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Know Your Deals: IB Transaction & Deal Discussion Prep

Know Your Deals: IB Transaction & Deal Discussion Prep

Offered by Dan B.

Ex-Raymond James M&A | 4 Deals / $1B+ EV | Broke In from Private Credit

Emory University Goizueta Business School Logo

Studied at Emory University Goizueta Business School

PeakEquity Partners Logo

Worked at PeakEquity Partners

Description

Learn to discuss your transaction experience in a way that demonstrates a real understanding of the deal—not simply the tasks you completed. We’ll select the transactions most likely to come up in interviews and develop a structured approach for discussing the company, industry, strategic rationale, valuation, transaction structure, financing, key challenges, and ultimate outcome. We’ll also make sure you can clearly explain your individual contribution while demonstrating that you understand the broader context of the transaction. Through realistic follow-up questioning, we’ll pressure-test whether you can discuss your deals at both a technical and strategic level.


What you'll get from this package

Structured and polished transaction walkthroughs

Stronger understanding of your own deals

Clear articulation of valuation, strategy, and transaction rationale

Confidence handling detailed follow-up questions


Dan B.

Offered by Dan B.

Joined August 2026

Ex-Raymond James M&A | 4 Deals / $1B+ EV | Broke In from Private Credit

With a solid foundation in finance from Emory University's Goizueta Business School, I built a successful career in investment banking and private equity. My experience spans roles at top firms like J.P. Morgan, Raymond James, and PeakEquity Partners, where I honed my skills in technology and services M&A and software private equity. Whether you need guidance on resume building, interview preparation, or networking strategies, I'm here to support your career goals. Let's connect and create a tailored plan for your success.

Experience level: Analyst

$400

3h–5h of coaching