own experience helping candidates break into top-tier firms.
IB Resume Secrets: What Actually Works (and What Doesn't)
Breaking into investment banking starts with one thing: a resume that grabs attention. But with so many conflicting tips out there, it’s hard to know what really matters to recruiters and deal teams. In this session, Ryan T., a former Investment Banker at Wells Fargo Securities with nearly 5 years of experience in healthcare investment banking, will reveal what top firms actually look for in resumes. Ryan has served as Staffer, Recruiting Team Captain, and Manager - interviewing, hiring, and training multiple analyst classes while executing $10B+ in deals across 90+ transactions. He’s also coached 70+ candidates into roles at leading firms, so you won't want to miss his advice! You’ll learn how to structure your bullet points for maximum impact, highlight the experiences that truly matter, and avoid the common mistakes that hold applicants back. Whether you’re recruiting for summer analyst positions or full-time roles, this session will give you the insight and clarity to stand out in one of the most competitive fields in finance.
Exit Paths from Investment Banking: How to Navigate Your Next Move in Finance
After landing a role in investment banking, the next big question is—what comes after? In this panel, Max M. (IB-> PE), Garret W. (IB -> Growth Equity), and Max S. (IB -> Startups) will break down the most common and competitive exit opportunities from investment banking, including private equity, hedge funds, venture capital, and corporate strategy. You’ll learn how to evaluate different paths, what recruiters and hiring managers look for, and how to position yourself for a smooth and successful transition. Whether you’re in your first year as an analyst or preparing for your next career move, this session will help you strategically plan your trajectory in finance and make your next step your best one yet.
The IB Playbook for Non-Traditional Backgrounds: From Networking to Interviews
Breaking into investment banking without a traditional finance background can feel daunting—but it’s absolutely possible with the right strategy. In this workshop, expert Leland coach and former Wells Fargo banker Sereena T. will walk you through how to position your unique experience, build meaningful connections, and succeed in interviews. You’ll learn how to translate your skills into the language of finance, craft a networking approach that actually leads to interviews, and prepare effectively for both technical and behavioral questions. The session will wrap up with a Q&A, giving you the chance to get personalized insights from a coach who has helped countless candidates land top IB offers.
Introduction to LBO Modeling - Full
This is the only model you need to build out a full LBO model.
Breaking into Investment Banking Panel
In this panel, industry experts Jonathan H, Ryan T, and Derek O. will share firsthand insights on what it really takes to land an investment banking role. From networking effectively and building a competitive profile to preparing for technical and behavioral interviews, you’ll hear practical advice to help you navigate one of the most competitive recruiting processes. Whether you’re just starting to explore IB or are deep in the recruiting cycle, this session will give you clear strategies, actionable tips, and answers to your most pressing questions about breaking into Wall Street and beyond.
Investment Banking Technical Interview Guide
This resource provides a list of 50 difficult technical questions with detailed answers.
Intro to FIN Statement & DCF Models with Operating Rev Builds
This is the only model you need to build out a generic three statement financial model with a discounted cash flow (DCF) model. It also includes sample operating revenue builds, specifically in the restaurant industry and in telecom.
Introduction to Merger Model - Accretion Dilution Mini
This is an introductory model to Merger Model Analysis, also known as Accretion Dilution Model Analysis.
Intro to FIN Statement, Operating Rev, and Credit Modeling
This is the only model you need to build out a generic three statement financial model with a corresponding operating revenue build, followed by a credit analysis.
