Ace Your Private Equity Case

Ace Your Private Equity Case

Offered by Craig T.

PE Modeling + Case Prep | Ex-KKR | WSO bootcamp instructor

The Wharton School (UPenn) Logo

Studied at The Wharton School (UPenn)

prophet models Logo

Works at prophet models

We will work 1-on-1 through a mock private equity take-home case where you will practice evaluating an investment opportunity, building a financial model, IC memo and verbally walking through your takeaways. Expect to complete most of the work for this package asynchronously on your own schedule, but this package includes two live meetings: First, an introductory walkthrough of the case, your goals and work strategies; and second, a 1.5-hour call for your to walk through your presentation (30 minutes) and then for me to share feedback (1 hour). This package also includes time for me to review your materials and Excel model in detail between calls. The take-home component can be an intensive undertaking, so for you to get the most out of this package, please make sure that you can side aside at least 8-10 hours for asynchronous work over a ~1 week period in between our 2.5 hours worth of calls.

What will you take away from this package?

A full Excel LBO model that you can leverage for future case interviews

A deep understanding of what PE firms expect from you and how to meet or exceed expectations in every aspect of the case

Improved investment judgment and a framework for evaluating the strength of the investment opportunity you're pitching

How will this coaching take place?

This package will be delivered via live sessions and .

Services included with this package:

Technical Interview Prep

Working With Headhunters

Additional details

Standard Refund Policy
45 days to use after purchase

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Craig T.

Offered by Craig T.

Joined August 2022

PE Modeling + Case Prep | Ex-KKR | WSO bootcamp instructor

I'm a private equity coach with a strong background in finance and a passion for helping motivated individuals break into the industry. With an MBA from The Wharton School (UPenn) and experience as an Associate at KKR & Co, I bring a wealth of knowledge and insider insights to my coaching sessions. I have also worked as an Investment Banking Associate at Goldman Sachs, where I honed my skills in financial analysis and deal execution. In addition to my professional experience, I host the Breaking Into Finance podcast and have coached dozens of individuals in their journey to break into private equity. Whether you're looking to master technical skills, improve your interview performance, or develop your soft skills, I'm here to guide you every step of the way. Let's connect and discuss how I can help you achieve your private equity career goals.

Coaches professionally

Experience level: Associate

10+ people coached for Private Equity

Open to working with clients outside the U.S.


2h 30m of coaching